The document presents a session led by Brian Maxin and Jeremy Gunn from Journyx, focusing on actionable insights from workforce time data using Journyx SL and Power BI. It outlines Journyx's features, the importance of tracking time and expenses for various business needs, and the challenges organizations face in time and expense tracking. The presentation also includes a demonstration of Journyx's integration capabilities and tools for managing data effectively.

1. April 15-18, 2019 | Anaheim, CA
Brian Maxin | Journyx
Jeremy Gunn | Journyx
SESSION ID: ABC01
Getting Actionable Insight From Your Workforce
Time Data with Journyx, SL, and Power BI

2. MEET YOUR PRESENTERS
Brian Maxin
Director of Sales
Journyx
Jeremy Gunn
Director of Professional
Services
Journyx

3. Session Agenda
 About Journyx
 Journyx SL focus
 Why track time and expense data?
 Top challenges
 Journyx demonstration

4. About Journyx
 Based in Austin, TX
 Over 1,200 customers worldwide
 Over 23 years helping companies
track time, expense and resources on
projects
 Cloud (AWS) and on-premise solution
options
 SSAE18 Certified and GDPR
compliant

5. Our Focus on SL
 Core focus on the Dynamics NAV space for
the past 10 years
 We understand the business of time and
expense tracking for NAV
 Integration solution between NAV and
Journyx
 Help fill in the gaps that exists with native
NAV time and expense tracking options

6. Our Dynamics Customers

7. Integrate With Your Existing Microsoft
Solutions

8. Why Track Time and Expense?
Project cost accounting
Billing customers
Payroll
Resource management
Compliance

9. Top Time and Expense Tracking
Challenges
 Getting time and expense sheets
submitted on time
 Fixing bad data – too many
corrections
 Solution doesn’t integrate with my
other business systems
 Can’t track all my data in one
place

10. How Journyx Helps: Getting Time and Expense
Sheets Submitted on Time
 Easy-to-use web and mobile entry
 Robust approval workflow with
email reminders/notifications
 Missing timesheet reports and
views

11. How Journyx Helps: Fixing Bad Data & Reducing
Corrections
 Keep it simple – improve the user
experience
 Data entry validation rules to reduce the
amount of bad data going into the
system
 Flexible approval sheet and project
approval workflows to review the
accuracy of the data
 Prior period correction and other admin
tools to fix the data before it goes to SL

12. How Journyx Helps: Tracking All Time and Expense In One
Place
 Project time
 Project expense
 PTO/Leave tracking
 Accrual calculation
 “Crew”-based entry
 Resource planning
 Auditing and compliance

13. How Journyx Helps: Tracking All Time and Expense In One
Place
 Dynamics SL and Project
Accounting
 Microsoft Exchange/Outlook
calendar and tasks
 3rd party payroll solutions (SL,
payroll, ADP, Paychex, etc)
 Microsoft Project
 Power BI
 Journyx API

14. Journyx Time and Expense Demonstration
 SL integration – Accountlink
‒ Business sync
‒ Time/expense sync
 Project time entry
‒ “Suggested” entries
‒ Data entry validation
‒ Time entry templates/favorites
 Time off
‒ Accruals
‒ Leave request

15. Journyx Time and Expense Demonstration
 Expense entry
‒ Receipt image attachment
‒ Mileage conversion
‒ Multi-currency
Per diem validation
 Approval workflows
‒ Sheet approvals
‒ Project approvals
 Reporting
‒ Power BI
‒ Reportlink
‒ Native reporting

16. Journyx SL Integration - Accountlink

17. Journyx Time and Expense Demonstration
 Business Sync
‒Projects
‒Tasks
‒User Data
‒Approval Workflows
 Time Sync
 Expense Sync

18. Journyx Demonstration

19. THANKS!Brian Maxin
Director of Sales
maxin@Journyx.com
Jeremy Gunn
Director of Professional Services
Jeremy@Journyx.com