M tech dynamic_construction&pm_solution_2019_v10.00

Microsoft SharePoint ® & Dynamics
Project Management & Construction Solution
Integrated & Complete Solution

12-20
*
21 - 25
26 - 67
68-112
113
4-11
* Will be finalized after confirmation of work scope and understanding in general.

CLIENT, CONTRACTING CO. established in the year 19XX when it was incorporated under the rules and laws
of Saudi Arabia. It started as a construction company based in Jeddah. Since its inception, CLIENT has
become one of the leading Contractors specialized in Construction of External works site Development,
Landscape and irrigation works.
The Company currently have running projects value SAR+2B through its workforce of +3,000 of skilled staff
whose disciplines covers and supports every aspect of its business lines. Today CLIENT line of business
covers Construction works as General Contracting in the field of General civil works, Water and sewage
networks, Water and Sewage treatment plants, Electro-mechanical works, Landscape, Sites Development
and irrigation systems.

Vendors receives project
requirements from CLIENT.
Provide all their estimates and
submit their proposals to
CLIENT
Construction giants and
government bodies are main
customers for CLIENT in
addition to other infrastructure
projects they undertake
CLIENT evaluates the project
requirements received, identify
the solution and send it to its
multiple vendors are per project
requirements

Vendors receives
project requirements
from CLIENT. Provide all
their estimates and
submit their proposals
to CLIENT
Construction giants and
government bodies are
main customers for
CLIENT in addition to
other infrastructure
projects they undertake
CLIENT evaluates the
project requirements
received, identify the
solution and send it to
its multiple vendors are
per project
requirements

✓ Customers will publish their project
requirements publicly.
✓ They mostly use Primavera for project
management
✓ In long-run, Primavera integration will be
build once the operations are well
matured in this application
Solution Design
✓ CLIENT will use SharePoint portal to
upload the project requirements
✓ CLIENT will register its authorized vendors
on the portal. After uploading the project
requirements for bidding, CLIENT will
choose the relevant vendors as per their
experiences and capabilities and ask them
to submit their project estimates with
proposals online & hard copies -optional
✓ CLIENT will also use portal to automate
their internal processes for payments
✓ CLIENT will also use DMS for internal
document management and external
project related communication with
customers esp with Govt. Projects
✓ Vendors will receive project or manpower
requirements from CLIENT, arrange the
required resources, prepare proposal with
estimates and submit to CLIENT via online
portal.

Custom Application ( SharePoint)
Document ManagementWorkflows
Bidding Management
Leave Request
Official Assignment
All estimates and pricing in this proposal are based on initial assessments of Client’s requirement. Any major and/or process change or
modification will result in change in pricing and BC reserves the right to revise the prices accordingly.
DMS –In / Out Control
Search in portal
Loan Approval
Overall Security and DMZ for
customer/vendor interface
Procurement Management
Payment request and approvals – Inter Dept.

Supplier Registration by
category of work
• Online
• Thru Procurement Dept
(PDpt))
• ePro approval will add new
vendor in ERP
Loading in ePro Bidding
data through XLS Templates.
Sharing of biding – sub-
contracting part with
Suppliers for Quote
Submission of bids by suppliers
• Online / Direct submitted
need to be entered by PDpt
Approval of bids for
suppliers
• Negotiations
• TOC agreement
Consolidation of
collected bids for
Tender submission
Work flow approval of
bidding
• Pricing, Vendors, Project
Plan as attachment
Submission of Project to
customer. ePro will maintain a
record of final scan doc for all
such submitted Tenders and/or
quotes
Once project awarded, Top
Mng will lock the vendors,
costs & quantities based on
awarded contract. This also
triggers to add Proj in ERP
Unit prices will be locked
and inter-category budget
utilization will be allowed
to xx% as long same
remains within Budget
Administration of ePro
• Mng to assign Proj
Managers & Staff
authorize to raise PO
System will follow Org
Structure hierarchy for
approval of work flow
Approved PO will be
parked in ERP, not
editable
Proj Manager / site staff
record receiving of goods
at site or WH. After
satisfaction, initiate
payment request along
with signed Delivery
goods for Mng approval
If approved, Finance will
get original from Dept &
scan docs thru ePro to
record payment
A tool will be built in ERP
for Authorize users to
approves Payment in ERP
Chq will be printed
directly based on
approved payment on
Pre-printed stationery and
vendor details

Main Objectives Of DMS
▪ Access to shared document
anywhere with rights
• Effective classification
• Automated Project Formal
document and content approval
process
• Save time for searching content
• Improve document management
compliance
MAIN FEATURES OF DMS
▪ Document Center
• Document Library
• Version Management
• Document Approval
• Document Number
• Metadata & Navigation
• Multi-lingual
• Audit
• Search Barcode

Document Center Main
Classification
• Outgoing
• Incoming
• General
Departmental DMS
• Executive Mng Office
• Outgoing
• Documents
• Project
• Outgoing
• Documents
• Administration & Legal
• Outgoing
• Documents
• Finance & Accounts
• Outgoing
• Documents
DMS Search
• New Search architecture
with one unified search
• Personalized search
results based on search
history
• Rich contextual previews

DMS Suggested Design Model
e-Procurement
• Target date for
Business Analysis (BA)
is 20th Aug’17
• Target date to deliver
Prototype will be
around 20th of October
• Testing will be
conducted around 10
days
• November will be Go-
live with 2 months free
support
Employee Self-
Service including
HR Requests
• BA part for this area is
targeted to be
finalized by 28th
Aug’17
• End of October
prototype will be
ready for 15 days
testing
• Mid-November this
will be Go-live with 2
months free support
DMS Search
history
• Rich contextual
previews

• To serve as best tools for opportunity capitalization
• Effective control and cost efficiency in projectsInnovative & Simplicity
• Process pool available as per need
• Easy to add new features
Improve Flexibility &
Scalability
• Adopt best practices with flexibility
• Offers better controls & easy to integrateIndustry Best Practices
• 100% utilization and adoptability among all users
• Avoid work redundancy and efficient retrievalOperational Excellence
• Flexible and compatible
• Some thing new with basics well known to allUser Experience
PROJECT OBJECTIVES

Ensuring offered
services are in line
with best industry
practices. Identifying
modification and/or
addition of new
services and
segments to be
offered by business
as whole to enjoy
better synergy and
overall growth.
Offering Real estate
services to clients
for their territory
and cross selling
with other
Franchises
depending upon the
client needs.
Offering one
window services for
all RE business
needs
Monitoring services
and operational
needs of
Franchisees.
Ensuring each of
them offers best
productivity and
able to achieve the
set KPIs and support
them with updated
tools and info
enabling them to
perform better
Monitoring of
operations and
reporting thereof for
the entire
operations.
Conducting analysis
and reporting for
opportunities and
risk associated to
the business with
value-added
suggestions
Define strategies in line with
market and industry dynamics to
be implemented across the group
at different levels to ensure the
over performance remains as
expected. Evaluate suggestion by
partner company and reports from
operational Co in order to device
policies and strategies to ensure
best ROI achieved with minimum
agreed upon risk.

✓ Franchisees operations will be build using
Microsoft SharePoint portal in order to
have:
✓ Flexibility of design depending upon the
regional and local requirements for each
franchisee
✓ Simple but comprehensive coverage of all
required information to measure the
performance and capturing all possible
opportunities
✓ Ability to be integrated with other systems
that might be required
Business Demands and Challenges For This Industry
✓ Microsoft Dynamics AX will be used with
integration of Franchise system
✓ The system will be able to support all
major languages for different type of users
who might have interaction directly or
indirectly
✓ AX will serve as back office tools and offer
higher level of visibility and controls
towards the financial transactions which
took place within the business
✓ AX will be configured to offer multi
dimensional analysis for all business
related activities and opportunity to
publish the reports using existing
SharePoint portal
✓ Will be using a mix of AX and SharePoint
portal depending upon the needs of
actions which may be required.
✓ Key controls and major changes will be
manage by top executives using device
controls including authorization and
approvals at different levels across the
organization, deployment of new policies
and procedures etc.
✓ Ability to visualize over performance of
business segments Vs industry
benchmarking for making key decisions

• To serve as best tools for opportunity capitalization
• Effective control and cost efficiency with ease of useInnovative & Simplicity
• Process pool available as per need
• Easy to add new features
Improve Flexibility &
Scalability
• Adopt best practices with flexibility
• Offers better controls & easy to make right decisionsIndustry Best Practices
• 100% utilization and adoptability among all users
• Avoid work redundancy and efficient retrievalOperational Excellence
• Flexible and compatible
• Some thing new with basics well known to allUser Experience
PROJECT OBJECTIVES

BOD
Sr.
Management
Middle
Management
End Users / Franchisee
MIS
Analysis
Reports
Entry
Strategies
Control
Managing
Productivity
ROI STRATEGY
USAGE BENEFIT

SharePointis the place to share ideas, content and the vision ofyour product. It’s scalable enough to
organize and manage allyour information assets but it’s alsodesigned to organize and store documents
to enable productivity, keep teams’ in sync, and projects on track.

SharePoint is a clay you can module
what you want it to be.

Enterprise Portal Branding
:
Portal Branding

You will leverage different type of
users with different level of
experience.
A priority customer / partner can
go deep the information you wish
to share while a walk-in customer
will get quick insight of your
property units to find exactly what
they wish to know about.
Portal Branding

Create Control Protect
Create and organize
content easily with the
help of relevant
discovered information
Manage content policy,
information architecture
and taxonomy
Reduce risk and manage
compliance with centralized
eDiscovery tools
Enterprise Content Management

Way to Record Your Property
Units
:
Adding Your Property Inventory

Workflow
:
Processing Your Property Inventory

Complex Forms
:
Managing Complex Business Processes For Your Property

Specialized Forms
:
Special Features & CX

• Search Tools ~ CX
history
• Rich contextual previews

Search Customization
:
SharePoint Search Categorization
Out-of-the-box Search
Customized Search

Business Intelligence
Easily combine data from
any source to create fully
interactive reports and
insights with guided
exploration
Visually discover and share
insights for collaborative
decision making across
the organization
Manage self-service BI
with control & compliance
for end user created assets

Social
Fundamentals
identity, privacy, managing connections
seamless, delightful, complete experiences
Conversations
make
connections
People are
always
available
Context
enriches
interactions
You always
know what’s
happening

• Microblogging
• Share content, links, and media
• Follow people, sites, content, and
conversations
• Activity Feeds
• Provides a view into recent activity
related to content, links, media,
and people

• Communities
• Community sites with self-service
administration and moderation
• Modern community features such
as achievements and reputation
• Discussions
• Modern discussion boards
• Blogs
• Client application integration
• Categories, comments, and
moderation

• Classic and Contemporary
views for mobile browsers
• Automatic Mobile Browser
Redirection
• Target different designs
based on user agent string
• Office Mobile Web Apps
• Excel
• PowerPoint
• Word
• Push notifications

Special Features For Your Projects

Potential Concerns
These two industries require
and maintain load of docs for
different stages. Key issues are:
▪ Accessibility
▪ Security
▪ Classification
▪ Search
▪ Multi-lingual Support

Main objectives of DMS
▪ Access to shared document anywhere with
rights
▪ Effective classification
▪ Automate document approval process
▪ Save time for searching content
▪ Improve document management compliance

DMS Features
▪ Document Center
▪ Document Library
▪ Version Management
▪ Document Approval
▪ Document Set
▪ Document ID
▪ Metadata & Navigation
▪ Office Web App
▪ Multi-lingual
▪ Authentication &
Authorization
▪ Information Rights
Management
▪ Archiving
▪ Audit
▪ Search
▪ Offline working
▪ Translation

Document Center
The document center is designed as a repository for lager quantities of documents.
Document center looks like a portal where shared corporate documents are located.
Find document by ID
View last uploaded
documents

Document Library
Document library is a place that is designed to replace folder in common use. End-
user can decide whether uploading a document or creating a new one in document
library.
Folder can be
still used

Version Management
Every time a document is edited, a copy of it is created automatically with a
configurable version number. Versioning is helpful protection mechanism because
you can revert to previous version of document, if necessary.

Document Approval
Effectively control documents by forcing them to be approved before they are
present to authorized users.
Your company is able to manage corporate documents such as expense
reporting, product design documentation, engineering changes, employee
vacation or so on.
Only visible to
document owner
before approved

Document Set
Document Set enables organizations to group multiple documents that support a
single project or task, together into a single entity.

Document ID
Document ID is useful for organizations that need to apply compliance for
corporate document.
Document ID is configurable and can be applied globally.

Metadata & Navigation
A project documentation may include Author, Client Name, Budget, Project Name,
Project Manager, Expiration Date etc. Apply classification at best with metadata
Custom navigation allows end-users to choose to see documents based on
metadata (i.e. view all documents related to client A)

Office Web App
Office Web App solution, end-users can view, edit documents directly in browser
without having to install Microsoft Office client application in their personal
computer.
View or Edit permission can be
set to specific user or group in
organization.

Information Rights Management
Prevent an authorized viewer from
copying, modifying, printing, faxing
or copying and pasting the content
for unauthorized use.

Archiving
Archiving solution enables
organization to archive documents
when needed. That said,
documents that are no longer
effective could be moved to
another document libraries
Archived documents are still
searchable if necessary.
Capture
Review
ApproveRetrieve
Archive
Compose
Document Lifecycle
Management

Audit
Knowing who has done what with which information is very important for company
regulatory compliance. For example, administrator can determine which users
edited a specific document and when they did it.

Offline Working
End-users can synchronize shared documents to their personal computers and
mobile devices for offline working. Once their devices connect to the Internet,
chances made on documents would be synchronized to SharePoint document
libraries.

Project Management & Accounting
Advance Way To Manage Your Projects

Microsoft Dynamics AX 2013 – Integration with Microsoft Project Server
To help your project management organization gain better visibility into its projects and project
resources, and to manage them more effectively, you can combine the Project management and
accounting capabilities of Microsoft Dynamics AX with those of Microsoft Project Server.

Projects Managed Now Even Better

Projects Managed Now Even Better
Specify that a category is available in the Project management and accounting module when you set up a cost
category in the Cost categories form.
Integrate cost categories with projects if you create budget model with a Flexible budgeting model type in
the Budget model form.
Select a service category that has been set up for projects on the Service categories tab in the Cost
category setup form.
Management of projects in Enterprise Portal – AX 2012 puts an end to the time and expense only entries
in EP, allowing Project Managers to create and manage the entire projects in EP. Workers can enter daily
working hours in a much improved manner and project managers can approve it directly in EP, which
significantly speeds up the process and increases worker productivity.
Item charges/costs in PO, SO and invoice lines will now be recognized in projects. Any taxes for the item

MS Project Integration With AX Project Module (optional & not
scoped)

MS Project & AX Integration Topologies

Setup workflows in Project management and Accounting
Insomeorganizations, projectbudgetsortimesheetsmustbeapprovedbyauserotherthanthepersonwhoenteredthe
budgetortimesheet.Tosetupanapprovalprocess,youcancreateaworkflow.
Aworkflow representsabusinessprocess.Itdefineshowadocumentflowsthroughthesystemandindicateswhomust
completeataskorapproveadocument.Thereareseveralbenefitsofusingtheworkflowsysteminyourorganization:
In Project management and accounting, you must be assigned as an approver to approve budgets, budget
revisions, or timesheets.
Types of Workflow for Project Management and Accounting

Horizontal Operational Scenarios
Administrative Core
Finance HR
HCM Project Budget
Formulation
Expense SRM Sales Force
Automation
Marketing
Automation
Customer
Care
Retail Public SectorManufacturing Distribution Services
Industries
Over workflow scenario - Industry Operational Scenarios

Financial Management (GL/AP/AR)

Financial Management (Dimensions)
Financial dimensions have the following characteristics:
• Provide a more detailed description of a transaction.
• Simplify the accounting process when you enable detailed analysis
without the creation of a detailed Chart of Accounts.
• Are defined to analyze and classify financial transactions as follows:
o Financial transactions usually are organized according to
voucher and account number.
o Additional grouping and classification options are available
when you assign several dimensions to transactions.
• Enable you to view the data file from different perspectives to
improve the effectiveness in tracking figures across accounts.
• Can be used throughout the system.
• Add dimensions to base data such as:
o Ledger accounts
o Customers
o Vendors

Budgeting & Planning – Functionalities

MS Dynamics Business Intelligence

The World of BI is Evolving
The shift in the BI and analytics market and the corresponding opportunity that it
has created for new and innovative approaches to BI has drawn considerable
attention from a diverse range of vendors.

146.03K145.84K145.96K146.06K 40.08K38.84K39.99K40.33K

The shift in the BI and analytics market and the corresponding opportunity that it has created for new
and innovative approaches to BI has drawn considerable attention from a diverse range of vendors.*

Product Design - BOMs, Formulation and Configuration,
Supplier Relationship Management – Global and Multi-Currency
Manufacturing/ Supply Chain Management – Quality, Costs, Skills
Logistics Financial Management – Business Intelligence
Order Management – Customer Relationship Management
Supply Chain Demand Chain
Suppliers Customers
Manufacture
Procure Deliver
Plan Supply Distribute SellManufacture
Product Engineering
Supply Chain Planning
Sales Order Management
Supply Chain Visibility
Manufacturing Operations
Management
Warehouse
& Distribution
Manufacturing Operations Solution
Process
Lean
Discrete

Plan and schedule
Balance your need in
resources and inventory
Inbound logistics
Optimize your receipt and put-
away processes
Quality management
Make customer satisfaction a
priority
Outbound logistics
Efficient customer deliveries and
distribution
Returns
Manage return process and
track issues
Empower users with role-
based access to information
Streamline end-to-end supply
chain processes
Manage supply chain across
geographies and time zones
Manage product compliance
and traceabilityKey benefits

Make inquiries on the handheld by scanning item
numbers, pallet numbers or locations gives the warehouse
operator a powerful online view of inventory information
Dimensions such as best before dates, serial and batch
numbers and even color and size attributes assigned to
the items are fully handled in AX
A single item can be tracked from reception from
supplier to delivery to a customer, as well as all item
movements in the warehouse in-between.
Control and streamline inventory Using powerful inventory
management tools to improve forecasting and planning,
match supply with customer demand, and create sales and
purchasing forecasts based on specific items and time
periods

Specify warehouse locations on five levels:
warehouse, aisle, rack, shelf and bin.
And define each location based on parameters such as
space and pallet type
Automatically receive suggestions for received item
placement based on pre-set rules for one or multiple
WH. Track received orders
with pallet identification; generate bar codes.
Establish high- and low-priority storage areas for
optimum placement of goods and block locations to
restrict movement of goods
Flexibility to define your warehouse layout according
to your changing needs, so you can achieve optimum
warehouse efficiency

Setup item sampling & Test Groups and
associate to an item

Generate reports
Passed
Non Conform

Customer Relationship Management

Dynamics
• Learn more about Dynamics
• Learn more about Dynamics ERP
• Learn more about Dynamics CRM
IoT
Learn more about IoT
Learn more about Azure IoT
Suite
Learn more
mTech Consulting Services
Tel: +966557729580- Fax: +966126611626
Jeddah – Tahlia St Opposite to Extra., Jeddah
21391 P.O. Box 116914 , Saudi Arabia
INFO@MTECmTech.COM
4987697

M tech dynamic_construction&pm_solution_2019_v10.00

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