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M tech inv_portal_with_dynamics_ax _2018_v_10.00
1. Microsoft SharePoint ® & Dynamics
AX 2012 Solution For Real Estate & Project Management
Integrated & Complete Solution
2. 12-20
*
21 - 25
26 - 67
68-112
113
4-11
* Will be finalized after confirmation of work scope and understanding in general.
3.
4. Partner Co having a
rich footprint in the
business of Retail
Industry will share
its expertise and
market presence to
support the new
setup in order to
gain faster market
penetration and
robust growth.
The role of holding
company is to
ensure the business
offers best value to
the shareholders of
this organization
and obtain
consistent growth in
terms of business
and diversification
of its services
around the globe
The operational
company will take
primary
responsibility to run
and control the
operations of the
whole business and
device policies and
procedures to be
rolled down to the
level of partner
companies and
franchisees
Operational MngMng Co BD & Marketing
These will be
representing
country offices or
regional offices.
They will be direct
manager for
Franchisees under
their authorize
territories and
ensure best value
offered of
leveraging right
tools.
Controlling Execution
Franchisees will be the
operational unites working directly
with support of Regional Offices
and executing business
transactions using the online tools
enabling them to offer best value
and unmatched services to their
customers ranging from buying,
selling, renting, development of
properties till the level of forex
transactional support and
insurance in long run.
5. 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.
6. ✓ 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
7. • 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
12. Special Portfolio Reporting
mTech offers a unique module build to meet your portfolio reporting
needs where you can easily analyze and manage your investments and
manage risk
• Define
Categories
• Define Risk
Factors
Structure
you
Investment
matrix
• Enter/ upload
data
• Setup rules
Data
Uploading
• Enter
transactions
• Review reports
• MAKE TIMELY
DECISION &
ENJOY BEST
ROI
Processing
&
Reporting
28. 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.
33. 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
41. 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
44. 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
60. 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.
62. 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.*
71. 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
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