Microsoft Dynamics - SA Technologies Capability Overview

MICROSOFT DYNAMICS
CAPABILITY OVERVIEW
w w w .s atec hglobal.c om

1. Corporate Snapshot
2. Why Rely on SAT’s Services?
3. SAT’s Services Offerings
4. SAT’s Project Solutions
5. Our Key Differentiators
6. Service Delivery Models
7. Development Centers of Excellence
8. MSD Consulting Services
• MSD Capabilities
• Microsoft Partnership
• Microsoft Services Portfolio
• MS Dynamics Cloud Migration Approach
• SAT’s Scrum Model Approach
• Proven Development Process
• Test Automation Process
• Partner Engagement Models
9. Success Factors
10.Geographical Regions Served for MSD Services
11.Case Studies
12.Partial List of Key Clients
13.Contact Info
TABLE OF CONTENT
SA Technologies Inc. www.satechglobal.com

SA Technologies Inc. (SAT) is a global technology
consulting partner founded in 2002 at Santa Clara,
California with presence across USA & Canada and
state-of-the-art development & support facilities in
India – Pune, Bengaluru, Mangaluru, Hyderabad &
Gurugram.
35% Y-O-Y growth in technical resource base, client
base and organic increase of technology delivery
capabilities.
We have more than 250 consultants in the US and
over 350 globally working out of its offshore and near-
shore locations worldwide.
CORPORATE SNAPSHOT

WHY RELY ON SAT’S SERVICES?
Personalized Services
We identify your unique needs & tailor
services for you
Cost Saving
We help you reach your business goals
swiftly and within budget
Cutting Edge Technology Expertise
Benefit from our extensive experience
in a robust IT Services portfolio
Cross Industry Knowledge
Our vast industry know how is not just
limited to an industry or company but
also cross-industry
Ease of Escalations &
Resolutions
We provide a more transparent
escalation path to ensure quick
resolution of your problems
Flexible Resource Usage
We impart you the flexibility to increase
or decrease resources at short notice
SAT Capabilities
Trusted by 120+ Clients | Across 20+ Industries | 750+ Consultants Worldwide | 16+ Years of extensive experience

SAT’S SERVICES OFFERINGS
SAT’s Workforce Solutions
We provide customized Workforce Solutions that
are scalable, flexible & cost-effective across
various industry sectors and diverse functional
areas.
Project Solutions
Our customer-centric approach to IT Consulting
solutions and services gives a technological
advantage to our client’s business.
Our Group Companies
SAT RPO :
www.satrpo.com
SA Tech Digital
www.satechdigital.com
SAT Healthcare :
www.sathealthcare.com
Grocers Web Solutions:
www.grocerswebsolution.com
Our Partnerships & Certifications
ISO 20000-1:2011
Certified

SAT’S PROJECT SOLUTIONS
PLM Solutions
BI Solutions
Microsoft Enterprise
Solution
• Power BI
• Cognos BI
• Tableau Services
• Qlikview Services
• Pentaho Services
• Targit BI Services
1
• Power BI
• MS AX Dynamics & CRM
• Microsoft SharePoint
• PowerApps
• MS Azure Services
Web & Mobile Solution
Oracle Enterprise Solution
2
3
4
5

OUR KEY DIFFERENTIATORS
End-to-end services
portfolio with industry
know-how
Serving multiple clients
across various regions
and domains
Collaborative
Services
Rated high on service
satisfaction and delivery
excellence by clients
Consistent service
definitions, tools and
processes, best
practices & evolving
knowledgebase
Our Key Highlights
✓ Global Reach - APAC region including India & China, North & South America and Middle-East
✓ More than 100 actively billing clients along with consulting experience gained by serving over 1000 companies.
✓ Proprietary talent pool of over 120,000 technical professionals
✓ Long standing relationships with some of the top fortune 500 companies (avg. client relation aging of 7 yrs.)

SERVICE DELIVERY MODELS
SA Technologies Inc.
Project Consulting Approach
Collaboration ServicesCollaboration Services
✓ SAT Collaborative teams
comprise of SAT and Client
resources
✓ Get access to onsite Project
Coordinator, Offshore PM &
specialized project Teams
✓ SAT takes care of Project
Planning, Execution and
Management helping you
manage your project
exhaustively
✓ Joint governance and joint
authority
Collaboration ServicesApplication Management
Services
✓ SAT maintains a core team of
AM professionals to support L2
and L3 services, which can
include unplanned activities too
as per the need of the client
✓ Using a joint forecasting
process, a flexible team is
managed internally by SAT to
meet peaks and troughs for
client project requirements &
enhancements
Collaboration ServicesSolution Provider
✓ SAT independently manages the
end to end SLA-based project
activities
✓ Client provides point of contact
persons for specific activities
while most of the support
activities are done by SAT
✓ Governance is done entirely by
SAT while reporting to the
management of the client in
timely manner
✓ SAT owns Complete
responsibility and accountability
Collaboration ServicesProject Resourcing
✓ Get On-demand Virtual/Remote
Resources for your projects who
will be a natural extension to your
existing team
✓ Total control on your resources and
project delivery – client directs and
manages the team
✓ A Point of Contact will be assigned
to manage project resourcing
✓ No Infrastructure and administrative
costs involved, you pay per
resources
✓ Get access to global talent from
the best IT Hubs
✓ Use of latest communication
collaboration tools
www.satechglobal.com

DEVELOPMENT CENTRES OF EXCELLENCE
Collaboration ServicesState-Of-The-Art
Infrastructure
✓ Secure Physical Environment
✓ Dedicated Centre
✓ Network Firewalls
✓ Computing Infrastructure
✓ Customer Network Connection
✓ 24/7 Perimeter Security
✓ Data Protection
✓ Business Continuity Systems
✓ Faster time to Market
✓ Support for highly scalable
projects
Collaboration ServicesSAT Advantage
✓ Flexible Delivery Models –
Onsite, Offsite, Hybrid
✓ Easy Resource Flux
Management
✓ Personalized Service Delivery
✓ Low risk – High returns
✓ Consistent Service Definitions,
Tools and Processes
✓ No Minimum Contract Tenure
Commitment
✓ No Minimum Volume
Commitment
✓ No Overheads or Hidden Cost
✓ No Restrictive Clauses
Collaboration ServicesServices Portfolio
✓ Microsoft Solutions
✓ Oracle Solutions
✓ PLM Solutions
✓ UI + UX Development
✓ Big data & BI Analytics
✓ Mobile & Web Application
Development
✓ Implementation & Upgrades
✓ MI & AI
✓ e-Commerce Solutions
✓ Quality Testing & Assurance
We have established a state-of-art development centers in India’s IT hubs of Pune, Bengaluru, Mangaluru, Hyderabad & Pune - which are strategically located to attract the best skilled IT
talent in the industry. We leverage our hybrid onsite/offsite delivery model to provide superior cost-effective Development Services for optimization of resources & investments by our clients.
SA Tech Software (I) Pvt. Ltd. – The Offshore Center of SA Technologies Inc. is
ISO 20000-1:2011 Certified for Local & International Service Management Standards

MS DYNAMICS CAPABILITIES – A NEW CONCEPT OF TOTAL DYNAMICS FOR
COMPANIES
TO ACCELERATE GROWTH AND OPERATIONAL EFFICIENCIES
Microsoft
Dynamics 365
for Finance &
Operations
Microsoft
Dynamics 365
for Sales &
Customer
Service
Microsoft
Dynamics 365
for Project
Service
Automation
Microsoft
Dynamics 365
for Talent
SharePoint Desktop
Virtualization
Cloud
Services
Our strengths in Microsoft Technologies
✓ MS Azure Cloud
✓ Other MS Business Solutions: Dynamics GP & NAV (On Cloud & On-Premise)
✓ Power BI, O365
✓ EPM: BizTalk, SQL Server
✓ Framework: .NET, .NET CF, WCF, WWF

MICROSOFT PARTNERSHIP
✓ Microsoft revenues comprise approx. 35% of the overall revenue.
✓ Talent pool of more than 100 dedicated global Microsoft professionals, out of which 80% of the resources are MS Certified
✓ Successfully worked with 160+ clients globally
✓ Average Microsoft team experience of 7+ years
✓ Long standing relationship with some of the top fortune 500 companies
Team Composition:
MS Certified Solution Architects, Project Managers, Principal Consultants, Senior & Junior Developers (Techno-Functional), Business Analysts,
QA

MICROSOFT SERVICES PORTFOLIO
Collaboration ServicesAdvisory Services
ASSESSMENT &
RECOMMENDATIONS
✓ Performance Consulting
✓ Cloud Analytics & Performance
✓ Data Analytics for Dynamics
✓ SOX Compliance around
Dynamics
IMPLEMENTATION & PLANNING
✓ Migration planning,
✓ Customizations (coding
standards)
✓ Integration (BizTalk, AIF, Web
Services, etc.)
✓ Reporting (SSRS, SSAS)
✓ Security & Validation Strategies
✓ Cut Over Strategy
✓ Change Management
✓ Training
Reusable Tools & Migration
Accelerators
Best Business Practices,
Processes & Methodology
Collaboration ServicesCloud Solution Delivery Collaboration Services24X7 Production Support Collaboration ServicesSolution Approach
END TO END MIGRATION TO
CLOUD
✓ Assure Active Directory
✓ Applications Set up &
Configurations
✓ SQL Server & DB Management
✓ Project Server on Cloud
✓ Data Conversions & Loading
✓ Application Development
(Customizations)
oVisual Studio, Power Apps,
Power BI & Flow
oUI/UX & Backend
Development
oBI/Reporting Components
Development
oCloud Integrations
✓ Cloud Security Set Ups
✓ Cut Over Management
✓ Load Validation & Reconciliation
✓ Production Envt. Set up,
Readiness & Go Live
✓ Environment Monitoring
✓ Diagnostics Troubleshooting, Bug
Fixes, MS Hot Fixes & Failure
Recovery
✓ Security/Access Support
✓ Performance Tuning
✓ Maintenance & Optimizations
✓ Liaison with Microsoft (Support
Management)
✓ Application Support
FULLY MANAGED SERVICES
✓ Technology Advisory
✓ Infrastructure & Application
Management
✓ BPM around Dynamics
PLANNING & ASSESSMENT
Present a cloud/ on-premise
Strategy and Migration Plan
PROJECT EXECUTION
Setting up a Secure Cloud
Environment
MIGRATION
Transition workloads to the Cloud
according to blueprint
MANAGEMENT
Seamlessly manage the cloud
environment

MS DYNAMICS CLOUD MIGRATION APPROACH
Analysis Design
Reference
Architecture Build/Develop Tes
t
Deploy & Mange
✓ Define non-
functional
requirements
✓ Define Approach
✓ Choice of Cloud
Platform
✓ Create Service
Delivery Plan
✓ Functional Mapping
✓ Multi Tenancy
✓ Security &
Compliance
✓ On and Off –
premise Integration
scenarios
✓ Network &
Connectivity
✓ Database Migration
to Azure SQL
✓ Build Security Model
✓ Monitoring Backup
& Recovery
✓ Build (on- or off-
premise)
✓ Review
✓ Deployment to
Cloud Test
environment
✓ System Testing
✓ Scalability Testing
✓ Integration Testing
(on- and off-
premise)
✓ UAT
✓ Fix any issues found
✓ Deployment to
production cloud
environment
✓ Transition
✓ Cloud based
monitoring
✓ Back-to-back SLAs
with Cloud provider
and customer
Project Initiation Solution Development & Deployment
Business Case Development & Refinement
Complete Project Governance, Compliance and Risk Management
Design, Establish & Manage Technical Environment

SAT’S SCRUM MODEL APPROACH
Validat
e
Ideate Plan Design Build Tes
t
Release Measure
Minimal Viable
Product
Sprint
Backlog
Groom Maintain
Sprint Review
Product
Increment
24
Hours
Daily
Scrum
Sprint
Backlog
Items
2-4
Week
s
KEY HIGHLIGHTS OF THE APPROACH:
✓ All the users or the stakeholders are actively
involved
✓ Requirements are captured at high level
discussions
✓ Small, incremental releases and iterations are
developed
✓ Focus is on frequent delivery of sprints
✓ Each feature is completed before moving on to
the next iteration
✓ Testing is done throughout the project lifecycle
MEETINGS INVOLVED:
✓ Sprint Planning meeting with Client/Stakeholders
✓ Daily Scrum meetings
✓ Sprint Review Meetings to discuss sprint delivery
✓ Sprint Retrospective meeting
Product Backlog

PROVEN DEVELOPMENT PROCESS
Sprint Start Req. Study & Analysis
Estimate
Detailed Design (Draft)
Review/Revise and Complete
Develop
Unit Test & code Review
Buddy Build
Buddy Testing & Stabilization
Result
Code Check-in
Change Order
DM Change DM Change
Approved
Dev Unit Test
Upgrade Pass
Regression
Change
Document
Product Studio
If found issues
Functional Test Regressions Result Exit Criteria
Introspect
Sprint End
Results
Code Coverage
Collaboration Services
Process Attributes
✓ Stringent quality checks
✓ Bug free codes
✓ Get total control on results
✓ Documentation at every level
✓ Simplified design principal & performance
Code
Bug
Fail
Pass Fail
Pa
ss
Pa
ss
Fail
Yes
Yes
No
No

TEST AUTOMATION
PROCESS
Check code in Build Machine Build Delivered Verify Result Verify Result
Development Source Code Build Machine Test Engineer Archive Result SQA
TFS
Distributes
Test
Distributes
Test
Distributes
Test
Distributes
Test
Test Machine Test Machine Test Machine Test Machine

PARTNER ENGAGEMENT MODELS
Project Server Set Up
Project Execution
Operations
• Project Initiation
• Solution Definition
• Design Solution
• Develop Solution
• Implementation
• Training
• Production Support
Model #1 Project
Governance Approach
Model #2 Delivery Teams On-Demand
Offshore Resource Small
Team
Client directs directly to
assigned resources
Offshore Dedicated Team
Dedicated specific team is assigned
for client and client directs
& manages team
Offshore Project Team
SAT is responsible for managing
the team and deliverables in
coordination with client
Technology Practice
Application Development
Application Maintenance & Support
Application Upgrade
Quality Assurance and Testing
Proven
Delivery
Methodology
with Industry
Best
Practices
Approach
Project Team Set Up
Full Delivery (AM from Client
side and PM from SAT side will
be part of the Project
STEERCO)

SUCCESS FACTORS
✓ Business goals driven services
✓ Collaborative Project Methodologies
✓ Strong experience in Enterprise
technologies
✓ Ability to deliver on niche modules,
plugins and customizations
✓ Flexible Engagement Models
✓ Governance beyond daily team reviews
✓ Effective & Transparent
Communications
✓ Best-in-market technical resource pool

GEOGRAPHICAL REGIONS SERVED FOR MS DYNAMICS SERVICES
SAT provides quality consulting services, no matter where the client is located; our commitment and delivery excellence has
always benefited clients globally. The company is serving clients across India, North America, South America & UAE.
US & Canada South America Dubai Europe
India Singapore Australia
NORTH AMERICA | SOUTH AMERICA | EUROPE | ASIA | UAE

CASE STUDIES

ERP Maintenance, Support Project for MS Dynamics AX 2009
SAT Solution:
• SAT helped the client by integrating PMS & AX seamlessly, so now when a record posting is
done in the third party PMS System, the same posting is done in the AX System as well
automatically.
• Earlier the user had to check the credit limit in the system while posting Sales Order (for
"Confirmation" or "Invoice"). But SAT helped the client build a robust system in which
automated emails regarding the credit limit is sent to the users for different scenarios, so that
users don’t have to login in the system every time for checking the credit limit.
• SAT also helped the client by streamlining the workflow issues and facilitating the client to
enhance the performance of the system through automation. SAT has been strongly
committed towards the client success with timely reporting, escalations and steering
committee meetings and presentations.
Nature of Challenge:
•The company was facing
challenges in the integration
of PMS -AX for boosting the
performance their workflows,
system environment &
workflow issues.
•The end user had to make
every SO invoice entry within
the PMS System, and then
insert it again into the AX
Systems.
•The client wanted to send
automated emailers to the
business users if the credit
limit of a given customer
exceeds the standard at the
time of SO Posting.
•The Client was seeking to
minimize manual efforts &
streamline workflows.
system.

Implementation & Customization for Dynamics AX 2012 R3
SAT Solution:
• SAT did the customization in EP i.e Enterprise Portal for streamlining Travel and Expense Module. SAT
helped the client with Automation for generating and approving the Cash Advance number for
International Travels.
• SAT helped the client with Travel and Expense management enabling them to track the money that
employees are spending when they incur business expenses.
• SAT facilitated the client in Booking & Submitting the intercompany expenses for the project against the
travels.
• SAT also enabled the client in Booking the expenses in sub project and passing the Project dimensions
instead of Employee dimensions.
• SAT’s timely reporting, escalations and steering committee meetings and presentations have allowed the
client to stay ahead of the challenges & prospective issues.
• SAT allowed the client to leverage the power of Dynamics AX with unmatched business application
features.
Servion is a platform-led
Systems Integrator that is
focused on enhancing the
customer experience by
automating & integrating
multiple customer interaction
channels. KPMG is helping
clients harness the power of
Dynamics AX 2012 R3.
Servion was facing challenges
in streamlining the Travel and
Expense module, tracking the
expenses & travels status and
conveying the information to
the employees.
Moreover, Servion required
an efficient business system
that could enable auto
approval of cash advance,
create a new workflow for
ATP (Advance Ticket Price)
and create Auto mail system.

ERP Maintenance, Support & Upgrade Project in Microsoft
SAT Solution:
• Unlike other Partners who follow a conventional Surestep Methodology, SA Technologies introduced a Quality Control
Mechanism within the analysis phase of Surestep by calibrating the functional requirements with the back end Team’s in-
depth product knowledge. This ensured a set of quality requirement document and Fit-Gap Analysis. SAT Managed to lead
the Process Excellence with this mechanism.
• To minimize data capturing issues SAT team unified their EDI system and developed a customized SCM Modules that helped
them capture and store data as per suppliers code.
• Wintec Industries achieved Supply Chain Excellence by integrating EDI signals via BizTalk and automating all the B2B
operations. SAT’s unmatched Technical Capabilities around the EDI-BizTalk area helped Wintec Industries to reduce the
complexity of supply chain management and tap new business opportunities like 3PL, Lean Supply Chain Management and
Working Capital Solutions more effectively.
• We also helped Wintec Industries to enhance the Supply Chain Capabilities by developing and deploying a web based
Receiving Application which in turn automate the deliveries from different suppliers.
• SAT optimized 60% process time for Standard AX and thereby enhanced the operational efficiency of Wintec Industries Inc.
• SAT’s Quality Control in Program and Project Management ensured to meet the deadlines well within the stipulated time
and use of Onsite – Offsite resource deployments gave the opportunity for Wintec Industries to reduce total cost of
ownership.
• SAT’s timely reporting, escalations and steering committee meetings and presentations were signalling SAT’s strong
commitment towards success and gave the opportunity to Wintec Industries Inc. for the effective use of a modern
technology coupled with unmatched business application features.
Wintec Industries was facing
problem with their supply
chain management ERP
(AX4.0 SP2). Wintec works
with multiple suppliers and
their current SCM system was
unable to meet the demand
of capturing enormous data
that was being received
through multiple EDIs.
Additional, they also wanted
to integrate their current
database with correct BI tool
to analyze results and
improve decision making.
Adding more to the challenge,
they did not have adequate IT
support to fix the on-going
production issues, as a result
their business operation
slowed down and was
hampered at an enterprise
level.

PARTIAL LIST OF KEY CLIENTS
SAT has over 100 clients on active billing across different geographies with ongoing consulting projects. Our client relationship lengths
have sustained on an average of 7 years; growing stronger with increased business from these clients. The company is continually
expanding its business presence to unexplored territories & regions in UAE, EU and APAC.
Industry Reach
Technology,
Software & ITES
Engineering &
Manufacturing
Retail & E-commerce Healthcare & Life
Sciences
Telecommunication
s
& Mobility
BFSI Federal, State
& Govt. Orgs
Education Aerospace & Defense Transportation &
Logistics
Media, Entertainment
& Hospitality
Electronics &
Semiconductors

CONTACT INFORMATION
Our Mission
“To provide the right Consulting Services at the right time, at the right value consistently to every customer.”
Raj Talukdar
Director – MS Projects
raj@satechglobal.com
+91-92840-04097
Corporate Headquarter
5201 Great America Pkwy,
Suite #457,
Santa Clara, CA 95054
Phone: (408) 400-3900
Email: sales@satechglobal.com
Website: www.satechglobal.com

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