This document provides details on Microsoft Dynamics 365, top reasons why you need to consider moving to the cloud and a brief on Integrated Chemical Management (iCM) and its benefits to the chemical and pharmaceutical industries. Currently, Chemical and Pharmaceutical industries have standalone 3rd party software solutions for SDS Management and Label Management. Safety Data Sheets and Label management, both, are required solutions for the Chemical, Pharma and process industries. They can benefit immensely from an integrated approach to such critical solutions. By choosing iCM, customers can save money on maintaining standalone and siloed solutions and avoid the cost of building expensive interfaces to Microsoft Dynamics 365 for Finance & Operations. Visit https://www.xcelpros.com to learn more. https://www.xcelpros.com/icm

1. 1
MANAGING THE
MODERN-DAY ENTERPRISE
USING
THE ONE-MICROSOFT ECOSYSTEM
YOUR
ROADMAP
TO THE

2. Our approach to transformation – Key Factors
Service & Quality
• Meet customer
needs without
sacrificing quality
or costs
• Meet
Performance
demands
Customer
Satisfaction
• Ease of
conducting
business
• Seamless and
quick onboarding
• Better visibility
into inventory
orders, spend etc.
Costs
• Drive lower costs
in services,
storage and
procurement
• Leverage
technology to
drive process
efficiencies
• Drive higher
margins
Scalable &
Compliant
• Build systems and
processes that are
scalable & can
accommodate
customer's needs
without
additional time or
technology costs.
• Build systems
that are
compliant now
and in the future
Integrated
Systems
• Gain efficiencies by
virtue of a single and
integrated ecosystem
• Eliminate disparate
systems / data silos

3. BusinessTrends
Top 70%
80%1T

4. CRM
CRM
CRM
CRM
CRM
CRM
ERP
ARTIFICIAL INTELLIGENCE
OUTLOOK
EXCEL
POWERPOINT

5. Challenges with traditional ERP systems
Isolated systems,
disconnected applications
Complex, slow,
expensive to deploy
Difficult to update,
maintain and operate

6. Why cloud ERP?
Business needs Business outcome
Minimize risks and costs Mitigate risks and costs
Grow business Re-invigorated growth
Leverage new technologies to meet customer
demands
Increase customer satisfaction
Provide single-source of
business intelligence
Manage business performance in real-time
Stay competitive Competitive advantage in marketplace

7. Modern Unified Intelligent Adaptable
Power platform
Talent
Marketing
Service
Finance
Sales
Operations

8. Dynamics 365 for Finance and Operations
Timely
delivery
Increased
profitability
Improved
productivity
CFO CIO
COO
Fast
fulfillment
Intelligent
financials
Intelligent
operations

9. Intelligent Insights
Role-based analytics
Facilitate smarter decisions faster with
user-based workspaces.
Financial
Fast-track profitability with 360-degree view
of your business.
Supply Chain
Deliver real-time response to customer
demands.
Warehousing andTransportation
Reduce transportation costs and increase
delivery accuracy.

10. Productive Experiences
Empower employees
Enable access to real-time actionable data to
ignite performance.
Innovation at pace
Drive faster innovation to satisfy customer
demands.
Seamless integration
Integrate, automate and transform business
processes to keep ahead of the competition.

11. Power of cloud scale
Predictable implementations
Deliver fast and repeatable implementations, update
or upgrade.
Business continuity
Deliver seamlessly integrated applications with high availability
and reliability to run your business.
Global footprint
Grow in existing market or expand to new markets
easily and confidently.

12. Business anytime, anywhere
Mobile interface
Enable employees to do business on
their mobile device.
Task-based mobile apps
Allow employees to perform work while
on the go.
Innovate business models
Create new business models for new revenue,
better experience and competitiveness.

13. Core product priorities
FINANCE
Fixed
Assets
General
Ledger
MANUFACTURING
Project
Accounting
Accounts
Payable
Cost
Accounting
Accounts
Receivable
Compliance
Budgeting
and Forecast
Consolidations
Time and
Expense
Management
Payroll (US)
Financial Reporting
and Analytics
Regulatory
Compliance
Credit and
Collections
Tax
Cash and bank
management
SUPPLY CHAIN / DISTRIBUTION
RETAIL
Capability and Resource
Scheduling
Lean, Process and
Discrete Manufacturing
Manufacturing
Execution
Product
Configuration
Product Information
Management
Production
Reporting
Production
Control
Shop Floor
Management
Vendor
Collaboration
Kanban
Management
Purchasing and Quality
Management
Master Planning
Inbound Consignment
Order Management
System
Mobility
(Warehouse Management)
Demand
Forecasting
Purchase Order
Management
Inventory
Management
Sales Order
Management
Warehouse
Management
Service
Management
Transportation
Management
Quality Management
Vendor
Collaboration
Retail Store Channel
Management
Point Of Sale
Cross-channel Order
Processing/Fulfillment
Assisted Selling With Intelligent
Recommendations
Rules-based Distributed
Order Management
In-store Inventory
Management
Product Category, Catalog And
Assortment Management
Workforce Managements
Scheduling
Product Price And Promotions
Management
Ecommerce Channel
Management
Offline Capabilities
Call Center Channel
Management
In-store Cash
Management

14. Microsoft Dynamics –Value Definition

15. The Cloud Advantage
No need for an investment on hardware & on-premise infrastructure. All you need is an internet connection.
No need for IT Resources / Human Capital to maintain the software and infrastructure
Always-on availability, accessible from any device anytime (desktop or mobile)
Encrypted & Secure – Major Financial and Pharmaceutical institutions are using this software
Cloud is nimble, easy to deploy and enables rapid deployment
Drives your costs down with increased operational efficiency, productivity, agility and flexibility.
Overall, Microsoft Cloud offers significant advantages to small & medium sized companies with enhanced functionality and
low cost of ownership

16. Microsoft Dynamics 365
Start with the right fit
for your business &
grow at your own pace
in the cloud
Empower employees
with productivity tools
surfaced in context of
processes
• End-to-end intelligent business applications
Start with what
you need
Productivity where
you need it
Guide employees to
optimal outcomes with
intelligence embedded
in processes
Intelligence
built-in
Stay nimble & adapt in
real-time with flexible,
extensible applications
& platform
Ready for
growth
16

17. Dynamics 365 for Finance and Operations

19. • Designed specifically for Microsoft implementations
• Defines key activities & deliverables
• Provides Tools & Templates
MICROSOFT’S
SURE STEP
METHODOLOGY
• Industry Best Practices from Pharma, Chemical & Highly – regulated
industries
• Compliance
PROCESS &
REGULATORY
REQUIREMENTS
• Experience deploying Full Lifecycle Implementations tailored specifically
for chemical & pharmaceutical industry
• Knowledge of common pitfalls: proven methods to avoid them
XCELPROS
EXPERIENCE
• Large focus on improvement with data-driven decision making
• Tollgate Review / Lessons Learned / Corrective Actions
SIX SIGMA
XcelPros Unified Methodology (XUM) has been derived from the following –
OUR METHODOLOGY / APPROACH

20. OUR METHODOLOGY / APPROACH
P0
SCOPING &
BLUEPRINTING
P1
ANALYSIS &
HIGH-LEVEL
DESIGN
P2
DETAILED
DESIGN
P3
BUILD
P4
UAT &
GO-LIVE
POST GO-LIVE
& OPERATION
PROJECTKICK-
OFF
GO-LIVE
CRP0
CRP1
CRP2
UAT

21. Integrated Chemical Management
(iCM)
Full-function Chemical & Pharma Solution for
Integrated SDS & Label Management

22. iCM – An Overview
Integrated Chemical Management (iCM) is an industry-first integrated
solution for Microsoft Dynamics and the Chemical / Pharmaceutical
industry. It offers comprehensive functionality in compliance with the
GHS guidelines in 3 (three) key areas –
- Integrated & Fully functional SDS Management (Full-function SDS-Authoring and
Maintenance)
- Label Management (including Private Labels and full suite of labels) &
- DEA Management

23. iCM –Value Proposition
Eliminate the cost of integration to 3rd-party labeling and SDS systems
Integrated Safety Data Sheets Management
Real-time safety data sheets and label data management, that are consistent and GHS complaint
ReduceTotal Cost of Ownership (TCO) by removing the need to maintain product safety
documentation and data in-house
Integrate 3rd-party systems to fast-track processes and time to market

24. iCM – RETURN ON INVESTMENT (ROI)
• iCM’s Label Management eliminates the cost of customizing 5 workflows in Microsoft Dynamics
365.
1. Receiving (Raw Material Receipts, Procurement)
2. Shipping
3. Production (Finished Goods labels)
4. Quality (Lab and samples)
5. DOT labels & more..
• The development lifecycle (Specs, Development, Testing & Production) of each workflow is estimated to be 40
hours.
• Minimum cost avoidance – 160 hours
• Cost avoidance estimate for 160 hours (only for labels) ~ $30,000 (1st year)
**Cost avoidance and savings for SDS Management have been documented separately.
)

25. Appendix

26. Core Principles
BUILT ON AZURE
AI / IOT / ML
FULL PRODUCT BREADTH
FUNCTIONALCOMPLETENESS
CONTINUOUS UPDATES
SAAS ERP
NPS DRIVEN ENGINEERING
USER EXPERIENCE
FASTTRACK
TIMETOVALUE
POWER PLATFORM
POWERBI /POWERAPPS
LIFECYCLE SERVICES
SELF-SERVICE CAPABILITIES

27. Key ReleaseThemes
Intelligence
and insights
Core
capabilities
Connected
processes
Fundamentals

28. DELIVERING EFFICIENCIESTHAT MATTER
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