19-20 November, 2008 | Copenhagen

Jesper Lachance RæbildJesper Lachance RæbildSr. Product Manager & Sr. Product Manager & EvangelistEvangelistMicrosoft CorporationMicrosoft Corporation

NAV 02NAV 02

Morten Holm-PetersenMorten Holm-PetersenSenior Product DesignerSenior Product DesignerMicrosoft CorporationMicrosoft Corporation

● To take full advantage of RoleTailoringTo take full advantage of RoleTailoring● Reflect your business in the applicationReflect your business in the application

● Your processesYour processes● Your peopleYour people● Their tasksTheir tasks

● What’s the effort?What’s the effort?● Assign standard roles to employeesAssign standard roles to employees● Align set of List Places with their tasksAlign set of List Places with their tasks● Optional activitiesOptional activities

● If you see a benefit in themIf you see a benefit in them

● Learn how to:Learn how to:

● Prepare for a quick configuration of usersPrepare for a quick configuration of users

● Help reduce trainingHelp reduce training● Help your employees understand your task sequencesHelp your employees understand your task sequences

● Make your employees more productiveMake your employees more productive● Help them get an overview and plan their workHelp them get an overview and plan their work● Help them make informed decisionsHelp them make informed decisions● Reduce keypresses and navigationReduce keypresses and navigation

● Be agile in changing task assignmentsBe agile in changing task assignments● Easily add new employees Easily add new employees ● Easily change who does whatEasily change who does what● Help users rotate or substitute in other areasHelp users rotate or substitute in other areas

Pick Standard “User Pick Standard “User Profiles”Profiles”

Promote Relevant Promote Relevant “Places”“Places”

Pick Standard “User Pick Standard “User Profiles”Profiles”

Promote Relevant Promote Relevant “Places”“Places”

Reflect Processes + Reflect Processes + PeoplePeople

Provide OverviewProvide Overview

Reduce NagationReduce Nagation

Support Task FlowSupport Task Flow

● Prepare for smooth configuration of Prepare for smooth configuration of usersusers● Get it right the first timeGet it right the first time

● Reduced trainingReduced training● I don’t need to learn where to find my I don’t need to learn where to find my

linkslinks● ProductivityProductivity

● I have single-click access to my data listsI have single-click access to my data lists● Easy to adapt to change laterEasy to adapt to change later

● Add task once to “User Profile”Add task once to “User Profile”● Move task from one “User Profile” to Move task from one “User Profile” to

anotheranother● Just add new employee to a “User Profile”Just add new employee to a “User Profile”

● Pick process steps Pick process steps ● From the Customer ModelFrom the Customer Model● Or just list the ones you doOr just list the ones you do

EduardoEduardo

EduardoEduardo

AliciaAliciaEduardoEduardo

AliciaAliciaAliciaAlicia

AliciaAliciaAliciaAlicia

SammySammy

SammySammy

JohnJohn JohnJohn JohnJohn JohnJohnSammySammy

JohnJohn JohnJohn

Move productMove productPut-awayPut-awayPickPickPack and dispatchPack and dispatchSelect carrierSelect carrierGenerate ship documentsGenerate ship documents

EduardoEduardoAggregate requirementsAggregate requirementsPlan resource availabilityPlan resource availabilityCommunicate plansCommunicate plans

AliciaAliciaPlan material requirementsPlan material requirementsIdentify sources and supplyIdentify sources and supplySelect suppliersSelect suppliersAuthorize supplier paymentAuthorize supplier paymentManage return goodsManage return goods

SammySammyInspect return productsInspect return productsSchedule warehosue activitiesSchedule warehosue activitiesCount inventoryCount inventory

JohnJohn

EduardoEduardo

EduardoEduardo

AliciaAliciaEduardoEduardo

AliciaAliciaAliciaAlicia

AliciaAliciaAliciaAlicia

SammySammy

SammySammy

JohnJohn JohnJohn JohnJohn JohnJohnSammySammy

JohnJohn JohnJohn

People

Warehouse processes

Customer Model UI

Process Flow

Print picking list Pick items Register pick Print packing slip…

Industry/Company

“Pick”

“Pack”

“Ship”

Warehouse worker

Navigation Window

Task Pages

Print picking

list

Register pick

Role Center

Picking items

Packing orders

Shipping orders

…

Warehouse Warehouse WorkerWorker

““Pick”Pick”

““Pack”Pack”

““Ship”Ship”

Warehouse Warehouse WorkerWorker

Job Description User Profile

● Microsoft Dynamics NAV 2009 groups Microsoft Dynamics NAV 2009 groups employees in User Profilesemployees in User Profiles

● How many User Profiles?How many User Profiles?● Specialists and managersSpecialists and managers

● Usually always a separate User Profile for Usually always a separate User Profile for eacheach

● Transaction handlersTransaction handlers● Make a User Profile per job descriptionMake a User Profile per job description● If transaction volume grows, add more peopleIf transaction volume grows, add more people

● Can only identical jobs share a User Can only identical jobs share a User Profile?Profile?● If 5 warehouse workers do near-identical If 5 warehouse workers do near-identical

workwork● Let them share one User Profile Let them share one User Profile ● Use personalization to add an extra element for Use personalization to add an extra element for

one personone person

● ProductivityProductivity● I see a very simple menu with “places”I see a very simple menu with “places”● I can see the status of my process stepsI can see the status of my process steps● I can better plan what to attack firstI can better plan what to attack first● I get one-click access to key recordsI get one-click access to key records

● QualityQuality● I can monitor my own performanceI can monitor my own performance

Configuration (“Mass-personalization”)Done by power-user (or partner)Hide/show elements for a User ProfileMaintain each User Profile to stay aligned with the company processes

PersonalizationDone by userHide/show elements for meFine tailor my user experience to fit my way of working

CustomizationDone by partnerBuilds additional elements and UX building blocksCreate new user profiles

Pixel Positions

Page Definition

Configuration Delta

Personalization Deltas

-C +D

ABDABC

ABC [DE] -A + E

BDE

Database

Client

Company

User Profile

Individual

● Increase productivityIncrease productivity● I can see if I selected the right recordI can see if I selected the right record

● Without opening itWithout opening it

● I can act directly in the List PlaceI can act directly in the List Place● I see details about the recordI see details about the record● I can decide which action to selectI can decide which action to select

● Show preview of the recordShow preview of the record● I can see this is the right record to work I can see this is the right record to work

onon

● Show related informationShow related information● I can see enough details to make a decisionI can see enough details to make a decision● I’m aware of records related to this one.I’m aware of records related to this one.

● Reduce trainingReduce training● I see the typical sequence of tasks and I see the typical sequence of tasks and

actionsactions●

● Build an agile work forceBuild an agile work force● I find it easy to help colleagues in other I find it easy to help colleagues in other

areasareas● The work sequence and actions are obviousThe work sequence and actions are obvious

● I can grow my skillsI can grow my skills● I understand less familiar areas of the I understand less familiar areas of the

applicationapplication

● Increase productivityIncrease productivity● I see summaries in FastTab headersI see summaries in FastTab headers● No navigation required for info in Fact No navigation required for info in Fact

BoxesBoxes

● Make informed decisionsMake informed decisions● Fact Boxes indicate what I need to look atFact Boxes indicate what I need to look at● Some even show consequences in Some even show consequences in

advanceadvance● I make fewer mistakesI make fewer mistakes

● Promote frequently used actions in Promote frequently used actions in the Action Panethe Action Pane

● Group them per task or document Group them per task or document statusstatus

● Order the actions per group to show Order the actions per group to show the sequence of usethe sequence of use

● Make typical or initial actions largeMake typical or initial actions large● Smaller ones are less frequently used or Smaller ones are less frequently used or

alternativesalternatives

● Doesn’t need to be a “project”Doesn’t need to be a “project”● Quickly adapt standard user profilesQuickly adapt standard user profiles

● You choose the degree of You choose the degree of configurationconfiguration● Only configure elements that provide you Only configure elements that provide you

benefitbenefit● You can go back at any time to do moreYou can go back at any time to do more

React React to to

ChangeChange

Pick Standard “User Pick Standard “User Profiles”Profiles”

Promote Relevant Promote Relevant “Places”“Places”

List Process Steps + List Process Steps + PeoplePeople

Provide OverviewProvide Overview

Show Process SequenceShow Process Sequence

Support Task FlowSupport Task Flow

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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

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