dynamics day 2012: dynamics nav vertical solutions
DESCRIPTION
Microsoft relies on industry-specialised vendors to provide industry-specific solutions. This presentation explores examples of where Intergen has partnered with these third party vendors to extend the depth of Dynamics NAV’s out-of-the-box functionality. Solutions we will look at will include ecommerce, project management, asset maintenance, document management and advanced budgeting.TRANSCRIPT
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Dynamics NAV Vertical Solutions
Craig Keenan & Ian Barker
31 October 2012
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Our Agenda
Why use industry vertical solutions?
Advanced Job Management
MarketPlace
Intergen’s “kit-bag”
Asset Maintenance
Advanced Budgeting
Others…in brief
ZetaDocs
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Dynamics NAV Vertical Solutions
Your presenters
12 years, 60+ implementations
BA, solution lead, project manager
Focus on businesses that sell services &
deliver projects
Craig Keenan
Dynamics Practice Lead – Western Australia
6 years supporting, implementing, and
selling NAV
At Intergen for 1 year taking a Solution
Lead role
Ian Barker
Consultant – Western Australia
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Dynamics NAV Vertical Solutions
Business Challenges
Client Pull
Agile Adaptation
Vertical Market
Specialisation
ROI & TCO Pressure
Collaborative Execution
Meeting industry-specific requirements
Ensuring minimal customisation and effective upgrades
Delivering anytime, anywhere access to data and
tools
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Dynamics NAV Vertical Solutions
Business & Industry Challenges
Client Pull
Agile Adaptation
Vertical Market
Specialisation
ROI & TCO Pressure
Collaborative Execution
Meeting industry-specific requirements
Ensuring minimal customization and effective upgrades
Delivering anytime, anywhere access to data and
tools
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Dynamics NAV Vertical Solutions
Dynamics NAV Industry focus
Retail Public Sector Projects &
Service Wholesale/ Distribution
Manufacturing
Financial Management Supply Chain Management Reporting and Business Intelligence
Human Resources Management Interoperability and Productivity Sales and Marketing
Other
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Advanced Jobs Mngt.
+
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Dynamics NAV Vertical Solutions
A snapshot…
Advanced Jobs Management
For Project & job based businesses
Needing to • Use complex work breakdown structures
• Hold multiple budget sets per project
• Plan & assign resources
• Plan, procure & consume items
• Calculate estimate to complete or forecast position
Vendor To-Increase (Inner Circle member for 4 consecutive years)
Adoption CfMD, 150+ sites worldwide
Customers
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Dynamics NAV Vertical Solutions
CoA segment used
for jobs bloating the
GL account list
Limited support &
product development
creating future-
proofing concerns
Single budget/no %
complete details
preventing profitability
forecasting
Missing functionality forcing
manual intervention
(e.g. pricing rules, dept. revenue
recog., system managed approvals)
Project managers bypassing the
system resulting in duplicate
data entry, limited visibility &
dependence on individuals
Pain Points
Difficulty interpreting
transactional data
resulting in after the
event views
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Dynamics NAV Vertical Solutions
CoA segment used
for jobs bloating the
GL account list
Limited support &
product development
creating future-
proofing concerns
Single budget/no %
complete details
preventing profitability
forecasting
Missing functionality forcing
manual intervention
(e.g. pricing rules, dept. revenue
recog., system managed approvals)
Project managers bypassing the
system resulting in duplicate
data entry, limited visibility &
dependence on individuals
Pain Points
Difficulty interpreting
transactional data
resulting in after the
event views
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Dynamics NAV Vertical Solutions
Advanced Jobs Management
Advanced Jobs Management
Jobs with WBS Est. to Complete Real-Time
Financial Views Integrated
Procurement
Resource
Planning
System Managed
Approvals Graphical
Visualisations
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Dynamics NAV Vertical Solutions
Jobs with WBS Est. to Complete Real-Time
Financial Views Integrated
Procurement
Resource
Planning
System Managed
Approvals Graphical
Visualisations
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Dynamics NAV Vertical Solutions
Jobs with WBS Est. to Complete Real-Time
Financial Views Integrated
Procurement
Resource
Planning
System Managed
Approvals Graphical
Visualisations
Preferred vendor arrangements held
on item card
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Dynamics NAV Vertical Solutions
Jobs with WBS Est. to Complete Real-Time
Financial Views Integrated
Procurement
Resource
Planning
System Managed
Approvals Graphical
Visualisations
Revenue
Budget/actual costs
Profitability
Forecast costs
Summary by cost type,
drill-down
People & machine
labour quantity
Open PO summary –
not receipted, receipted
not invoiced
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Dynamics NAV Vertical Solutions
Jobs with WBS Est. to Complete Real-Time
Financial Views Integrated
Procurement
Resource
Planning
System Managed
Approvals Graphical
Visualisations
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Dynamics NAV Vertical Solutions
Jobs with WBS Est. to Complete Real-Time
Financial Views Integrated
Procurement
Resource
Planning
System Managed
Approvals Graphical
Visualisations
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MarketPlace
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Dynamics NAV Vertical Solutions
MarketPlace
A snapshot
For Integrated E-Commerce Solution (B2B, B2C, Internal Portal)
Needing to • CMS
• Integration between web and NAV
• E-Commerce functionality
• Provide online customer self-service
• Out of the box sales management integration
Vendor GearsERP
Adoption Based on Kentico – 15,000+ web sites worldwide
Customers
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Dynamics NAV Vertical Solutions
MarketPlace
Real-Time NAV Integrated E-Commerce
MarketPlace
Web Front
End
NAV and
The Web
Customisable B2B/B2C Mobile Friendly
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Dynamics NAV Vertical Solutions
MarketPlace
Web Front
End
NAV and
The Web Customisable B2B/B2C Mobile Friendly
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Dynamics NAV Vertical Solutions
MarketPlace
Web Front
End
NAV and
The Web Customisable B2B/B2C Mobile Friendly
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Dynamics NAV Vertical Solutions
MarketPlace
Web Front
End
NAV and
The Web Customisable B2B/B2C Mobile Friendly
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Dynamics NAV Vertical Solutions
MarketPlace
Web Front
End
NAV and
The Web Customisable B2B/B2C Mobile Friendly
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Asset Maintenance
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Dynamics NAV Vertical Solutions
Asset Maintenance
A snapshot
For Equipment requiring reactive and preventative maintenance
Needing to • Build parent, child, sub-assembly, component structures
• Create and document work requests and work orders
• Attach work instructions and relevant documentation
• Create scheduled maintenance program
• Analyse cost trends over a specific period
Vendor Tectura
Adoption CfMD
Customers Mechanised Mining Solutions
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Dynamics NAV Vertical Solutions
Asset Maintenance
Maintenance Schedules & Problem Rapid Response
Asset Maintenance
Costing Detailed Data Work Requests
And Orders Work Instructions
And Attachments
Maintenance
Procedures
Backlog
Management
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Dynamics NAV Vertical Solutions
Asset Maintenance
Costing Detailed Data Work Requests
And Orders Work Instructions
And Attachments
Maintenance
Procedures
Backlog
Management
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Dynamics NAV Vertical Solutions
Asset Maintenance
Costing Detailed Data Work Requests
And Orders Work Instructions
And Attachments
Maintenance
Procedures
Backlog
Management
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Dynamics NAV Vertical Solutions
Asset Maintenance
Costing Detailed Data Work Requests
And Orders Work Instructions
And Attachments
Maintenance
Procedures
Backlog
Management
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Dynamics NAV Vertical Solutions
Asset Maintenance
Costing Detailed Data Work Requests
And Orders Work Instructions
And Attachments
Maintenance
Procedures
Backlog
Management
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Dynamics NAV Vertical Solutions
Asset Maintenance
Costing Detailed Data Work Requests
And Orders Work Instructions
And Attachments
Maintenance
Procedures
Backlog
Management
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Dynamics NAV Vertical Solutions
Page with full
picture and
some text
Zetadocs Document
Management
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Dynamics NAV Vertical Solutions
Zetadocs for NAV
A snapshot
For Electronic Document Management
Vendor Equisys
Adoption CfMD
Needing to • Automate the sending and storage of documents
•
• Save on stationary, postage, and storage costs
• Improve customer service by helping your finance, sales and
customer services teams respond more quickly to enquiries
• Helps achieve sustainability targets
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Dynamics NAV Vertical Solutions
Zetadocs
The problem with paper
NAV
user
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Dynamics NAV Vertical Solutions
Zetadocs
The problem with paper
NAV
user
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Dynamics NAV Vertical Solutions
Zetadocs
How it works
SharePoint
MFP
Link
Email, fax NAV
NAV
user
Zetadocs Express &
Zetadocs for NAV users
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Dynamics NAV Vertical Solutions
Zetadocs
Supplier Invoicing Scenario
NAV
user SharePoint NAV
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Advanced Budgets
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Dynamics NAV Vertical Solutions
A snapshot…
Advanced Budgets
For Distributed budgeting using NAV functionality
Needing to • Adopt GL and dimension structures (also apply for security)
• Copy previous budget or actuals as starting point
• Use spreading or calculation rules to insert values
• Apply system managed workflow & approvals
Vendor Intergen
Adoption Version 1 ready for release
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Dynamics NAV Vertical Solutions
Use Excel meaning
duplicate data entry
& exposure to
formula error
System managed
workflow & approvals
are not supported
resulting dependence
on individuals
Licensing costs limit the
number of contributors
with access to the
budgeting tool
Required calculations/
compilation are not supported
(e.g. spread methods, allocations,
calculation inputs & formulas)
Compromised usability &
accessibility inhibits
regular updates/
reforecasting
Advanced Budgets
Roll-up reporting
difficult impacting the
ability to view
consolidated/input
set results
Pain
Points
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Dynamics NAV Vertical Solutions
Required calculations/
relationships are not
supported
(e.g. spread methods, allocations,
calculation inputs & formulas)
Use Excel meaning
duplicate data entry
& exposure to
formula error
System managed
workflow & approvals
are not supported
resulting dependence
on individuals
Licensing costs limit the
number of contributors
with access to the
budgeting tool
Compromised usability &
accessibility inhibits
regular updates/
reforecasting
Advanced Budgets
Roll-up reporting
difficult impacting the
ability to view
consolidated/input
set results
Pain
Points
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Dynamics NAV Vertical Solutions
Advanced Budgets
Advanced Budgets
Contributor
Assignment
Advanced
Allocations
Fixed Asset
Integration Formula/
Calculations
Budget
Entry
System Managed
Approvals Version 2
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Dynamics NAV Vertical Solutions
Contributor
Assignment
Advanced
Allocations
Fixed Asset
Integration Formula/
Calculations
Budget
Entry
System Managed
Approvals Version 2
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Dynamics NAV Vertical Solutions
Contributor
Assignment
Advanced
Allocations
Fixed Asset
Integration Formula/
Calculations
Budget
Entry
System Managed
Approvals Version 2
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Dynamics NAV Vertical Solutions
Contributor
Assignment
Advanced
Allocations
Fixed Asset
Integration Formula/
Calculations
Budget
Entry
System Managed
Approvals Version 2
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Dynamics NAV Vertical Solutions
Contributor
Assignment
Advanced
Allocations
Fixed Asset
Integration Formula/
Calculations
Budget
Entry
System Managed
Approvals Version 2
Sales budget integration
Budget consolidation
Foreign currency budgets
Notes
Budget Administrator enhancements
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Dynamics NAV Vertical Solutions
Others…in brief
Document Capture Akeyto Automated data entry (OCR), purchase approval/workflow (Web)
Dynamics Anywhere Dynamics
Anywhere
Integrated mobility solution
Allocations Intergen Identify source & target accounts, apply static & variable
allocation rules, allocate budget & actual values
Recurring invoices Intergen Sales invoice template & billing frequency/period rules
EFT Tectura Electronic funds transfer & e-mailing of remittance advices
Auto bank rec Tectura Import bank file & auto-match transactions
AgilesWorkflow Agiles Integrated workflow solution
Dynamics NAV
Extensions
Intergen Various usability & functionality enhancements
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Dynamics NAV Vertical Solutions
In a nutshell…
■ Used to provide extended or niche functionality
■ The use of ISV/3rd party providers is a Microsoft strategy
■ Assess maturity based on adoption/references and CfMD
■ Perpetual licensing model & SharePoint/Web clients will provide opportunities to extend outside the core user group
Vertical Solutions
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Any questions?
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Do you want to know more?
Find us in the Experience Lounge at the end of this presentation.
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Thank you
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