Microsoft Dynamics Sure Step Sherril McLeod, CPA Microsoft Dynamics US Partner Team [email protected]
Jan 19, 2016
Microsoft Dynamics Sure Step
Sherril McLeod, CPAMicrosoft Dynamics US Partner [email protected]
AGENDA
• What is Microsoft Dynamics Sure Step?
• Benefits to Stakeholders and Customers
• A Preview of Sure Step
• Microsoft Dynamics: Business Solutions Overview
• Next Steps
• Q & A
Microsoft Dynamics Sure Step
A comprehensive brand representing:1. A repeatable, consistent, *scalable* implementation
methodology.
2. An end-to-end business process that guides both consulting teams and customers through all of the phases and tasks involved in an implementation of Microsoft Dynamics (regardless of the specific solution).
3. A flexible, customizable framework with project AND product-specific components and tools.
4. A competitive pre-sales tool that differentiates us in the ERP space because it integrates project management principles into the implementation phases of the project life cycle.
Sure Step Methodology Model
The Sure Step Application includes: Sure Step Methodology ModelMS Excel, Visio and Word Templates/ Source Code and Editor
Sure Step Value for Stakeholders
• Improve implementation times and success rates
• Costs
• Risk
• Productivity and profitability
• Customer confidence
• Facilitate Stakeholder collaboration through common implementation framework
Sure Step Value for Customers
• More visibility into the implementation process
• Increased collaboration with Stakeholder Project Teams
• More predictability during the implementation process
• Better project documentation, estimates and timelines
• Faster return on their IT investment
• Customer satisfaction
Sure Step Methodology Model
Offerings (aka Types of Projects)• Consist of the activities from one or more of the implementation phases• Support different implementation scenarios• Let you combine selected phases from the Sure Step Methodology to
best meet customer needs
ImplementationAnalysisDiagnostic
Full Implementation
Rapid Implementation Optimization
Optimization
Upgrade
Upgrade
Sure Step Methodology Model
Offerings (aka Types of Projects)
Sure Step Methodology Model
Project Roles
Sure Step Methodology Model
Project Management
Sure Step Methodology Model
Project Flow and Project Deliverables by Phase
Project Management Processes
Diagnostic Analysis Design Development Deployment Operation
Project management processes:• Organize project management tasks into three groups based on the
implementation project lifecycle• Provide task-based guidance for starting, executing, and closing a
project• Align with the phases of the methodology• Consist of tasks from each project management discipline
Solution: Project management components integrated—broadly and deeply—throughout the Sure Step Methodology•Tasks are integrated in each phase•Disciplines organize tasks into specific knowledge areas•Processes drive a systematic approach to planning, executing, and closing implementation projects•Cross-phase processes provide project-wide views of key implementation tasks•Project management deliverables are integrated throughout the methodology•Additional resources support project management tasks
Project Management Components
Diagnostic Analysis Design Development Deployment Operation
Project Management
DisciplinesProject initiation and planning
Project execution and monitoring
Project closing
Risk managementInitiate risk management
Ongoing risk management
Scope management Plan project scope Manage project scope Verify project scope
Issue managementPlan issue management
Ongoing issue management
Time & cost management
Plan time & costsOngoing time & cost management
Project tracking & reporting
Resource management
Plan & acquire resources
Develop & manage project team
Release project team
Communication management
Plan communication management
Project communication Close communication
Quality managementPlan quality management
Quality assurance & control
Procurement management
Plan purchases & acquisitions
Monitor purchases & acquisitions
Close purchases & acquisitions
Sales managementSales, Diagnostic & proposal management
Ongoing proposal management
Close contract
Project Management Disciplines
PM Tools and Templates (1)
Project initiation and planning
Project execution and monitoring
Project closing
Risk management
Initiate risk planning• Risk List• Risk Register
Ongoing risk management• Risk List• Risk Register
None
Scope management
Plan project scope• Project Scope Statement• Sign-Off Form• Change Request Form• Change Request Log• Work Breakdown Structure
Manage project scope• Project Scope Statement• Sign-Off Form• Change Request Form• Change Request Log• Work breakdown Structure
Verify project scope• Project Scope Statement• Sign-Off Form
Issue management
Plan issue management• Issue List• Issue Entry Form• Issue Work Form
Ongoing issue management• Issue List• Issue Entry Form• Issue Work Form
None
Time & cost management
Plan time & costs• Project Plan• Cost Baseline Report
Ongoing time & cost management• Project Plan• Cost Baseline Report
Project tracking & reporting• Project Plan• Cost Baseline Report
Resource management
Plan & acquire resources• Project Organization• Roles and Responsibilities• Role descriptions
Develop & manage team• Project Organization• Roles and Responsibilities• Role descriptions
Release project team• Project Organization
PM Tools and Templates (2)
Project initiation & planning
Project execution & monitoring
Project closing
Communication management
Plan communication management• Communication Plan• Project Charter• Project Status Report• Consultant Status Report
Project communication• Communication Plan• Project Charter• Project Status Report• Consultant Status Report
Close communication• Communication Plan• Project Charter• Project Status Report
Quality management
Plan quality management• Training Plan• Test Plan
Quality assurance/control• Training Plan• Test Plan• Go-Live Checklist
None
Procurement management
None
Monitor purchases & acquisitions• Sign-Off Form (for acceptance of sub-contracted work)
None
Sales management
Sales & proposal management• Proposal• Statement of Work
Ongoing proposal management• Sign-Off Form
Close contract• Statement of Work• Sign-Off Form
Project Management Deliverables
Phase Deliverable
Diagnostic Project proposalSOWContractPSSWBSEstimation worksheetProject PlanDeliverables sign-off form
Analysis Project charterKick-off presentationPSS (revised)WBS (revised)Estimation Worksheet (revised)Deliverables sign-off form
Design Project plan (revised)Activity ListDeliverables
Development Deliverables sign-off form
Deployment Deliverables sign-off form
Operation Final Deliverables sign-off form
Diagnostic Phase: Key Deliverables
Diagnostic Phase: Best Practices
• Ensure that the handoff from Sales to Implementation includes all the information gathered during the sales process
• Understand the customer’s motivation for undertaking the implementation project
• Show the customer the type of deliverables created during the Diagnostic phase
• Use a WBS from a previous project as a template for new projects
• Determine level of infrastructure analysis based on implementation type
• Present the Diagnostic results and proposal in person to the customer
Analysis Phase: Key Deliverables
Analysis Phase: Best Practices
• Determine the level for detailed business processes analysis and then identify an analysis strategy
• Decide quickly if system enhancements will be added to the current project scope or deferred to a future project
• Include visual diagrams to depict business processes in the Functional Requirements document to show how the solution will enhance processes
• Do not underestimate the importance of the project scope statement
• Maintain a list of ISV solutions that your organization has approved and implemented
• Communicate the purpose of business process analysis to customer employees
• Do not judge the customer’s current business processes or make comments to the customer about them
Design Phase: Key Deliverables
Development Phase: Key Deliverables
Deployment Phase: Key Deliverables
Operation Phase: Deliverables
Sure Step Demo
Project Repository
• Make project documentation available to project team
• Folder structure aligns with implementation phases and project management disciplines
• Copy or extract the structure to local or shared network resources
What is Microsoft Dynamics?
Microsoft Dynamics Premises
• Give your people the information they need
• Use familiar and effective tools
• Business is Dynamic – everything done in today’s world is not 100% structured.
One of Many Business Processes
ERP SupplierSupplierDiscuss requirements
Initiate project
ReceiveReceiveReceiveReceive
Close project
BuyerBuyer
Discuss comments
Send POSend POCreate POCreate PO
Send changesSend changesUpdate POUpdate PO
ApproveApproveConfirm POConfirm PO
Status?Status?
Ship noticeShip notice
InvoiceInvoiceClose POClose PO
Approve with commentsApprove with comments
Business Management Solutions *
Product Industry Examples Key Capabilities Average Application Size
AX
•MFG & Distribution•Retail•Professional Services
•Global ERP •Advanced MFG Capability •Multinational •Field Service
•50-2000 Seats •Multiple Instances
coordinated together
GP
•MFG & Distribution •Retail •Not for Profit
organizations •Healthcare•Education
•Mid Market ERP •Primarily North American •Rich out of the box
functionality
•10-200 Seats • Single Instance
NAV
•MFG & Distribution •Construction•Public Administration
•Mid Market ERP •Global ERP•Often customized for unique
business needs
•10-200 Seats •Single instance
SL
•Professional Services•Construction •Distribution & Light Mfg
•Deeply integrated Project Management
•10-100 Seats •Deeply integrated
Project Management•Single Instance
* These are guidelines, not rules – many successful client solutions & implementations fall outside of the ones listed here.
Highly scalable and customizable to meet changing business requirements and processesMake sophisticated changes and extend functionality with built-in customization tools
End-to-end industry specific functionality to meet industry and business needs Visibility and business insight across locations and countries for global companiesBuilt-in support for 36 countries, and 40 language versions
Real-time visibility across locations and countries with role-based information and processes via the Web
Two or more companies can use the same system while maintaining separate financial records
Core solution functionality:
Financial Management
Supply Chain Management
CRM
Human Resources and Payroll
Industry Enabling:
Supply Chain Execution
Demand Planning
Fund Accounting
Quality Management
SAP All-in-One and mySAP
Oracle
Local market competitors
Vertical Solutions:
High Tech, Aerospace,Metals, IEM, Oil & Gas, Chemicals, CPG, Food & Bev, Industrial, Hospitality, Apparel, Food & Bev, Auto Dealer, Specialty Store, Healthcare, Works, Fin and Admin, Utilities, Transport, NFP, Construction, Arch & Engineer, IT Services, Legal Services, Advertising
Finance, InsuranceReal EstateTransportationCommunications and UtilitiesProfessional Services:Medical/Dental, Law Firms, Engineeringand Architecture
Manufacturing (discrete)
Wholesale DistributionRetail Public SectorNonProfits
Oracle/PeopleSoftLawsonEpicor
Out-of-the-box functionality;companies get up and running quickly
“Scalable functionality w/flexibility” adapts easily to the changing needs of the business
Extensive integration with Microsoft desktop applications used by everyone. Decreases ‘fear of change’ and productivity ramp time.
Long-term system stability and ROI companies require now. GP will support business-critical needs: today and in the future.
SAP Business OneSage – MAS 90/200/500Intuit
Wholesale Distribution Manufacturing Retail Professional Services
Local competitors in local marketsSAP Business One
Regionally relevant and industry-specific functionality with multi-language and multi-site capabilities
Enables partners around the world to build vertical and industry-specific solutions
Designed to work like other Microsoft solutions employees are familiar with
Quick and cost-effective installation using Rapid Implementation Methodology in Microsoft Dynamics Sure Step
C/SIDE development environment which enables customizations with a minimal disruption to business processes
SageExactOracle Special Edition
Project driven: professional services, operations, field services and construction management.
Integrates with MS Project Server.
Works like other Microsoft solutions employees are familiar with.
Automate operational processes to increase efficiency and focus on services that contribute to the bottom line.
More complete insight across organizations for timely and informed decisions with increased confidence.
Business ServicesConsultingAdvertisingResearch Other Professional
ServicesConstruction
General ContractorResidential
HomebuilderSpecialty
Contractor
DeltekTimberlineProfit 21
Epicor Sage (MAS 90/200/500)
Wholesale DistributionProject-based ManufacturingFinancial Services Not-For-ProfitGovernment Contractors in any Industry
Microsoft CRM Works the Way You Do
Native Microsoft Outlook Folders & Command Bar
Automatic calendar, contact, task and email synchronization
Quick viewsof relevant information
Improving organizationsby providing business insights to all employees leading to better, faster, more relevant decisions
Complete and integrated BI offering
Widespread delivery of intelligence through Microsoft Office
Enterprise-grade and affordable
Microsoft’s Vision of Business Intelligence
Business Understanding
Close to Customers
Business Solutions
Changing Customer Needs
Need Local SupportThe Solution? Dynamics GP Business PartnersDelivering the Best Solutions
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Discussion/Q&A
Thank You for Attending!