NAV 2013 Vertical Solutions - Intergen day 11... · Dynamics NAV Vertical Solutions Your presenters 12 ... funds transfer & e-mailing of remittance advices ... 3rd party providers

Dynamics NAV Vertical Solutions

Craig Keenan & Ian Barker

31 October 2012

Our Agenda

Why use industry vertical solutions?

Advanced Job Management

MarketPlace

Intergen’s “kit-bag”

Asset Maintenance

Advanced Budgeting

Others…in brief

ZetaDocs


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

http://www.nzonair.govt.nz/Default.aspx


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


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


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

Advanced Jobs Mngt.

+


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


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


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




Jobs with WBS Est. to Complete Real-Time

Financial Views Integrated

Procurement

Resource

Planning

System Managed

Approvals Graphical

Visualisations




Procurement

Resource

Planning

System Managed

Approvals Graphical

Visualisations




Procurement

Resource

Planning

System Managed

Approvals Graphical

Visualisations

Preferred vendor arrangements held

on item card




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




Procurement

Resource

Planning

System Managed

Approvals Graphical

Visualisations




Procurement

Resource

Planning

System Managed

Approvals Graphical

Visualisations

MarketPlace


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


MarketPlace

Real-Time NAV Integrated E-Commerce

MarketPlace

Web Front

End

NAV and

The Web

Customisable B2B/B2C Mobile Friendly


MarketPlace

Web Front

End

NAV and

The Web Customisable B2B/B2C Mobile Friendly


MarketPlace

Web Front

End

NAV and



MarketPlace

Web Front

End

NAV and



MarketPlace

Web Front

End

NAV and


Asset Maintenance


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


Asset Maintenance

Maintenance Schedules & Problem Rapid Response

Asset Maintenance

Costing Detailed Data Work Requests

And Orders Work Instructions

And Attachments

Maintenance

Procedures

Backlog

Management


Asset Maintenance



And Attachments

Maintenance

Procedures

Backlog

Management


Asset Maintenance



And Attachments

Maintenance

Procedures

Backlog

Management


Asset Maintenance



And Attachments

Maintenance

Procedures

Backlog

Management


Asset Maintenance



And Attachments

Maintenance

Procedures

Backlog

Management


Asset Maintenance



And Attachments

Maintenance

Procedures

Backlog

Management


Page with full

picture and

some text

Zetadocs Document

Management


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


Zetadocs

The problem with paper

NAV

user


Zetadocs

The problem with paper

NAV

user


Zetadocs

How it works

SharePoint

MFP

Link

Email, fax NAV

NAV

user

Zetadocs Express &

Zetadocs for NAV users


Zetadocs

Supplier Invoicing Scenario

NAV

user SharePoint NAV

Advanced Budgets


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


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


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


Advanced Budgets

Advanced Budgets

Contributor

Assignment

Advanced

Allocations

Fixed Asset

Integration Formula/

Calculations

Budget

Entry

System Managed

Approvals Version 2


Contributor

Assignment

Advanced

Allocations

Fixed Asset


Calculations

Budget

Entry

System Managed

Approvals Version 2


Contributor

Assignment

Advanced

Allocations

Fixed Asset


Calculations

Budget

Entry

System Managed

Approvals Version 2


Contributor

Assignment

Advanced

Allocations

Fixed Asset


Calculations

Budget

Entry

System Managed

Approvals Version 2


Contributor

Assignment

Advanced

Allocations

Fixed Asset


Calculations

Budget

Entry

System Managed

Approvals Version 2

Sales budget integration

Budget consolidation

Foreign currency budgets

Notes

Budget Administrator enhancements


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


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

Any questions?

Do you want to know more?

Find us in the Experience Lounge at the end of this presentation.

Thank you

NAV 2013 Vertical Solutions - Intergen day 11... · Dynamics NAV Vertical Solutions Your presenters 12 ... funds transfer & e-mailing of remittance advices ... 3rd party providers

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