driving organisational efficiencies - microsoft dynamics nav

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This session looks at the roadmap for Dynamics NAV and takes a closer look at its projects and resource management capabilities, providing you an insight as to how Dynamics NAV can meet the needs of a diverse range of project- and services-based organizations.

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Page 1: Driving Organisational Efficiencies - Microsoft Dynamics NAV
Page 2: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Craig Keenan29 March 2012

Microsoft Dynamics NAV

Page 3: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Craig Keenan: Dynamics Practice Lead WA

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Page 4: Driving Organisational Efficiencies - Microsoft Dynamics NAV

� Dynamics NAV Update (20 mins)

� Statement of Direction / Roadmap / Convergence 2012

� Dynamics NAV for Projects & Services (10-15 mins)

� What’s the industry asking for?

� Dynamics NAV highlights

Agenda

Page 5: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Dynamics NAV Update

Page 6: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Over 1,450,000 users in more than 40 countries

Over 86,000 customers from small to enterprise

Over 4,000 software & services partners with Dynamics NAV competency

MSFT expect Dynamics NAV to drive their increase in market share (3,000 adds for 2012)

Established & committed user/partner community

Committed vendor with a significant, product derived revenue stream that supports continued development

At a glance

Page 7: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Statement of Direction

Page 8: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Product development themes

�Simplicity – familiar, leverages existing technology investments

�Value – configured quickly, Partner packaged solutions

�Agility – adapt to business change, deployment options

Page 9: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Microsoft Dynamics NAV 2013

Page 10: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Deployment options

Page 11: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Deployment options – Azure

Page 12: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Deployment options – Azure

Page 13: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Deployment options – Azure

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Page 14: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Deployment options – Web Client

Page 15: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Deployment options – SharePoint

Client/NPF

Page 16: Driving Organisational Efficiencies - Microsoft Dynamics NAV

NPF Project Workspace

Select project

Project phase

Task statistics

Submitted/in process timesheets Project documents

Page 17: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Microsoft Dynamics NAV 2013

Page 18: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Functionality enhancements

�Cost accounting (allocations)

�actual costs of operations, departments, products & projects

�Cash flow forecasting

�predict how liquidity will evolve over time

�Assembly management

� to support light manufacturing & kitting

� Item availability by timeline

�graphical view of expected inventory levels & planning suggestions

�optimise suggestions with drop & drag

� Job demand

� reflected in item availability views & purchase planning

�OneNote integration

�create Help, share information (photos, videos)

Page 19: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Microsoft Dynamics NAV 2013

Page 20: Driving Organisational Efficiencies - Microsoft Dynamics NAV

BI & reporting

Page 21: Driving Organisational Efficiencies - Microsoft Dynamics NAV

BI & reporting – charts

Page 22: Driving Organisational Efficiencies - Microsoft Dynamics NAV

BI & reporting – timeline visualisation

Page 23: Driving Organisational Efficiencies - Microsoft Dynamics NAV

BI & reporting – charts

Page 24: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Microsoft Dynamics NAV 2013

Page 25: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Microsoft Dynamics NAV “8”

Page 26: Driving Organisational Efficiencies - Microsoft Dynamics NAV

A future interface?

Page 27: Driving Organisational Efficiencies - Microsoft Dynamics NAV

A future interface?

Page 28: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Microsoft Dynamics NAV 2013

https://www.msconvergence.com/signin

Page 29: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Take outs

� Well adopted

� Strategically important for Microsoft in the middle-market space

� Significant R&D investment being made, key technologies being

incorporated/leveraged

� Future-proofed, roadmap defined through to 2015

Page 30: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Dynamics NAV for Projects & Services

Page 31: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Our experience

Page 32: Driving Organisational Efficiencies - Microsoft Dynamics NAV

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Drivers for change

Page 33: Driving Organisational Efficiencies - Microsoft Dynamics NAV

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What project businesses…

Page 34: Driving Organisational Efficiencies - Microsoft Dynamics NAV

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What project businesses…

Page 35: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Solution footprint

Page 36: Driving Organisational Efficiencies - Microsoft Dynamics NAV

How Dynamics NAV deliver against these needs?

Page 37: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Scalable >> basic job

Page 38: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Scalable >> complex project

Page 39: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Scalable >> complex… but efficient

Page 40: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Control >> project budgets

Page 41: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Control >> change orders

Page 42: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Control >> project status reports

Page 43: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Foresight >> estimate at completion

Page 44: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Licensing model >> resource portal

Page 45: Driving Organisational Efficiencies - Microsoft Dynamics NAV

On submit:

- Time Approval Worksheet lines created for approval, OR

- Time Posting Worksheet lines created for review/posting

Real time look-up/integration

with NAV via Web Services

Resource portal >> web timesheet

Page 46: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Real time look-up/integration

with NAV via Web Services

Resource portal >> web expense claim

Page 47: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Preferred vendor arrangements held

on item card

Hold as job specific stock or

consume/charge to job on receipt

Fully integrated >> procurement

Page 48: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Assign at “job task” level so can be a combination of

invoicing rules/arrangements within a single project

Flexible >> billing method options

Page 49: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Visibility >> project status

Page 50: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Visibility >> manage resources

Page 51: Driving Organisational Efficiencies - Microsoft Dynamics NAV

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

Visibility >> track progress

Page 52: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Treemap analysis – demo...

Page 53: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Take outs

� Dynamics NAV delivers required functionality

� Intergen has a proven track record in delivering these solutions

� Both NAV & Intergen can support your business as it grows & evolves

Page 54: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Questions

Page 55: Driving Organisational Efficiencies - Microsoft Dynamics NAV

Thank you