Federal Contractor Solutions, LLC 1

The Dynamics of Lean Services for Government Contractors

Microsoft Dynamics-NAV as the ERP platform to implement the realization of lean services

Financial Management

Sales & Marketing

Purchasing

Warehousing

ManufacturingProjects (Jobs)

Resource Planning

Service Management

Human Resources

11/04/2014

Lean Dynamics-NAV• Customize User centric work pages.• Pre-define standard templates.• Develop standard posting groups, purchase codes, payment methods,

analysis and reports.• Import/Export relevant data.• User centric role permissions.• Automation (PVBS Web Time, Expense and Requisitions).• Manage by exception.• Empower the resources.• Continued monitoring and process improvement.• Sample New Hire process.• Sample New Project process.

Customize your Work Pages

• Page Anatomy - Role Center, Navigation Pane, Actions and Reports.

• Customize Role Center to provide instant visual awareness of role activities and status.

• Customize Navigation Pane to add processes and lists most commonly used in role activities.

• Customize Actions and Reports with role centric processes, lists and reports.

• Customize Control Cards to view mandatory fields and remove unused fields.

NAV “Home” Page Anatomy

Role Center

Navigation Pane

Actions and Reports

Customize Role Center

Customize your individual Role Center. The page will keep the established settings when returning. Empowers the user to view only those settings and images necessary to perform job duties and eliminates unnecessary navigation.

Role Center Layout

Sample Role Center - Purchasing

Adding a Chart

Customize Chart

Sample Role Center - Updated Purchasing

Sample Role Center - Contracts

Customize Navigation Pane

Customize your individual views and selections. The page will keep the established settings when returning to the card. Empowers the user to view only those settings necessary to perform job duties and eliminates unnecessary fields.

Adding a New Group

Once the new group is established, any desired list can be added.

Adding Lists to Groups

Adding Lists to Groups

Navigation Pane

Once the lists are added, the navigation pane of your NAV homepage will update.

Customize Control Cards

Display Options

The same process is used for each selected Control Card.

Control Card Anatomy

Action PaneFilter Pane

FactBox

FastTabs

FastTabs – Add/Remove FastTab

Customize FastTabs

The same process is used for each selected FastTabs.

Customize FastTab

Add fields used or mandated in the control card. Remove fields not used. Enables navigation efficiencies.

“Link” related files to Control Cards

Contact Card

Contacts – General Section

Contacts – Lines

Contacts – Communication Section

Contacts – Segmentation, Foreign Trade Sections

Customer Card Customization

Customize your individual views and selections. The page will keep the established settings when returning to the card. Empowers the user to view only those settings necessary to perform job duties and eliminates unnecessary fields.

Customize this Page – Display Options

Display Option Settings

Action PaneFilter Pane

FactBox

FastTabs

Customize this Page – FastTabs

Customize this Page - FactBoxes

Customize this Page – Action Pane

Customer Card Anatomy

Customer Card - General Section

Customer Card - Communication Section

Customer Card - Invoicing Section

Customer Card - Payments Section

Customer Card – Shipping, Foreign Trade, Kitting Sections

Contract Card

Job Card Customization

Customize your individual views and selections. The page will keep the established settings when returning to the card. Empowers the user to view only those settings necessary to perform job duties and eliminates unnecessary fields.

Customize this Page – Display Options

Display Option Settings

Action PaneFilter Pane

FactBox Pane

Customize this Page – FastTabs

Customize this Page - FactBoxes

Customize this Page – Action Pane

Job Card - Links

Job Card - Notes

Job Card Anatomy

General Section

Posting Section

Posting Section “Job Type”

Posting Section “Client Type”

Contract Section

Contract Section – T&M Setup

Contract Section – FFP Setup

Contract Section – CPFF Setup

CPFF Setup - Rate Application

Contract Section – B&P Setup