PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience...

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PERSPECTIVES 2016Your Future with Microsoft Business Solutions

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Lauren DormanDirector, NAV & GP

• 20 years experience in accounting software implementation, product development and

support

Sarika KrishnanDirector, Support

• 10 years experience in ERP design, with significant exposure to NAV development and

implementation lifecycles

Introduction

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OUR MISSION ATHelp people use technology for

business success.

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Gaining the Greatest Value from Dynamics NAV

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• Managing Inventory• Lauren Dorman

• Managing Timesheets• Sarika Krishnan

Agenda

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• Basic Inventory Management

• Advanced Warehousing

• Remote Warehouse Management

Managing Inventory

Remote WMS

Advanced Warehousing

Basic Inventory

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Basic Inventory Control

Managing the basics with Dynamics NAV

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• What do I have?

• How much do I need?

• How do I re-order?

Inventory Management

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Purchase Order

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Advanced Inventory Control

Do you know where your inventory is?

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Warehouse Challenges

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Warehousing

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Advanced Warehousing

Physics Characteristics

• Locations

• Zones

• Bins

Inventory Movements

• Inbound

• Outbound

• Physical Inventory

• Bin Movements

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Remote Warehouse ManagementSolution (WMS)Getting the job done – anywhere in the warehouse

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Warehouse Challenges

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Mobile app for warehouse staff to

simplify and streamline the

movement of inventory.

Rand Group Remote WMS

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Warehouse Activities

Inbound & Outbound

• Receiving

• Put-Away

• Picking

• Shipping

Warehouse Management

• Physical Inventory

• Movements

• Bins

• Bin Contents

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Rand Group Remote WMS

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My Assignments

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Receipts

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Receipts

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Receipts

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Receipts

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Put-Aways

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Put-Aways

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Put-Aways

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Pick

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Pick

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Pick

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Shipment

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• Greater Productivity

• Reduction in Errors and Omissions

• Confidence to commit to the Sales Order

Why Advanced Warehousing & Remote WMS?

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• Basic Inventory Control

• Advanced Warehousing

• Remote WMS

Today, Tomorrow and the Future

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Opening Doors to success!!!

Extending your NAV Install

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Capturing Time and Expenses

Are you losing revenue with lost time?

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• Capturing time on a sheet of paper

• Employees review the sheet of paper and approve

• Accounting Staff enters information in the system

Timesheets In The Past

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• Allows tracking employees time effectively

• Real time reporting for time spent on projects

• Timesheet Approvals in the system

• Visibility to project costs

Timesheets in the System

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Email Notifications

Rand Group Timesheet Application

Approval Workflow

Delegation of Approvals

Employee Utilization Reporting

Web Enabled

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• Web based Timesheet Application to track and approve Employee’s time

• Integrates with Dynamics NAV

Rand Group Timesheet Application

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Timesheet Entry

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Timesheet Entry

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Timesheet Approval

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Timesheet Approval

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• Access it from any mobile device –smart phones, tablets, laptops

• Email notifications for approved or rejected timesheets

• Reports for employee utilization

Enabled For The Future

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OUR MISSION ATHelp people use technology for

business success.

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Thank You!

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