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@rand_group | #perspectives2016 PERSPECTIVES 2016 Your Future with Microsoft Business Solutions Sponsored by Brought to you by

PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

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Page 1: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

PERSPECTIVES 2016Your Future with Microsoft Business Solutions

Sponsored byBrought to you by

Page 2: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

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

Page 3: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

OUR MISSION ATHelp people use technology for

business success.

Page 4: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Gaining the Greatest Value from Dynamics NAV

Page 5: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

• Managing Inventory• Lauren Dorman

• Managing Timesheets• Sarika Krishnan

Agenda

Page 6: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

• Basic Inventory Management

• Advanced Warehousing

• Remote Warehouse Management

Managing Inventory

Remote WMS

Advanced Warehousing

Basic Inventory

Page 7: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Basic Inventory Control

Managing the basics with Dynamics NAV

Page 8: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

• What do I have?

• How much do I need?

• How do I re-order?

Inventory Management

Page 11: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 12: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 13: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 14: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 15: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Advanced Inventory Control

Do you know where your inventory is?

Page 16: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Warehouse Challenges

Page 17: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Warehousing

Page 18: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Advanced Warehousing

Physics Characteristics

• Locations

• Zones

• Bins

Inventory Movements

• Inbound

• Outbound

• Physical Inventory

• Bin Movements

Page 19: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 20: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 21: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 22: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 23: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 24: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 25: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 26: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

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

Page 27: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Warehouse Challenges

Page 28: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Mobile app for warehouse staff to

simplify and streamline the

movement of inventory.

Rand Group Remote WMS

Page 29: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Warehouse Activities

Inbound & Outbound

• Receiving

• Put-Away

• Picking

• Shipping

Warehouse Management

• Physical Inventory

• Movements

• Bins

• Bin Contents

Page 30: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Rand Group Remote WMS

Page 31: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

My Assignments

Page 32: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Receipts

Page 33: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Receipts

Page 34: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Receipts

Page 35: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Receipts

Page 36: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Put-Aways

Page 37: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Put-Aways

Page 38: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Put-Aways

Page 39: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Pick

Page 40: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Pick

Page 41: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Pick

Page 42: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Shipment

Page 43: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

• Greater Productivity

• Reduction in Errors and Omissions

• Confidence to commit to the Sales Order

Why Advanced Warehousing & Remote WMS?

Page 44: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

• Basic Inventory Control

• Advanced Warehousing

• Remote WMS

Today, Tomorrow and the Future

Page 45: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Opening Doors to success!!!

Extending your NAV Install

Page 46: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Capturing Time and Expenses

Are you losing revenue with lost time?

Page 47: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

• 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

Page 48: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

• 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

Page 49: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 50: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 51: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 52: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 53: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Page 54: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Email Notifications

Rand Group Timesheet Application

Approval Workflow

Delegation of Approvals

Employee Utilization Reporting

Web Enabled

Page 55: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

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

• Integrates with Dynamics NAV

Rand Group Timesheet Application

Page 56: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Timesheet Entry

Page 57: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Timesheet Entry

Page 58: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Timesheet Approval

Page 59: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Timesheet Approval

Page 60: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

• 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

Page 61: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

OUR MISSION ATHelp people use technology for

business success.

Page 62: PERSPECTIVES 2016 - AX, NAV, GP, 365, CRM & …...Director, NAV & GP • 20 years experience in accounting software implementation, product development and support Sarika Krishnan

@rand_group | #perspectives2016

Thank You!

Sponsored byBrought to you by