Microsoft Dynamics AX Technical ConferenceFebruary 3–5, 2014Bellevue, WA

Day in the life of a Public AdministratorSwamy Narayana - Principal Program Manager LeadSheila Iturriaga Colyer – Senior Program Manager

IntroductionWe are excited to share Microsoft Dynamics AX 2012 R3 with you…• This presentation contains Microsoft confidential information• Dynamics AX 2012 R3 is pre-release software and subject to change• Microsoft provides no license, express or implied, in this presentation• Please review and respect the disclaimer included in all printed

and electronically distributed materials

What is a Public Administrator?

A person tasked with developing policy, implementing and overseeing these policies with the goal of improving the services you utilize and depend on daily.

CITY OF OAK

Citizens of Oak

Council

District1Maurice Taylor

District 2Wilson Pais

District 3Takshi Andrews

District 4Steve Kastner

District 5Roxanne Kenison

MayorJon Morrow

Assistant City Administrator

Charlie Carson

City clerk, Records

Clerk, HR Generalist

Finance Director

Ellen Gasca

Accounting

ManagerTed Howard

Three (3)

Positions

IS Manager

Tim Litton

Three (3) Positions

Planning Director

Jonathan Fielder

Assistant Planning

Director/Building official

Jeffrey Cambell

Five (5) Positio

ns

Parks Director

Prakash Kovvuru

Parks M&O Manager

Benjamin Mart in

Two (2) Positions

Recreation Manager

Daniel Brunner

Two (2) Positions

Public Safety Director

Colette Good

System Design ConfigurationChart of Accounts

Account structuresFinancial DimensionsCalendar

DepartmentsEmployees

PositionsJobs

PartyCustomersVendors

Demo

System Configuration

Strong Mayor or City AdministratorFrom a strategic viewpoint, prepare the priorities and work plan for review and approval by the Elected Body. Once approved, monitor and provide updates on the priorities to the citizens and elected officials.

Priorities for City of OakResponsible governmentEconomic developmentPublic safetyRecycle & reuseCommunity connection

Budget PlanningSupport for Budgeting, Planning and ForecastingMultiple scenariosBudgeting for outcome or by priorities

Demo

Budget Acceptance

Planning DirectorCreation of a long-term comprehensive plan is an essential part of the strategic plan. Contracting with an outside supplier to assist in this is important for a newly formed City.

• Utilizing the e-procurement functionality within AX allows the City to have the full cycle of the procurement process; request for proposal, submittal, review and award, managed within the system for ease in review by staff.

Vendor bidding

eProcurement enhancements

Collaboration in Procurement and sourcing

Evaluation and award

Demo

E-Procurement

Parks and Recreation DirectorImplement the strategic plan to ensure open space is developed for the use and benefit of all citizens

Through the use of the project accounting module a multi-year project can be created to track the expenditures for the construction of a new park.

Demo

Project Management

and Accounting

Chief Finance OfficerEnsure, from the financial perspective, that the strategic plan and priorities are on track while ensuring accuracy of financial information while maintaining internal controls to protect public assets.

• The budget inquiries will provide a quick way to get real-time budget status.

• Through the use of Management Reporter and BI functionality details can be seen quickly so corrective action can be taken timely.

Demo

Budget Inquiries and Management

Reporter

Other sessions of interest

BRK414 - Budget planning and control with Dynamics AX 2012 R3

BRK431 – Advanced project accounting in Dynamics AX 2012

BRK418 - Microsoft Dynamics AX 2012 R3 eProcurement

BRK449 - Financial reporting in Microsoft Dynamics AX

ASK406 - Ask the Experts – Public Sector

THANK YOU for attending! Your feedback is extremely important, please complete an evaluation using one of the following options:

• On the fly from the mobile event app• Communications Kiosks located in the Evergreen Foyer, Grand

Ballroom Foyer and Regency Foyer

• Via the Dynamics AX Technical Conference website: www.microsoft.com/dynamics/axtechconference

DisclaimerThis presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”.

Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change at any time without notice.

Sample code included in this presentation is made available AS IS.  THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.

© 2014 Microsoft Corporation. All rights reserved.

© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.