ALTUS ALLIANCE 2016New to NAV? Top 10 Things You Need to Know

Your Presenter

Glen Watson CPA, CA, CMA• ERP Solution Architect • Joined Altus 2005• gwatson@altusdynamics.com

Objectives• For new users of Dynamics NAV to better understand

some of the basic things you need to know

• Address high-level areas ‘around the solution’ (context), as well as ‘within the solution’

• Provide an opportunity to ask any questions

Agenda – the ‘Top 10’• Client Life Cycle• Evergreen Program• Product Release

Management• Architecture• NAV vs WebApps

• Questions / Discussions

• Functionality• Basic Navigation -

NAV• G/L Account

Structure• Reporting & Analysis• Resources

The Client Lifecycle:

Phase 1

GL, AP, ARBank ReconciliationReportingPayroll

Phase 2

HRISEmployee ManagementCollective AgreementGrievance ManagementTime & AttendanceOnline Services

Use Phase

Train (retrain) the teamSpecific Organization FunctionalityMore Users, More ProductivitySupport is critical

Build Phase

UpgradeBudgeting SolutionDocument ManagementBusiness AnalyticsIntegration

YEAR 1 YEAR 1.5 YEAR 2 YEAR 3 +Implementation

1st Go-livePlanned Phased Project & Go-live

Strengthen Solution

Regroup & Roadmap

Why Plan for Upgrades?• Proper planning will capture important considerations

Process Improvement Inefficiencies that can be addressed – product Avoid losing Support (5 years after Microsoft release)

• Allows adequate time to ensure everything is reviewed Infrastructure 3rd Party products Other related needs

• Budget considerations When and how can you fit the project into your budget Phased Approach Solution benefits (Business Case)

The best upgrade plan ever!

Faster Return on Investment Enjoy the newest features, make your day more effective.It’s built into your budgetEasier Change ManagementTechnology drives your success

15% fee provides:• Installation of TEST and PROD• Data upgrade to Test environment• Data upgrade to Production / Go-Live • Diagnostic of your customizations• Training, what’s new since your release• User Acceptance Testing assistance• Go-Live assistance• Project Management

Product Innovation Release Management• Goals

• Respond to market requirements and get features in the hands of clients asap

• Ensure quality of releases by going through proper development and testing cycles for every feature

• Address urgent bugs quickly• Version Release – Every 4 Months (3X/Year)

• New features • Aggregation of service packs and hotfixes up to that point• Release Notes and Documentation available on Client Portal

• Hotfix – as needed• Urgent corrections to existing functionality that are:

• Data damaging• Sufficiently serious

Product Roadmap • Partnership Focus• Client Advisory Board• Altus Ideas Portal • Out of the box

functionality for nonprofit financial management, fund accounting• Regular product releases • Cloud and on premise

options

Architecture

• High-level environment – Dynamics NAV• Servers• Databases• Clients• Objects• Users• Companies (Data)

• Employee Web Apps• Formerly Altus Employee Portals (AEP)• SharePoint installation

NAV versus WebAppsBack-Office Users End Users

Back Office Users Role BasedBrowser Access,

Web Client, Tablet/Mobile Client

End UsersBrowser Access

Role SpecificSimplified & Intuitive

Workflows

Employee Web Apps1.Intuitive & eLearning•Web standards for navigation•Training videos and client editable help/guides

2.Web based•Fully web based deployment•Profile and User management

Functionality: Financial Management

AccountingA/R, A/P

FinancialDashboards & Reporting

Budgeting Project/GrantTracking

Procurement DonationManagement

Inventory/Asset Management

DocumentImaging &

Management

Project/GrantTracking

Employee Web Apps:Requisitions, Payment Req., Expense Claims, Financial Analysis

Financial Management Foundation

• Chart of Account Improvements:• Multi-dimensional GL• Improved maintenance and reporting

• Purchasing: • Streamline and standardize the purchasing process with online purchase requisitions and approvals• Instant insight into purchasing status, workflows to automate approvals

• Budget Management: • Program and department managers easily access their relevant budget to actuals information, and

are empowered to make informed decisions with regards to managing program funds• Reporting and Analytics:

• Dashboard reporting for easy access to key performance indicators, 1000+ out of the box reporting, and a robust and flexible chart of account structure to facilitate report writing

• Audit Trail • Gain an audit trail in ALL systems integrating both data and processes

• Supported Application• Gain an integrated, supported, industry standard applications for all core operational processes

Functionality: Human Resources & PayrollEmployee

ManagementPosition

ManagementBenefit

Management Time Entry &Scheduling

Talent Management

AttendanceManagement

CollectiveAgreement

ManagementApplicantTracking

Employee SelfManagement

Manager SelfManagement

Extend to HR Management• Employee Management • Track employees, positions, jobs, qualifications and certification

renewals, tasks, and benefits.• Engagement: • Share available entitlements, manage time off requests and keep

staff up to date.• Share T4s, paystubs directly online for easy viewing.

• Payroll processing: • Process payroll and allocate directly to the GL.

• Advanced Report Writing: • Leverage a role based interface for HR and Payroll Managers

Basic Navigation - NAV• High usability & efficiency• Looks familiar (MS Office Standards)• Provides specialized Role Centers for different types of users• Security – Permission Sets

• Access and understand your data• Flexible searching• Drill down on calculated values• Unlimited filtering• Find related transactions through Navigate features• Integration across Microsoft family of products (MS Excel)

G/L Account Structure• Define:• Logical G/L Account structure (not Segmented) • G/L Account – Natural Account• Dimensions 1-8 – 8 User definable segments that support

workflow• Additional Dimensions – Unlimited user definable segments

• Control:• Basic: G/L Account Rules – Code Mandatory, Same Code, No

Code• Advanced: Dimension Combination Control

Logical Chart of AccountsAdvanced financial reporting with logical G/L structure that supports• Rapid analysis, with bucket-less data storage• Real-time availability of balances• Unlimited segmentation

NNNN-NNN-NNN-NNN

Department LocationAccount

X X++

Program

X+

=

=

Solution Natural Account

Department Location Program No. of Accounts

Segmented GL 100 5 10 15 75,000

NAV 100 5 10 15 130

Reporting & Analysis1.Analysis and Filtering2.Standard Reports 3.Jet Reports – Excel Based

Reporting/Analytics4.Altus Employee Web Apps Financial

Analysis5.Altus Analytics and Business Intelligence

Resources• Altus University• How Do I? Video Series on www.youtube.com*• NAV Community Forums and Blogs

• Microsoft Customer Source• CustomerResource Portal (aka Client Portal)

*https://www.youtube.com/playlist?list=PLNFJwdsRRdacJbReqNwd0aaQ1Ap1T2-iq

Resources - CustomerResource Portal

https://clientportal.altusdynamics.com/_layouts/login.aspx

Resources - CustomerResource Portal

https://clientportal.altusdynamics.com/_layouts/login.aspx

Resources• Altus Consultants• Altus Support• Google!• MSDN (Microsoft Developer Network)• User groups/forums e.g. MIBUSO

Questions & Answers

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Thanks for coming!@altusdynamics

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