Dynamics Briefing 2013 - Part 1

19 June 2013

Dynamics Briefing Event

Managing Sales & Delivering Projects

Dynamics end-to-end solution demonstration

Drivers for change

Introductions

Dynamics CRM update

Our agenda

Dynamics NAV update

Close

Dynamics Briefing Event – 19 June 2013 | 3

Where can you find us?

Auckland

Wellington

Christchurch

Sydney

Seattle

Dunedin

Melbourne

Perth

Over 400 staff across Australia, NZ and the USA…


Over 400 staff across three key teams supported by the PMO and Support functions…

Our Business

130staff 58staff 10staff 68staff

Dynamics Solutions

Portals, Content and Collaboration

Enterprise Applications

Intergen Consulting

Project Management Office

Managed Services (Application Support / Helpdesk / Hosting)

Web Strategy / Interactive Design

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Australian names that chose Intergen…


WE DON’T REALLY LIKE TO BRAG, BUT…

With success comes recognition


Closer to home

Our commitment to WA

Dynamics Briefing Event, 19 June 2013

Managing sales & delivering projects –

An end-to-end solution


Dynamics NAV specialist

13 years solution delivery experience

Chartered Accountant

Studying footy

Craig Keenan Dynamics Practice Lead – WA

Dynamics CRM specialist

12 years solution delivery experience

25 years IT experience

Frustrated musician

Basil Carbonaro Senior Consultant

Your presenters


Drivers for change

No clear view of project metrics

FMIS, CRM, project and other

applications don’t talk to each other

Data is inaccurate &/or

outdated

Users bypass or do not use the

system

Resource utilisation & financial performance

“surprises”

Customer satisfaction not

monitored No clear view of sales pipeline


Future state requirements

Software that is easy to use Accurate & up-to-date

data for informed decision making

Metric, metrics, metrics to eliminate

surprises

Single version of sales pipeline &

project truth

Collaboration capabilities

Use of visuals & other graphics

Mobile & smart device support

Best practice processes to aid

delivery


e2e solution

Find Sell Deliver Manage


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Set Sales Team Targets

Enter & Qualify Lead

Manage & Close Opportunity

Monitor Sales Team Performance

Monitor Sales Pipeline

Initiate Project & Assign Resources

Approve PO/ Timesheets & Post

Initiate Client Invoicing

Raise PO & Submit for Approval

Enter Timesheet & Submit for Approval

Generate & Send Client Invoices

Receive Client Payments

Monitor Sales Team Performance Monitor Project Team Performance

Create & Manage Proposal

Create Order

Monitor Project Delivery

Forecast Profitability

Manage Project/Resources

Monitor Financial Performance


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Demo


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Demo

What is Stakeholder

Management ?


Stakeholder Management supports an organisation's strategic objectives

by interpreting and influencing both the external

and internal environments and by creating positive relationships with stakeholder

through the appropriate management of their

expectations and agreed objectives.


People Organisations

Projects

http://www.clker.com/clipart-14331.html


http://www.google.com.au/url?sa=i&rct=j&q=&source=images&cd=&docid=h_0vSIGUWfRx1M&tbnid=3xF0O9Wn0wSsiM:&ved=0CAUQjRw&url=http://www.clipartsfree.net/svg/5899-project-schedule-vector.html&ei=Lom6Ue-xB8vCkQX1wIDACQ&bvm=bv.47883778,d.dGI&psig=AFQjCNEwt6ktM93nzSiEmEF74hXl4TLZgA&ust=1371265683375962





Projects

Works for

Works for

Works for








Projects

Knows

Knows








Projects

Is on the Board of








Projects

Associated with

Associated with

Associated with

Associated with








Projects

Connections







Microsoft Dynamics CRM supports

Stakeholder Management using its

Connections facility.













With the knowledge gained through managing relationships by using the

connection facility, CRM can be used as the application to better manage

communications with Stakeholders and hence contribute to positive business

outcomes.




Closing thoughts

• The Sales Team is the initial contributor to Stakeholder

Information

• Stakeholder Management Information assists when

working new opportunities

• Project success is assisted when the entire team uses this

information to be aware of all Stakeholders & ensures that

effective communications are maintained




Take-aways

Single source of truth

Business intelligence

Document management

Integrated sales and delivery

The solution is real

Any questions?

Dynamics Briefing Event, 19 June 2013

Dynamics NAV Update

NAV 2013 R2 (‘Sicily’)

Adoption

Licensing

Our agenda

Hosting

Upgrading to NAV 2013


95,000 2m+ 43 4,000

Customers Users Partners Countries

Adoption


Dynamics NAV 2013 R2 (‘Sicily’)

We can neither confirm nor deny…

Release Q4 2013, possibly as early as October

Emphasis on the enhancing the underlying architecture

NAV Web client

Integration to Office 365, incl. SharePoint

Multitenancy

Functionality enhancements


• Concurrent user

• Windows/SharePoint/Web client

• Full functionality

• Concurrent user

• Windows/SharePoint/Web client

• Read + timesheet + write to 3

tables

Licensing

Perpetual Licensing Model (NAV 2013)


Licensing

General

Maintenance

3 years x 14% p.a. -> 16% p.a. for renewals from 1 Sept. 2013

Subscription license for on-premise installations

On a named user basis


Hosting

• Per Full or Limited User,

monthly licensing cost –

scalable, on-demand

• Intergen hosted

• Microsoft/Windows Azure

hosted, through partner



Things to consider

Is your current version supported?

Microsoft support for v4 has ceased, mainstream support for v5 ended April 2012

Are you entitled to upgraded software?

What is the costs & timescale?

Version upgrading from, number of existing modifications, number of new

modifications required

What compelling benefit will you gain?



Reasons

Feature / Function Delivers

Enhanced & extended functionality e.g. RTC, cash flow forecasting, visualisations, Office themed

Improved usability, capability & business insight

Web client Mobility

SharePoint portal framework Collaboration, extend user base

Dimension sets, scheduled processes Improved performance

Opportunity to review & refine processes Consistent & improved processes

Opportunity to review & retire customisations Move back to standard



CURRENT STATE

NAV v4

FUTURE STATE

NAV 2013

Plan Deliver

Re-implement

• Perform key area or full (re)design

• Processes may be fundamentally altered

• Migrate data?

Application Upgrade

• Upgrade current state form & function

• Migrate all data

• Realise usability benefits from new version

• Supported by Microsoft

Diagnostic

CURRENT STATE

NAV 2013

CH

AN

GE

GA

P


Upgrading to NAV 2013 Plan Deliver

Re-implement

Upgrade Diagnostic

Hybrid

• Review customisations – retire where new

functionality available

• Identify improvement areas – refine processes

• Extend use of system – new functionality & users

CH

AN

GE

GA

P

CURRENT STATE

NAV v4

FUTURE STATE

NAV 2013


Upgrading to NAV 2013 Plan Deliver

Re-implement

Upgrade Diagnostic

Hybrid

CH

AN

GE

GA

P

CURRENT STATE

NAV v4

FUTURE STATE

NAV 2013

• Majority of processes and

functionality is working

well

• Desire to retain most of

the historic data

• Where step change is

preferred


NAV 2013 – Upgrade

Swick Mining Services

Background

ASX listed company

Aggressive growth

Implemented NAV v4.0 7+ years ago, 1.2m+ PLOD records

Modifications to support mining activity

Hybrid approach

Refine operating processes

Extend functionality & user footprint

Pure upgrade -> 1/3rd of effort

Any questions?

Email: [email protected]

[email protected]

Thank you

Technology

Dynamics Briefing 2013 - Part 1