AX Enterprize, LLCYorkville, NY

A DCAA Compliant Project Accounting and

Financial Management Systemwith Microsoft Dynamics SL

SL

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▪ Review your pain points in your current system

▪ Learn why Dynamics SL is a superior solution for AX Enterprize’s issues

▪ Learn what makes Synergy and our solutions different from others

▪ See a Map of Your Solution

▪ Review the Demo Agenda

▪ Present the Demo

▪ Discuss Next Steps

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▪ DCAA Related Reports

▪ Time-consuming calculations of actual rates

▪ Indirect Rate Management -

▪ Managing Sub-Contractors, working with spreadsheets and multiple invoices

▪ Nervous about having a scalable ERP system that can easily handle your anticipated growth

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Learning ObjectivesWhy Dynamics SL?

1. Made for Projects and Government Compliance: The flagship solution

from Microsoft for project-based companies and government

contractors. Long proven history (Solomon). 13,000 companies. Strong

User Group community and annual conference.

2. Out of the Box Functionality: No customizations necessary.

3. Microsoft: Backed by power of Microsoft and integrates with all the

Microsoft software you already use.

4. Future: Next upgrade in 2018. Microsoft has long-term commitment to

all their on-premise solutions. Has a migration path for a cloud-based

Dynamics SL should current customers want cloud down the road.

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Learning ObjectivesWhy Synergy?

1. 250 Dynamics SL Clients:

2. Project Accounting Experts: Our wheelhouse. Most of our clients are project-based companies.

3. Government Compliance Experts: Many GovCon clients. Member of Microsoft GovCon Alliance.

4. Client Support: Well known for “outstanding” Client Services and Support.

5. QuickStart Program: W

6. Prove-Before-You Purchase Prototype

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▪

▪

▪

▪

▪

Steve Toth

President & Chief System Architect

Donna Hurst

COO & Senior Dynamics SL Consultant

Brian LeVerrier

Account Executive

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Reporting & Dashboards

Projects& Contracts

Project

ReportingIndirect CostManagement

Multi-Company

ICSReporting

Labor, Time,

Subcontractors

ManagingPurchases

Bill of Material& Inventory

MicrosoftDynamics SL

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▪ Overview of the Dynamics SL

▪ reporting tools and dashboards

▪ Projects/Contracts

▪ labor and collect time against the project

▪ Reporting for Projects

▪ Indirect Cost Management

▪ Incurred Cost Submission reporting

▪ Managing Purchases

▪ Bill of Material Inventory Management

▪ Multi Company

Stephen J. Toth – President and Synergy Principal

Steve Toth has over 20 years’ experience as a Dynamics SL

user and consultant. Prior to Synergy, he held financial

positions with Coopers and Lybrand, CFO of a publicly-traded

medical technology firm, and CFO of a company he took

public. He was certified as a CPA in New Jersey and Oregon.

Steve has designed and implemented more than 100

Dynamics SL project, financial, and accounting systems. He

also serves as Synergy’s Chief Systems Architect.

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Project ManagersFinancial Managers

Executives, Resource and Project Managers,Financial Managers, Team Members

Everyone

Web Apps for

Dynamics™ SL

Management

Reporter

Forecaster

3rd-party Apps

Reporting

Business Analyzer

Project Accounting

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▪ Your evaluation of Dynamics SL

▪ Synergy addresses your concerns

▪ Synergy explains QuickStart Option and Prototype

▪ Synergy and AX Enterprize agree on a Timeline and Roadmap to Success

▪ Synergy References

▪ Selection and Work Order

▪ Needs Assessment and Prototype

▪ Implementation begins

Learning ObjectivesYour Next Steps

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