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Do you have an end-to-end business solution that helps you deliver projects and services? This free session explored using Microsoft Dynamics technologies helps organisations similar to yours achieve their business goals. You’ll see integration across: • Sales and Pipeline Management • Project and Financial Management • Employee Collaboration • Stakeholder Management • Executive Dashboards Microsoft Dynamics offers a fully integrated solution that can enable your business right across the organisation, from financial and customer relationship management right through to employee and stakeholder engagement. If you are an existing Dynamics NAV or Dynamics CRM user you will also get an update on the latest versions and benefits for upgrading.
Citation preview
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…
Dynamics Briefing Event – 19 June 2013 | 4
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
37staff
84staff
10staff
Sh
are
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int
& E
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om
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am
ics
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yn
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ics
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oke .N
ET
, B
izT
alk
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gra
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n S
erv
ices
Tech
no
log
y A
gn
ost
ic
Str
ate
gy a
nd
Co
nsu
ltin
g
Dynamics Briefing Event – 19 June 2013 | 5
Australian names that chose Intergen…
Dynamics Briefing Event – 19 June 2013 | 6
WE DON’T REALLY LIKE TO BRAG, BUT…
With success comes recognition
Dynamics Briefing Event – 19 June 2013 | 7
Closer to home
Our commitment to WA
Dynamics Briefing Event, 19 June 2013
Managing sales & delivering projects –
An end-to-end solution
Dynamics Briefing Event – 19 June 2013 | 9
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
Dynamics Briefing Event – 19 June 2013 | 10
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
Dynamics Briefing Event – 19 June 2013 | 11
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
Dynamics Briefing Event – 19 June 2013 | 12
e2e solution
Find Sell Deliver Manage
Dynamics Briefing Event – 19 June 2013 | 13
CR
MB
DM
Shar
ep
oin
tSa
les
Mn
gr.
Shar
ep
oin
tP
roje
ct M
ngr
.
NA
VP
roje
ct T
eam
Shar
ep
oin
tM
anag
ing
Dir
ecto
r
NA
VFi
nan
ce
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
Dynamics Briefing Event – 19 June 2013 | 14
CR
MB
DM
Shar
ep
oin
tSa
les
Mn
gr.
Shar
ep
oin
tP
roje
ct M
ngr
.
NA
VP
roje
ct T
eam
Shar
ep
oin
tM
anag
ing
Dir
ecto
r
NA
VFi
nan
ce
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
Demo
Dynamics Briefing Event – 19 June 2013 | 16
CR
MB
DM
CR
MSa
les
Mn
gr.
NA
VP
roje
ct M
ngr
.
NA
VP
roje
ct T
eam
Shar
ep
oin
tM
anag
ing
Dir
ecto
r
NA
VFi
nan
ce
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
Dynamics Briefing Event – 19 June 2013 | 17
CR
MB
DM
CR
MSa
les
Mn
gr.
NA
VP
roje
ct M
ngr
.
NA
VP
roje
ct T
eam
Shar
ep
oin
tM
anag
ing
Dir
ecto
r
NA
VFi
nan
ce
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
Demo
Dynamics Briefing Event – 19 June 2013 | 19
CR
MB
DM
CR
MSa
les
Mn
gr.
NA
VP
roje
ct M
ngr
.N
AV
Pro
ject
Tea
m
Shar
ep
oin
tM
anag
ing
Dir
ecto
r
NA
VFi
nan
ce
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
Dynamics Briefing Event – 19 June 2013 | 20
CR
MB
DM
CR
MSa
les
Mn
gr.
NA
VP
roje
ct M
ngr
.N
AV
Pro
ject
Tea
m
Shar
ep
oin
tM
anag
ing
Dir
ecto
r
NA
VFi
nan
ce
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
Monitor Order
Monitor Project Delivery
Forecast Profitability
Manage Project/Resources
Monitor Financial Performance
Demo
What is Stakeholder
Management ?
Dynamics Briefing Event – 19 June 2013 | 23
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.
Dynamics Briefing Event – 19 June 2013 | 24
People Organisations
Projects
Dynamics Briefing Event – 19 June 2013 | 25
People Organisations
Projects
Works for
Works for
Works for
Dynamics Briefing Event – 19 June 2013 | 26
People Organisations
Projects
Knows
Knows
Dynamics Briefing Event – 19 June 2013 | 27
People Organisations
Projects
Is on the Board of
Dynamics Briefing Event – 19 June 2013 | 28
People Organisations
Projects
Associated with
Associated with
Associated with
Associated with
Dynamics Briefing Event – 19 June 2013 | 29
People Organisations
Projects
Connections
Dynamics Briefing Event – 19 June 2013 | 30
Microsoft Dynamics CRM supports
Stakeholder Management using its
Connections facility.
Dynamics Briefing Event – 19 June 2013 | 31
Dynamics Briefing Event – 19 June 2013 | 32
Dynamics Briefing Event – 19 June 2013 | 33
Dynamics Briefing Event – 19 June 2013 | 34
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.
Dynamics Briefing Event – 19 June 2013 | 35
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
Dynamics Briefing Event – 19 June 2013 | 36
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
Dynamics Briefing Event – 19 June 2013 | 40
95,000 2m+ 43 4,000
Customers Users Partners Countries
Adoption
Dynamics Briefing Event – 19 June 2013 | 41
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
Dynamics Briefing Event – 19 June 2013 | 42
• 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)
Dynamics Briefing Event – 19 June 2013 | 43
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
Dynamics Briefing Event – 19 June 2013 | 44
Hosting
• Per Full or Limited User,
monthly licensing cost –
scalable, on-demand
• Intergen hosted
• Microsoft/Windows Azure
hosted, through partner
Dynamics Briefing Event – 19 June 2013 | 45
Upgrading to NAV 2013
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?
Dynamics Briefing Event – 19 June 2013 | 46
Upgrading to NAV 2013
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
Dynamics Briefing Event – 19 June 2013 | 47
Upgrading to NAV 2013
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
Dynamics Briefing Event – 19 June 2013 | 48
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
Dynamics Briefing Event – 19 June 2013 | 49
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
Dynamics Briefing Event – 19 June 2013 | 50
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?