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Microsoft Dynamics AX 2009 Partner Sales Readiness Seminar

Microsoft Dynamics AX 2009 Partner Sales Readiness Seminar. Hubert & Anouk | 23-04-2008. Seminar Objectives. Wat is de waarde propositie van Dynamics AX 2009 Wat zijn de USP’s ( unique selling points )? Hoe kunt u die het beste demonstreren?

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Microsoft Dynamics AX 2009 Partner Sales Readiness Seminar

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  1. Microsoft Dynamics AX 2009 Partner Sales Readiness Seminar Hubert & Anouk | 23-04-2008

  2. Seminar Objectives • Wat is de waarde propositie van Dynamics AX 2009 • Wat zijn de USP’s (uniquesellingpoints)? Hoe kunt u die het beste demonstreren? • Hoe zal Dynamics AX 2009 u kunnen helpen in competitieve situaties • Het identificeren van “Business Issues” & klantpijnpunten die door Microsoft Dynamics AX 2009 geadresseerd worden • Overzicht van alle hulpmiddelen & resources die er voor u zijn • Positionering Dynamics AX 2009 (Branches / Segment / Competitie) • Overzicht van de Launch Planning in Nederland – hoe kunt u aanhaken. Wat verwachten wij van u?

  3. Agenda Deel 1 (Anouk) • New Features and Technologies in Microsoft Dynamics AX 2009 & uitgebreide demo’s • System Architecture and Pricing • (Pre) Sales Tips • Demo to Win • Demo Show Case • Objection handling • Conclusies & samenvatting • Call To Actions

  4. Seminar Agenda Deel 2 (Hubert) • Dynamics AX 2009 • Branches • Voor welke branches is Dyn AX 2009 geschikt? • Waar doen wij momenteel onze business • In welke branches willen wij nog meer business gaan doen? (MABA) • “Target Customers” • Per Industrie / Per grootte / Per Segment / Per Type • Discussie • Welke branche gaat u voor? • Heeft u al voor een segment gekozen? • Welke oplossing gaat u hiervoor inzetten? • Hoe zit het met de fit van Dynamics AX 2009 met deze branche? • Competitie • Dynamics Awareness Onderzoek • Call To Actions

  5. Seminar Agenda Deel 3 (Hubert) • Launch Doelstellingen • Launch Planning • To Partner • To Customer • To Prospect • Event in a box • Call-To-Actions • Eind conclusie & samenvatting

  6. Introductie • Wie ben je • Wat is je ervaring met AX tot nu toe • Noem a.j.b. 1 vraag waar je vandaag absoluut antwoord op wilt hebben • Hoe gaat jouw organisatie zich proberen te onderscheiden in de Markt? • Hoe zal Dynamics AX (2009) daarin kunnen helpen?

  7. Deel 1: Dynamics AX 2009

  8. Om in de stemming te komen Dynamics AX 2009

  9. Microsoft Dynamics AX 2009Take your business into the future Improve productivity Manage change Compete globally Simplifycompliance

  10. Improve Productivity • Customer Challenges (“Pains”) • Software is difficult to learn and use • Difficult to figure out how to perform tasks, what to do next • Unable to access reports, forms, data critical to completing my work • Unable to convert data into meaningful information required for decision making • Need to go to the IT department to get reports • Excess time spent creating reports in Excel • Collaboration with team members is time consuming • Who will be experiencing these challenges? • All users (financial, purchasing, sales) • All management

  11. Improve ProductivityHelp people work smarter and faster Benefits Microsoft Dynamics AX 2009 Capabilities • Manage work more effectively • Make informed decisions • Customize own reports and intelligence • Enhance collaboration • Easy access to information • 32 new Role Centers, familiar userexperience , easy navigation, task lists • Enhanced Business Intelligence including pre-defined analysis cubes, role tailored reports, self-service reporting, performance dashboards • Unified communication and presence information, Global Address Book • Enterprise Portal, Microsoft Dynamics Client for Microsoft Office enables affordable access for all employees

  12. demo Improve Productivity

  13. Enhanced Business Intelligence DELIVER SharePoint Server Reports Dash boards Excel Workbooks Analytic Views Scorecards Plans ENDUSER TOOLS AND PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server BI PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server RDBMS SQL Server Integration Services

  14. Enhanced Business Intelligence Microsoft Dynamics AX Role Centers Excel Reporting Services Microsoft Dynamics AX Database

  15. Conclusie • Self Service BI • Rolgebaseerde UI: WSS of MOSS 2007 • Unified Communications: office communication server (OCS)– office communicator, unified worklist en global adress book in AX • Voordelen • Meer gebruikers toegevoegde waarde in toegang tot ERP • Makkelijker intuitief navigeren (webbrowser, listpage, areapages) – leercurve kleiner • Continue accurate info gefundeerde beslissingen • Efficient communiceren – snel actie nemen – juiste contactgegevens • BI voor iedereen via bekende tools maar voordelen van Dynamics AX business logica en security control • …

  16. Call To Action • Sales – Marketing: • Verticalisatie van rolcenters, BI mogelijkheden, list- en areapages • BI propositie • “ Unified Communication” • Ga zelf met OCS ad slag • Start gesprek met klanten… • Zoek partnership UC (NecPhilips, Dimension Data, E-Office, Actis, HP,.…link • Information Worker – UC competentie • Consultants – Developers: • AX What’s New features (technisch – functioneel) • Windows Sharepoint Services (WSS) …MOSS 2007 • SQL BI – SQL BI Development Studio (Visual Studio)

  17. Microsoft Dynamics AX 2009Take your business into the future Improve productivity Manage change

  18. Manage Change & Growth • Customer Challenges (“Pains”) • Software is not easy to adapt or customize to new or changing business processes • Software is not upgradeable once it has been customized • Software doesn’t support best practices or business processes in place • Need to add hardware to support growing transaction volumes • Software supports business processes in one division but not in another • Need to add programmers to support changing needs of organization • Existing software unable to handle the business complexities that larger enterprises in multiple jurisdictions typically encounter • Consolidation of divisional accounts • Shared AR and AP services • Manual rollups, spreadsheets, imports/exports, improper financial controls • Who will be experiencing these pains? • CIO; IT Manager • CEO • Management – Financial, Supply Chain, Sales & Marketing • Users

  19. Manage Change & Growth Help businesses to be flexible and adapt to the user and market demands Benefits Microsoft Dynamics AX 2009 Capabilities • Increase organizational agility • Adapt internal processes to changing demands • Easily operate your business across multiple companies with centralized deployment and shared service center • Grow with a long-term solution • Workflow capabilities • Strong improvements in performance and scalability • Intercompany eliminations and allocations • Shared AP and AR service support; centralized payments

  20. Pillar 1 Workflow Overview Design Configuration Workflow Template Workflow Workflow Begins Workflow Completed Workflow Instance Jim Enters Expense Report Expense Approval Expense Report Posted Ann Approves if > $10K Frank Approves All Sue Approves if > $5K

  21. demo Manage Change & Growth

  22. Workflow • A business process that is “embedded” into the system • Out-of-the-box templates • Easy to configure and adapt • Delegate • Safe limits • Single approver • Multiple approvers • Majority of approvers / percentage of approvers • 1st line manager • Approval based on role, hierarchy or user • Escalation • Supports multiple languages • Version controls

  23. Out-of-the-Box WorkflowTemplates • General Ledger • General journal, ledger allocations, fixed assets, fixed assets budget • Accounts Receivables • Payment journal, draw bill of exchange journal, protest bill of exchange journal, redraw bill of exchange journal, remittance journal, settle bill of exchange journal • Accounts Payables • Invoice register, invoice approval journal, invoice journal, payment journal, draw promissory note journal, redraw promissory note journal, remittance journal, settle promissory note journal • Trade and Source • Purchase requisition approval • Project Accounting • Project purchase requisition approval • Expense Management • Cash advance request template, expense template, non-project line item workflow template, project expense line workflow template

  24. Conclusie • Role Center: Enterprise Portal (WSS of MOSS2007) – ASP.net • Workflow: Templates configureren in AX, MorphX Development, Windows Workflow Foundation – hosted in IIS  Voordelen • Meer gebruikers toegevoegde waarde in toegang tot ERP via nieuwe functionaliteit: expense management, aankoopaanvraag,…via het web – single sign on • Meer functionaliteiten (workflow, shared service center, …)out of the box om in te spelen op behoefte prospecten • Business analyst kan workflow aanpassen via configuratie van templates – approval hierarchie - policies • Gebruiker: notifications, delegation, escalation • Developer: Integratie standaard Microsoft .NET technolgie • …

  25. Call To Action • Sales en Marketing: • Verticalisatie van rolcenters en workflow templates • Portal propositie • Upsell: nieuwe modules en functionaliteit voor bestaande klanten • Compelling events bij nieuwe klanten obv nieuwe functionaliteiten • Virtualisatie • Consultants – Developers: • AX What’s new functioneel • SQL 2008 – Windows Server 2008 • ASP.net development (visual studio)– Enterprise portal • Windows Workflow Foundation – Internet Information Services

  26. Microsoft Dynamics AX 2009Take your business into the future Improve productivity Manage change Compete globally

  27. Compete Globally • Customer Challenges (“Pains”) • Software can’t adapt as new warehouses and production centers are added – manual or cumbersome supply chain management • Need for third party programs to fill in gaps in functionality • Difficult or time consuming to share information or collaborate with partners, suppliers and customers • Missed opportunities • Existing software unable to accommodate expansion into new countries and jurisdictions • Language requirements • Taxes • Regulations • Who will be experiencing these challenges? • CEO, CFO, Accounting Department at HQ and Subsidiary Locations • Everyone at Subsidiary Locations, Supply chain, Sales • IT Manager; CIO

  28. Compete Globally Manage the complexities of a global organization by consolidating and standardizing processes and providing visibility across your organization Benefits Microsoft Dynamics AX 2009 Capabilities • Multi-Site capabilities • Support for 40 languages • Localized for 36 countries • Support for bi-directional (Arabic) languages • Service-oriented architecture that can adapt to changes in process or business model • Enhanced support for Web Services • Expand into new countries • Consolidate, standardize and manage business processes across multiple sites • Capitalize on new opportunities • Collaborate more effectively with supply chain partners • Grow with a long-term solution

  29. Multi-Site Structure Site Warehouse Production Unit • Geographic location • Confined within company • Linked to financial dimension • Must be within site • Unique within company • Cannot be shared • Hold inventory • Production ”dimension” • Unique per site

  30. demo Compete Globally

  31. Multi-Site Capabilities Enables • Visibility into raw materials, inventories, transactions over multiple sites • Multi-site sales and purchasing • Track Sales and PO’s at different sites and movement of materials, inventory between sites • Site specific vendors • Site specific item settings • Site specific production • BOM and route per site • Site specific production parameters • Master planning across sites • Decentralized pick/pack/ship by site • Cost control by site

  32. Conclusie • Multisite voor SCM en finance • AIF: Services Oriented Architecture (SOA) • Consolidatie landenfunctionaliteit: Turkije, Oost Europa, CO (Brazilie, China, Japan, Thailand, Arabische landen) en India  Voordelen • AIF – SOA: flexibiliteit met webservices (WCF, standaard MSFT technologie)…niet alles in ERP oplossing coderen IT afdeling • Multisite concept – beter inzicht SCM- Finance…in lijn met Tier 1 competition (midmarket players geen goeie fit) • AX kan meegroeien met klant zijn internationisatieslag op 1 enkele instance (lage TCO)

  33. Call To Action • Sales en Marketing • AIF = USP tov concurrentie • Multisite: reden om te upgraden – verruiming prospecten • Consolidatie landenfunctionaliteit: snelheid implementatie • Consultants – Developers • What’s New AX functioneel/Technisch • Windows Communication Foundation – Web services voor Developers

  34. Microsoft Dynamics AX 2009Take your business into the future Improve productivity Manage change Compete globally Simplifycompliance

  35. Simplify Compliance • Customer Challenges (“Pains”) • Experiencing high costs and burden of compliance • Penalties for failed regulatory compliance • Loss of stakeholder’s trust and confidence • Who is experiencing these challenges? • CEO • CFO

  36. Simplify Compliance Reduce risk and liability associated with corporate governance and regulatory compliance Benefits Microsoft Dynamics AX 2009 Capabilities • Improved internal controls to mitigate risks • Improved visibility of internal controls • Help reduce total cost of compliance • Respond quickly to compliance related demands • Windows Workflow Foundation, built-in security, consistent processes • Compliance Center; sharing compliance documents & evaluation of controls • Digital Signatures • Global Address Book • Self service reporting tools enable creation of ad-hoc compliance related reports

  37. demo Simplify Compliance

  38. Conclusie • Compliance Center: • Enterprise Portal obv SOX requirements • Task recorder • Rapportage  Voordelen • Compliance niet langere een hoge kost: documentatie/oderhoud nu out of the box: task recorder, document templates, out of the box rapporten (midmarket players behind on this point) • Security system: single sign on – AD integratie – user group set up met permissions, tools als database logging, laten makkelijk audit trails toe (geen enkele competitor kan dit bieden…)

  39. Call To Action • Sales – Marketing: • Uitbreiden van Compliance Center met industry requirements, standards, best practices • Compelling event bij prospecten • Consultants – developers • AX What’s new readiness

  40. Major New Functionality • Expense Management (Enterprise Portal only) – credit card processing • Customer Returns Management • Quality Control and Management • Improved Procurement Capabilities • Purchase Requisitions • Request for Quotes • 3 Way Matching • Major Enhancements to Supply Chain Management • Planning and Scheduling • Collaboration and Integration between Engineering, Operations, Sales and Finance • Improved Execution Processes

  41. Major New Functionality • Enhanced CRM • Lead & Opportunity Management through Enterprise Portal • Deeper Integration with Microsoft Exchange • AX and Dynamics CRM integration: no new timeline defined • HR and Payroll • Major Enhancements to Project Planning • Integration to Production • Integration to Microsoft Project • Hierarchical Work breakdown structure • Integration to Purchase Order & Expenses • Cash Flow by Project

  42. Major New Functionality • Finance • Shared service centre concept: intercompany features, centralized statements and payments,… • Print management • Save invoice • Budgetting • Fixed Assets • Voucher templates

  43. Microsoft Dynamics AX 2009Take your business into the future Improve productivity Manage change Compete globally Simplifycompliance

  44. Conclusie: • Horizontaal • Finance • Outlook integratie – global address book - UC • Expense management – purchase requisition • Mobiele oplossing • Dynamics Client for Office • Role centers - BI • Profesional Services • Project (productie/project server) • CRM • Manufacturing – Distribution - Retail • Multisite - Quality control • Shipment Carrier - WMS improvements

  45. Call to action - Readiness • Sales en Marketing: • Seminars • Partner voorjaarsupdate • Sales - Marketing Webcasts • Nieuwsbrieven • Presales • What’s new Technical – Functional manuals – ½ dag • Presales Seminar (zomer-najaar)

  46. Call to Action - Readiness • Consultants: • User Experience guidelines • What’s new functional training ( 2-3 dagen CPLS) • Webcasts  Specifiek: • Project Server • BI consultants: Performance Point Server • Information Worker - Collaboration : WSS – MOSS 2007 • Developers • User Experience guidelines • What’s New technical training ( 2- 3 dagen CPLS) • .NET stack: BI, WF, WPF, WCF, .ASP.net • MOSS 2007 – Windows Sharepoint Services

  47. System Architecture, Licensing and Pricing

  48. System Architecture

  49. System Requirements • Network idem : < 5 msec en 100 MB/sec • .NET framework 3.5 en windows installer • Server computers • Windows server 2003 or 2008, IIS 6.0 and ASP.NET 2.0 • SQL 2005 (sp2), SQL 2008, Oracle 10g R2 (access SQL) • MOSS 2007 sp1 or WSS 3.0 sp1 • AIF – Windows Software development Kit (SDK) • BTS 2006 – BTS 2006 R2 • Client • Vista, XP, IE 6.0 sp2 or 7.0 or Mozilla Firefox • Office XP …preferred Office 2007 • Development: Visual Studio 2008

  50. 64 bit?

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