Let your workflow!

1. Let your workflow! Proven. Tested. Recommended. Ty Cieloha agiles North America

2. Today’s Agenda:

3. What is a process? A complete end-to-end set of activities that provide value, through the delivery of a product or service, to the customer of the process

4. Just because that is the way “you have always done it” doesn’t mean it is the best process

5. Prince’s Kitchen Products: New Customer Process

6. New Customer Process

7. Task Breakdown - Sales • What if? • Employee forgets to complete a required field: • Credit Limit • Incorrect Posting Group • No Field Level Security • Sales team creates sales orders prior to customer approval

8. Task Breakdown - Admin • Physical Document Storage • Network Document Storage • Document Linking in NAV

9. Task Breakdown - Management • Approval Form • Physically filed • Electronically • Multi-level approvals? • No field level security • Block customer until approval

10. Task Breakdown – Operations • Order Fulfill sub-process • Controls to monitor • Shipment notifications • Inventory • What if stock is out, low, or expired

11. Task Breakdown – Receivables • Controls • Credit Limits • Terms/Past Due • Collection sub-processes • Constantly running A/R reports • When and how often to call

12. How do we address all of these issues? • Documenting Processes • NAV Customizations • agilesWorkflow

13. What is agilesWorkflow?

14. The core workflow benefits

15. Types of Workflows:

16. Notification Workflows Event (Potential Issue) NotificationWorkflow Right Person Automatic Trigger

17. Notification Workflows Event: Customer Exceeds Credit Limit Notification Workflow Review Customer Account Debra Core Automatic Trigger

18. Workflow Application – Receivables • Notifications for A/R Team: • Over credit limits • Within 10% of credit limits • To customer past due at 7, 14, and 21 days past due • A/R Team to contact customers at 7, 14, and 21 days past due • Field Level Security • Block customers that are over credit limits • Can’t create sales orders for those customers

19. Delayed Receipt Customer Field Change Overdue Production Order Stock at Reorder Point Sales Order Profit Special Order Delay Special Order Change Customer Data Change Received Not Invoiced Job at Budget Price Expiration Overdue Shipment Expired Stock or Lot Scrap Amount Customer Over Credit Limit Notifications Project Delay

20. Basic Workflows Event WHO WHAT WHEN To-do Template Workflow Automatic Trigger Condition Does the event meet a workflow condition? Yes To-do Workflow is created Right Person Right Time To-do Right Team Right Time No No workflow created To-do Right Person Right Time

21. Basic Workflows Event Workflow Automatic Trigger Default Workfow Executes a workflow with EVERY new record (Condition is Always Met) To-do Workflow is created Right Person Right Time To-do Right Team Right Time To-do Right Person Right Time

22. New Customer Approval Event: A new customer is entered An Example Customer = Blocked To-Do 1 Check Mandatory Fields Annette Hill Automatic Trigger To-Do 2 Attach Credit Application Annette Hill Condition Default Workflow: All New Customers (Condition is Always Met) To-Do 3 ExamineCreditApplica. Mary Dempsey Workflow is created To-Do 4 Manager Makes Decsion Peter Saddow Customer = Unblocked To-Do 5 Send Engagement Letter Admin Team

23. New Job New Inventory Item New Production BOM New Customer New Bank Accounts New Job New Employee New Job New Vendor Resource New Fixed Asset New Master Records

24. How can I apply this to my business? • Field Examinations • Enforcing specific fields to be completed • Document Attachment • Attached documents directly to forms and cards • Document Examination • Management approval for attached documents • Decisions • Set up system of approvals • To-Do’s created based upon outcome of decision • Field Level Security

25. Event Advanced Workflow To-do To-do Group Concurrent tasks to be complete before workflow progresses Automatic Trigger To-do To-do To-do To-do To-do is triggered from a date field

26. Event Advanced Workflow To-do Automatic Trigger To-do IF Condition Condition determines who‘s responsible for the task

27. Event Advanced Workflow Looping To-do Decision To-do Automatic Trigger Manual decision determines flow of tasks and/or repetition To-do

28. Purchase Order Approval Workflow

31. Requisition Worksheet Approval End of Month/Year Payment Approvals Credit Memo Process Pick and Dispatch Workflow Stocktake Workflow PO Approval Process Quality Control Production Planning Workflow Transfer Order Process Delayed Purchase Customer Complaint Process Service Order Process Overdue Shipment Process Product Development Processes & Approvals

32. Manufacturing What do YOU need? Sales Warehouse Finance • For simple or sophisticated requirements • Within any business area or NAV granule • With any add-ons or customizations • For each and every user! HR Purchase CRM Jobs

33. A better NAV Implementation

34. More value from an NAV 2009 upgrade

35. For more information: • Talk to your Dynamics NAV Partner Account Manager. • Visit: www.agilesWorkflow.com • Contact us at: info@agilesna.com See and download more agilesWorkflow videos here.