Microsoft Dynamics Sure Step Sherril Mc Leod CPA

Microsoft Dynamics Sure Step Sherril Mc. Leod, CPA Microsoft Dynamics US Partner Team smcleod@microsoft. com

AGENDA • What is Microsoft Dynamics Sure Step? • Benefits to Stakeholders and Customers • A Preview of Sure Step • Microsoft Dynamics: Business Solutions Overview • Next Steps • Q&A

Microsoft Dynamics Sure Step A comprehensive brand representing: 1. A repeatable, consistent, *scalable* implementation methodology. 2. An end-to-end business process that guides both consulting teams and customers through all of the phases and tasks involved in an implementation of Microsoft Dynamics (regardless of the specific solution). 3. A flexible, customizable framework with project AND productspecific components and tools. 4. A competitive pre-sales tool that differentiates us in the ERP space because it integrates project management principles into the implementation phases of the project life cycle.

Sure Step Methodology Model The Sure Step Application includes: Sure Step Methodology Model MS Excel, Visio and Word Templates/ Source Code and Editor

Sure Step Value for Stakeholders • Improve implementation times and success rates • Costs • Risk • Productivity and profitability • Customer confidence • Facilitate Stakeholder collaboration through common implementation framework

Sure Step Value for Customers • More visibility into the implementation process • Increased collaboration with Stakeholder Project Teams • More predictability during the implementation process • Better project documentation, estimates and timelines • Faster return on their IT investment • Customer satisfaction

Sure Step Methodology Model Offerings (aka Types of Projects) • Consist of the activities from one or more of the implementation phases • Support different implementation scenarios • Let you combine selected phases from the Sure Step Methodology to best meet customer needs Diagnostic Implementation Analysis Design Development Deployment Full Implementation Analysis Design Rapid Implementation Deployment Operation Development Deployment Operation Optimization Upgrade Operation

Sure Step Methodology Model Offerings (aka Types of Projects)

Sure Step Methodology Model Project Roles

Sure Step Methodology Model Project Management

Sure Step Methodology Model Project Flow and Project Deliverables by Phase

Project Management Processes Diagnostic Project initiation and planning Analysis Design Development Project execution and monitoring Deployment Operation Project closing Project management processes: • Organize project management tasks into three groups based on the implementation project lifecycle • Provide task-based guidance for starting, executing, and closing a project • Align with the phases of the methodology • Consist of tasks from each project management discipline

Project Management Components Diagnostic Analysis Design Development Deployment Operation Project Management Solution: Project management components integrated—broadly and deeply— throughout the Sure Step Methodology • Tasks are integrated in each phase • Disciplines organize tasks into specific knowledge areas • Processes drive a systematic approach to planning, executing, and closing implementation projects • Cross-phase processes provide project-wide views of key implementation tasks • Project management deliverables are integrated throughout the methodology • Additional resources support project management tasks

Project Management Disciplines Project initiation and planning Project execution and monitoring Risk management Initiate risk management Ongoing risk management Scope management Plan project scope Manage project scope Issue management Plan issue management Ongoing issue management Time & cost management Plan time & costs Ongoing time & cost management Project tracking & reporting Resource management Plan & acquire resources Develop & manage project team Release project team Communication management Plan communication management Project communication Close communication Quality management Plan quality management Quality assurance & control Procurement management Plan purchases & acquisitions Monitor purchases & acquisitions Close purchases & acquisitions Sales management Sales, Diagnostic & proposal management Ongoing proposal management Close contract Project closing Verify project scope

PM Tools and Templates (1) Project initiation and planning Resource management None Manage project scope Verify project scope • Project Scope Statement • Sign-Off Form • Change Request Log • Work Breakdown Structure • Project Scope Statement • Sign-Off Form • Change Request Log • Work breakdown Structure • Project Scope Statement • Sign-Off Form Ongoing issue management • Issue List • Issue Entry Form • Issue Work Form None Ongoing time & cost management Project tracking & reporting • Project Plan • Cost Baseline Report Plan & acquire resources Time & cost management • Risk List • Risk Register Plan time & costs Issue management Ongoing risk management • Risk List • Risk Register Plan issue management Scope management Initiate risk planning Plan project scope Risk management Project execution and monitoring Develop & manage team Release project team • Project Organization • Roles and Responsibilities • Role descriptions • Project Organization • Project Plan • Cost Baseline Report Project closing

PM Tools and Templates (2) Project initiation & planning Communication management Quality management Procurement management Sales management Project execution & monitoring Project closing Plan communication management Project communication Close communication • Communication Plan • Project Charter • Project Status Report • Consultant Status Report Plan quality management • Training Plan • Test Plan None Sales & proposal management • Proposal • Statement of Work Quality assurance/control • Training Plan • Test Plan • Go-Live Checklist Monitor purchases & acquisitions • Sign-Off Form (for acceptance of sub-contracted work) Ongoing proposal management • Sign-Off Form None Close contract • Statement of Work • Sign-Off Form

Project Management Deliverables Phase Deliverable Diagnostic Project proposal SOW Contract PSS WBS Estimation worksheet Project Plan Deliverables sign-off form Analysis Project charter Kick-off presentation PSS (revised) WBS (revised) Estimation Worksheet (revised) Deliverables sign-off form Design Project plan (revised) Activity List Deliverables Development Deliverables sign-off form Deployment Deliverables sign-off form Operation Final Deliverables sign-off form

Diagnostic Phase: Key Deliverables Diagnostic preparation • Scoping, planning, and cost for Diagnostic phase Analysis of business processes • High-level business process analysis (in Business process overview document) • Gap/Fit documentation Project scoping Infrastructure analysis Project planning Proposal management • Project scope statement • Work Breakdown Structure (WBS) • Infrastructure assessment • Project plan (schedule, resources, and cost) • Risk analysis • Customer proposal

Diagnostic Phase: Best Practices • Ensure that the handoff from Sales to Implementation includes all the information gathered during the sales process • Understand the customer’s motivation for undertaking the implementation project • Show the customer the type of deliverables created during the Diagnostic phase • Use a WBS from a previous project as a template for new projects • Determine level of infrastructure analysis based on implementation type • Present the Diagnostic results and proposal in person to the customer

Analysis Phase: Key Deliverables Planning • Project charter Training • Key user training Data migration Detailed analysis of business processes Document and present functional requirements Proposal management • Data migration plan • Detailed business process analysis (in revised business process overview) • Functional Requirements document • Revised project plan • Revised customer proposal

Analysis Phase: Best Practices • Determine the level for detailed business processes analysis and then identify an analysis strategy • Decide quickly if system enhancements will be added to the current project scope or deferred to a future project • Include visual diagrams to depict business processes in the Functional Requirements document to show the solution will enhance processes • Do not underestimate the importance of the project scope statement • Maintain a list of ISV solutions that your organization has approved and implemented • Communicate the purpose of business process analysis to customer employees • Do not judge the customer’s current business processes or make comments to the customer about them

Design Phase: Key Deliverables Planning Data migration design • Design plan • Data migration design plan Design specification • High level design specification • Test plans Technical design specification • Technical design specification Proposal management • Design proposal

Development Phase: Key Deliverables Planning • Development plan Environment setup Development Customer testing and acceptance • • • Completed feature customizations Data migration development plan Data migration process Training materials Technical and end-user documentation

Deployment Phase: Key Deliverables Rapid implementation Planning Environment configuration • Key-user training plan • Data migration plan • Customization proposal • Design specifications (high level and technical) • Feature development plan • Deployment plan • Environment configuration plan • System test plan • Load test plan • End-user training plan • Go-Live plan • Configured live environment • Configured test environment Testing • System test results • Load test results Go-Live • End-user training • Deployment phase sign-off

Operation Phase: Deliverables Project closing Post-live support System acceptance sign-off Project review • Final project documentation • Project closing report • Post-live support contract • System acceptance sign-off • Project review documentation On-going product support • Post-live support contract On-going account management • Opportunities for additional business

Sure Step Demo

Project Repository • Make project documentation available to project team • Folder structure aligns with implementation phases and project management disciplines • Copy or extract the structure to local or shared network resources

What is Microsoft Dynamics?

Microsoft Dynamics Premises • Give your people the information they need • Use familiar and effective tools • Business is Dynamic – everything done in today’s world is not 100% structured.

One of Many Business Processes Buyer ERP Supplier Discuss requirements Create PO Initiate project Send PO Approve with comments Discuss comments Update PO Send changes Confirm PO Approve Status? Ship notice Receive Close PO Receive Close project Invoice

Business Management Solutions * Product AX GP NAV SL Industry Examples Key Capabilities Average Application Size • MFG & Distribution • Retail • Professional Services • Global ERP • Advanced MFG Capability • Multinational • Field Service • 50 -2000 Seats • Multiple Instances coordinated together • MFG & Distribution • Retail • Not for Profit organizations • Healthcare • Education • Mid Market ERP • Primarily North American • Rich out of the box functionality • 10 -200 Seats • Single Instance • MFG & Distribution • Construction • Public Administration • Mid Market ERP • Global ERP • Often customized for unique business needs • 10 -200 Seats • Single instance • Professional Services • Construction • Distribution & Light Mfg • Deeply integrated Project Management • 10 -100 Seats • Deeply integrated Project Management • Single Instance * These are guidelines, not rules – many successful client solutions & implementations fall outside of the ones listed here.

Key Strengths Highly scalable and customizable to meet changing business requirements and processes Make sophisticated changes and extend functionality with built-in customization tools End-to-end industry specific functionality to meet industry and business needs Visibility and business insight across locations and countries for global companies Built-in support for 36 countries, and 40 language versions Real-time visibility across locations and countries with role-based information and processes via the Web Two or more companies can use the same system while maintaining separate financial records Core solution functionality: Vertical Solutions: Financial Management High Tech, Aerospace, Metals, IEM, Oil & Gas, Supply Chain Chemicals, CPG, Food Management & Bev, Industrial, CRM Hospitality, Apparel, Human Resources Food & Bev, Auto and Payroll Dealer, Specialty Store, Healthcare, Works, Fin Industry Enabling: and Admin, Utilities, Supply Chain Execution Transport, NFP, Demand Planning Construction, Arch & Engineer, IT Services, Fund Accounting Legal Services, Quality Management Advertising SAP All-in-One and my. SAP Oracle Local market competitors

Out-of-the-box functionality; companies get up and running quickly “Scalable functionality w/flexibility” adapts easily to the changing needs of the business Finance, Insurance Real Estate Transportation Communications and Utilities Professional Services: Medical/Dental, Law Firms, Engineering and Architecture Manufacturing (discrete) Wholesale Distribution Retail Public Sector Non. Profits Extensive integration with Microsoft desktop applications used by everyone. Decreases ‘fear of change’ and productivity ramp time. Long-term system stability and ROI companies require now. GP will support business-critical needs: today and in the future. Oracle/People. Soft Lawson Epicor SAP Business One Sage – MAS 90/200/500 Intuit

Regionally relevant and industry-specific functionality with multi-language and multi-site capabilities Ø Wholesale Distribution Ø Manufacturing Ø Retail Enables partners around the world to build vertical and industry-specific solutions Ø Professional Services Designed to work like other Microsoft solutions employees are familiar with Quick and cost-effective installation using Rapid Implementation Methodology in Microsoft Dynamics Sure Step C/SIDE development environment which enables customizations with a minimal disruption to business processes Local competitors in local markets SAP Business One Sage Exact Oracle Special Edition

Project driven: professional services, operations, field services and construction management. Integrates with MS Project Server. Works like other Microsoft solutions employees are familiar with. Automate operational processes to increase efficiency and focus on services that contribute to the bottom line. Business Services Consulting Advertising Research Other Professional Services Construction General Contractor Residential Homebuilder Specialty Contractor Wholesale Distribution Project-based Manufacturing Financial Services Not-For-Profit Government Contractors in any Industry More complete insight across organizations for timely and informed decisions with increased confidence. Deltek Timberline Profit 21 Epicor Sage (MAS 90/200/500)

Microsoft CRM Works the Way You Do Native Microsoft Outlook Folders & Command Bar Automatic calendar, contact, task and email synchronization Quick views of relevant information

Microsoft’s Vision of Business Intelligence Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions Complete and integrated BI offering Widespread delivery of intelligence through Microsoft Office Enterprise-grade and affordable

4 Need Local Support The Solution? Dynamics GP Business Partners Delivering the Best Solutions Close to Customers Business Understanding Business Solutions Changing Customer Needs

Discussion/Q&A

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