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19 June 2013Dynamics Briefing Event
Managing Sales & Delivering ProjectsDynamics end-to-end solution demonstrationDrivers for changeIntroductionsDynamics CRM ...
Dynamics Briefing Event – 19 June 2013 | 3Where can you find us?AucklandWellingtonChristchurchSydneySeattleDunedinMelbourn...
Dynamics Briefing Event – 19 June 2013 | 4Over 400 staff across three key teams supported by the PMO and Support functions...
Dynamics Briefing Event – 19 June 2013 | 5Australian names that chose Intergen…
Dynamics Briefing Event – 19 June 2013 | 6WE DON’T REALLY LIKE TO BRAG, BUT…With success comes recognition
Dynamics Briefing Event – 19 June 2013 | 7Closer to homeOur commitment to WA
Dynamics Briefing Event, 19 June 2013Managing sales & delivering projects –An end-to-end solution
Dynamics Briefing Event – 19 June 2013 | 9 Dynamics NAV specialist 13 years solution delivery experience Chartered Acco...
Dynamics Briefing Event – 19 June 2013 | 10Drivers forchangeNo clear view ofproject metricsFMIS, CRM, projectand otherappl...
Dynamics Briefing Event – 19 June 2013 | 11Future staterequirementsSoftware that iseasy to use Accurate & up-to-datedata f...
Dynamics Briefing Event – 19 June 2013 | 12e2e solutionFind Sell Deliver Manage
Dynamics Briefing Event – 19 June 2013 | 13CRMBDMSharepointSalesMngr.SharepointProjectMngr.NAVProjectTeamSharepointManagin...
Dynamics Briefing Event – 19 June 2013 | 14CRMBDMSharepointSalesMngr.SharepointProjectMngr.NAVProjectTeamSharepointManagin...
Demo
Dynamics Briefing Event – 19 June 2013 | 16CRMBDMCRMSalesMngr.NAVProjectMngr.NAVProjectTeamSharepointManagingDirectorNAVFi...
Dynamics Briefing Event – 19 June 2013 | 17CRMBDMCRMSalesMngr.NAVProjectMngr.NAVProjectTeamSharepointManagingDirectorNAVFi...
Demo
Dynamics Briefing Event – 19 June 2013 | 19CRMBDMCRMSalesMngr.NAVProjectMngr.NAVProjectTeamSharepointManagingDirectorNAVFi...
Dynamics Briefing Event – 19 June 2013 | 20CRMBDMCRMSalesMngr.NAVProjectMngr.NAVProjectTeamSharepointManagingDirectorNAVFi...
Demo
What is StakeholderManagement ?
Dynamics Briefing Event – 19 June 2013 | 23Stakeholder Managementsupports an organisations strategic objectivesby interpre...
Dynamics Briefing Event – 19 June 2013 | 24People OrganisationsProjects
Dynamics Briefing Event – 19 June 2013 | 25People OrganisationsProjectsWorks forWorks forWorks for
Dynamics Briefing Event – 19 June 2013 | 26People OrganisationsProjectsKnowsKnows
Dynamics Briefing Event – 19 June 2013 | 27People OrganisationsProjectsIs on the Board of
Dynamics Briefing Event – 19 June 2013 | 28People OrganisationsProjectsAssociated withAssociated withAssociated withAssoci...
Dynamics Briefing Event – 19 June 2013 | 29People OrganisationsProjectsConnections
Dynamics Briefing Event – 19 June 2013 | 30Microsoft Dynamics CRMsupportsStakeholder Managementusing itsConnections facili...
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 | 34With the knowledge gained throughmanaging relationships by using theconnection ...
Dynamics Briefing Event – 19 June 2013 | 35Closing thoughts• The Sales Team is the initial contributor to StakeholderInfor...
Dynamics Briefing Event – 19 June 2013 | 36Take-awaysSingle source of truthBusiness intelligenceDocument managementIntegra...
Any questions?
Dynamics Briefing Event, 19 June 2013Dynamics NAV Update
NAV 2013 R2 (‘Sicily’)AdoptionLicensingOur agendaHostingUpgrading to NAV 2013
Dynamics Briefing Event – 19 June 2013 | 4095,000 2m+ 434,000Customers Users Partners CountriesAdoption
Dynamics Briefing Event – 19 June 2013 | 41Dynamics NAV 2013 R2 (‘Sicily’)We can neither confirm nor deny… Release Q4 201...
Dynamics Briefing Event – 19 June 2013 | 42• Concurrent user• Windows/SharePoint/Web client• Full functionality• Concurren...
Dynamics Briefing Event – 19 June 2013 | 43LicensingGeneral Maintenance 3 years x 14% p.a. -> 16% p.a. for renewals from...
Dynamics Briefing Event – 19 June 2013 | 44Hosting• Per Full or Limited User,monthly licensing cost –scalable, on-demand• ...
Dynamics Briefing Event – 19 June 2013 | 45Upgrading to NAV 2013Things to consider Is your current version supported? Mi...
Dynamics Briefing Event – 19 June 2013 | 46Upgrading to NAV 2013ReasonsFeature / Function DeliversEnhanced & extended func...
Dynamics Briefing Event – 19 June 2013 | 47Upgrading to NAV 2013CURRENTSTATENAV v4FUTURESTATENAV 2013Plan DeliverRe-implem...
Dynamics Briefing Event – 19 June 2013 | 48Upgrading to NAV 2013Plan DeliverRe-implementUpgradeDiagnosticHybrid• Review cu...
Dynamics Briefing Event – 19 June 2013 | 49Upgrading to NAV 2013Plan DeliverRe-implementUpgradeDiagnosticHybridCHANGEGAPCU...
Dynamics Briefing Event – 19 June 2013 | 50NAV 2013 – UpgradeSwick Mining Services Background ASX listed company Aggres...
Any questions?
Email: craig.keenan@intergen.com.aubasil.carbonaro@intergen.com.auThank you
Dynamics Briefing 2013 - Part 1
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Dynamics Briefing 2013 - Part 1

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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.

Publicado en: Tecnología, Empresariales
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Dynamics Briefing 2013 - Part 1

  1. 1. 19 June 2013Dynamics Briefing Event
  2. 2. Managing Sales & Delivering ProjectsDynamics end-to-end solution demonstrationDrivers for changeIntroductionsDynamics CRM updateOur agendaDynamics NAV updateClose
  3. 3. Dynamics Briefing Event – 19 June 2013 | 3Where can you find us?AucklandWellingtonChristchurchSydneySeattleDunedinMelbournePerthOver 400 staff across Australia, NZ and the USA…
  4. 4. Dynamics Briefing Event – 19 June 2013 | 4Over 400 staff across three key teams supported by the PMO and Support functions…Our Business130staff 58staff 10staff68staffDynamicsSolutionsPortals, Contentand CollaborationEnterpriseApplicationsIntergenConsultingProject Management OfficeManaged Services (Application Support / Helpdesk / Hosting)Web Strategy / Interactive Design37staff84staff10staffSharePoint&EPiServerCMS&eCommerceDynamicsAX,NAVERP&DynamicsCRMBespoke.NET,BizTalk&IntegrationServicesTechnologyAgnosticStrategyandConsulting
  5. 5. Dynamics Briefing Event – 19 June 2013 | 5Australian names that chose Intergen…
  6. 6. Dynamics Briefing Event – 19 June 2013 | 6WE DON’T REALLY LIKE TO BRAG, BUT…With success comes recognition
  7. 7. Dynamics Briefing Event – 19 June 2013 | 7Closer to homeOur commitment to WA
  8. 8. Dynamics Briefing Event, 19 June 2013Managing sales & delivering projects –An end-to-end solution
  9. 9. Dynamics Briefing Event – 19 June 2013 | 9 Dynamics NAV specialist 13 years solution delivery experience Chartered Accountant Studying footyCraig KeenanDynamics Practice Lead – WA Dynamics CRM specialist 12 years solution delivery experience 25 years IT experience Frustrated musicianBasil CarbonaroSenior ConsultantYour presenters
  10. 10. Dynamics Briefing Event – 19 June 2013 | 10Drivers forchangeNo clear view ofproject metricsFMIS, CRM, projectand otherapplications don’ttalk to each otherData isinaccurate &/oroutdatedUsers bypass ordo not use thesystemResource utilisation &financial performance“surprises”Customersatisfaction notmonitoredNo clear view ofsales pipeline
  11. 11. Dynamics Briefing Event – 19 June 2013 | 11Future staterequirementsSoftware that iseasy to use Accurate & up-to-datedata for informeddecision makingMetric, metrics,metrics to eliminatesurprisesSingle version ofsales pipeline &project truthCollaborationcapabilitiesUse of visuals &other graphicsMobile & smartdevice supportBest practiceprocesses to aiddelivery
  12. 12. Dynamics Briefing Event – 19 June 2013 | 12e2e solutionFind Sell Deliver Manage
  13. 13. Dynamics Briefing Event – 19 June 2013 | 13CRMBDMSharepointSalesMngr.SharepointProjectMngr.NAVProjectTeamSharepointManagingDirectorNAVFinanceSet Sales TeamTargetsEnter & QualifyLeadManage & CloseOpportunityMonitor Sales TeamPerformanceMonitor SalesPipelineInitiate Project &Assign ResourcesApprove PO/Timesheets & PostInitiate ClientInvoicingRaise PO & Submitfor ApprovalEnter Timesheet &Submit for ApprovalGenerate & SendClient InvoicesReceive ClientPaymentsMonitor Sales Team Performance Monitor Project Team PerformanceCreate & ManageProposalCreate OrderMonitor ProjectDeliveryForecastProfitabilityManage Project/ResourcesMonitor Financial Performance
  14. 14. Dynamics Briefing Event – 19 June 2013 | 14CRMBDMSharepointSalesMngr.SharepointProjectMngr.NAVProjectTeamSharepointManagingDirectorNAVFinanceSet Sales TeamTargetsEnter & QualifyLeadManage & CloseOpportunityMonitor Sales TeamPerformanceMonitor SalesPipelineInitiate Project &Assign ResourcesApprove PO/Timesheets & PostInitiate ClientInvoicingRaise PO & Submitfor ApprovalEnter Timesheet &Submit for ApprovalGenerate & SendClient InvoicesReceive ClientPaymentsMonitor Sales Team Performance Monitor Project Team PerformanceCreate & ManageProposalCreate OrderMonitor ProjectDeliveryForecastProfitabilityManage Project/ResourcesMonitor Financial Performance
  15. 15. Demo
  16. 16. Dynamics Briefing Event – 19 June 2013 | 16CRMBDMCRMSalesMngr.NAVProjectMngr.NAVProjectTeamSharepointManagingDirectorNAVFinanceSet Sales TeamTargetsEnter & QualifyLeadManage & CloseOpportunityMonitor Sales TeamPerformanceMonitor SalesPipelineInitiate Project &Assign ResourcesApprove PO/Timesheets & PostInitiate ClientInvoicingRaise PO & Submitfor ApprovalEnter Timesheet &Submit for ApprovalGenerate & SendClient InvoicesReceive ClientPaymentsMonitor Sales Team Performance Monitor Project Team PerformanceCreate & ManageProposalCreate OrderMonitor ProjectDeliveryForecastProfitabilityManage Project/ResourcesMonitor Financial Performance
  17. 17. Dynamics Briefing Event – 19 June 2013 | 17CRMBDMCRMSalesMngr.NAVProjectMngr.NAVProjectTeamSharepointManagingDirectorNAVFinanceSet Sales TeamTargetsEnter & QualifyLeadManage & CloseOpportunityMonitor Sales TeamPerformanceMonitor SalesPipelineInitiate Project &Assign ResourcesApprove PO/Timesheets & PostInitiate ClientInvoicingRaise PO & Submitfor ApprovalEnter Timesheet &Submit for ApprovalGenerate & SendClient InvoicesReceive ClientPaymentsMonitor Sales Team Performance Monitor Project Team PerformanceCreate & ManageProposalCreate OrderMonitor ProjectDeliveryForecastProfitabilityManage Project/ResourcesMonitor Financial Performance
  18. 18. Demo
  19. 19. Dynamics Briefing Event – 19 June 2013 | 19CRMBDMCRMSalesMngr.NAVProjectMngr.NAVProjectTeamSharepointManagingDirectorNAVFinanceSet Sales TeamTargetsEnter & QualifyLeadManage & CloseOpportunityMonitor Sales TeamPerformanceMonitor SalesPipelineInitiate Project &Assign ResourcesApprove PO/Timesheets & PostInitiate ClientInvoicingRaise PO & Submitfor ApprovalEnter Timesheet &Submit forApprovalGenerate & SendClient InvoicesReceive ClientPaymentsMonitor Sales Team Performance Monitor Project Team PerformanceCreate & ManageProposalCreate OrderMonitor ProjectDeliveryForecastProfitabilityManage Project/ResourcesMonitor Financial Performance
  20. 20. Dynamics Briefing Event – 19 June 2013 | 20CRMBDMCRMSalesMngr.NAVProjectMngr.NAVProjectTeamSharepointManagingDirectorNAVFinanceSet Sales TeamTargetsEnter & QualifyLeadManage & CloseOpportunityMonitor Sales TeamPerformanceMonitor SalesPipelineInitiate Project &Assign ResourcesApprove PO/Timesheets & PostInitiate ClientInvoicingRaise PO & Submitfor ApprovalEnter Timesheet &Submit forApprovalGenerate & SendClient InvoicesReceive ClientPaymentsMonitor Sales Team Performance Monitor Project Team PerformanceCreate & ManageProposalMonitor OrderMonitor ProjectDeliveryForecastProfitabilityManage Project/ResourcesMonitor Financial Performance
  21. 21. Demo
  22. 22. What is StakeholderManagement ?
  23. 23. Dynamics Briefing Event – 19 June 2013 | 23Stakeholder Managementsupports an organisations strategic objectivesby interpreting and influencing both the externaland internal environments and by creatingpositive relationships with stakeholderthrough the appropriate management of theirexpectations and agreed objectives.
  24. 24. Dynamics Briefing Event – 19 June 2013 | 24People OrganisationsProjects
  25. 25. Dynamics Briefing Event – 19 June 2013 | 25People OrganisationsProjectsWorks forWorks forWorks for
  26. 26. Dynamics Briefing Event – 19 June 2013 | 26People OrganisationsProjectsKnowsKnows
  27. 27. Dynamics Briefing Event – 19 June 2013 | 27People OrganisationsProjectsIs on the Board of
  28. 28. Dynamics Briefing Event – 19 June 2013 | 28People OrganisationsProjectsAssociated withAssociated withAssociated withAssociated with
  29. 29. Dynamics Briefing Event – 19 June 2013 | 29People OrganisationsProjectsConnections
  30. 30. Dynamics Briefing Event – 19 June 2013 | 30Microsoft Dynamics CRMsupportsStakeholder Managementusing itsConnections facility.
  31. 31. Dynamics Briefing Event – 19 June 2013 | 31
  32. 32. Dynamics Briefing Event – 19 June 2013 | 32
  33. 33. Dynamics Briefing Event – 19 June 2013 | 33
  34. 34. Dynamics Briefing Event – 19 June 2013 | 34With the knowledge gained throughmanaging relationships by using theconnection facility, CRM can be used as theapplication to better managecommunications with Stakeholders andhence contribute to positive businessoutcomes.
  35. 35. Dynamics Briefing Event – 19 June 2013 | 35Closing thoughts• The Sales Team is the initial contributor to StakeholderInformation• Stakeholder Management Information assists whenworking new opportunities• Project success is assisted when the entire team uses thisinformation to be aware of all Stakeholders & ensures thateffective communications are maintained
  36. 36. Dynamics Briefing Event – 19 June 2013 | 36Take-awaysSingle source of truthBusiness intelligenceDocument managementIntegrated sales and deliveryThe solution is real
  37. 37. Any questions?
  38. 38. Dynamics Briefing Event, 19 June 2013Dynamics NAV Update
  39. 39. NAV 2013 R2 (‘Sicily’)AdoptionLicensingOur agendaHostingUpgrading to NAV 2013
  40. 40. Dynamics Briefing Event – 19 June 2013 | 4095,000 2m+ 434,000Customers Users Partners CountriesAdoption
  41. 41. Dynamics Briefing Event – 19 June 2013 | 41Dynamics 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
  42. 42. 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 3tablesLicensingPerpetual Licensing Model (NAV 2013)
  43. 43. Dynamics Briefing Event – 19 June 2013 | 43LicensingGeneral 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
  44. 44. Dynamics Briefing Event – 19 June 2013 | 44Hosting• Per Full or Limited User,monthly licensing cost –scalable, on-demand• Intergen hosted• Microsoft/Windows Azurehosted, through partner
  45. 45. Dynamics Briefing Event – 19 June 2013 | 45Upgrading to NAV 2013Things 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 newmodifications required What compelling benefit will you gain?
  46. 46. Dynamics Briefing Event – 19 June 2013 | 46Upgrading to NAV 2013ReasonsFeature / Function DeliversEnhanced & extended functionalitye.g. RTC, cash flow forecasting, visualisations, Office themedImproved usability, capability & business insightWeb client MobilitySharePoint portal framework Collaboration, extend user baseDimension sets, scheduled processes Improved performanceOpportunity to review & refine processes Consistent & improved processesOpportunity to review & retire customisations Move back to standard
  47. 47. Dynamics Briefing Event – 19 June 2013 | 47Upgrading to NAV 2013CURRENTSTATENAV v4FUTURESTATENAV 2013Plan DeliverRe-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 MicrosoftDiagnosticCURRENTSTATENAV 2013CHANGEGAP
  48. 48. Dynamics Briefing Event – 19 June 2013 | 48Upgrading to NAV 2013Plan DeliverRe-implementUpgradeDiagnosticHybrid• Review customisations – retire where newfunctionality available• Identify improvement areas – refine processes• Extend use of system – new functionality & usersCHANGEGAPCURRENTSTATENAV v4FUTURESTATENAV 2013
  49. 49. Dynamics Briefing Event – 19 June 2013 | 49Upgrading to NAV 2013Plan DeliverRe-implementUpgradeDiagnosticHybridCHANGEGAPCURRENTSTATENAV v4FUTURESTATENAV 2013• Majority of processes andfunctionality is workingwell• Desire to retain most ofthe historic data• Where step change ispreferred
  50. 50. Dynamics Briefing Event – 19 June 2013 | 50NAV 2013 – UpgradeSwick 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
  51. 51. Any questions?
  52. 52. Email: craig.keenan@intergen.com.aubasil.carbonaro@intergen.com.auThank you

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