Microsoft relies on industry-specialised vendors to provide industry-specific solutions. This presentation explores examples of where Intergen has partnered with these third party vendors to extend the depth of Dynamics NAV’s out-of-the-box functionality. Solutions we will look at will include ecommerce, project management, asset maintenance, document management and advanced budgeting.

1. Dynamics NAV
Vertical Solutions
Craig Keenan & Ian Barker
31 October 2012

2. Our Agenda
Why use industry vertical solutions?
Intergen’s “kit-bag”
Advanced Job Management
MarketPlace
Asset Maintenance
ZetaDocs
Advanced Budgeting
Others…in brief

3. Your presenters
Craig Keenan Ian Barker
Dynamics Practice Lead – Western Australia Consultant – Western Australia
 12 years, 60+ implementations  6 years supporting, implementing, and
 BA, solution lead, project manager selling NAV
 Focus on businesses that sell services &  At Intergen for 1 year taking a Solution
deliver projects Lead role
Dynamics NAV Vertical Solutions

4. Business Challenges
Vertical
Client ROI & TCO Agile Collaborative
Market
Pull Pressure Adaptation Execution
Specialisation
Delivering anytime,
Meeting industry-specific Ensuring minimal customisation
anywhere access to data and
requirements and effective upgrades
tools
Dynamics NAV Vertical Solutions

5. Business & Industry Challenges
Vertical
Client ROI & TCO Agile Collaborative
Market
Pull Pressure Adaptation Execution
Specialisation
Delivering anytime,
Meeting industry-specific Ensuring minimal customization
anywhere access to data and
requirements and effective upgrades
tools
Dynamics NAV Vertical Solutions

6. Dynamics NAV Industry focus
Wholesale/ Projects &
Manufacturing Public Sector Retail
Distribution Service
Other
Financial Management Reporting and Business Intelligence Supply Chain Management
Sales and MarketingHuman Resources Management Interoperability and Productivity
Dynamics NAV Vertical Solutions

7. Advanced Jobs Mngt.
+

8. Advanced Jobs Management
A snapshot…
For Project & job based businesses
Needing to • Use complex work breakdown structures
• Hold multiple budget sets per project
• Plan & assign resources
• Plan, procure & consume items
• Calculate estimate to complete or forecast position
Vendor To-Increase (Inner Circle member for 4 consecutive years)
Adoption CfMD, 150+ sites worldwide
Customers
Dynamics NAV Vertical Solutions

9. Pain Points
CoA segment used
Single budget/no %
for jobs bloating the
complete details
GL account list
preventing profitability
forecasting
Difficulty interpreting
transactional data
resulting in after the Missing functionality forcing
event views manual intervention
(e.g. pricing rules, dept. revenue
recog., system managed approvals)
Project managers bypassing the Limited support &
system resulting in duplicate product development
data entry, limited visibility & creating future-
dependence on individuals proofing concerns
Dynamics NAV Vertical Solutions

10. Pain Points
CoA segment used
Single budget/no %
for jobs bloating the
complete details
GL account list
preventing profitability
forecasting
Difficulty interpreting
transactional data
resulting in after the Missing functionality forcing
event views manual intervention
(e.g. pricing rules, dept. revenue
recog., system managed approvals)
Project managers bypassing the Limited support &
system resulting in duplicate product development
data entry, limited visibility & creating future-
dependence on individuals proofing concerns
Dynamics NAV Vertical Solutions

11. Advanced Jobs Management
Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical
Planning Procurement Financial Views Approvals Visualisations
Advanced Jobs Management
Dynamics NAV Vertical Solutions

12. Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical
Planning Procurement Financial Views Approvals Visualisations
Dynamics NAV Vertical Solutions

13. Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical
Planning Procurement Financial Views Approvals Visualisations
Preferred vendor arrangements held
on item card
Dynamics NAV Vertical Solutions

14. Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical
Planning Procurement Financial Views Approvals Visualisations
Profitability
Revenue
Budget/actual costs Forecast costs
Summary by cost type,
drill-down
People & machine
labour quantity
Open PO summary –
not receipted, receipted
Dynamics NAV Vertical Solutions
not invoiced

15. Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical
Planning Procurement Financial Views Approvals Visualisations
Dynamics NAV Vertical Solutions

16. Jobs with WBS Resource Integrated Real-Time Est. to Complete System Managed Graphical
Planning Procurement Financial Views Approvals Visualisations
Dynamics NAV Vertical Solutions

17. MarketPlace

18. MarketPlace
A snapshot
For Integrated E-Commerce Solution (B2B, B2C, Internal Portal)
Needing to • CMS
• Integration between web and NAV
• E-Commerce functionality
• Provide online customer self-service
• Out of the box sales management integration
Vendor GearsERP
Adoption Based on Kentico – 15,000+ web sites worldwide
Customers
Dynamics NAV Vertical Solutions

19. MarketPlace
Real-Time NAV Integrated E-Commerce
Web Front NAV and Customisable B2B/B2C Mobile Friendly
End The Web
MarketPlace
Dynamics NAV Vertical Solutions

20. Web Front NAV and Customisable B2B/B2C Mobile Friendly
End The Web
MarketPlace
Dynamics NAV Vertical Solutions

21. Web Front NAV and Customisable B2B/B2C Mobile Friendly
End The Web
MarketPlace
Dynamics NAV Vertical Solutions

22. Web Front NAV and Customisable B2B/B2C Mobile Friendly
End The Web
MarketPlace
Dynamics NAV Vertical Solutions

23. Web Front NAV and Customisable B2B/B2C Mobile Friendly
End The Web
MarketPlace
Dynamics NAV Vertical Solutions

24. Asset Maintenance

25. Asset Maintenance
A snapshot
For Equipment requiring reactive and preventative maintenance
Needing to • Build parent, child, sub-assembly, component structures
• Create and document work requests and work orders
• Attach work instructions and relevant documentation
• Create scheduled maintenance program
• Analyse cost trends over a specific period
Vendor Tectura
Adoption CfMD
Customers Mechanised Mining Solutions
Dynamics NAV Vertical Solutions

26. Asset Maintenance
Maintenance Schedules & Problem Rapid Response
Detailed Data Work Requests Work Instructions Maintenance Backlog Costing
And Orders And Attachments Procedures Management
Asset Maintenance
Dynamics NAV Vertical Solutions

27. Detailed Data Work Requests Work Instructions Maintenance Backlog Costing
And Orders And Attachments Procedures Management
Asset Maintenance
Dynamics NAV Vertical Solutions

28. Detailed Data Work Requests Work Instructions Maintenance Backlog Costing
And Orders And Attachments Procedures Management
Asset Maintenance
Dynamics NAV Vertical Solutions

29. Detailed Data Work Requests Work Instructions Maintenance Backlog Costing
And Orders And Attachments Procedures Management
Asset Maintenance
Dynamics NAV Vertical Solutions

30. Detailed Data Work Requests Work Instructions Maintenance Backlog Costing
And Orders And Attachments Procedures Management
Asset Maintenance
Dynamics NAV Vertical Solutions

31. Detailed Data Work Requests Work Instructions Maintenance Backlog Costing
And Orders And Attachments Procedures Management
Asset Maintenance
Dynamics NAV Vertical Solutions

32. Zetadocs Document
Page with full Management
picture and
some text
Dynamics NAV Vertical Solutions

33. Zetadocs for NAV
A snapshot
For Electronic Document Management
Vendor Equisys
Adoption CfMD
Needing to • Automate the sending and storage of documents
•
• Save on stationary, postage, and storage costs
• Improve customer service by helping your finance, sales and
customer services teams respond more quickly to enquiries
• Helps achieve sustainability targets
Dynamics NAV Vertical Solutions

34. Zetadocs
The problem with paper
NAV
user
Dynamics NAV Vertical Solutions

35. Zetadocs
The problem with paper
NAV
user
Dynamics NAV Vertical Solutions

36. Zetadocs
How it works
Link
Email, fax SharePoint NAV
NAV
user
MFP Zetadocs Express &
Zetadocs for NAV users
Dynamics NAV Vertical Solutions

37. Zetadocs
Supplier Invoicing Scenario
NAV SharePoint NAV
user
Dynamics NAV Vertical Solutions

38. Advanced Budgets

39. Advanced Budgets
A snapshot…
For Distributed budgeting using NAV functionality
Needing to • Adopt GL and dimension structures (also apply for security)
• Copy previous budget or actuals as starting point
• Use spreading or calculation rules to insert values
• Apply system managed workflow & approvals
Vendor Intergen
Adoption Version 1 ready for release
Dynamics NAV Vertical Solutions

40. Advanced Budgets
Use Excel meaning
duplicate data entry Licensing costs limit the
& exposure to number of contributors
formula error with access to the
budgeting tool
Roll-up reporting
difficult impacting the
ability to view Required calculations/
consolidated/input Pain compilation are not supported
set results
Points (e.g. spread methods, allocations,
calculation inputs & formulas)
Compromised usability & System managed
accessibility inhibits workflow & approvals
regular updates/ are not supported
reforecasting resulting dependence
on individuals
Dynamics NAV Vertical Solutions

41. Advanced Budgets
Use Excel meaning
duplicate data entry Licensing costs limit the
& exposure to number of contributors
formula error with access to the
budgeting tool
Roll-up reporting
difficult impacting the
ability to view Required calculations/
consolidated/input Pain relationships are not
supported
set results
Points (e.g. spread methods, allocations,
calculation inputs & formulas)
Compromised usability & System managed
accessibility inhibits workflow & approvals
regular updates/ are not supported
reforecasting resulting dependence
on individuals
Dynamics NAV Vertical Solutions

42. Advanced Budgets
Contributor Budget Formula/ Fixed Asset Advanced System Managed Version 2
Assignment Entry Calculations Integration Allocations Approvals
Advanced Budgets
Dynamics NAV Vertical Solutions

43. Contributor Budget Formula/ Fixed Asset Advanced System Managed Version 2
Assignment Entry Calculations Integration Allocations Approvals
Dynamics NAV Vertical Solutions

44. Contributor Budget Formula/ Fixed Asset Advanced System Managed Version 2
Assignment Entry Calculations Integration Allocations Approvals
Dynamics NAV Vertical Solutions

45. Contributor Budget Formula/ Fixed Asset Advanced System Managed Version 2
Assignment Entry Calculations Integration Allocations Approvals
Dynamics NAV Vertical Solutions

46. Contributor Budget Formula/ Fixed Asset Advanced System Managed Version 2
Assignment Entry Calculations Integration Allocations Approvals
Sales budget integration
Foreign currency budgets
Budget consolidation
Notes
Budget Administrator enhancements
Dynamics NAV Vertical Solutions

47. Others…in brief
Document Capture Akeyto Automated data entry (OCR), purchase approval/workflow (Web)
Dynamics Anywhere Dynamics Integrated mobility solution
Anywhere
Allocations Intergen Identify source & target accounts, apply static & variable
allocation rules, allocate budget & actual values
Recurring invoices Intergen Sales invoice template & billing frequency/period rules
EFT Tectura Electronic funds transfer & e-mailing of remittance advices
Auto bank rec Tectura Import bank file & auto-match transactions
AgilesWorkflow Agiles Integrated workflow solution
Dynamics NAV Intergen Various usability & functionality enhancements
Extensions
Dynamics NAV Vertical Solutions

48. Vertical Solutions
In a nutshell…
■ Used to provide extended or niche functionality
■ The use of ISV/3rd party providers is a Microsoft strategy
■ Assess maturity based on adoption/references and CfMD
■ Perpetual licensing model & SharePoint/Web clients will provide
opportunities to extend outside the core user group
Dynamics NAV Vertical Solutions

49. Any questions?

50. Do you want to
know more?
Find us in the
Experience Lounge
at the end of this
presentation.

51. Thank you