Extending Your

Current AX

Implementation

Tony Young and Douglas Daley

Extending your Current AX Implementation

Your presenter/s

ERP solution implementer

Business Financials guy

Lives in the coolest capital of the world

Tony Young

Dynamics AX Implementer

Douglas Daley

Solution Specialist

Intergen Sydney

Innovation, Strategy and Solutions

Reformed Dynamics AX Customer

Extending your Current AX Implementation

■Why extend after go live?

■Leverage your investment by

■Increase ROI

■Where to look?

■Systemising manual workloads and processes

■Reducing manual steps

■Adding further transparency and rigour

Why extend after go live?

Extending your Current AX Implementation

Travel and

Expense

Workflow

Policy

Framework

Enterprise portal

Budget control

Office

Integration

Compliance and

internal controls

Application

Integration

Framework

How it might look?

Extending your Current AX Implementation

■ The Aberdeen Group Study

■ 175 companies

■ 2 key metrics

■ Cost to process a single expense claim

■ Rate of compliance with travel policies

■ Findings?

■ Companies with best in class technology solutions has

■ Significantly lower expense processing costs (More than 80% lower)

■ Significantly high compliance with corporate travel policies (More than 40% greater

compliance)

What is the benefit in our story today?

Extending your Current AX Implementation

Components in action today

Extending your Current AX Implementation

Doug The Traveler

Doug is planning a trip to convergence next year

Mike Doug’s Manager

That’s if Mike approves his travel request

Tony Financial Controller

Tony needs to keep control of expenditure

Meet the Team

Policies and Workflow

Extending your Current AX Implementation

AX Policies Framework

Improves business processes by evaluation and enforcing business rules

Policy Types are a collection

of rules applicable for a

business function

E.g. Domestic Travel Policy

Rule Types categorises the

rules and its specific

application features

E.g. Airline, Meals

Policy Rules defines how the

policy will be evaluated and

enacted upon

E.g. Hotels from non-

preferred vendors require

justification

Extending your Current AX Implementation

Workflow

Reporting

Hierarchy

Approval

Expense

Owner

Approval

Extending your Current AX Implementation

Application Integration Framework

Application Integration Framework

Sales Order

Invoice Credit Card

Transactions

Product Data

Budget Control

Extending your Current AX Implementation

■ Comprehensive Transaction Types covered – Purchase requisitions

and orders, journals, AP invoices, asset acquisitions, travel requisitions

and expense reports

■ Flexible Comparison and Checking Rules – Configurable comparison

formula, transaction or line level checking

■ Transaction Level Budget Checking – Immediate budget check

feedback during transaction processing

■ Comparison and reporting – Online Budget control statistics and

Actual vs Budget views

AX Budget Control

Ensure that expenditure is managed within the set budget limits and balances are

compared and tracked

Auditing Compliance

Extending your Current AX Implementation

■ Flexible audit policies – define policies across entities, document types,

time-periods

■ Common audit rules – e.g. Random sampling, keyword searches, aggregate

values

■ Automation – scheduled audit policies to run automatically and on a

recurring basis

■ Manage audit results – detected audit violations are grouped and managed

within the case management framework

AX Audit Workbench

Streamline audits by defining repeatable and automated audit

processes

Extending your Current AX Implementation

Enhance business

processes and financial

management and control

using frameworks (e.g.

Budget control, Policies)

Systemise manual tasks and

processes by enabling AX

horizontals (e.g. Travel &

Expenses, Auditing)

Automate processes and

functions using Application

Integration and Workflow

Frameworks

Optimise Systemise Automate

Wrapping up…

Implement pieces that give enhancements suitable for your business to

Do you want to know more?

Find us in the Experience Lounge at the end of this presentation.

Any questions?

Thank you douglas.daley@intergen.co.nz