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Introduction to Microsoft Dynamics AX2012 N b 16 2011 Introduction to Microsoft Dynamics AX2012 for Public Sector Organizations November 16, 2011
Introduction to Microsoft Dynamics AX2012
N b 16 2011
Introduction to Microsoft Dynamics AX2012for Public Sector Organizations
November 16, 2011
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Presenter
Robert BellDirector Technology Solutions
Bob a director with the Technology Solutions Practice bringing more than 29 years experience in system Director, Technology Solutions
g g y p ydesign and applying technologies for ERP and supply chain solutions for various industries, including: manufacturing, food and beverage, consumer packaged goods, chemical, multi-channel retail, apparel and textile, transportation and logistics, wholesale distribution and professional services.wholesale distribution and professional services.
Therese MichaelsManager, Technology [email protected]
Teri is a Microsoft Dynamics AX Solution Architect with over 20 years experience in the ERP implementation space and specializes in providing leading-edge, information technology solutions to @ g yclients on a variety of platforms, including Microsoft Dynamics AX. She focuses on understanding client requirements and needs, providing business process analysis and crafting technology solutions.
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McGladrey Organization
Public Accounting Report – Top 10 Firms
Revenue Firm Offices
Fifth largest accounting and consulting firm
7 700 employees Revenue Rank
Firm Offices
1 Deloitte & Touche 102
2 Ernst & Young 80
3 PricewaterhouseCoopers 76
7,700 employees 85 years of quality service;
established 1926 93 offices nationally
3 PricewaterhouseCoopers 76
4 KPMG 88
5 McGladrey 93
6 Grant Thornton 52
2,800 public sector clients Locally Based with National Talent
7 BDO 37
8 CBIZ/Mayer Hoffman 180
9 Crowe Horwath 25
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Source: 2010 Accounting Today
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Government Practice
Credible Government PracticeS- Serve over 2,800 public sector clients, including more than 700 government clients
- Assist more than 200 clients in earning the GFOA Certificate of Achievement for Excellence in Financial Reporting
Local Service Team and ResourcesLocal Service Team and Resources- Specialized public sector services team- Year-round commitment to communication
Client Service ExcellenceClient Service Excellence- Substantial partner and director involvement- Quality in everything we do
Commitment to the industry standards Commitment to the industry standards- Require minimum 24 hours CPE every two years in federal and state audit requirements and
techniques - Representation on many AICPA committees, appointment to GAO Advisory Council on Government
Auditing Standards
Public Sector Challenges
Public Sector Trends
W k lW k l OOWorkplace Workplace ModernizationModernization
Open Open GovernmentGovernmentImproving
Citizen Improving
Citizen FiscalFiscal
AAccountabilityccountabilityCompliance Compliance RequirementsRequirements
ServicesServices
1980s ERP Architecture: Available Today
Spaghetti of intertwined code and parameters Duplicated data structures Middleware and
batch processescode and parameters p batch processes
THE RESULT: THE RESULT: COMPLEX AND INFLEXIBLE COMPLEX AND INFLEXIBLE
Functionality sits in separate applications BI is an afterthought User experience is
task orientedseparate applications task‐oriented
Requirements for a New Generation of ERP
They need They need simplicity and simplicity and
Organizations Organizations need powerful need powerful
Successful Successful entities needentities need
OrganizationsOrganizationsneed need applications applications p yp y
agility agility eed po e ueed po e uembedded embedded
analytics and analytics and BIBI
entities need entities need complete complete industry industry specific solutions specific solutions
designed for designed for thth
ppppto be an asset in to be an asset in
the face of the face of change change
themthem
Not a liability Not a liability Without sacrificing Without sacrificing powerpower
Not inflexible software Not inflexible software that requires that requires
customizationscustomizationsNot data Not data overloadoverload
Powerfully Simple
PowerfulPowerful AgileAgilePowerfulPowerful AgileAgile
SimpleSimpleSimpleSimple
Microsoft Dynamics AX2012
Helps public sector organizations embrace the dynamic business vision
Built for the Business of GovernmentImproves Delivery of Citizen Services
Adapts Easily to Constituents’ Needs
Addresses Legislative M d t
Familiar User Experience Makes it Simple to Learn and Intuitive to Use
Citizen Services
Empowers People to be more Productive
Mandates
Enables Transparency Promoting Open Government
Accelerates Productive Information Sharing
Self‐Service Portals Streamline Processes
Powerful Agile SimplePowerful Agile Simple
Powerful
Achieve operational efficiency faster with increased reliability.
Purposely built for the business of government
Empower your people to be
Improve delivery of citizen services
Empower your people to be more productive
“With Microsoft Dynamics AX 2012, we can realize our vision of a full‐service city. Not only will it make our jobs a lot easier, but it will also make jobs in other cities across the nation much easier.”
—John Marchione—John MarchioneMayor, City of Redmond
Agile
Respond to changing requirements and new citizen demands.
Adapt easily to new constituent needs
Support transparency and
Address legislative mandates
Support transparency and open government
“Until now, organizations have had to rely on outdated, legacy ERP systems and make do with ad hoc customizations to achieve the functionality they need. This can be costly to maintain and doesn’t necessarily offer the flexibility modern government organizations need today.”
—Steve FrenchSteve FrenchVice President Enterprise Applications, Hitachi Consulting UK
Simple
A familiar user experience provides easy access to the i f ti d
The familiar Microsoft interface is easy to learn and intuitive to use
information you need.
is easy to learn and intuitive to use
Simplify information sharing
“We want to expose a lot more information to a much broader audience, including elected officials and constituents. The familiar look of the product will immediately remove barriers that some people might experience when it comes to financial information.”
—Mike Bailey Director of Finance and Information ServicesCity of Redmond, Washington
Customer EvidenceCity of Redmond, Washington
ChallengeChallenge ResultsResultsSolutionSolution
y g
• Boost transparency, responsiveness, and accountability
• Using Microsoft Dynamics AX 2012, they unified operations, improved manageability, and reduced
• Reports in Role Centers provide people the specific data they need
• Shared spreadsheets and y• Streamline processes• Enhance data analysis and
self-service capabilities• Increase city wide access to
IT workload• Government-specific
capabilities for accounting, budgeting, tracking, reporting
pdatabases improve data consistency, reduce redundancy
• Easy-to-use self-service • Increase city-wide access to information
reporting • Upgrade to Microsoft Office
2010, SharePoint 2010 and Windows 7
capabilities frees Finance for more strategic work
• Automated workflows increase efficiency, improve on-time
fperformance
“The government of the future is always looking to better connect with the community and provide improved and more efficient services. Microsoft Dynamics AX 2012 is one great tool that will help us get there.”
—John MarchioneMayor, City of Redmond
Microsoft Dynamics AX2012 – Solution Map
Microsoft Dynamics AX 2012
Purposely built for governments
• Financial management• Fund accounting• Budgetary control and• Budgetary control and
commitment accounting• Grants management and
project accountingproject accounting• Travel and expense management• Procurement and sourcing
i i lli d i• Business intelligence and reporting• Human capital management• Compliance and internal controlsp
Workflow Usage In Microsoft Dynamics AX 20122012
Workflow ApprovalApprove Purchase Requisition (PR)
Create andand
Submit PR
Adjust PR
ManuallyApprove
PR
PR Data Valid?
Auto ApprovePR?
DEMO
Microsoft Dynamics AX 2012 BI Capabilities & Tools
CATEGORY BUSINESS INTELLIGENCE TOOL CAPABILITY
PRE DEFINED QUERY• List pages Query & filter data
QUERY
• List pages• Cues
Query & filter data Drill down to detailed queries
AD‐HOC SEARCH Search within data and reports
AD‐HOC QUERYf h bl l ff dd f f• Refreshable export to Excel
• Auto‐reportMS Office Add‐in for Microsoft Dynamics AX 2012
Office Templates Create documents such as Sales Quotations, Collections Letters
REPORTING Ad‐hoc Reporting Create SSRS reports using Cubes and SQL Report Builder
Statutory & Financial Reports Create Cash flow statement
Production SSRS Reports Generate List of invoices
ANALYSISKey Performance Indicators, Scorecards Financial Indicators (profitability)
Balanced scorecards
Ad hoc summarization and exploration Budget variance analysis
Multi system Financials Consolidation Financial statements across different systems
ANALYTICALAPPLICATIONS
Multi‐system Financials Consolidation Financial statements across different systems
Integrate with a Data warehouse ETL based data integration into an existing Data warehouse
Planning & forecasting Budget Formulation, Demand planning
A Powerful, Pre-built BI Solution That answers most business questionsThat answers most business questions
35 pre35 pre‐‐built Role Centers built Role Centers targeted towards personas targeted towards personas across the organizationacross the organization
~ 150 Analytic ~ 150 Analytic ReportsReports11 Cube schemas in Finance, 11 Cube schemas in Finance,
Supply chain, Services and Supply chain, Services and
Collaborate, Collaborate, Share using MS Share using MS SharePointSharePoint
pp y ,pp y ,workflow domains that provide workflow domains that provide aggregate dataaggregate data
MS Excel based MS Excel based report templatesreport templatesAX 2012
S t d ti d tS t d ti d t800+ Production Reports800+ Production Reports
Secure access to production dataSecure access to production data
DEMO
Q & A
• Following the presentation we’ll have a Q&A session. Submit ti i th Q&A f t Si l l t th Q&A i dquestions via the Q&A feature. Simply select the Q&A window,
type your question into the dialog box, and click the “Ask” button • The slides and recording of this call will be sent to attendees for
t d ’today’s program
Robert Bell856 722 [email protected]
Therese Michaelsfacebook.com/McGladreyTBS
Therese [email protected]
twitter com/McGladreyTech
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twitter.com/McGladreyTechtwitter.com/McGladreyERP
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