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Introduction to Microsoft Dynamics AX2012 for Manufacturing Organizations November 17, 2011 for Manufacturing Organizations
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Page 1: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Introduction to Microsoft Dynamics AX2012for Manufacturing OrganizationsNovember 17, 2011

for Manufacturing Organizations

Page 2: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Welcome! Important Web Seminar Notesp

• We have automatically muted the line. During the presentation, all participants will be in listen-only mode

• Please turn off all webcams

• Following the presentation we’ll have a Q&A session. Submit questions g p Q qvia 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 today’s programprogram

• Having technical difficulties? - Call 800.374.1852 or

E mail pfs@intercall com- E-mail [email protected]• For audio help, please call 1.800-374.2441

2

Page 3: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Presenter

Robert BellDirector Technology Solutions

Bob a director with the Technology Solutions Practice bringing more than 29 years experience in system design Director, Technology Solutions

[email protected]

g g y p y gand 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.

Therese MichaelsManager, Technology Solutions856.722.1787

Teri is a Microsoft Dynamics AX Solution Architect with over 20 years experience in the ERP implementation space and specializes in providing leading-edge, 856.722.1787

[email protected] information technology solutions to clients 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.

3

Page 4: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

44% of manufacturers and distributors report to be “thriving and growing”g g g

Pricing Procurement Investment ProcessProcess

Source: McGladrey Manufacturing & Distribution Monitor 4

Page 5: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Our Agenda Today

Global business imperatives

Global trends and business challenges A new generation of enterprise resource planning (ERP)

How Microsoft Dynamics AX 2012 can help

Powerfulo e u Agile Simple

Key solution advantages

Demonstration

Page 6: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Global Business and IT Trends Global competition and global

expansion Organizational change

Keeping pace with trends and competition with legacy systems

Need for IT governance and to Outsourcing and complex value chains Changing supply and demand Fluctuating workforce demographics

Need for IT governance and to modernize, simplify, and standardize

Enabling users of consumer devices and social networking technologies Fluctuating workforce demographics

Increasing need for compliance and transparency

and social networking technologies Changing role of IT

Page 7: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Challenges for Organizations

Achieve operational insight across the organization

Need for business agility

Increase ERP adoption Reduce IT operational costsNeed for business agility

Reduce operational costs Align IT and business

objectives

Enable business strategy and respond quickly to line-of-business (LOB) requests

Page 8: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Challenges for Enterprise Applications

“Enterprise Apps Customers Have Issues,” Forrester Research, Inc., February 26, 2010

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Today’s Needs, Yesterday’s SolutionsSolutions

1980s 1980s Enterprise Resource Planning (ERP) architecture still deployed todayEnterprise Resource Planning (ERP) architecture still deployed today

Duplicated data structures

Middleware and batch processes

Intertwined spaghetti code and parameters

The result: The result: Complexity and inflexibility Complexity and inflexibility p y yp y y

Functionality in separate applications

Business intelligence (BI) an afterthought

Task-oriented user experience

Page 10: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

A new generation of ERPThat works for you, not against youy g y

Powerful Powerful b dd db dd d

Applications that Applications that Simplicity and Simplicity and Complete industryComplete industry--embedded embedded

analytics and BIanalytics and BIare an asset are an asset agility agility specific solutionsspecific solutions

ManufacturingManufacturing

DistributionDistribution

RetailRetail

ServicesServices

Public SectorPublic Sector

Works the way you need it to Simple to use Get the right data

to decision makersTailored to meet your

needs

Page 11: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Powerfully Simple

PowerfulPowerful AgileAgilePowerfulPowerful AgileAgile

SimpleSimpleSimpleSimple

Page 12: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Microsoft Dynamics AX2012

Helps manufacturing organizations embrace the Dynamic Businesses vision

• Purposely Built for the Manufacturing Industry

• Unleashes the power of Gl b l M f i

• Flexible Manufacturing Models

• Supports Collaborative M f i

• Supports multiple Industry role Centers

• Familiar User E i k iGlobal Manufacturing

• Enables Green and Efficient Manufacturing Enterprise

Manufacturing• Rapid Responsiveness

to demand changes

Experience makes it simple to learn and intuitive to use

• Improves User Productivity

Powerful Agile Productivity

Simple

Microsoft Dynamics AX 2012 is Microsoft’s ERP solution for global enterprises that empowers your people to anticipate and embrace

hchange

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Powerful

Purposely Built Unleashes the Enables Green

Meets traditional as well as emerging manufacturing challenges

u pose y u tfor the

Manufacturing Industry

power of Global

Manufacturing

Enables Green and Efficient

Mfg Enterprise

Page 14: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Agile

Flexible Supports Rapid R i

From reactive to proactiveFlexible

Manufacturing Models

Supports Collaborative Manufacturing

Responsiveness to Demand Changes

Page 15: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Simple

Supports Familiar User

Easy, familiar, and productiveSupports

multiple industry role centers

Familiar User Experience makes it simple to learn and

intuitive to use

Improves User Productivity

Page 16: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Workflow Usage In Microsoft Dynamics AX 2012

Page 17: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Workflow Approval

Create and

Approve Purchase Requisition (PR)

andSubmit

PR

Adjust PR

ManuallyApprove

PR

PR Data

Valid?

Auto Approve

PR?Valid?

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DEMO

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Microsoft Dynamics AX 2012 BI Capabilities & Tools

CATEGORY BUSINESS INTELLIGENCETOOL

CAPABILITY

PRE DEFINED QUERY

QUERY

PRE DEFINED QUERY• List pages• Cues

Query & filter data Drill down to detailed queries

AD-HOC SEARCH Search within data and reports

AD HOC QUERYAD-HOC QUERY• Refreshable export to Excel• Auto-report

MS Office Add-in for Microsoft Dynamics AX 2012

Office Templates Create documents such as Sales Quotations, Collections Letters

REPORTING

Collections Letters

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

ANALYSIS

Key Performance Indicators, Scorecards

Financial Indicators (profitability)Balanced scorecards

Ad hoc summarization and Budget variance analysisAd hoc summarization and exploration

Budget variance analysis

ANALYTICAL

Multi-system FinancialsConsolidation

Financial statements across different systems

Integrate with a Data warehouse ETL based data integration into an existing Data

Page 20: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

A Powerful, Pre-built BI Solution That answers most business questions q

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 Share using MS SharePointMS SharePoint

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 tiS t d ti 800+ Production 800+ Production ReportsReports

Secure access to production Secure access to production datadata

Page 21: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

DEMO

Page 22: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Resources

McGladrey’s 2011 Manufacturing & Wholesale Distribution Study• http://mcgladrey.com/Manufacturing-Wholesale-Distribution/2011-

Manufacturing-and-Wholesale-Distribution-Study

Manufacturing Blog• http://mcgladrey.com/Blogs/Manufacturing-Blog

27

Page 23: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

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

28

twitter.com/McGladreyTechtwitter.com/McGladreyERP

Page 24: Introduction to Microsoft Dynamics AX2012 for ...rsmus.com/pdf/ws_microsoft_dynamics_ax2012_manufacturing.pdf · Introduction to Microsoft Dynamics AX2012 ... Microsoft Dynamics AX

Power comes from being understood.SMPower comes from being understood.

When you trust the advice you’re getting, you know your next move is the right move. That’s what you can expect from McGladrey. That’s the power of being understood.

www.mcgladrey.comg y

McGladrey is the brand under which RSM McGladrey, Inc. and McGladrey & Pullen, LLP serve clients’business needs. The two firms operate as separate legal entities in an alternative practice structure.McGladrey & Pullen is a licensed CPA firm providing assurance services. RSM McGladrey providestax and consulting services.

RSM McGladrey, Inc. and McGladrey & Pullen, LLP are members of RSM International (“RSMI”). RSMInternational is the sixth largest network of independent accounting, tax and consulting firms.The member firms of RSMI collaborate to provide services to global clients, but are separate anddistinct legal entities which cannot obligate each other. Each member firm is responsible only fortheir own acts and omissions, and not those of any other party.

McGladre the McGladre signat re The McGladre Classic logo The po er of being nderstoodMcGladrey, the McGladrey signature, The McGladrey Classic logo, The power of being understood,Power comes from being understood and Experience the power of being understood are trademarks ofRSM McGladrey, Inc. and McGladrey & Pullen, LLP.

© 2011 RSM McGladrey, Inc. All Rights Reserved


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