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Webinar: Microsoft Dynamics AX 2012 R3. December 10, 2013. In This Presentation. Introductions & Ideaca Overview. Typical Support Model. Upgrading to AX 2012 R3. Return on Investment. Importance of Being Proactive. Proactive Application Support. Next Steps. Introductions & Ideaca

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Presentation Transcript
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In This Presentation

Introductions & Ideaca Overview

Typical Support Model

Upgrading to AX 2012 R3

Return on Investment

Importance of Being Proactive

Proactive Application Support

Next Steps

introductions
Introductions

Today’s Presenters

  • Heather Fitz-Gerald
    • Senior PM (certified PMP)
    • 15+ years experience with Microsoft ERP solutions
    • Projects in both Canada and the US
    • Industries: Distribution, Manufacturing, Professional Services, Hospitality and Not-For-Profit
    • Functional specialties: Finance, eCommerce and Systems Integration
  • Sonja Hamilton
    • Director of Customer Sustainment
    • Aligns operational strategies with business objectives to ensure a value-driven approach to long-term support
    • 15+ years experience implementing IT solutions
    • Area of expertise is Microsoft products
    • Broad range of functional experience in a variety of industries
    • Certified in ITIL V3; Foundation level
ideaca overview
Ideaca Overview

Ideaca’s 300+ employees help customers from strategy to solution through a portfolio of management consulting, implementation and support services.

upgrading to dynamics ax 2012 r3
Upgrading to Dynamics AX 2012 R3

Business Features and Benefits

upgrading to dynamics ax 2012 r31
Upgrading to Dynamics AX 2012 R3

Business Features and Benefits

upgrading to dynamics ax 2012 r32
Upgrading to Dynamics AX 2012 R3

Business Features and Benefits

upgrading to dynamics ax 2012 r33
Upgrading to Dynamics AX 2012 R3

Improvements in R3

Manufacturing Improvements

  • Run process and discrete manufacturing models in a single solution

Warehouse Management

  • Enhanced inventory control re: visibility, counting and replenishment
  • Embedded radio frequency for real-time process through mobile devices
  • Improved warehouse operations including EDI support, advanced put-way and flexible picking strategies (e.g. wave picking)
  • Rate, route and load planning including order consolidation, constraint based calculations and multi-mode planning
  • Freight reconciliation
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Upgrading to Dynamics AX 2012 R3

Improvements in R3

Demand Planning

  • Use of the time series algorithms in SQL to provide predictive SKU-level forecasting based on historical data. Forecast data is then viewed through Excel where it can be visualized and edited.

Retail

  • Mobility – tablet and mobile based POS and assisted sales
  • eCommerce and Social – multi-language and multi-store front support, campaigns integrated to Facebook and Twitter
  • Industry Excellence – enhanced pricing and promotion features

eProcurement

  • Improved management of RFIs, RFQs and RFPs
  • Support for multiple bid types (open, closed, reverse auction)
  • Inclusion of evaluation and scoring criteria
  • Improved vendor portal experience
upgrading to dynamics ax 2012 r35
Upgrading to Dynamics AX 2012 R3

Improvements in R3

Budget Planning

  • Enhanced capability to budget based on the allocation rules and totals
  • Position cost using effective dates for benefit realization
  • What-if analysis
  • Incorporation of HR position budgeting

Companion Apps (Mobile)

  • Capturing and reconciling expenses
  • Time entry
  • Approvals

Enterprise Manageability – use of Microsoft System Center Configuration and Operation Manager tools

upgrading to dynamics ax 2012 r36
Upgrading to Dynamics AX 2012 R3

Upgrade Dependencies and Considerations

  • New license model
  • Security re-configuration
  • Account structure/dimension sets/allocation rules
  • Data integrity considerations – cleanup required
  • Migration environments – source and destination (require infrastructure to support migration
  • Limited business outage
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Upgrading to Dynamics AX 2012 R3

Upgrade Dependencies and Considerations

  • Evaluation of modified functionality to determine whether enhancements in new version can accommodate or modifications are still required
  • Any modifications to the source environment will require development effort to merge
  • Any third party ISV’s must be engaged to confirm compatibility with AX 2012 and upgrade path/steps and support
  • User training of User Interface upgrades, process adjustments, etc.
  • Leveraging net new/enhanced functionality as part of decision process/business case.
  • Software version dependencies
    • Ex. SQL Server version must be 2012 SP1
upgrading to dynamics ax 2012 r38
Upgrading to Dynamics AX 2012 R3

Upgrade Planning and Approach

  • Run upgrade
  • Capture timing
  • Capture errors
  • Create/update go-live checklist including timing
  • Resolve errors
  • Merge/ consolidate code
  • Modify data upgrade scripts to include customized components
  • Upgrade VARs and ISVs
  • Resolve errors from previous Execution
  • Produce Project Plan
  • Include multiple Iterations
  • Include multiple test cycles
  • Include documentation updates
  • Review customizations in light of new features/ functionality in new version
  • Upgrade vs. re-implement decision
  • Define key business processes
  • Create/execute test scripts including data validation
  • Capture results
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Upgrading to Dynamics AX 2012 R3

Execution approach

Delta preprocessing

Production Active on

AX 2012

Pre Processing

Production Active on AX AX2009/ Ax4

Production Active on AX 2009

Production Active on AX 3/AX 4

Single User Processing

Data Copy

Post Processing

Production

Production

Live on Production

Downtime

typical support model
Typical Support Model

Proactive Services

  • Acting in advance of a future situation - taking control and making things happen rather than adjusting to a situation or waiting for something to happen
  • Monitoring and maintaining applications for long-term health and sustainability
  • Proactive Services are typically initiated by the IT organization

Reactive Services

  • Responding to an event or request
  • Addressing break/fix incidents within defined Customer Service Levels
  • Reactive Services are typically initiated by the user community or the IT organization

Enhancements

  • Enhancements are features and functionality that further extend the application from its current state.
  • Over time and after use, areas for improvement within an application are identified.
  • Enhancements are typically initiated by the user community
proactive application support
Proactive Application Support

Example of Proactive Support Activities

  • Maintaining currency on major software versions
  • Regularly applying software patches as they are released
  • Identifying trends in reactive support activities to eliminate the root cause
  • Monitor and review system logs on a regular and recurring basis to investigate and resolve minor errors
  • Periodic review of hardware and software configuration to ensure adequate sizing for growth projections
proactive application support1
Proactive Application Support

Example of Proactive Support Activities

  • Ensure data is properly backed up and recovery procedures are in place and tested
  • Regularly reviewing security policies and their enforcement in the system
  • Periodic review of reporting strategy to ensure business requirements are met and prevent divergence and redundancy of reporting solutions
  • Proactive planning for changes, upgrades, etc.
  • Upgrading Microsoft Dynamics AX is a proactive initiative
proactive application support2
Proactive Application Support

The Importance of Being Proactive

  • Keep long-term support costs down
  • Minimize risk of major outages to the business
  • Eliminate inefficiencies
  • Prevent problems before they occur
  • Remain current and supported across vendors
  • Maintain pace with technical skill sets in the market
  • Identify and convert opportunities for business improvement
microsoft version lifecycle
Microsoft Version Lifecycle

Expiry Dates on Microsoft Support / Licensing

  • AX 4.0 – mainstream support expired. Extended support until Oct 11, 2016
  • AX 2009 – mainstream support extended until Apr 14, 2015
  • AX 2012 R1 and R2 – mainstream support until Oct 11, 2016

Agile

Simple

Powerful

Pervasive interoperability

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Official Dynamics AX 2012 Courses

  • Microsoft Dynamics AX 2012 Trade and Logistics
  • Microsoft Dynamics AX 2012 Financials
  • Microsoft Dynamics AX 2012 Development Introduction
  • Microsoft Dynamics AX 2012 Installation and Configuration
  • Microsoft Dynamics AX 2012 Process Manufacturing Production and Logistics
  • Microsoft Dynamics AX 2012 Lean Manufacturing
  • Microsoft Dynamics AX 2012 Public Sector
  • Microsoft Dynamics AX 2012 Service Management

*Free Second Shot Exam expires May 31st, 2014

www.NetComLearning.com

upcoming course schedules
Upcoming Course Schedules

Microsoft Dynamics AX 2012 - Development (I, II, III & IV)

  • 7 days, 70 hours
  • January 13th 2014 | Las Vegas & Live Online

Microsoft Dynamics AX 2012 - Financials and Trade and Logistics

  • 7 days, 70 hours
  • January 20th 2014 | Las Vegas & Live Online

Microsoft Dynamics AX 2012: Installation and Configuration

  • 3 days, 24 hours
  • February 24th2014 | Las Vegas & Live Online

*Recurring Schedules

*Free Second Shot Exam expires May 31st, 2014

www.NetComLearning.com

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Q & A

1-888-5-NETCOM (563-8266)

info@netcomlearning.com

www.NetComLearning.com