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Microsoft Dynamics 365 + aec360

AEC Industry Webcast

June 16, 2020

Now’s the Time to Optimize

Your Firm’s Finance Practices

First, Our Apologies

We’re very sorry for the

inconvenience last week.

Note to self: Don’t take an update

any time close to an important

presentation!

Why Are We Here Today?

• AEC firms must overcome challenges in today’s

environment

Global pandemic / economic uncertainty

Extreme competition

Shrinking margins

• Having best-in-class finance and accounting

tools is critical to helping:

• Microsoft Dynamics 365 and aec360 provide

an award-winning accounting platform

for taking your firm’s finance practices to

the next level!

Accelerate cash flow

Drive costs out of your business

Facilitate informed business decisions

Key Challenges for AEC Accounting Departments

Microsoft Dynamics 365 and aec360 Demonstration• Driving productivity across your accounting department

• Automation to drive efficiencies

• Gaining real-time financial insights

Q&A

Post-event Survey• $100 Visa gift card drawing

Brief Introduction to Today’s Hosts

Tod

ay’s

Ag

en

da

How is your firm’s business holding up

with all the recent challenges?

Our firm isn’t missing a

beat

Our projects and

pipeline have slowed

significantly

We’re hanging in

there

Polling Question #1

About Today’s Hosts

Where We Do It

We have offices in over 20 countries on 6

continents, with successful implementations in

over 80 countries around the world

Our Credentials

We’ve won 10 Microsoft global and industry

Partner of the Year awards, including Dynamics 365

Worldwide ERP (2017), Talent (2018), and CRM

(2019) Partner of the Year awards the last 3 years

Who We Are

We are the leading global provider of Microsoft

Dynamics 365 software solutions to AEC firms and

other project-driven businesses

What We Do

What We Do

We provide a full set of evaluation,

implementation, and support services for

Microsoft’s Dynamics 365 CRM, ERP, HR, and BI

solutions, along with our aec360 industry solution

The industry’s broadest cloud business suite purpose-built for AEC firms

aec360 Industry Solution

Azure Cloud, Office365, Power Apps, Power Automate, LinkedIn

Artificial Intelligence, Power BI, Mobility

Microsoft Dynamics 365 Intelligent Business Applications

ACCOUNT FOR WORK

CORE ACCOUNTING

PROJECT ACCOUNTING

REVENUE MANAGEMENT

FIXED ASSETS

COMPLIANCE

PURCHASING

SUB/VENDOR MGMT

FINANCIAL ANALYTICS

MANAGE TALENT

RECRUITING

ONBOARDING

ADMINISTRATIVE HR

PERFORMANCE

TRAINING

BENEFITS

PAYROLL

PEOPLE ANALYTICS

WIN WORK

LEADS/PROSPECTS

CLIENTS/CONTACTS

RELATIONSHIP INTELLIGENCE

PROJECT OPPORTUNITIES

GO/NO-GO WORKFLOWS

PROJECT EXPERIENCE

EMPLOYEE QUALIFICATIONS

DOCUMENT ASSEMBLY

CUSTOMER ANALYTICS

FIND WORK

CAMPAIGNS

EVENTS

SOCIAL CONTENT

SURVEYS

EMAIL MARKETING

LEAD GENERATION

MARKETING ANALYTICS

DELIVER WORK

PROJECT FEE ESTIMATES

PROJECT/CONTRACT SETUP

WBS & PROGRESS

PROJECT COLLABORATION

BUDGET MNGMT

RESOURCING

TIME & EXPENSE

BILLING

PROJECT ANALYTICS

aec360 on Microsoft Dynamics 365

AEC Software Migration Program

• Removes barriers to migrating from

legacy AEC providers to Dynamics 365

• Benefits:

– Free solution evaluation and gap/fit analysis

– Discounted software license fees

– Free migration of core data

– Risk mitigation package to ensure successful

deployment

– Detailed cost proposal and high-level

implementation plan

“The fact that it works seamlessly with our

other Microsoft investments like Office 365

and Power BI will help us improve productivity

and collaboration so we can spend more time

focusing on our clients.”

- Dunaway Associates – Ft. Worth, TX

“We selected Dynamics 365 and aec360 not only

based on its next-generation cloud technology, but

the fact that it has been purpose-built to meet the

unique needs of AEC firms.”

- BGE, Inc. – Houston, TX

Challenges for AEC Accounting Departments

BACKGROUND

Limited adoption of project mgmt./accounting systems

and associated gymnastics

Key Challenges in AEC Accounting

Smaller, niche accounting software systems

Outdated technology can’t take advantage of innovations

Lack of integrated systems across firm-wide functions

Customer-specific requests (contracting, billing, etc.)

Complex billing and revenue recognition requirements

The Impact of These Challenges

Manual

processes and

workarounds

Manual

reporting

Reliance

on Excel +

email

Limited visibility

across the

business

Longer

financial

close

timelines

Slower

billing cycles

– delayed

cash flow

What is the biggest challenge in your

firm’s accounting function?

Too many manual processes Difficulty producing reports

and analyticsLengthy billing and

financial close cycles

Polling Question #2

Productivity, Efficiencies, and Insights

Demonstration

The industry’s broadest cloud business suite purpose-built for AEC firms

aec360 Industry Solution

Azure Cloud, Office365, Power Apps, Power Automate, LinkedIn

Artificial Intelligence, Power BI, Mobility

Microsoft Dynamics 365 Intelligent Business Applications

ACCOUNT FOR WORK

CORE ACCOUNTING

PROJECT ACCOUNTING

REVENUE MANAGEMENT

FIXED ASSETS

COMPLIANCE

PURCHASING

SUB/VENDOR MGMT

FINANCIAL ANALYTICS

MANAGE TALENT

RECRUITING

ONBOARDING

ADMINISTRATIVE HR

PERFORMANCE

TRAINING

BENEFITS

PAYROLL

PEOPLE ANALYTICS

WIN WORK

LEADS/PROSPECTS

CLIENTS/CONTACTS

RELATIONSHIP INTELLIGENCE

PROJECT OPPORTUNITIES

GO/NO-GO WORKFLOWS

PROJECT EXPERIENCE

EMPLOYEE QUALIFICATIONS

DOCUMENT ASSEMBLY

CUSTOMER ANALYTICS

FIND WORK

CAMPAIGNS

EVENTS

SOCIAL CONTENT

SURVEYS

EMAIL MARKETING

LEAD GENERATION

MARKETING ANALYTICS

DELIVER WORK

PROJECT FEE ESTIMATES

PROJECT/CONTRACT SETUP

WBS & PROGRESS

PROJECT COLLABORATION

BUDGET MNGMT

RESOURCING

TIME & EXPENSE

BILLING

PROJECT ANALYTICS

aec360 on Microsoft Dynamics 365

Microsoft Dynamics 365 FootprintBest-in-class Financial Management Foundation

Optimize Your Finance Practices

• Drive productivity across your finance team

• Automate key finance and accounting

processes

• Gain real-time insights to make

informed business decisions

1. Driving Productivity

Benefits of integrated Dynamics 365

+ Office 365 platform:• Increased speed and productivity

• Simplified collaboration

• Better insights

• Automation and workflows

• Infused relationship insights

Integration Across Your Microsoft ToolsEmbedded productivity, collaboration, and insights where you need them most!

Key Productivity Opportunities

2

3

4

5

Microsoft Excel for data uploads/updates

Microsoft Excel for ad hoc analytics

Integrated Microsoft Teams communication

Using Teams Bots to automate processes

Period close task management

2. Enabling Automation

Integration Breeds Efficiency

Process Automation Examples

2

3

4

5

Project setup automation

Subconsultant AP invoice processing

Client billing automation

Banking automation

AP Invoice Automation

Process Automation Examples

2

3

4

5

Project setup automation

Subconsultant AP invoice processing

Client billing automation

Banking automation

Electronic Banking in Dynamics 365

Microsoft Dynamics 365

Cash Management

Automation

Global bank

reconciliation

Enhanced cash

management

Automated GL & AR

reconciliation

Advanced remittance

analysis

Bank statement

monitoring

Vendor Payment

Automation

Global vendor payments

handling

Two-way banking

integration

Supports

centralized/shared

services

ACH, SEPA, BACS, Swift,

etc.

Customer Payment

Automation

Advanced cash

application/lockbox

Multi-country / company

/ currency

Direct Debit

Online Bill

Presentment

Credit cards / Debit

cards

Risk Management

Positive Pay

Check fraud prevention

Improved cash &

liquidity visibility

Secure bank

communications

Data encryption

Treasury Connect

Solutions

FX settlement

automation

Foreign currency

payment automation

Identify optimal

settlement path

Trade Matching &

Netting

Audit trail

Pre-built Bank Interfaces

Process Automation Examples

2

3

4

5

Project setup automation

Subconsultant AP invoice processing

Client billing automation

Banking automation

3. Advanced Financial Insights

Advanced Financial Insights

2

3

4

5

Interactive financial reporting

Embedded financial analytics

AI-driven predictive analytics

Artificial Intelligence

Customer payment predictions

• Machine learning using historical invoice, payment, and customer data

• Predict if and when customers will pay

• Start collections activities earlier

Artificial Intelligence

Intelligent cash flow

forecasting

• Time-series forecasting

• Leverages customer

payment predictions

• More accurate cash flow

forecasts

Advanced Financial Insights

2

3

4

5

Interactive financial reporting

Embedded financial analytics

AI-driven predictive analytics

Why Are We Here Today?

• AEC firms face many challenges in today’s

environment

Global pandemic / economic uncertainty

Extreme competition

Shrinking margins

• Having best-in-class finance and accounting

tools is critical to helping:

• Microsoft Dynamics 365 and aec360 provide

an award-winning accounting platform

for taking your firm’s finance practices to

the next level!

Accelerate cash flow

Drive costs out of your business

Facilitate informed business decisions

What’s the biggest opportunity for

optimizing your firm’s finance operations?

Improving Productivity Enabling Automation Gaining Better Insights

Polling Question #3

Q&A Session

For additional information:

Visit us at: www.aec360.com

Contact us:

Andy Yeomans+1 949-395-8343AndyY@saglobal.com

Thank You!