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What’s New in AX 2012 for the Process Industry?What’s New in AX 2012 for the Process Industry?09/28/11; 11:00 AM CT
INDUSA Technical Corp.
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• Introduction of speaker• Microsoft Dynamics AX• Microsoft Dynamics AX 2012 – What’s New?• Poll • AX 2012 for Process Manufacturing Industry• Case for AX 2012 Implementation & Upgrade• About Us• Summary• Q&A
Agenda
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Introduction of PanelIntroduction of Panel
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• Manoj Nair- Practice Manager, Microsoft Dynamics AX
Introduction of Panel
• Dan FioRito- Manager, Business Development
• Sanjay Savkur- Director, Business Development
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Microsoft Dynamics AXMicrosoft Dynamics AX
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The ERP solution is targeted towards mid-sized firms and large enterprises
Introduction to Microsoft Dynamics AX
Microsoft Dynamics AX is a popular ERP and business management solution!
Microsoft Dynamics AX consolidates & standardizes processes, provides visibility and simplifies compliance procedures
Business Intelligence & Reporting
Collaboration
Financial Management & Compliance
Human Resource Management
Mobile Access
Production
Sales & Marketing
Project Management & ReportingSupply Chain Management
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Value Proposition
”An integrated, adaptable and global business management solution that works like and with familiar
Microsoft software and helps you drive business success.”
• Global solution • Works like and with familiar Microsoft software • Scalable architecture • Highly flexible code base, upgrade tools help preserve customizations• Lower TCO with higher ROI• Targeting mid-sized businesses to divisions of large companies (20 to 1,000+
users)• Designed to help drive customers’ business success
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Analysts speak
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Microsoft Dynamics AX 2012Microsoft Dynamics AX 2012
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It is, in fact, a generational shift in business software, delivering new levels of capability, unmatched agility, and a compelling and empowering user experience.
Introduction to Microsoft Dynamics AX 2012
• Delivers rich, prebuilt, industry-operational functionality out of the box• Truly Global solution, designed to scale with your business• Provides strong insights with Microsoft’s RoleTailored user Experience• Rich, embedded BI at the core of the solution• Unified, natural models that let you see, measure, and change your business• Familiar interface that makes the application simple to learn and easy to use
Microsoft Dynamics® AX 2012 is not just the next release of a great product…
Some Highlights of Microsoft Dynamics AX 2012
In short, the new version delivers revolutionary new capability in an evolutionary way!
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What’s New: Core ERP Suite Capabilities
Financials
Sales and Marketing
Procurement & Sourcing
SCMProject
Management & Accounting
Human Capital Management
Global risk and Compliance
•Financial dimensions•Complete business view•Manage encumbrances•Cash-to-collections process•Accurate processing•Accounts payable
•Dynamics CRM connector•Customer service•Case management
•Self service•Item catalogs•Virtual workplace•Role center•Centralized procurement•Purchasing policies
•Convert orders to delivery schedules•Support quality management•New reports
•Project budget summary•Enterprise portal•Time sheet capabilities•Allocate and post revenue•Complex portfolio management
•Role Center•Employee portal•Employee records•Expense management
•Audit Workbench•Environmental Sustainability dashboard•Compliance center
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• New core ERP features and functions for supplier relationship management and case management
• New constraint-based product configurator• Public-fund accounting• Project quotation and budget control for service businesses• Better multi-entity capabilities• Embedded business intelligence and reporting• Enhanced interoperability with familiar Microsoft tools such as Word,
Excel, Outlook, and SharePoint• Create automated & complex workflows• Auto-generated SSRS reports using Microsoft Visual Studio 2010
Charting Control• Graphical Workflow Editor
What’s New: Expanded Functionality
1000+ new features and enhancements
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• Prebuilt, country-specific localizations for 36 countries• Time zone improvements including editing time zones, supporting
multiple time zones, and synchronizing time zone preferences• Global operations support through development of a report in one
language and the reporting framework products for the report in multiple languages
• Make quick and easy changes to processes and personal experiences to fulfill shifting need of businesses
What’s New: International Support
Scale your organization quickly with a single global solution
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• FactBoxes, Fast Tabs, and Preview Panes• Highlight relevant items, multitask, visualize information• New role centers introduced: Treasurer and Budget
Manager• Action Panes and more configuration options• Collaboration workspaces • Windows Live® ID authentication, improved search• Access to Microsoft productivity tools • Built-in, contextual Business Intelligence
What’s New: RoleTailored user experience
Drive productivity and business insight through familiar user experience and connection with business processes
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• Combines industry-specific capabilities in one solution for 5 industries• Gain value quickly with purpose-built industry and operational capabilities
in a single solution• Core solution complemented with narrow industry specific solutions by
ISVs• Rich core ERP capabilities• Large partner ecosystem
What’s New: Built-in industry capabilities
ne
Core ERP Suite(Finance, HCM, Compliance Management, SRM,
Environmental Sustainability, Expense Management)
PublicSector
ServicesSector
RetailManufacturing
Distribution
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Industry specific enhancements
Manufacturing Public Sector Service Distribution Retail
Run process and discrete in a single solution
Support public sector fund accounting
Complex WBS, milestone definitions, tasks, deliverables
Improve supply chain planning capabilities
Standardize processes across multiple sites
Use resources at multiple locations
Track multiple fundingSources
Workspace collaboration
Planned intercompany demand
Access to RoleTailored tools
Model and execute lean manufacturing on production flows
Define accounting distributions
Forecast, plan and schedule resources to project
Sales order process enhancements
Add stores and expand into new retail chains
Constraint-based product configurator
Use posting definitions
Customize sales orders
Centralized store management
Touch-enabled job registration form
Flexible departmental billing engine
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PollPoll
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What’s new in AX 2012 for the Process Industry?
What’s new in AX 2012 for the Process Industry?
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Core Functionalities for the Process Industry
• Stakeholders:• Retailers• Business decision makers • Consumers
• Other aspects:• Recipe management and packaging• First in first out, first expired first out• Shelf life support• Recipe-based scheduling• Regulatory compliance• Lot management• Quality management• Actual costing• Catch weight• Financial dimensions
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Challenges Faced by the Process Industry
• Implementation of new US Food Safety Modernization Act• Potency pricing• Lot Genealogy• Product sequencing• Lack of visibility in the supply chain• Poor product development cycles• Lack of responsiveness to customer trends• Inefficient tracking and tracing
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Challenges Faced in AX 2009
• Lack of integration with:• Manufacturing execution system• Warehouse Management Systems• Sales and purchase agreements• Delivery schedules
• Supporting catch weight• Product Costing calculation • Commodity Pricing
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AX 2012 for the Process Industry
• Microsoft Dynamics AX 2012 Process Manufacturing Production and Logistics
• Increase flexibility of production operations • Provide integrated functionality• Manage key production information • Key industry-specific capabilities • Core Areas:
Inventory Management Process Distribution
Process Manufacturing
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AX 2012 for the Process Industry- Enhancements
Product information
management
Inventory and warehouse
management
Procurement and sourcing
Sales and marketing
Production control
Reporting
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Product Information Management
Products and product variants
Released products
New product type
Apply product template
Containerized packing
Catch weight products
Commodity pricing
Co-products and by-products
Formulas
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Product and Product Variants1
2
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Released Products
1
2
3
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Inventory and Warehouse Management
Product dimension group split
Default order type
Global units of measure
Planned orders
Batch attributes
Shelf life
Warehouse management
Quality management
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Product Dimension Group
Storage Dimension Group
1
2
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Tracking Dimension Group
1
Inventory Blocking
2
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Procurement and Sourcing
Purchase agreements
Delivery schedules
Purchase orders and change management
Extending change management
Approved vendor lists
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Purchase Agreements
Purchase Agreement Classification
Purchase Agreement ClassificationPurchase Agreement ClassificationPurchase Agreement Classification
1
2
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1
2
3
Approved Vendor List
Change Management
Delivery Schedules
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Sales and Marketing
Sales agreements
Delivery schedules
Customer rebates
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1
Delivery Schedules
2
Sales Agreement
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Sales Agreement Form
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Production Control
Multisite functionality
Batch orders
Manufacturing execution
Warehouse management
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Batch Orders
1
2
3
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Manufacturing Execution
Time & Attendance
1
2
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Reporting
SSRS reports
Customized standard reports
Custom reports
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SSRS Architecture
1
2
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Report Templates
SSRS Report Structure Node1
2
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Case for AX 2012 Implementation & Upgrade
Case for AX 2012 Implementation & Upgrade
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• Installation Experience• Prerequisite validation• Client Development• Service packs and updates• Discoverability of log files and reports• Setup• Single-computer deployments
Installation: What’s New?
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What Can Customers Buy?
Microsoft Dynamics AX 2009 and priorMicrosoft Dynamics AX 2012
New
Cu
stom
ers
Existi
ngCu
stom
ers Business Ready Licensing or
Module Based Licensing
Microsoft Dynamics AX 2012 Licensing
Business Ready Licensing (only Microsoft Dynamics
AX 2009)
Microsoft Dynamics AX 2012 Upgrade
AX 2012 & AX 2009 – Licensing Comparison
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User Types Role Examples Named User CALs
Enterprise• Driving the business• Managing processes across the
organization
Functional• Manages a business cycle
within division, business unit• Does not cross multiple units
Task• Performs tasks to support a
business process or cycle
Self Serve• Manages own personal data
within system
CFO
Customer Service Representative
Field Technician
Field Service Assistant
EnterpriseUser
Functional User
Task User
Self Serve User
User CALs Map to Roles — The New Licensing Model
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Licensing Impact of New Vs. Old Structure
Microsoft Dynamics AX 2012
Total Server/User/Device
$6,000 1 – Microsoft Dynamics AX 2012 Server
$147,000 35 - Enterprise Users
$42,000 30 - Functional Users in 2 shifts
$114,000 285 - Task Users in production cards are issued and managed and clock in / out
$0 0 – Self Serve Users
$4,200 3 – Devices
$0 0 - Limited Devices
$313,200 Sub Total
($15,660) Volume Discount of 5%
$297,540 License Price – all employees licensed
Microsoft Dynamics AX 2009
Total Server/User/Device
$4,575 1 – Microsoft Dynamics AX 2012 Foundation Pack (includes first AM user)
$190,61049 - Concurrent AM users• 35 Back office users (Finance, Admin,
Procurement, Production)• 15 Floor devices
$30,150 Production 2 , 3, warehouse 2
$25,609 315 - Shop Floor 1 & 2 (315 employee records)
$24,674 Cost Accounting(4)
$18,260 2 additional Dimension, morphX, X++ Source code
$293,878License Price – employees share 50 concurrent licenses
Customer profile: $70M in Revenue – 350 Employees – 15 different production lines – 2 shifts (8 hrs.)
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Source-to-target upgrade model
Existing Users: Upgrading to AX 2012
Best Practices• Test environment• Hard drive space• Microsoft SQL Server configured• Performance benchmarks
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Customer Type
Upgrade/Transition Paths (available until further notice)
Path #1: Via Credit-Based Product
Version Upgrade/Transition
Path #2: Via Formula-Based
Product Version Upgrade/Transition
Existing Microsoft Dynamics AX2009 or AX4 Customers Via 100% License Credit Via Formula Rules
New Microsoft Dynamics AX2009 or AX4 Customers Buying Between August 1, 2011 and November 1, 2011
Via 100% License Credit Via Formula Rules
New Microsoft Dynamics AX2009 or AX4 Customers Buying On Or After November 1, 2011
Via 100% License Credit N/A
Upgrading to Microsoft Dynamics AX 2012
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Client Pricing - 2009 Qty Per TotalNew Client Pricing - 2012 Qty Per Total
BRL Advanced Management Foundation Pack 1 4575 4575 AOS License 1 6000 6000
Additional Users 14 4120 57680
VS
Enterprise User 15 4200 63000
Intercompany 1 10000 10000 Functional User 22 1400 30800
Production II 1 13000 13000 0Process Manufacturing (Concurrent User) 15 750 11250 0Process Distribution (Concurrent User) 15 250 3750 0
Gross 100255 Gross 99800
16% AEP 16040 16% AEP 15968
Total 116295 Total 115768
Case Study- Comparison of new AX 2009 & AX 2012
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Client Pricing - 2009 Qty Per TotalUpgrade Client 2012 - Formula Based Qty Per Total
BRL Advanced Management Foundation Pack 1 4575 4575 AOS License 1 6000 6000
Additional Users 14 4120 57680 Enterprise User 15 4200 63000
Intercompany 1 10000 10000 Functional User 30 1400 42000
Production II 1 13000 13000 0Process Manufacturing (Concurrent User) 15 750 11250 0Process Distribution (Concurrent User) 15 250 3750 0
Gross 100255 Gross 111000
16% AEP 16040 16% AEP 17760
Total 116295 Total 128760
Case Study- Formula based upgrade
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Client Pricing - 2009 Qty Per TotalUpgrade Client 2012 - Credit Based Qty Per Total
BRL Advanced Management Foundation Pack 1 4575 4575 AOS License 1 6000 6000
Additional Users 14 4120 57680 Enterprise User 15 4200 63000
Intercompany 1 10000 10000 Functional User 22 1400 30800
Production II 1 13000 13000 0Process Manufacturing (Concurrent User) 15 750 11250 0Process Distribution (Concurrent User) 15 250 3750 0
Gross 100255 Gross 99800
16% AEP 16040 16% AEP 15968
Total 116295 Total 115768
Case Study- Credit based upgrade
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SummarySummary
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• Formula maintenance and control• Customer rebates• Quality management• Product compliance• Inventory batches• Production costing calculations • Batch attributes• Process manufacturing solution• Commodity pricing • Report modifications
Overall Improvement in Process
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Dynamics AX 2012- The Perfect Solution
Meet retailer demands• Real-time customer demands• Supply chain efficiency• Third party systems• Flow of products• Inventory levels and orders Anticipate consumer trends• Forecast• Decision making• Existing processes• Batch sizes Streamline operations• Data within multiple departments• Communications between departments• Operations • Asset management
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About UsAbout Us
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INDUSA - Corporate Snapshot
• A US Corporation headquartered in Chicago, IL
• In business since 1989 – 22 years
• Global Delivery Centers in Pune & Ahmedabad, India
• SEI CMM 4; ISO 9001:2008; ISO 27001:2005
• 93% Microsoft Certified professionals
• Microsoft Partner with 4 Gold Competencies
• Microsoft NSAT (Net Customer Satisfaction) score of
96% since 2009
• Certified in Microsoft Dynamics SureStep methodology
• Microsoft Dynamics certified AX teams from pre-sales
to deployment
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INDUSA - Key Clients
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Q & A
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Thank You!Thank You!
Web: http://www.indusa.com Tel: 630.424.1800Email: [email protected]