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Real Impact Solutions for Better Measurement and Improved Outcome

MicrosoftDynamicsAX2012for

EducationInstitutions

Microsoft Dynamics AX 2012: Powerful. Agile. Simple.

Educational institutions today face daunting economic pressures and shortages

of capital from government and donor funding sources. Leaders are looking for

ways to control costs while still providing high quality service and preserving

programs. They need to support a steady - or growing - number of students with

fewer resources and staff.

Microsoft Dynamics® AX 2012 helps educational institutions overcome thesechallenges and achieve their mission with a powerful enterprise resource

planning (ERP) solution purposely built for better measurement and improved

outcomes in education.

Doingmore withless requires educational institutions tomodernize workplaces and

automate business processes. This involves getting the right information to the

administration and faculty, keeping pace with institutional policy changes, planning

carefully,andeffectivelydeliveringservicesto students,facultyand staff.Maintaining

thetransparencyof informationallowseducational institutionsto consolidateservices

andreducecosts. Efficiently creating,tracking, andreportingfinancial,HR,grant and

donorfunding,andstudentandteacherperformancedataenablesinstitutionstomeet

policies,controlbudgets,operatewithaccountabilityandbettermeasureandimprove

outcomes.

The powerful Microsoft Dynamics AX 2012 solution helps you manage finances,

procurement,HR,funds,endowmentsandgrants,facilitiesandassets,admissionsand

enrollment,studentandteacherperformance,alumniandmore —allwithalowtotal

costofownership(TCO)andincreasedtimetovalue.Integratedworkflowandaflexible

configurationhelpincreaseyouragilityinrespondingtochangesintheenvironment

and modifying business processes when necessary. An easy-to-use, familiar user

experience will give your people quick access to data in familiar tools such as

Microsoft®Excel®,MicrosoftOutlook®,andMicrosoftSharePoint®.

MicrosoftDynamicsAX2012reflectsourcommitmenttodeliverthefullbreadthand

depthofMicrosoftinnovationtoeducationalinstitutions.TheMicrosoftvisionfor

educationalinstitutionsisoneinwhichworkerseasilyandsecurelygainaccessto

specificinformationandtoolstheyneedtoperformtheirindividualroles,fromasingle

source:MicrosoftDynamicsAX2012.

“Ourkeybenchmarksare

hightestscoresandlow

per-pupilcosts.With

MicrosoftDynamics,we

haveincreasedtheefficiencyofourbusiness

officeoperationsandcut

oursoftwaremaintenance

anddevelopmentcoststo

continuouslyachievehigh

performanceinthese

areas.”

– DavidMatyas,Business

Administrator,Central

BucksSchoolDistrict,PA



AGILE:

Respondtochangingrequirements

andnewinstitutionaldemands.

Adapteasilytoevolvinginstitutionalneeds:

Integratedcustomerrelationshipmanagement

(CRM)toolscanhelpyougaindeeperinsightinto

corporateandalumnirelations,admissionsand

enrollment,facilitiesandassetmanagement,

recruitingandstaffing,studentandteacher

performance,andmore.Asaresult,youcanuse

thisinsighttoadjustbusinessprocessesforbetter

measurementandoutcomes.Flexiblebudget

controlsgiveyoutheagilitytoalignresourceswith

budgetobjectives.

Addressinstitutionalmandates:Adapttochanginginstitutionalpoliciesandadministrative

requirementswithreal-timeinsightand

configurableworkflows.Managegrants,funds,

assets,andendowmentsaseffectivelyaspossible

andcomplywithshiftingpolicydemands.

Supporttransparencyandaccountability:

Budgetvisibilityincreasesorganizational

transparencyandagility,helpingyouavoidbudget

overrunsbeforefundsarecommitted.Role-based

securityenforcesbettercontrolandaccountability.

SIMPLE:

Afamiliaruserexperienceprovides

easyaccesstotheinformationyouneed.

ThefamiliarMicrosoftuserexperienceiseasy

tolearnandintuitivetouse:Simple,

innovativeuserinterfacesshortentimeto

benefit.Theintuitiveuserexperiencestreamlines

processesforrequesting,ordering,andreceiving

goodsandservices.Aflexible,fund-basedchart

ofaccountssimplifiesdataentryandaddresses

accountingrequirementsissuedbytheGASB

(GovernmentAccountingStandardsBoard).

Simplifyinformationsharing: Vendorself-servicecapabilitiesimprovesupplierinteractions

andtheprocure-to-paycycle.Simple,easy

collaborationamongteammembersand

departmentsfosterscostreductionwhilean

easy-to-useemployeeportalfacilitatesrapid

orderingandtravelexpenseapprovals.

adf

POWERFUL:

Achieveoperationalefficiency

fasterwithincreasedreliability.

MicrosoftDynamicsAX2012ispurposelybuilt

foreducationalinstitutions:Managecomplex

institutionalpolicy,budget,andgrantcompliance

requirementstooptimizetheuseoffunds.Powerful

capabilitiesbuilttoaddresstheuniquebusiness

needsofeducationandtohelpincrease

accountability,transparency,andperformance.

Improvedeliveryofeducation:Proactivelytrack

funds,expenditures,andpersonnelresources

againstdefinedbudgetobjectives.Quicklyaccess

real-timeinformationtopoweryourinstitution’s

decisionmakingandhelpcontrolspending.

Empoweryourpeople:Increaseproductivity

acrossmultipleorganizationswithSharedServices.

TailoredRoleCentersandwebpagesprovideusers

withinstantaccesstoinformationtoprioritizetasks

andconnecttokeybusinessprocesses.



MicrosoftDynamicsAXforEducation

FamiliarUser

Experience

o DeliverRoleTailoredaccesstoinformation,tasks,andbusinessprocesses.PersonalizedRoleCentersfor

financedirectors,budgetmanagers,andothersprovideaccesstounifiedworklists,visualtaskqueues,

businessprocessesandreports,businessnotifications,keyperformanceindicators(KPIs),andother

importantinformation.

o SimplifydataaccesswithfamiliarMicrosofttools,includingMicrosoftWord,Excel,andSharePoint.

o EnhanceproductivityandbusinessinsightthroughafamiliaruserexperienceofRoleTailoreduser

interfaces,consistentacrossMicrosoftDynamicsAXclientsandenterpriseportalsrunningWindows ®.

Financials

o Enforcelegalappropriationcomplianceandsimultaneouslyallowlower-leveldepartmentalbudgets

withmultiple,variable,andhierarchicallevelbudgetarycontrols.

o Makeorganizationalcommitmentstransparentusingencumbranceandpre-encumbrance

accountingwithintegratedworkflow.

o Gaineasyandinstantinsightintoyourorganizationwithafund-basedaccountclassification

structure.Unlimitedfinancialdimensionsandexpandedreportingcapabilitiesaccommodatefunds,

programs,functions,organizations,projects,grants,donations,andlocationstosupportgovernment-specificaccountingpractices.

o Helpfacilitateefficientcollaborationwithcustomerswhilehelpingtosignificantlyreducebillingprocess

managementtimebyusingaflexiblebillingenginethataccommodatesthediverseneedsofusers’

departments.

Constituent

Relationship

Management

o Helpimproveservicesforkeystakeholderrelationships-Parents,Volunteers,CorporatePartners,Donors-

throughcustomerrelationshipandcasemanagementcapabilities.MicrosoftDynamicsAX2012includes

aconnectortoMicrosoftDynamicsCRMandsupportsbothonlineandon-premisesversions.

Project

Management

andAccounting

o Easilymanageinitiativeswithmultiyeargrantandprojectaccounting.Trackmultiplefunding

sourcestoautomaticallydistributefundsaccordingtoprogramguidelinestofacilitatemultiyear

budgeting,accounting,andprojectandgrantlife-cyclereporting.Setup,manage,andimprove

projectmanagementthroughintegrationwithMicrosoftProjectServer2010.

o

Manageprojectandgrantfundingbyassociatingmultiplefundingsourceswithaprojectorgrant,optionallylinkinganytransactiontoaspecificfundingsource,prioritizingfundingsources,and

restrictingfundingsourcestoexclusiveactivitiesorclassesofexpenditures.

Procurement

andSourcing

o UseprocurementandsourcinginMicrosoftDynamicsAX2012tofacilitatedirectandindirect

procurementofgoodsandservices.

o Takeadvantageofself-servicecapabilitiestoempoweremployeestoorderday-to-daygoodsand

servicesfromsearchableonlinecatalogs.

o Helpvendorsoperatemoreefficientlybyenablingthemtoperformavarietyoftasksonline,suchas

updatingprofiledata,requestingadditionalusers,updatingcommodityandcatalogcontent,

submittinginvoices,reviewingpayments,andmore.

o Establishacentralizedbuyercapabilityacrossyourorganizationtosupportprocurementpolicies

andprocesses.Easilysetupandmaintainmultiplepurchasingpoliciesandapplythemtodifferent

setsofpurchasersthroughouttheorganization.Complianceand

Internal

Controls

o Usebuilt-for-governmentandeducationaccountingcapabilitiesandworkflowtoolstohelpensure

compliancewithregulatoryandadministrativepolicyrequirements.

o TakeadvantageoftheAuditWorkbenchtodefineyourorganization’spoliciesandautomatetheauditing

process.

o AnEnvironmentalSustainabilityDashboardhelpstrackenergyconsumptionandcarbonfootprint.

o Helpensureorganizationalcompliancewithlaws,regulations,policies,andbusinessrules,including

internalcontrolsthroughtheComplianceCenter.



HumanCapital

Management

o ManageyourhumanresourceswithHumanCapitalManagementincludingbenefitsadministration,

absencemanagement,compensationmanagement,injuryandillnesstracking,employee

development,andcompetencymanagement.

o Transferandviewemployeerecordseasily,andreducemanualprocessstepsinrecruiting,

onboarding,development,transfer,andtermination.

Employee

Portal

o UsetheEmployeePortalandworkflowtoolstoenforcespending,allowapprovalpolicies,andto

enableemployeeself-serviceforperformancegoalmanagement.

o EasilymanageexpenseswithExpenseManagementandintegratedworkflowincludingtravel

requisition,cashadvancerequest,expenseentry,creditcardreconciliation,andexpensereport

delegation.

Tools

o Automatebusinessprocessesthroughagraphicalworkfloweditortocreatebusinessrulesand

customworkflows(orusetemplates)bybusinessanalysts.

o Helpensuresegregationofdutyandminimalsetupandmaintenanceofuseraccountswithrole-

basedsecurityandsinglesign-oncapabilities.

o MakeorganizationmodificationseasilyinMicrosoftVisualStudio ®andX++developmentenvironments.

o Easeapplication-to-applicationandbusiness-to-businessintegrationwithaflexibleservicesand

applicationintegrationframework.

Business

Intelligenceand

Reporting

o Giveemployeesinstantaccesstoinformationwithbuilt-inreportsbasedonMicrosoftSQL

Server®ReportingServices.AutomaticallygeneratecustomreportswithMicrosoftSQLServer

ReportBuilder,anadhocquerytool.

o Enableself-servicebusinessintelligencewithprebuiltdatacubesthatcanbedisplayedasKPIsin

employees’RoleCentersandviewedwithmoredetailinExcel.

o UsetheActiveDirectory®serviceandsinglesign-ontoensurethatinformationissecurely

accessedbytherightpeople.

Microsoft

Platform

Interoperability

o MaximizeyourexistingITinvestments,lowerTCO,andmakeadditionalproductivitygainsthrough

MicrosoftDynamicsAX2012interoperabilitywithotherkeyMicrosofttechnologies,including:

MicrosoftOffice

MicrosoftSharePoint

MicrosoftSQLServer

MicrosoftBizTalk®Server

MicrosoftLyncTM

WindowsandWindowsServer®

Microsoft.NET

MicrosoftVisualStudio

PartnerwithindustryexpertsMicrosoftDynamicsAX2012isdeliveredbyaglobalnetworkofpartnerswithdeepEducationexperience.These

businesspartnerscanprovideyouwithassistancetailoredtoyourspecificneeds—fromsolutionselection,to

planninganddesign,tocustomizationandconfiguration,toimplementation,training,andongoingsupport.This

meansyoucangetworld-classbusinesssolutionsfromprofessionalswhounderstandhowyourinstitutionworks.To

findalocalMicrosoftDynamicspartnerandsolutionsforeducation,visit http://dynamics.pinpoint.microsoft.com .

DomorewithlessMicrosoftDynamicsAX2012offersapowerful,agile,simplesolutionforeducationalinstitutionsstrivingtosatisfy

theiradministration,facultyandstudentexpectationswithcost-effectivesolutions.Accelerateyourtimetovalueby

adoptingMicrosoftDynamicsAX2012today.

LearnmoreaboutMicrosoftDynamicsAX2012Visitourwebsiteatwww.microsoft.com/dynamics/AX .

©2011MicrosoftCorporation.Allrightsreserved.

MICROSOFTMAKESNOWARRANTIES,EXPRESSORIMPLIED,INTHISDOCUMENT.NOLICENSE,EXPRESSORIMPLIED,BYESTOPPELOROTHERWISE,TOANYINTELLECTUALPROPERTY

RIGHTSISGRANTEDBYTHISDOCUMENT.Microsoft,ActiveDirectory,BizTalk,Excel,Lync,MicrosoftDynamics,theMicrosoftDynamicslogo,Outlook,SharePoint,SQLServer,Visual

Studio,Windows,andWindowsServeraretrademarksoftheMicrosoftgroupofcompanies.Allothertrademarksarepropertyoftheirrespectiveowners.

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