personalized business microsoft dynamics nav intelligence

8/14/2019 Personalized Business Microsoft Dynamics NAV Intelligence

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Personalized BusinessPersonalized BusinessIntelligenceIntelligenceMicrosoft Dynamics NAVMicrosoft Dynamics NAV


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Presenters:

These slides are intended to show customers how MicrosoftDynamics NAV can deliver personalized business intelligence(BI) relevant to specific job roles in an organization. Itfeatures 6 personas, describing how each one uses BI andshowing three examples of how specific information canprovide insight that leads to informed, confident decision-

making.Organization:IntroductionThe first four slides provide an overview ofMicrosoft Dynamics NAV BI capabilities, including the RoleCenter.

PersonasThe remaining slides focus on how 6 job roles foundwithin a typical organization use and benefit from the self-serve business intelligence delivered by Microsoft DynamicsNAV.


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Business Intelligence forBusiness Intelligence for

PeoplePeople


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Role Centers: RoleTailoredRole Centers: RoleTailored

and Personalizedand Personalized


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Charlie, CEO/PresidentCharlie, CEO/President

FinanceFinance

CommunicateCommunicate

actions to specificactions to specific

departmentsdepartments

Get up-to-dateGet up-to-date

fiscal year balancefiscal year balance

Quickly recognizeQuickly recognize

areas of concernareas of concern

See trends forSee trends for

company balancecompany balanceversus budgetversus budget

Allocate financialAllocate financial

resources toresources to

needed areasneeded areas

INSIGHTINSIGHT INSIGHTINSIGHT INSIGHTINSIGHT

ACTIONACTION ACTIONACTION ACTIONACTION

DemoDemo

Track status of theTrack status of the

organizations KPIsorganizations KPIs


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Phyllis, Account ManagerPhyllis, Account ManagerFinanceFinance

Sales and profitSales and profit

per key accountper key account

Maximize effortsMaximize efforts

within neededwithin needed

areasareas

Top 10 customerTop 10 customer

salessales

Push high-priorityPush high-priority

ordersorders

Outstanding POOutstanding PO

approvalsapprovals

Prioritize tasks toPrioritize tasks to

avoid backlogsavoid backlogs



DemoDemo


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April, Accounts PayableApril, Accounts Payable

CoordinatorCoordinatorFinanceFinance

Overview of third-Overview of third-

partypartyengagementsengagements

Respond to queriesRespond to queries

from managementfrom management

Vendor deliveryVendor delivery

and payments dueand payments due

Monitor cash flowMonitor cash flow

to vendorsto vendors

Identify andIdentify and

prioritize vendorprioritize vendorpayables andpayables and

approvalsapprovals

Make timelyMake timely

vendor paymentsvendor payments



DemoDemo


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Kevin, Sales ManagerKevin, Sales ManagerSalesSales

Stalled pipelineStalled pipeline

opportunitiesopportunities

Reach out to moveReach out to move

thosethose

opportunitiesopportunitiesforward

Sales performanceSales performance

overviewoverview

Plan activities andPlan activities and

effort with specificeffort with specific

customer groupscustomer groups

Sales and profitSales and profit

per locationper location

Optimize effortsOptimize efforts

where neededwhere needed



DemoDemo


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Susan, Order ProcessorSusan, Order ProcessorSalesSales

Monitor itemMonitor item

statusstatus

Combine pipelineCombine pipeline

opportunities withopportunities with

items in stockitems in stock

View itemsView items

required forrequired forcomplex orderscomplex orders

Coordinate withCoordinate with

purchasing aspurchasing as

necessarynecessary

Track status ofTrack status of

orders not shippedorders not shipped

Prioritize ordersPrioritize orders

and investigateand investigate

issuesissues



DemoDemo


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Alicia, Purchasing AgentAlicia, Purchasing AgentOperationsOperations

ScheduledScheduled

purchase orderpurchase orderstatisticsstatistics

Schedule POs inSchedule POs in

logical batcheslogical batches

Summary view ofSummary view of

inventoryinventoryavailabilityavailability

Plan and executePlan and execute

procurementprocurement

against stockagainst stockmovements

View of upcomingView of upcoming

POs, outstandingPOs, outstandingPOs, and POPOs, and PO

returnsreturns

Prioritize mostPrioritize most

important workimportant work



DemoDemo

personalized business microsoft dynamics nav intelligence

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