Upgradeswww.pollev.com/upgrades

Why Upgrade?

• The ‘Vertical Value Proposition’:oConstant evolution of the platform o Longevity of the ERP applicationoCost effective, non-disruptive upgradeso Integration to the Microsoft Productivity Suiteo Focused, effective support oRelevant customer community

A JustFoodERP Chronology

• Pallet Management

10.01• Highjump DSD

Integration• Event Notifications• EDI PO Change

Requests• Qlty Mgmt – Exp. Rules

by Location• Rework Prod. Orders

10.02• User Def. Calcs.• RTC Chart Generator• EDI updates (810, 210 in)• Full Bin Consmp.• Positive Pay• Geocoding• External Sales• NAV Search • Web Services

11.01• JF Floor• Report log • Sales Price Hierarchy• Order Sheet

Enhancements• Lot Properties• Direct Transfers• Container management

Shipping containers

11.02• Catch weight management • JF Floor enhancements • PM enhancements• Cash & Carry • Planned Logistics Runs• Logistics routes • Purchase Pricing (bracket

pricing)• Trade Spend• Cost factors (alternate costs)

• Serenic

12.01• RTC Only • Item Commodities• JF RTC Roles• SIFT Performance

improvements• Document Distribution

- Event notifications• Purchase Rebates• Time/Date stamps

• Pivotier12.02

• Floor Enhancements • Catch Weight

Enhancements• Shelf Life & Prod. Date

Mgmt• ForecastX Import• JF Plant

2013R2• Lot Properties w/ Quality • QA Support on JF Floor• Item Validations in JF Floor• Item Recall Functionality• Bulk Picks• Production Bins• JF Plant• JF Scheduler • Web Client • Performance Improvements• O365 Integration

Floor

Plant

Scheduler

Pre-JF12.0222

59%JF12.02

514%

JF201310

27%

JF Version BreakdownPre-JF12.02 JF12.02 JF2013

Customer Connect

Pre-JF12.0269

71%

JF12.0220

21%

JF20138

8%

JF Version BreakdownPre-JF12.02 JF12.02 JF2013

All Existing Customers

Common Opposition

• Cost expectation• Competing priorities• 'I have a job to do' • Executive sponsorship • Easy to forget the benefits of staying on a current

ERP platform• The RTC

Upgrade Trends

• Pre-RTC Upgrade Frequency: Every 2 years• Post-RTC Upgrade Frequency: Every 3-4 years

• FY14: 18 Customers initiated an upgrade

• FY15: Target 30 upgrades

Are You Ready?

What Does an Upgrade Look Like?• Initial Object Compare • Process Review• Custom Code Review • Role Assessment/Reporting Discovery• Custom Code Merge• Role Development & Report Conversions• Deployment of Test Database• Core Team Training & Business Process Definition• Piloting • End User Training• Go-Live

NAV 2013R2 & Role Assessments

"Love it! It has re-energized the user community about using Navision"

“The role tailored client and event notifications bring the platform to a level where the end user community can connect and better understand the system and more importantly what tasks require their attention. The ability to distill and focus their attention to what important make the end user experience transformed.“

- Eric Murphy, The Original Cakerie

What Resources Will You Need?

• Executive sponsorship• A core team • New people? • New processes?• New SOPs?• The upgrade can be a catalyst for change

Typical Timelines

• 4-8 months (depending on how much change management is involved)

• Are we refining business processes?• Are we training new users?• Are we increasing footprint?• Are you ready for Business Analytics?

A Progression

• JustFoodERP is committed to keeping customers on an upgrade path

• We all benefit when we’re working with the same version of the software

• MS support is limited for legacy versions• Risk of available support expertise for legacy versions

continuously increases

Available Microsoft Support

Products Released

Mainstream Support End

Date

Extended Support End

Date

Microsoft Dynamics NAV 2009

1/13/2015 1/14/2020

Microsoft Dynamics NAV 2009 R2

1/13/2015 1/14/2020

Microsoft Dynamics NAV 2013

11/9/2018 1/10/2023

Available JustFoodERP Support

Products Released

Mainstream Support End

Date

Custom Support

Agreement

Any Release up to and including JF12.01

12/31/2016 1/14/2020

JF 12.02 12/31/2017 1/14/2020

JF 2013R2 12/31/2019 1/10/2023

Licensing

• Change in MS Licensing– End Users – Device Licenses

• JF Licensing Options– A la Carte– The Bundle

What’s Next?

• Contact your Account Manager

• Visit us in the Upgrade Planning session – 9am, Rafael 3

Enjoy Day 2!