2014 Q2/Q3 - AXUG Magazine
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THINKING ABOUT A Business Transformation? TIPS & TRICKS Updating Your Pricing Journals Through Excel FOCUSED ON Change Management
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Transcript of 2014 Q2/Q3 - AXUG Magazine
THINKING ABOUT ABusiness
Transformation?
TIPS & TRICKS Updating Your
Pricing Journals Through Excel
FOCUSED ON Change
Management
Q2/Q3 2014 | 3
Q2/Q3 2014 | www.axug.com In Every Issue
5 From the Director
7 Events
10 News
11 Welcome to Our New Members
12 Meet the Leaders
21 Academy Corner
23 Word Find
49 Name That Photo Contest
56 Volunteer of the Quarter: Murray Fife
58 Find the Logo Contest
59 The AX List, from The Partner Channel
Features
14 User Member Showcase Metropolitan Nashville Airport Authority
16 Microsoft Dynamics Lifecycle Services
24 Microsoft Member Showcase Pepijn Richter
26 On Topic
28 Thinking about Business Transformation?
32 Industry Showcase Food and Beverage
34 Managing Risk in the Microsoft Dynamics AX Environment
40 VAR Partner Member Showcase mcaConnect, LLC
44 Tips & Tricks Updating Your Pricing Journals Through Excel
50 ISV Partner Member Showcase Sandler*Kahne Software, Inc.
52 The Only Person Who Likes Change Is a Wet Baby
55 10½ Tips for Collaborate-ing with Your Peers
THINKING ABOUT ABusiness
Transformation?
TIPS & TRICKSUpdating Your
Pricing Journals Through Excel
FOCUSED ON Change
Management
Advertiser Index
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Arbela Technologies . . . . . . . . . . . . . . . . . . . . 2
AxSource Infotech Inc. . . . . . . . . . . . . . . . . . 37
AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
AXUG Summit 2014 . . . . . . . . . . . . . . . . . . . 8-9
Client Strategy Group . . . . . . . . . . . . . . . 38-39
Dynaway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Experlogix, Inc. . . . . . . . . . . . . . . . . . . . . . . . 54
Jet Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . 33
k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . 43
mcaConnect, LLC . . . . . . . . . . . . . . . . . . . 6, 48
MetaViewer from Metafile . . . . . . . . . . . . . . . 76
Microsoft Convergence . . . . . . . . . . . . . . . . . . 7
OneNeck IT Services . . . . . . . . . . . . . . . . . . . 31
Perceptive Software . . . . . . . . . . . . . . . . . . . 57
Radley Corporation . . . . . . . . . . . . . . . . . . . . 53
RF-SMART . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Sandler*Kahne Software, Inc. . . . . . . . . . . . . 20
Scalable Data Systems Pty LTD . . . . . . . . . . 75
Solver, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
contents
Self-Service Business Intelligence
Planning DashboardsP D
ReportingR
Other DataSources
DataWarehouse DW
DynamicsCRM
CollaborationC
AX
Out-of-the-box integration to Microsoft Dynamics™ AX Both Excel, Web-based Reporting and Dashboards New mobile application for access to your reports from anywhere Integrated Budgeting, Forecasting and What-if analysis Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Con gurable Data Warehouse (Combine data across multiple sources or companies) Collaboration Portal for sharing reports, discussions and decision-support
www.solverusa.com | [email protected] | 800.281.6351
FulI Integration to Microsoft Dynamics™ AX 2012
Self-Service Business Intelligence
Planning DashboardsP D
ReportingR
Other DataSources
Other DaDataOther DataSourources
DataWarehouse
DataWarehouseWarehouse DW
DynamicsDynamicsDynamicsCRMCRMCRMCRM
CollaborationnC
AX
Out-of-the-box integration to Microsoft Dynamics™ AX Both Excel, Web-based Reporting and Dashboards New mobile application for access to your reports from anywhere Integrated Budgeting, Forecasting and What-if analysis Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Con gurable Data Warehouse (Combine data across multiple sources or companies) Collaboration Portal for sharing reports, discussions and decision-support
www.solverusa.com | [email protected] | 800.281.6351
FulI Integration to Microsoft Dynamics™ AX 2012
Q2/Q3 2014 | 5
Change is everywhere. From the day you are born, you’re constantly changing.
Change, change, change can be difficult to manage as a person, but what about
your company? What is your company doing to manage change so it doesn’t
become a “ship of fools”? In this issue, we explore change management from
a business perspective and how it relates to your company and the successful management of
Microsoft Dynamics AX.
I must admit that I am a bit biased when it comes to change management and managing risk.
Before my life in the world of Microsoft Dynamics, I spent 12 years in corporate IT internal
audit at a Fortune 50 company. As we conducted audits of business applications, data centers,
network infrastructure, and other technical projects, change was always something with which
Users struggled. I learned very quickly that no use of technology could be successful without an
appropriate plan in place to manage change and the risks associated with IT projects. Of course
years later, as I managed my first Axapta implementation, I again saw how important it was to
manage change in our organization as we rolled out this new ERP package to a User base that
had grown fond of Oracle, and in many ways, didn’t want to change.
This issue highlights a variety of areas around effective change management, but they all center
on the theme that without effective change management in place, no Microsoft Dynamics AX
implementation or upgrade project will be as successful as you and your company expects. Learn
about the many ways to help your company effectively manage change by performing a proper
ERP risk assessment BEFORE you start a project as large as a new implementation or upgrade.
Discover why the concept of business transformation and how to execute business transformation
can actually make it easier for your User base to accept change and new functionality. Of course
we have talked about Microsoft Dynamics Lifecycle Services (LCS) before, and what a game
changer it can be, but in this issue we dive deeper into LCS and how it can be an effective tool
to help manage change and risk during your implementation or upgrade project. Finally, we ask
Users to share their own experiences with change. From top-level executive views to the end
Users, I think you will find their stories interesting, and there are probably at least one or two items
that you and your company can relate to in your own experiences.
The implementation or upgrade of ERP software is not easy. Never has been, never will be.
Notice I said ERP and not Microsoft Dynamics AX. It requires time, dedication, resources,
structure, and a lot of patience. All of these items can be better managed, however, if your
company spends time addressing change and risk management before starting your project.
I firmly believe the time invested upfront in these areas can pay dramatic dividends later on
during the project, and ultimately allows your company to have a better experience.
I want to end with a bit of AXUG® history. Did you know that this fall, in St. Louis, will be
the 10th AXUG Summit? What started as a small gathering of less than 100 Users in Seattle
has turned into a large gathering of more than 1,000 Members of the Microsoft Dynamics
AX User Group. We are excited to celebrate the 10th AXUG Summit and have lots of special
things planned, but you need to sign up to find out about them! Registration is open at
www.axugsummit.com and is pacing well ahead of past years. The planning committee
has been working hard on great content for more than 200 breakout sessions, many of
which address change management. Don’t miss out on the largest conference in the world
dedicated exclusively to Microsoft Dynamics AX, AXUG Summit. If you haven’t already, visit
www.axugsummit today and register.
Remember: don’t go a-changing to try to please me; effectively manage change to please
everyone in your company. See you in October at AXUG Summit in St. Louis!
Frank Vukovits, Jr.
Director – Programming, AXUG
Going to the Next Level...
Sherry Linares
letterfrom the axug director
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The
Constant
of Change
Frank Vukovits, Jr.
The places you’ll go with mcaConnect
Your journey starts at mcaConnect.net
Collaborative Culture
Growth Opportunities
n rease ro ts
Competitive Supremacy
Streamlined Business
Great Projects
Q2/Q3 2014 | 7
eventssessions meetings courses
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The event calendar on www.axug.com and
the weekly AXUG® Event Guide are your best
sources for the latest AXUG event information
as this list is subject to change. Events are
added weekly, so check back often and get
registered for the next exciting AXUG event.
The Partner
Connections Event (for Partners only)
October 13 – 14 | St. Louis, Missouriwww.thepartnerconnectionsevent.com
AXUG Academy
Pre-Conference Training
October 13 – 14 | St. Louis, Missouriwww.axugsummit.com/pre-conference-training
AXUG Summit 2014
October 15 – 17 | St. Louis, Missouriwww.axugsummit.com
REGIONAL CHAPTER/
GLOBAL BRANCH
MEETINGS
August 13 – Carolinas | Charlotte, North
Carolina
August 15 – Ohio | TBA
August 15 – Tennessee (Nashville) |
Knoxville, Tennessee
September 16 – Ontario | Mississauga, Ontario
November 6 – New England | Cambridge,
Massachusetts
November 12 – Carolinas |TBA
November 21 – Ohio | TBA
Academy Courses
August 1 – Understanding the Microsoft
Dynamics AX 2012 Data Model
August 8 – Introduction to Management
Reporter
August 22 – Advanced Management Reporter
August 22 – Understanding the Microsoft
Dynamics AX 2012 Security Model
September 5 – Upgrading to Management
Reporter from Microsoft FRx
September 9 – Introduction to Microsoft
Forecaster
November 14 – Understanding the Microsoft
Dynamics AX 2012 Security Model
November 21 – Managing Your Microsoft
Dynamics AX 2012 Environment
Convergence is the best opportunity to expand your professional network, explore Microsoft solutions, and bring new ideas to life. Experience Convergence by attending the location that is right for you.
www.microsoft.com/convergence
Get the insights and connections to succeed.
Convergence 2014 Europe Barcelona, Spain4–6 November 2014
Register Now
Convergence 2015Atlanta, GeorgiaMarch 16–19, 2015
Find Out More
Meet Anne & JohnAnne works as a controller with a growing manufacturing company. She considers herself a savvy finance professional and an intermediate Dynamics AX user. Having heard about AXUG Summit from a friend, she thought it might be the perfect place to learn how others handle reporting in Dynamics AX. She used the ‘Convince My Boss’ template to make her case for attending and submitted it to her manager, John. He not only agreed to Anne’s participation - he decided to join her. They’re preparing for an upgrade and will use the event to gain feedback and advice from others who’ve done so.
AXUG Summit 2014You’ve Got To Experience It!
Next up were Partner Showcase sessions, giving the pair a great opportunity to learn from some of the top Dynamics AX experts in the industry and see their Dynamics AX add-on solutions in action. They each attended a different showcase on BI and reporting, soaking in a lot of great knowledge and discovering new ways of thinking about reporting for their organization.
A couple more dynamite sessions, and its back to the Expo Hall for a well-deserved cocktail reception. The pair grabs a cold drink and a bite to eat, then sets out to chat with a number of exhibitors. With more than 250 booths in the Expo Hall, they plan to make the most of every Expo hour that’s offered during the event – it’s such a great way to learn about what’s available in the community!
Phew! One day down, and Anne and John have already captured a list of ideas they plan to implement when they get home….and there’s still 2 more days of sessions, networking, and Expo to go! As first time attendees, there are a few key things that have surprised Anne and John about the AXUG Summit experience…
The buzz. Everywhere they went, there were folks talking Dynamics AX – in the hallways, during breaks…even at the local watering
holes at night!
The interaction. The sessions they attended were quite intimate and attendees engaged in active conversations around the topic
at hand.
The learning. They’d underestimated just how much they could learn from other users and were amazed at how many other folks
experience challenges similar to theirs.
The impact. Anne and John met fellow Dynamics AX users who not only provided great insight at the event, but who will be go-to
resources for them in the months and years ahead!
Every year, we ask AXUG Summit attendees what they like best about the event and why they keep coming back. Many of the responses fall along the lines of “It’s just such a great experience!” Walk with us as we explore the typical experience of an AXUG Summit attendee.
Enhance Your Experience: If you need help justifying your trip to St. Louis, download and customize the ‘Convince My Boss’
template at axugsummit.com.
8 | AXUG Magazine
The Experience Begins
Anne and John began cashing in on their AXUG Summit experience as soon as they registered (months before the event!). They explored the 200 sessions and each built their own personal schedule of the sessions they planned to attend. It helped them get acquainted with the speakers and even see who else is attending each
session (and their daily schedules will be emailed to them each morning during the event). They used the ‘AXUG Summit 2014 St. Louis’ community on AXUG Collaborate to share their objectives and some of the specific issues they are hoping to address in St. Louis. Doing so helped them meet other attendees with similar goals, and they even made dinner plans for St. Louis with some fellow attendees from the manufacturing industry.
Day 1 in St. Louis
The pair chatted over breakfast on Wednesday morning with some fellow Dynamics AX users they’d met at pre-conference training courses the previous day. They compared notes on some of the add-on solutions they’d discovered at the Welcome Reception in the Expo Hall on Tuesday evening. Breakfast was buzzing that morning - old friends were catching up, new connections were being made, and everyone was excited for an invigorating opening session to kick-start the day.
After a great networking lunch, the duo participated in Wisdom While You Walk sessions. These exploratory learning activities paired like-minded users and, quite literally, sent them off to walk and talk about the Dynamics AX issues that are top-of-mind. Anne and John each paired off with different attendees from the Manufacturing industry, and strolled down Washington Avenue swapping Dynamics AX experiences. It was a great way to avoid the after-lunch sleepy session!
axugsummit.com
With 5 blocks of breakout sessions on this one day alone, Anne and John set out to collectively attend 10 sessions, focusing on their unique roles and how their company uses Dynamics AX. Anne choose sessions like “50 Management Reporter Tips in 50 Minutes” and “Leveraging the Microsoft Stack for Robust BI” while John opted for the “CFO Roundtable” and “What’s New with 2012 R2/R3”.
October 14-17, 2014
Enhance Your Experience: Visit axugsummit.com/2014-sessions
and sign in to build your schedule today!
Enhance Your Experience: Come early for pre-conference
training from AXUG Academy on Oct 13-14. It’s hands-on,
expert-led training at a reduced rate. Visit the Summit
website to see the courses offered.
Enhance Your Experience: Attend with your colleagues!
There’s more to learn than one person can take in alone!
Register Today!
Q2/Q3 2014 | 9
10 | AXUG Magazine
newsregional chapter news
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Attend a meeting Perhaps you’ve heard the buzz about AXUG Regional Chapters or perhaps
you haven’t quite noticed this Member benefit yet. Are you a new Member eager
to see what value AXUG can provide? Not only can Members access hundreds
of live and recorded webinars, attend AXUG Summit, participate in countless
discussion threads on AXUG Collaborate, but AXUG Members can also attend
Regional Chapter meetings. These chapter meetings, held quarterly, provide an
average of four hours of Microsoft Dynamics AX training, demos, and networking.
Hundreds of Users attend these meetings each quarter, and the best part is that
these meetings are free for Premium Members to attend! Attend a meeting and
receive top-notch education presented by subject matter experts – both Users and
Partners. Dive deep into your Microsoft Dynamics AX investment by joining us at
the next AXUG Regional Chapter meeting in your area.
Join a leadership team
We find that the most successful chapters consist of robust leadership teams. If you
would like to join an existing leadership team, please contact your local leaders or
email Whitney Derks, AXUG chapter coordinator, at [email protected]. Everyone
brings value to the table! Join today and receive quarterly leadership training and
development, input on content delivered at your chapter meetings, and access to a
private AXUG Collaborate Community designed especially for chapter leaders.
Launch a chapter
Are you wanting to join in all the fun but don’t have a local chapter to attend?
Contact [email protected] to learn more about how to get a new chapter up and
running. Chapter meetings provide quarterly trainings and valuable networking for
Users and Partners. Launching a chapter will give folks in your area the ability to
access these benefits!
One to Watch Award
Note: Every quarter, the AXUG chapter program will recognize a leader who goes above and beyond in his/her role. Nominate your chapter leader by emailing [email protected].
1. Southwest
2. Indiana
3. Minnesota
4. Northern California
5. Denver, Colorado
6. Australia
7. United Kingdom
8. Southeast (Tennessee)
9. Ohio
10. Florida
*Based on registration data from January 1, 2014 through March 31, 2014.
Q1 Top 10
Chapters*
Up-and-Coming
Chapters
Congratulations to these chapters for
launching within the last six months! Denmark,
Kansas, PacNW (Oregon), Southeast
(Tennessee), and Central New Jersey.
GG Rowe
IT project manager
Planar Systems, Inc.
PacNW Oregon Chapter
Leader Since April 2014
What inspires you to lead the AXUG PacNW Oregon Chapter? Our first
meeting in May had great attendance due to AXUG’s communication efforts!
I am looking forward to continued growth with good meeting content to draw
local Users together.
What would you tell someone thinking about becoming a chapter leader?
It is a great way to meet people in a meaningful way. If you like helping others
while helping yourself, this is a great way! AXUG
Q1 One to Watch Award Winner
Q2/Q3 2014 | 11
Aeristo
AFEX
ALAS, Inc.
Allegion
Arizona Nutritional Supplements
Artisans, Inc.
ASO LLC
Athabasca Oil Corporation
AVI-SPL
BIC Sport
Bodycote
Boliden
Border Construction Specialties, LLC
Capital Lighting Fixture Co
Capstone
Catholic Charities of Los Angeles, Inc.
Clean Energy Fuels
CMR USA, LLC
Contech Construction Products
Cymstar LLC
Eurecat US Inc
Fairview Metal Industries (FMI)
Flügger A/S
Fyffes Group Ltd
George’s Inc
Gilbarco
Global Industries, Inc
GlobalConnect A/S
H.E.Butt Grocery Company
Haley & Aldrich
J&D Manufacturing
JEVI A/S
Kromann Reumert
Kvadrat A/S
LDS Church
Leigh Fisheries Limited
Lucas Milhaupt
M Seals A/S
Metropolitan Nashville Airport Authority
MIA Corporation Pvt. Ltd.
Milwaukee Electric Tool
Mother Parkers Tea and Coffee Inc
Multiband Corporation
National CineMedia
Nefab Inc.
Noritz
Northgate Vehicle Hire
Oatey Company
P.W. Gillibrand Co., Inc.
Performance Contracting Group, Inc.
Performance Contractors, Inc.
Planar Systems
Power Pro-Tech Services, Inc.
Proplate Oxelösund AB
Provide-Commerce
Reliance Steel & Aluminum Co.
Sakata Seed America, Inc.
Sanjel
Scandinavian Tobacco Group
Seminole Electric Cooperative
Simpson Technologies Corporation
T D Williamson, Inc.
Talley Group Ltd
TransAlta Corp.
TricorBraun
Tryg Garanti A/S
USG&E
Virtual Instruments
Wahl Clipper
WB Sprague Co., Inc.
WIDEX A/S
Meet one of our
newest Premium
Members...
Performance
Contracting Group
Performance Contracting Group (PCG), based
out of Lenexa, Kansas, is one of the leading specialty
contractors in the United States. Its family of companies
provides a wide range of quality services and products
to industrial, commercial, and non-residential markets.
“We have an opportunity to build on the success of many companies and perhaps lead the way for others...”
PCG was formed in February 1987 when several
employees purchased the 40-year-old contracting
division from Owens Corning Fiberglas™. Since then,
PCG’s reputation for “providing value that exceeds
customers’ expectations” has warranted significant
growth. PCG is employee-owned and now has 50+
offices throughout the United States. Jan Brickey is the
executive administrator of IT and is already a huge fan
of AXUG. “We’ve benefited from access to other Users
who have already faced and solved problems that arise
in our ERP endeavor. We have an opportunity to build
on the success of many companies and perhaps lead the
way for others that have business models as complicated
as ours.” Jan continues, “The cost of AXUG membership
pays for itself by the time you send a few people to
Summit.” AXUG
Premium User Members
Added Last Quarter
deFacto Global
PDM Technology
SaaSplaza Inc.
Scalable Data Systems Pty Ltd
Stoneridge Software Inc.
Sycor Group
Visionet Systems
Western Computer
Premium Partner Members
Added Last Quarter
membersw e l c o m e t o o u r n e w m e m b e r s
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Welcome to the new Members who have invested in AXUG®
Premium membership and Partner membership this year! Each
new Member adds value not only to their own organization, but
also to the entire AXUG community as they share their knowledge
and experiences. Please note that these organizations have given
AXUG permission to share their name publicly.
12 | AXUG Magazine
What does your company do?
Depomed, Inc. is a specialty pharmaceutical company focused on developing
and commercializing products to treat pain and other central nervous system
conditions. The company was founded in 1995 and has established itself
by developing and incorporating promising technology into differentiated
therapeutic products, taking those products through clinical approval, and
building a strong market presence. The company currently markets four
FDA-approved products: Gralise® (gabapentin) tablets for the management
of postherpetic neuralgia (PHN), Cambia® (diclofenac potassium for oral
solution) for acute treatment of migraine attacks with or without aura in
adults 18 years of age or older, Zipsor® (diclofenac potassium) liquid-filled
capsules for relief of mild to moderate acute pain, and Lazanda® (fentanyl) nasal spray CII for the management of
breakthrough pain in cancer patients.
How many Microsoft Dynamics AX Users do you have?
About 100
Which product version are you using?
Microsoft Dynamics AX 2012 R2
What are you looking forward to with leadership involvement?
I’ve been a panel discussion and session speaker as well as roundtable discussion leader, and I enjoy all of those
opportunities to meet with fellow Microsoft Dynamics AX Users and discuss successes and ways to improve.
I am a big proponent of knowledge sharing, and AXUG® allows for that possibility across multiple industries
and regions. AXUG was recommended to my previous company by our consulting Partner in 2009. Through
attendance at the Regional Chapter meetings and Summit, and by attending the various webinars and training
sessions, I found great value in being a Member. Upon joining Depomed in 2013, my first priority was to join
AXUG under the new company and encourage fellow co-workers to take advantage of all that this group has to
offer.
COMPANY
Depomed, Inc.
TITLE
financial business
analyst, IT
Michele R. Foster
leadersmee t y our a xug l e aders
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Q2/Q3 2014 | 13
COMPANY
M Seals A/S
TITLE
financial controller
What does your company do?
M Seals is a trading company with a small production. M Seals has extensive
technical knowledge and development of customized sealing solutions for all
kinds of well-known industries around the world. We cover the whole spectrum,
from the finest precision seals to the largest heavy-duty shaft seals and packings.
We have more than 50,000 stock items, of which about 25,000 are held in stock
for day-to-day delivery. We have developed our own automated production
of M-FLEX spring-loaded PTFE lips seals in large series. Our headquarters is in
Denmark, we have branch offices in Sweden and England, and we have a local
sales office in China. M Seals is a part of the Diploma PLC group.
How many Microsoft Dynamics AX Users do you have?
Approximately 40 spread over Denmark, Sweden, and China.
Which product version are you using?
Microsoft Dynamics AX 2012 R2
Are you looking at upgrading?
We are currently upgrading with Cumulative Update 7 (CU7) for Microsoft Dynamics AX 2012 R2 in Denmark,
Sweden, and China. We just made the acquisition of our branch in Newcastle, England, and we will implement
Microsoft Dynamics AX 2012 R2 in Newcastle within the next year.
What are you looking forward to with leadership involvement?
Knowledge and experience sharing were the main reasons I joined AXUG Denmark. By leading the meetings, I have
greater opportunity to influence what topics will be addressed. I hope to develop and fine-tune my leadership skills
outside my organization, learn to build teams with diverse perspectives, gain experience, become a confident public
speaker, and network within and across chapters for best practices and great ideas.
Jette Stade
COMPANY
Planar Systems, Inc.
TITLE
IT project manager
What does your company do?
Planar Systems Inc. (NASDAQ: PLNR) is a global leader in digital display
technology, providing premier solutions ranging from desktop monitors to
video walls to interactive visual experiences. Whether displaying information
or inspiration, industry leaders rely on Planar’s differentiated digital display
technology for a range of applications. Retailers, educational institutions,
government agencies, businesses, utilities and energy firms, and home theater
enthusiasts all depend on Planar to provide superior performance when
image experience is of the highest importance. Founded in 1983, Planar is
headquartered in Beaverton, Oregon, with offices, manufacturing partners, and
customers worldwide.
How many Microsoft Dynamics AX Users do you have?
278 active Users across three regions (U.S., Taiwan, and France)
Which product version are you using?
Microsoft Dynamics AX 2012 CU3 RTM
Are you looking at upgrading?
We are making plans to upgrade to Microsoft Dynamics AX R3.
What are you looking forward to with leadership involvement?
I led the Microsoft Dynamics AX 2012 implementation project at Planar, and we went live in May 2013. I loved seeing
our project team’s Microsoft Dynamics AX knowledge and confidence grow as the project progressed, and then see
them sharing that with our User base during training and with ongoing production support. As a new chapter leader,
I am looking forward to building the newly formed PacNW (Oregon) Chapter into a strong Microsoft Dynamics
AX community by bringing local Users together. It will be exciting to meet new companies in our local area to share
experiences – both good and bad – and to learn from each other and build alliances.
GG Rowe
14 | AXUG Magazine
Metropolitan Nashville Airport
Authority (MNAA) is the
34th largest airport in the
U.S. and sees more than 10
million passengers annually.
MNAA has won many national awards, including
recent accolades for the Best Customer Service,
Best Concessions Program, and Airport with Most
Unique Services. The airport is also well known for
live music performances on several stages throughout
the facility. CNN recently ranked the airport as one
of the seven most entertaining airports in the world.
Stan Van Ostran, vice president and chief
financial officer of MNAA, has been in the
aviation industry much of his life and depicts a
strong dedication to continuous improvement and
quality initiatives within MNAA: So much so that
the organization has a department dedicated to
continuous improvement led by a master six sigma
black belt champion. Additionally, MNAA is the
first airport authority in the U.S. to be recognized
at the state’s highest level of performance
excellence following the Malcolm Baldrige award
criteria and is now eligible to apply for the national
Malcolm Baldrige National Quality Award. The
Baldrige criteria requires the organization to
develop processes and benchmark performance
in seven areas (leadership, strategic planning,
customer focus, measurement, analysis, and
knowledge management, workforce focus, process
management, and results). Stan explains, “It
benchmarks us against best practices, peers, and
what we as an organization are doing to improve…
continuously.”
As a relatively new Microsoft Dynamics AX
User, MNAA can attribute the choice to go
with Microsoft Dynamics AX directly to their
continuous improvement initiatives. “As part of
the RFP development process, our continuous
improvement department led teams that
defined our objectives and requirements for
implementation.” Stan continues, “In the end,
Microsoft Dynamics AX met our requirements
better than other ERP systems such as Oracle and
SAP, all while being considerably more affordable.”
Real-Time and Real
Awesome
After going live, Stan is proud to say, “Microsoft
Dynamics AX is now the primary system that
supports everything we do.” In the past, MNAA
managed multiple disparate systems that never
communicated well with one another. Now, Stan
and his team are eagerly working on a “phase
two” implementation. The new system is adding
functionality they never had access to, such as
expense reporting, automated workflow, and
encumbrance reporting. “With our old system, I
didn’t have insight into how much money we had
spent and how much budget was still available,”
Stan says. “Now I can more accurately see our
budget status, at any given time, in real-time.”
COMPANY:
Metropolitan Nashville
Airport Authority
INTERVIEWEE:
Stan Van Ostran
HEADQUARTERS:
Nashville, Tennessee
PHONE:
615-275-1772
EMAIL:
WEBSITE:
www.flynashville.com
ESTABLISHED:
1970
NUMBER OF EMPLOYEES:
280
MICROSOFT DYNAMICS AX
USER SINCE:
February 2014
NUMBER OF USERS:
100
AXUG® MEMBER SINCE:
March 2014
Airport Authority
Flies High with
Microsoft Dynamics AX
user member showcase
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Q2/Q3 2014 | 15
Microsoft Dynamics AX is also giving teammates at MNAA
more control. Departments can run the reports they need instead
of requesting them from the finance team. “There is better reporting
all-around, and it’s more ‘self-serve’,” Stan says. “Being able to provide
more real-time information that is User-friendly is a customer service
benefit for our employees. It is also much more efficient.”
Like many organizations, airports need robust functionality in
an ERP system but without the complicated processes and inner
workings. Stan believes Microsoft Dynamics AX is the right system
for medium-sized organizations such as his own because it provides
the right balance while staying cost-effective.
AXUG: Charging Out of the Gate
Stan found out about AXUG at this year’s Convergence and signed
up immediately. He plans to be very involved in the Nashville Chapter
and has even had conversations about starting a group for airports.
“I know of several airports that have or are looking to implement
Microsoft Dynamics AX, and I think it would be worthwhile to get an
industry User group like this going.”
An AXUG Member since March 2014, MNAA has enjoyed the
weekly digest of questions from other AXUG Members. “Having
a community base to put questions out to and get quick responses
from is truly valuable.” Stan’s quick, yet great experience at
Convergence set the tone for his view of AXUG. “It was so helpful
to see what’s already been developed, what’s coming down the pike,
and what’s available that I haven’t already thought of.” Stan is also
looking forward to AXUG Summit in St. Louis and getting his staff
more involved with AXUG. AXUG
Super charge your Microsoft Dynamics AX platform
Review vendor invoices whenever,
wherever you like, on any device.
More info at: AXtension.com
16 | AXUG Magazine
Overview
Microsoft Dynamics Lifecycle Services (LCS) is a Microsoft
Azure-based collaboration portal that provides a unified, shared
environment along with a set of regularly updated services that helps
manage the application lifecycle of Microsoft Dynamics AX 2012
implementations. It provides a combined, collaborative workspace
that is designed for both Customers and Partners, separately
or together, to enable closer collaboration, speed the setup and
development of deployments, and provide services to proactively
manage implementations.
LCS is a Customer-owned work space. Customers decide not only
the projects associated with their implementation, but also who
is invited into each project (such as employees or Partners), thus
helping manage the right access by the right person for each project.
LCS leverages the use of metadata for reducing time to value
for our Customers. Using this metadata and our intuitive data
configurations as input, LCS strives to enable Customers in their life
cycle experience with Microsoft Dynamics AX to make informed
decisions alongside empowered Partners to deliver the best outcome
in the shortest amount of time. The goal of LCS is to deliver the right
information, at the right time, to the right people.
Application Lifecycle Management
Application Lifecycle Managaement (ALM) can be a cornerstone
of implementations to help organizations improve the predictability
and quality of their Microsoft Dynamics AX implementations by
simplifying and standardizing the implementation process.
ALM for Microsoft Dynamics AX 2012 R3 is broken down into
three phases that map to the four personas as shown in Figure 1.
While the Project Manager oversees and manages the process,
there is a 1:1 relationship with the other phases: Define for business
analysts, Develop for developers, and Operate for IT adminstrators.
Figure 1. Mapping Application Lifecycle Management to key
personas
MICROSOFT DYNAMICSLIFECYCLE SERVICESby Winston Hait, Shefy Manayil Kareem, and
Murtaza Chowdhury, Microsoft Dynamics AX
product development
Q2/Q3 2014 | 17
Dashboard – The Single View of Your
Implementation
The dashboard is shared by all members of a project and allows
everyone to have a centralized, unified, and current status of the
implementation. Based on the phase of the project, the dashboard
provides the services that are appropriate for the definition,
development, and operation of the environment.
First ALM Phase - Define
This is the stage for requirements gathering as well as defining
and standardizing business processes and procedures across the
organization. The meta data from this stage is carried forward and
combined with the information from profiling the peak personnel as
well as system usage to help estimate license usage and determine
initial estimates of the hardware necessary for the implementation.
Together, this information allows for load analysis and the ability to
review and alter process scheduling to help reduce system loads and
provide better response times.
Business Process Modeler
Use Business Process Modeler (see Figure 2) to create, view, and
modify business-process hierarchies and flowcharts for Microsoft
Dynamics AX 2012 R2 and R3. Business Process Modeler helps you
align your Microsoft Dynamics AX processes with industry-standard
processes as described by the American Productivity & Quality
Center (APQC) and produces a gap-fit analysis that can be used for
development scheduling. Task Recorder helps you easily capture
business processes, generate documentation, and reduce operational
and support costs.
Figure 2. Business Process Modeler – Model processes,
produce gap-fit analysis, and generate documentation for
training, on-boarding, and User adoption
License Sizing Estimator
License Sizing Estimator helps you estimate the number of the
different types of licenses that an organization will need for Microsoft
Dynamics AX 2012. It enables you to model default and customized
roles and then automatically calculate the required client access
licenses (CALs).
Usage Profiler
Usage Profiler is a data-gathering tool that can help you describe and
analyze your current or projected usage of a Microsoft Dynamics AX
2012 implementation. You can use the data from the Usage Profiler for
a variety of purposes, such as estimating hardware sizing and helping
to troubleshoot issues with support. You can enter data directly into
the Usage Profiler, import information from Business Process Modeler,
or use the Microsoft Excel template to upload the data.
Infrastructure Estimation
Infrastructure Estimation gives estimated hardware configurations
that could be used to run your Microsoft Dynamics AX
implementation based on information directly entered into Usage
Profiler or imported either through the Microsoft Excel spreadsheet
or from Business Process Modeler.
Second ALM Phase - Develop
This is the stage where you begin to build your Microsoft Dynamics
AX 2012 implementation, with a goal to help you understand
development needs based on defined processes and the need for
customization, as well as analyze code against best practices to
identify areas to increase the quality of your code, help lower support
costs, and reduce the impact of upgrades. You can also plan your
upgrade strategy by estimating the extent of the project based on
your existing implementation.
Revisiting Business Process Modeler
Previously described and shown in Figure 2, Business Process
Modeler, it is used at this stage to generate fit-gap anaylsis between
the business needs and the default process in Microsoft Dynamics
AX 2012 R2 and R3. This report can be used to define development
needs and goals and will be able to be pushed to Team Foundation
Server (TFS) online to manage the necessary code changes.
feature
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18 | AXUG Magazine
Figure 3. Lifecycle Services Azure Deployment Portal –
Automate your server setup and deployment
Azure Deployment Portal
The Azure Deployment Portal (see Figure 3) helps you deploy
Microsoft Dynamics AX 2012 R3 on Azure by automating the server
set. Initially built to have predefined configurations for different uses,
functions, and services, it ties directly into your Azure subscription
to simplify the deployment and management of any number of virtual
environments.
RapidStart
This cloud-based, interview-style questionnaire lets Partners and
Customers easily and quickly configure Microsoft Dynamics AX
2012 R2 and R3. The questionnaire uses general terminology about
business processes instead of terms that are specific to Microsoft
Dynamics AX. Partners, independent software vendors (ISVs), and
Customers can create, maintain, and reuse configurations that reflect
their custom solutions. Partners can also create additional groups of
questions to enlarge the scope of a configuration.
Customization Analysis
Customization Analysis offers Microsoft Dynamics AX 2012
Customers an automated tool that validates the Customers’ model
files against Microsoft Dynamics AX best practices for tables, classes,
forms, and enums to help increase code quality. It then generates
actionable reports (in either HTML or Microsoft Excel) that list
the identified issues that can be imported into MorphX IDE, the
Microsoft Dynamics AX development environment, as actionable
to-dos to help manage customization development.
Upgrade Analysis
Upgrade Analysis helps Users plan their upgrade to Microsoft
Dynamics AX 2012 R3 by analyzing AOD files from Microsoft
Dynamics AX 4.0 and Microsoft Dynamics AX 2009 as well as
Microsoft Dynamics AX 2012. Upgrade Analysis uses a Rapid Data
Collector (RDC) tool to analyze information about the existing
environment to help estimate the scale of the upgrade project.
Third ALM Phase - Operate
This is the stage where the focus shifts to helping IT
administrators keep their Microsoft Dynamics AX 2012 R3
environments up and running, from proactively monitoring the
health of the implementation to managing issues that might arise
by searching Microsoft databases to find solutions and be able to
see the impact they may cause before you even download and install
them. If you need to work with technical support, there is a new and
reengineered support process to help log issues quicker and have
a more collaborative experience with Microsoft support to help
resolve your issues faster.
System Diagnostics
System Diagnostics (see Figure 4) helps IT administrators
proactively monitor, understand the health of, and manage one or
more Microsoft Dynamics AX 2012 environments through a simple,
easy-to-navigate graphical dashboard that provides quick access to an
outstanding issue. It is a cloud-based tool that has a locally-installed
component that you configure to automatically and periodically gather
system information about your implementation. The information is
run against built-in rules to gauge performance and identify potential
issues and generates reports to provide monitoring and actionable
corrective action summaries of your implementations.
Figure 4. System Diagnostics – Graphical dashboard helps
quickly identify potential issues, offers solutions, and helps
you proactively monitor your Microsoft Dynamics AX 2012
R3 environments
Issue Search
Issue Search (see Figure 5) is a search engine used to quickly
search Microsoft databases for knowledgebase articles, hotfixes,
fixes in-progress, and workarounds for reported issues in
Microsoft Dynamics AX 2012 implementations. View the status
of reported issues, download hotfixes, and see notifications when
a hotfix is released, as well as see which code objects are affected
by a hotfix and view the code level changes introduced by the
hotfix before installing it to understand the potential impact to
your environment.
Q2/Q3 2014 | 19
Figure 5. Issue Search – Quickly and easily search for
and find solutions to reported issues and review the code
objects and specific lines of code affected by the hotfix
before downloading
Cloud Powered Support
The Customer-driven, Cloud-powered Support (see Figure
6) process redefines the end-to-end experience of a Customer
submitting a technical support request for Microsoft Dynamics AX
2012 R2 and R3. This new collaborative support process simplifies
self-diagnosis as well as eliminates ambiguity and reduces the time to
describe as well as understand the problem. This is augmented and
supported by the option to automatically generate a collaborative
virtual machine (VM) in a Microsoft datacenter that is based on a
Customer’s Microsoft Dynamics AX 2012 environment to help speed
the process.
Figure 6. Cloud-powered Support - This diagram shows the
workflow for the support incident lifecycle
Update Installer
The new Update Installer leverages the power of the cloud to
help keep your Microsoft Dynamics AX 2012 implementations
current by easily and simply discovering and downloading the
latest cumulative updates (CUs) from Lifecycle Services. The
Update Installer easily identifies the updates in the CU that are
relevant for your implementation, helping to simplify the selection
of those updates that you actually need and speeding the update
process itself.
Project Methodology
Work is currently underway to provide best practice methodologies
within individual LCS projects so Customers can leverage the
integration with methodologies such as Sure Step to simplify the
process of implementing Microsoft Dynamics AX 2012 and thereby
provide better efficiency, predictability, and success. Currently, this is
scheduled to be available in the fall of 2014.
Key Takeaways
The main differentiators that LCS brings to our Customers over
what is available in other ERP Suites:
Continuous innovation based on Microsoft Azure – The power
of the cloud helps LCS ship new features and updates monthly.
Customer-managed collaboration workspace – LCS provides
a collaborative environment that lets Customers and Partners share
the same project workspace to improve communications, increase
the speed of deployments, and deliver value faster to Customers and
their implementations.
Metadata-driven content generation – LCS is powered by
temporal derived data from the implementation, allowing all
members of a participating project to track its progress.
Collect once, apply multiple times – LCS works on the basic
principle of sourcing data and information once and applying and
enriching it throughout the application lifecycle. Example: Capture a
business process once, and then automatically produce documents for
on-boarding as well as training, have regulatory compliance with version
control, create a fit-gap analysis, determine license configuration and
usage requirements, develop test scenarios, etc. AXUG
Learn more about LCS at http://technet.microsoft.com/en-us/library/dn268616.aspx and join the conversation at the LCS blog at http://blogs.msdn.com/b/lcs.
Use your CustomerSource or PartnerSource credentials and access Microsoft Dynamics Lifecycle Services at https://lcs.dynamics.com.
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The power
of the cloud
helps LCS ship new
features and
updates monthly.
Q2/Q3 2014 | 21
learna c adem y cor ner
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G
On-site Learning
2014AXUG SUMMIT
Make the most of
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by taking advantage
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Microsoft Dynamics AX 2013 R3Retail Management
Process Manufacturing for Microsoft Dynamics AX 2012
Warehouse Mgmt. I & II for Microsoft Dynamics AX
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a gift certificate; simply scan and email your entry to [email protected].
Acquisitions
AX Implementation
AXUG
Business Transformation
Change
Collaborate
eBanking
Food and Beverage
Game Changer
Life Cycle Services
mcaConnect
Mergers
Microsoft
Murray Fife
New Code Management
Pepijn Richter
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Project Methodology
Risk Management
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U P G R A D E N E G A R E V E B D N A D O O F R S
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I F O R M R S M I C R C O S O F T M A L E O A O T
V I F E E A I M P L E M E N T A T I G E R C G R N
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F I S E A O C A R N X R P I R T N I A R T R E L A
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L H S A N D L E R K A H N E S O F T W A R E N O E
R N E W C O D E M A N A G E M E N T S U M M I C M
Q2/Q3 2014 | 23
AXUG: Microsoft Dynamics AX 2012 R3 shipped
on May 1. How’s the reception thus far?
Pepijn Richter (PR): It’s been fantastic. We
released this version a little differently than we
have in the past as we opened the private beta
programs up to more Customers and Partners.
We had about 550 Customers and Partners in the
program who have been using the product for
about 15 months.
The feedback we received during this time prior
to general availability (GA) helped us to make sure
we set our priorities correctly and incorporated
feedback into the product before it shipped. The
private beta programs are now finished, but we’re
continuing the dialogue with those who are in the
rapid deployment program (RDP).
AXUG: Where did all of these additional Users
and Partners come from? Any particular
demographic?
PR: They came from all over the place, all over the
world.
AXUG: What are some of the R3 inclusions that
Users are most excited about?
PR: That can be broken down into three pillars.
The first pillar is around helping organizations
engage with Customers on their terms through
the omni-channel strategy. In R2 we had the
e-commerce website and point of sale (POS) for
brick-and-mortar stores, and R3 enhances both
of these features with an updated User experience
and new capabilities.
Brick-and-mortar stores also have a beta version
of a POS that is an app for tablets and phones
that enables Customers to do clienteling, which
is advising their customers on products they can
purchase based on their previous purchases and
the wish lists they’ve created online.
We also added call center capabilities as well as
the integration of social media so we can push out
campaigns from Microsoft Dynamics AX to these
channels.
AXUG: What’s included in the second pillar?
PR: The second is around helping organizations
run dynamic operations with the integration of
new warehouse and transportation management
solutions. Previous releases had a basic system, but
R3 includes completely new systems for retailers,
distributors, and manufacturers.
The feedback we’ve received is that what we’re
doing for retail, Warehouse Management System
(WMS) and Transportation Management System
(TMS), is good for retailers as they’re able to
replace disparate systems with a single system.
Manufacturers like it for their supply chain and
demand forecasting. This release is taking the
historical data from within Microsoft Dynamics
AX and exporting that to Microsoft SQL, which
has forecasting algorithms that are applied to
the data to make a forecast. That output is then
exported to Microsoft Excel so the User can see the
forecast, change it, push it back into SQL, and then
Microsoft Dynamics AX retrieves it. It’s a perfect
extension so a User doesn’t have to manually pull
everything.
AXUG: And last but not least?
PR: Right, the third pillar is expanding into new
markets, both Customer segments and geographic
markets. The biggest interest in this pillar is
cloud enablement. With R3, we enable Microsoft
Dynamics AX on Microsoft Azure as a service
interplay, which means that Customers can replace
infrastructure with Azure, which is very elastic.
A scenario for this is that Users could run
their demos on Azure so within a very short time
period they could demo and play around without
the need of setting up a separate production
environment.
AXUG: Would this be a good way for a User to
try out R3 before implementing it?
PR: Yes, it would be a private session for them to
try it out.
AXUG: How would they go about initiating
that?
PR: Life Cycle Services (LCS) is available for
free to all Customers on a maintenance plan. If
a Customer goes to LCS, there is a new service
Pepijn Richter, director product marketing
microsoft member showcase
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AXUG® sat down
with Pepijn
Richter, director of
product marketing
for the Microsoft
Dynamics AX
team, to talk
about Microsoft
Dynamics AX 2012
R3, with topics
including User
feedback, popular
features, and tips
for Users who
are looking at an
upgrade.
24 | AXUG Magazine
called cloud-hosted environments. Customers can
go there to automate the deployment.
If you want to set up a dedicated R3 environment,
you would need an Azure subscription. However,
if they’re just using Azure for a demo environment,
the costs are relatively low.
AXUG: On average – knowing that it’s tough to
have an “average” – what’s the timeframe for
Users upgrading from R2 to R3?
PR: There are so many capabilities in this release
that it depends on what the business wants to
implement. Many features in R3 are net new, so
Customers can easily upgrade from R2 to R3 and
then gradually add those capabilities to expand
their footprint.
AXUG: Is that “gap fit” analysis found in LCS?
PR: Yes, within the Business Process Modeler
(BPM) in LCS. Right now we have 600 business
processes in BPM, and we are continuously
expanding.
AXUG: What else does the Microsoft Dynamics
AX team have to share with Users this issue?
PR: One good thing for Customers is that we
have extended mainstream support on Microsoft
Dynamics AX 2012 for two more years, until 2018.
The reason that’s important is that we want Users
who implement R3 to have that extended amount
of time of support since R3 was released so late in
the 2012 cycle.
Another thing is around mobility. We have
released many apps for mobile phones and
Windows 8 devices – all of which are available in
the Windows store – and we have two more this
quarter, a production floor app and a paystub
viewing app, which Users will hopefully find
helpful.
AXUG: Where should Users go if they’d like
more information on R3?
PR: I recommend reading the “What’s New”
documents (see sidebar) to see what’s in there. You
can also check out sessions online, including the six
sessions that were presented on R3 at Convergence
2014 Atlanta. A final thing would be to deploy one of
the 150 demos on LCS with Azure and play around
with it to see how R3 may benefit your organization.
AXUG
Microsoft Dynamics AX 2012 R3 Digital Preview Document
For detailed information
about what’s new in
Microsoft Dynamics
AX 2012 R3, check out
the digital document at
www.microsoft.com/
en-us/dynamics/erp-ax-
overview.aspx.
The digital document
includes information
such as:
The “New, Changed,
and Deprecated
Features for Microsoft
Dynamics AX 2012”
guide
System requirements
Documentation
for systems
administrators and
application Users
Customers can also
automatically deploy
a demo environment
of Microsoft Dynamics
AX 2012 R3 on
Microsoft Azure
through Life Cycle
Services, located at
https:\\lcs.dynamics.com.
Business Analyzer is just one of the mobile applications available for
Microsoft Dynamics AX in the Windows store.
Q2/Q3 2014 | 25
topicon
QUESTION
Who owns the
change management
process in your
organization?
What works well
with this process?
What is your advice
for a project team
that is managing an
implementation or
upgrade?
FRANK KLABBERS
In our organization, the business/operation owns any
business change process. A business change requires
a business case/justification at any time.
Through this approach, all changes have the direct
support and involvement of the business, as the
business is responsible for both budget and result. The
IT department has the opportunity to stay out of the
difficult position they often end up in, becoming the
owner of every business change with any relation to IT.
The position of the IT department inside the
organization also has direct impact on the success of
change management. IT should preferably be organized
at boardroom level.
Saying that, I’m aware that the traditional IT skills
make this (very) complicated.
their own workspace/country/location. Bring them
together outside their normal working locations and
perform flow tests for all business processes.
This is usually when training starts, close before going
live. Keep them informed, but not about details they
don’t want/need to know.
to have ongoing progress. The impact of rolling out in a
country with multiple locations can often result in delays.
at least), including progress, deliverables, planned
deliverables, financial overview, issue table, risk table, etc.
consuming and confusing.
TIM ARTHUR
The change management process as it applies to MIS
is owned by MIS. We also take leadership in the change
management process if the process is being driven
through technology (ERP functionality, reporting, etc.)
The process we have used is based on the
Information Technology Infrastructure Library (ITIL)
change management process. We have identified key
areas that MUST go through a change management
process and have excluded items and areas that do not.
We have put together a Change Advisory Board (CAB)
that must approve ALL changes, and we meet weekly to
discuss the proposed changes. We have documentation
The person executing the change is not authorized to
try “other” changes to make it work. It either works or it
doesn’t, and in the latter case, the change must be rolled
back, and a new plan and change must be submitted.
We have created a production environment that
is pristine, and no changes are permitted to the
testing team in the business outside of MIS.
have nothing to meet about. Consistency is the key.
Without the regular meeting times, it’s easy to make
everything critical and go around the CAB process.
allow changes to consume you as you must manage
them. We have a date and time when changes are
reviewed, then a date and time when changes are
implemented.
through an “Emergency CAB” process. It must
be demonstrated that it would be impactful to the
business if the process is not executed quickly. This
process also helps to keep from being overly reactive
instead of being efficient and productive based on the
originally planned process.
Change Management with the CIOs
26 | AXUG Magazine
Frank Klabbers
CIO Europe, Vink Holding BV
Tim Arthur
CIO global director MIS, Alltech
AXUG® reached out to Frank
Klabbers and Tim Arthur, both
of whom serve as CIOs for their
organizations, to pick their brains
on change management and how
it works in their businesses as
well as to gain advice for other
Users as they work their way
through forks that may show up
in the road.
QUESTION
How about advice
for a fellow CXO
going through an
implementation or
upgrade?
What can make
or break change
management in an
organization?
FRANK KLABBERS
(PRINCE2 offers some tools for this.) Make sure there
is a steering group, including the business owner of the
change. Make sure there is a project manager on the
business side, in order to control business resources
you will definitely need (such as testing). Create a
project team that looks after the operational project
tasks. Create key Users in every location/department of
the organization who understand the business process
and who (can) understand the ERP solution. Run the
project with the key Users through the project team and
develop support knowledge amongst key Users which
you will need in the future. External consultants won’t
stay and will be very expensive!
central solution. In such cases, always try to go through
a joint testing/approval process before rolling out. If
not, you will be confronted with muscles and power
play from directors who suddenly interpret the truth
differently…they will create changes you don’t want.
with the business. Don’t make decisions with relation
to the business case.
embedded in the project. Make project team and
steering committee members sign off for the crucial
project deliverables!
Definitely the project ownership from the business.
TIM ARTHUR
and tested.
process. Without the controls in place, it’s very easy
to allow the team to go down a road that might only
benefit one party.
because people view this as red tape and busy work,
but when things go wrong, the first question we ask
is, “What was just changed?” This has helped us
understand where to look for problems instead of
looking for a needle in a haystack.
will love you as you have a separation of duties
with a change management process in place and
great documentation on the “what and why” of any
changes that are made.
Cowboy mentality.
who approves them, and who executes them.
process. This will ensure that the change is fixing
the problem and not just chasing a rabbit down the
hole. Many times you will get a User who “needs”
a change, and then you give him/her the change,
but then he/she “wants” something different. This
process will eliminate this issue.
Q2/Q3 2014 | 27
story by Sean Kenny, Client Partner Enterprise Consulting, Tribridge
illustration by Matt Masrud
THINKINGABOUT BUSINESS
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Business transformation is quite literally a “transformation of
business”. It’s about making fundamental changes in how business is
conducted in order to help cope with a shift in market environment.
While business transformation may be a top priority for many
organizations, few companies manage through the complex changes
that are necessary to do it successfully.
By gaining a better understanding of what is involved in business
transformation, organizations will be better able to respond and adapt to the
next development in their industry or business’ environment. Whether the need
was spurred by an organization’s products or services being out of date, funding
or income streams being changed, new regulations coming into force or market
competition becoming more intense, the undertaking must be broken down
into a series of smaller initiatives. Achievement requires great execution one
task at a time. Given the critical nature of this initiative, it’s imperative leaders
make the right choices about prioritization and where to focus limited resources
and execute with precision.
As a good example, we’ll examine the approach and associated tasks the
Tribridge Enterprise Consulting group undergoes in establishing a Business
Transformation roadmap.
There are four primary elements indicated below, all of which would be part
of a transformation road-mapping engagement
» Requirements
» Organizational Change and Risk Management
» Business Performance Improvements
» Solution Architecture
When thinking about business transformation, the old adage is true:
“measure twice and cut once”. Evaluating the right business improvement
drivers and confirming you are ready for Business Transformation is
the first step. Don’t start changing things to see what works but rather
MAKE SURE YOU’RE FOLLOWING THE RIGHT STEPS
28 | AXUG Magazine
thoughtfully and deliberately identify “what” you do, “how” you do it and
as importantly “why”.
There are broad truths that relate to your business, regardless of industry: how
you service your customers and how do you manage your money will ultimately
prove your success. In the early 1990s, there were a lot of books and articles
written and shared on the importance of Business Process Reengineering (BPR),
along with a blueprint of how your processes should work. The pinnacle of
this idea was captured by Michael Hammer and James Champy in their best-
selling book, “Reengineering the Corporation” that suggested seven principles
of reengineering to streamline the work process and thereby achieve significant
levels of improvement in quality, time management and cost. This of course led
to what is now Enterprise Resource Planning (ERP). While there are broad truths
about gaining, servicing and expanding customers, and how to structure a chart
of accounts, there is no one-size-fits-all. Let’s delve further into the approach
that Tribridge consultants adhere to when assisting a customer with a business
transformation road-mapping engagement.
The team starts with the requirements elicitation. Working through a catalog,
processes are documented and reviewed to determine the customer’s current
state. Upon the definition of the current state, we can collectively compare against
leading practices. A decision is then made to either adopt best practices and
completely change the process, or keep the process as-is and absorb the current
manual workarounds or inefficiencies in place. Since we are in the requirements
portion of this project (Phase 0) the product or solution is not yet a factor. Our
recommendation is to find the common ground of your processes. Standardize
where possible, and customize where there is compelling differentiating
requirements that make your business unique. Establishing a global template will
create a Global Standard for processes, roles, data and system design, which allows
for accelerated rollouts at multiple plants and reduces the risk of implementing a
new business solution for each and every site or facility.
With Business Transformation comes risk as well as issues. These are certain
unknowns that can significantly alter the outcome, functionality and delivery of
each initiative. Risk mitigation is all about understanding those risks that can
impact the objectives of the organization and taking the appropriate steps to
reduce the risks to an acceptable level. The objective of addressing the risk is
either to minimize the likelihood of the occurrence or minimize the impact.
Q2/Q3 2014 | 29
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Once a risk is known, it should be
documented in the prescribed template
and raised to the project team. This
information can assist in categorizing
and documenting the risk as well as
identifying the mitigation strategy. The
plot on the heat map (intersection of
likelihood with impact) will dictate if
a risk mitigation plan or contingency
needs to be put in place.
As mentioned above, one of the first
decision points that you have following
the establishment of the business or
functional requirements is what process
changes, if any, do you implement. When
establishing your Business Performance
Improvements, they need to be
quantifiable, actionable within a certain
duration. To say that we want to be a
better anything is too soft. If you can’t
measure it, you can’t manage it.
Each functional team will design a
complete architecture for their particular
area using the following guideline of
establishing Simplicity, Scalability and
Flexibility. The solutions must remain
simple in architectural design, operation
and maintenance. Complex solutions
should attract a high level of scrutiny to
ensure future maintainability and ROI
to the business. The solutions must
be capable of growth and cater for the
expected environment for at least the
next 5 years. The solutions must be
designed for a changing environment
and not be limited, if possible, by design,
physical or vendor constraints.
Every organization is looking to gain
the most value out of their projects
and programs; this is also the case for
Business Transformation. According
to an article in Forbes magazine: In
the current complex and fast-changing
business climate, organizations often
underestimate the significance of
operating model refinements necessary
to effect transformation across people,
process, technology, data management
and risk management components.
Understanding executive objectives/
vision/strategy is the critical first step for Business Transformation. By knowing why you want
to make changes, the what and how of those changes across the enterprise fall in line during
the duration of how we Consult, Direct and Support your Business Transformation Initiative.
AXUG
30 | AXUG Magazine
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industry showcase
Food and Beverage: Spicing Up Our Lives...And Taste Buds
High-quality brands, fresh ingredients, and innovative employees make up this group of
food and beverage manufacturers, giving consumers nutritional (and tasty!) value that
can’t be beat. From fresh fruit to complex coffee blends, these AXUG® Members add that
special pinch of awesome to spice up our lives...and taste buds!
SUNNY DELIGHT
BEVERAGES CO.
Cincinnati, Ohio
Sunny Delight Beverages
Co. is a leading producer of
juice-based drinks in North
America, and is dedicated to
helping moms improve the
vitality of their families by
creating and marketing more
wholesome beverages. The
company’s brands include
SunnyD citrus punch,
Fruit2O flavored waters,
Veryfine 100% juices and
juice drinks, and Elations
dietary supplement for joint
health.
DRISCOLL’S
Watsonville, California
Driscoll’s is a leading
provider of fresh
strawberries, raspberries,
blackberries, and
blueberries. Family-owned
for more than 100 years,
Driscoll’s is a trusted,
recognized brand for
consumers, leading chefs,
and culinary institutions
around the world.
Headquartered in California,
more than 40,000 people
are globally involved in
the company’s enterprise
of developing, growing,
and harvesting both
conventional and organic
berries.
REILY FOODS
COMPANY
New Orleans, Louisiana
Reily Foods Company
continues to manufacture
and market not only the
highest quality coffees and
teas, including many private
label brands, but also a wide
variety of specialty brands
crossing many categories
including cake flour, sauces,
chili seasonings, salad
dressings, bean soups, and
brownie mixes. Reily Foods
products are sold in grocery
stores and restaurants
throughout the United
States with select products
sold internationally.
SUGAR CREEK
PACKING CO.
Washington Court
House, Ohio
With commitment to
manufacturing the highest
quality and best value
products, Sugar Creek
Packing Co. has grown into
a diversified, flexible, and
creative food manufacturer.
Today, Sugar Creek operates
five facilities in Ohio and
Kansas, providing a plant-
wide assortment of raw and
fully cooked products for
domestic and international
customers across all
channels of trade.
CHOBANI
Norwich, New York
The Chobani team is
made up of nearly 3,000
innovative, hardworking,
fun-loving people. Its newest
location in Twin Falls,
Idaho, is the largest yogurt
manufacturing facility in the
world, and its products are
now available throughout
the United States as well
as in Canada, Australia,
and the United Kingdom.
Chobani has an unwavering
commitment to producing
the best-tasting, highest
quality products and being
nothing but good to its
employees, fans, and local
communities.
SHAMROCK FOODS
COMPANY
Phoenix, Arizona
Founded in 1922 and still
family-owned, Shamrock
Foods Company specializes
in the manufacturing and
distribution of qualify food
and food-related products.
The company has become
a symbol of integrity in
households and businesses.
Shamrock continues serving
customers through a family
of companies, including
Shamrock Farms, the largest
dairy in the Southwest,
and Shamrock Foods,
the seventh-largest U.S.
foodservice distributor.
32 | AXUG Magazine
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34 | AXUG Magazine
Imagine this scenario: Hackers break into a retailer’s payment system and stroll through customer credit card data for
nearly eight months. Because they’re using sophisticated hacking software that deletes itself every day, the company’s
security system never catches onto the breach. Before it’s over, the hackers have obtained more than 300,000 credit
card numbers.
Think this sounds like something that could never happen? It already has, at Neiman Marcus over an eight-month
span in 2013. Of the card numbers that were stolen, more than 9,000 have been used to make fraudulent purchases.
Neiman Marcus isn’t alone. Target’s CEO recently stepped down after hackers broke into the retailer’s system and stole nearly
40 million credit card numbers. The hackers also obtained email addresses and phone numbers for an additional 70 million
customers.
Hackers going after credit cards are just one example of risks in the retail industry. Every industry and companies of every
size face a wide variety of risks. For example, every farmer faces the risk of an unfriendly Mother Nature. Heineken’s viability
depends on its ability to manage and secure its physical inventory. Career site Dice.com manages a vast database of résumés that
contain personal information. The compromise of any sensitive information, misstatement of financials, or misappropriation of
company assets represents a substantial risk for nearly any business.
story by Andy Snook | illustration by Dave Swang
IN THE MICROSOFT DYNAMICS AX ENVIRONMENT
feature
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MANAGING RISK
Q2/Q3 2014 | 35
In our new digital world, privacy and data protection are among the biggest issues that any company has to deal with. The
companies that best handle these threats are the ones that include them in their enterprise risk management process.
Enterprise risk management is the process of analyzing and managing business risks. It involves identifying all possible risks, data
and otherwise. Companies then determine the probabilities of the risks occurring and the potential damage that the risks could inflict.
The final step is to design and implement a plan for managing the risks and mitigating any damages, should they occur.
This formal approach to risk management helps companies react faster and make more informed decisions. With a
comprehensive approach, companies can quickly determine which risks are priorities and what steps should be taken. Is the
cloud safe? What safeguards should we put in place? Does this expansion threaten our financial viability? These are all difficult
questions that require a formal system. Microsoft Dynamics AX is often the most effective system for the enterprise risk
management process.
Your company may not talk explicitly about risk management, but risk plays a part in every decision that is made. If you have
ever built a list of pros and cons, you are engaging in risk management. When companies take a more formal approach to risk,
they can react faster and make more informed decisions. Do we have enough money to acquire that company? Can we hire
additional staff? Should we move our Microsoft Dynamics implementation to the cloud?
Beyond better strategic decisions, there are many other reasons why risk management is important to a company using
Microsoft Dynamics AX. Some companies fall under regulatory compliance such as Sarbanes-Oxley (SOX), FDA, HIPAA,
or DCAA. Each of these regulations mandates that companies have a risk management system in place for protecting things
such as the accuracy of financial statements, personal data privacy, credit card data security, and the protection of public
health information. Each of these regulations comes with a periodic, mandatory audit of a company’s risk management for
the affected areas. Failure to pass one of these audits can lead to a drop in stock price, negative publicity, a loss of ability to
process transactions, fines, and even jail time. Essentially, the government is requiring companies to have and demonstrate a
risk management strategy.
Many companies think they are too small for risk management or that they escaped it because they do not fall under the
aforementioned regulations. But even small companies and nonprofits benefit greatly from formalized risk management.
Consider a few common but unexpected benefits:
» Banks are more willing to offer loans to small companies who have audited financials, and larger companies are more
willing to acquire companies that demonstrate an understanding of risk.
» A $150,000 embezzlement is a rounding error for a Fortune 500 company. An event of that size may put a small company
or nonprofit out of business.
» Nonprofits can protect their nonprofit status as well as donor confidence in the organization by mitigating risks. Fraud will
quickly put an end to even the best of causes.
Building a Risk Framework for Your
Microsoft Dynamics Environment
Taking a risk-based approach to auditing Microsoft Dynamics AX is not only a best practice, but it will also save you a
tremendous amount of time and money during internal and external audits.
The first step in building a successful risk management environment is building a risk framework.
A common challenge we see in many Microsoft Dynamics AX environments is difficulty in identifying which risks are
relevant to the company. These companies end up implementing excessive controls or auditing excessive amounts of data
because they do not understand where their risks truly exist. This has a major impact on productivity and costs. To avoid these
misdirected activities, companies need to implement effective risk management which begins with knowing thy corporate self.
Every company faces a unique set of risks based on industry, size, location, etc., and every company should conduct risk
assessment workshops to identify the specific risks that they face. To ensure a comprehensive evaluation of risk, the workshops
should include key stakeholders and business process owners who have an in-depth understanding of each area of the business.
Separate workshops may be conducted for each business process, but it is advisable to include business process owners from
related areas (finance and IT, for example) in each session. The output of these workshops will be a prioritized list of risks and
the necessary mitigation strategies to minimize risk where it cannot be eliminated.
The first step in the workshop is brainstorming all of the risks that each area of the business may face. No risk should be
discounted at this point because risks that are seemingly insignificant can be found to have far-reaching consequences across
business processes. Once the risks have been identified, they need to be scored based on probability and impact. Probability
is the likelihood that a situation will occur. For a company based in Fargo, there is a very low probability of a hurricane but a
very high probability of a blizzard. The exact opposite would be true for a company based in Florida. For impact, a company
needs to consider the consequences of the event. Does a blizzard knock your Fargo data center offline for 10 minutes or does
it destroy your Florida orange crop, putting you out of business permanently?
Once the risks have been identified and scored, a risk appetite or tolerance may be defined. Something that has a high probability
and high impact should be avoided, eliminated, or minimized as much as possible with the appropriate mitigation. Conversely,
36 | AXUG Magazine
an event that scores low on both scales may be small enough that it is
acceptable to the business and would only require periodic evaluation
for a change in threat level but no ongoing action.
Now that the risks have been identified and prioritized according
to the risk appetite, each risk is assigned to a business process owner.
This individual is now responsible for developing a mitigation
strategy for the risk. The mitigation should be a component of the
business process so that it has a minimal impact on productivity
while minimizing both the probability that the risk would occur and
its impact if it did. The best way to build this type of mitigation is to
map it to the business process.
Visualizing Risk in Microsoft Dynamics
Using Business Process Mapping
If implementing Microsoft Dynamics is like building a house, then
business process maps are the blueprints. You shouldn’t start hammering
without blueprints, and you shouldn’t start implementing without
process maps. They provide a clear overview into how the business
operates, the individuals responsible for each step in the process, and the
systems required to complete the activities. A well-developed process
map is the baseline for system configuration, end User security and
training, product documentation, and system customization.
Evidence for the importance of process maps in implementation
success can be found in the investment Microsoft has made in the
Microsoft Dynamics Lifecycle Services Business Process Modeler.
This free tool for Microsoft Dynamics AX Customers and Partners
provides template maps linked to end User training and security.
Another benefit of business process maps is that they clarify how
risks manifest themselves in key business processes and systems
including Microsoft Dynamics. One of the main challenges in
auditing Microsoft Dynamics is that it sits between key teams,
finance, and IT. Is payables’ risk management the finance team’s
responsibility because it is an AP process or is it IT’s responsibility
because it involves Microsoft Dynamics AX and SQL Server? A
business process mapping session helps individuals visualize that
the risk belongs to both teams and helps them agree that their
responsibilities are inexorably linked.
Using the risk framework we discussed as a guide, pick the highest
risk processes to map first. In many organizations, this will involve
the procure-to-pay or order-to-cash business cycles.
The key players in a business mapping session are the business
process owner, the team members who execute the process, IT team
members who understand the related systems, a facilitator who
understands the business at a high level, and a scribe. The facilitator’s
role is to challenge the team members to think through every step
and decision made in the business process. The facilitator may also
perform the role of the scribe. The scribe’s role is to document the
discussion, the process, and any questions that may require follow up.
The key tools in the session are a roll of butcher paper, a stack of
Post-it® Notes, and a set of markers.
Here are the key steps in running a session:
» First, tape a long piece of butcher paper to the wall and begin to
describe the roles involved in the process.
» For each role mentioned, write it on a sticky note and create a
column on the far left of the paper. Remember that there are roles
internal to your company (AR clerk) and external (customer).
» Do the same for each system (Microsoft Dynamics AX and
Microsoft Dynamics CRM, for example) that is included in the
process and add it under the roles.
» Now proceed to describing each step and decision in the
process. For a step such as “order created”, add a box and stick
it in the row of the role that performs the step. For a decision
similar to “was the order cancelled”, use a diamond. Using the
sticky notes is key because they are easy to move around as the
process evolves during the discussion.
» Once the team is confident in the process map, tape each sticky
note to the butcher paper so that they do not fall off prior to
transcription.
» Create your map in Microsoft Visio.
Now that the processes and systems are finalized, take your risk
framework and apply it to the maps. If management of vendor data is
a high-priority risk, identify any step on the process map that includes
maintaining vendor data. This could be during vendor setup or it
could be updating vendor information during purchase order entry.
In adding the risk to the process, it may be obvious that a control or
mitigation is already in place. In this case, the vendor setup/change
process may include a workflow for approval. Take this mitigation
and add it to your risk framework for the vendor data risk to complete
the documentation. However, it may become obvious that there is no
mitigation or control for the risk and one needs to be added.
When discussing mitigations, it is important to consider the
impact it will have on a process. Will a workflow approval adversely
affect the timing of a process? Can we afford to wait for manager
approval? Conversely, can we afford to let a mistake out the door? Is
it something that must be incorporated to the process like a workflow
or would a periodic review suffice? Examples of periodic reviews
would be reviewing access to vendors and changes to vendor data on
a monthly basis. Make a note of any mitigations or periodic reviews
on the process map.
The business process map will help drive the mitigation discussion
and decision. When a mitigation is finalized, add it to the risk
framework. If you decide to use a periodic review, define who
is responsible for the review, the frequency of the review, and be
prepared to show evidence that the review has been completed.
Building a risk framework will not only help you better understand
your business, but it also provides the foundation for a solid
Microsoft Dynamics AX implementation. The better you understand
your business and risks, the easier it will be to configure, implement,
and document the control features and the security in Microsoft
Dynamics AX. AXUG
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40 | AXUG Magazine
AXUG: Tell us a little about your company.
George Droll (GD): mcaConnect is a Microsoft
Gold Certified Dynamics business Partner
focused on helping our manufacturing and
energy clients create a competitive advantage
through the introduction of strategically designed
processes enabled by Microsoft Dynamics
AX and Microsoft Dynamics CRM. We focus
primarily on delivering Microsoft solutions
and services to mid-market and enterprise-size
manufacturing companies. Since our founding in
2002, we have grown into one of the largest U.S.-
based Microsoft Partners with offices across the
U.S. and the U.K. with implementation projects
around the world.
AXUG: mcaConnect has been a leading
Microsoft Dynamics AX Partner for the past
four years. How have you been able to achieve
such success?
GD: We focus on helping our clients achieve
competitive supremacy with their Microsoft
solution versus simply replacing technology.
This avoids what we call “better sameness” which
ultimately does not position companies for
sustainable success. With the introduction of
our Strategic Services practice, mcaConnect goes
far beyond a mere replacement of technology.
Our Strategic Services offerings, along with our
strategic approach to implementation execution,
are our true differentiators.
Strategic Services also helps streamline
change management for manufacturers, as well
as align their future state business processes to
the company’s strategic intent, which defines
a strong competitive advantage. mcaConnect
combines our business strategy, strategic BI,
and lean enterprise offerings to ensure our
clients experience a major positive change
in the timing and quality of the information
needed to make high quality/high impact
business decisions.
We also have an unwavering vertical
concentration, with manufacturing as our
primary focus. We’ve created a foundation of
ISV solutions to fill the white space in Microsoft
Dynamics AX, driving deeper into this complex
vertical, including: IEM, energy, IFA, aerospace
COMPANY:
mcaConnect
INTERVIEWEE:
George Droll
WEBSITE:
www.mcaconnect.net
HEADQUARTERS:
Greenwood Village, Colorado
AXUG PARTNER MEMBER
SINCE:
2005
Changing the Game in the
Microsoft Dynamics AX
World
var partner member showcase
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Q2/Q3 2014 | 41
and defense, automotive, high-mix/low-
volume environments, oil and gas, and
high tech.
AXUG: How do you specifically help
manufacturers stay competitive?
GD: The first step towards competitive
supremacy for manufacturers involves
aligning Microsoft Dynamics AX with a
client’s strategic intent. Our unique and
innovative approach helps our clients
outpace their competition by achieving
new efficiencies and innovations in
process capability and velocity. At
mcaConnect, we feel the business value of
a Microsoft Dynamics investment can be
realized almost immediately by validating
a company’s strategy and ensuring the
Microsoft Dynamics initiative is not
viewed as simply a technology project.
Perhaps our biggest differentiator
is the people of mcaConnect. Many
of our consultants average 25+ years
of manufacturing experience, so our
industry knowledge and insights prove
to be very beneficial to manufacturers,
which helps ensure our clients achieve
tremendous value from their Microsoft
Dynamics investment.
AXUG: What are some indicators
companies experience when ready for a
strategic alignment?
GD: Most companies notice the need for
a change when they see the competitive
landscape change. This can manifest itself
in many ways, from margin erosion to
commoditization of their core products. It
could be low cost off-shore suppliers or a
shift in technology. Whatever the reason,
companies notice brand equity erosion
and need to refocus their attention on
these issues immediately. This is where
mcaConnect is at its best.
The process we’ve created helps
companies address the planning process
and introduces strategies to increase
value to Customers and reduce overall
operational costs, whether companies
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FRANCE GERMANY ISRAEL JAPAN UK USA CANADA CHINA MEXICO
AUSTRALIA SOUTH AFRICA DENMARK HOLLAND BELGIUM GLASGOW
Visit us at Booth 2635Visit us at Summit Booth 814
are working in a blue ocean (where competition is irrelevant because your product
is unique) or a red ocean (where you deal with many competitors and have trouble
differentiating your brand outside of pricing). mcaConnect helps our clients find the blue
42 | AXUG Magazine
ocean opportunities, define brand promise, and use these data
points to drive future Microsoft Dynamics-enabled capabilities.
AXUG: What do the steps look like for an implementation
process?
GD: With Strategic Services in front of all implementations and
thoroughly defined organizational needs, leading practice processes, an
optimized technology stack, and clearly defined business performance
management needs, our Customers can realize the value of their
investment quickly. Our process includes five critical steps:
» Project Strategy Workshop - A two-week process with subject
matter experts from mcaConnect.
» Value Stream Decomposition - The same team working with
each department at a company to define value streams.
» Current State Assessment - A thorough process analysis
revealing where things can and should be changed. We
quantify the time and cost as well as show how the current
state detracts from the competitiveness of our clients.
» Future State Assessment – Through the use of consumer
insights and other data points, we work with clients to
create a future-state Microsoft Dynamics-enabled process
model. We quantify the benefits of the future-state model to
clearly illustrate how a company can benefit from making the
proposed changes. These become the targeted outcomes the
implementation teams will be accountable for achieving.
» Executive Staff Evaluation – We ensure executive vision is well
represented in the future state. By defining expectations of executive
involvement, we ensure the solution will meet their needs.
AXUG: How does mcaConnect help companies combat the fear
of change?
GD: Change is the one constant – how executives choose to deal
with change will determine their ultimate success or failure. A
recent survey showed that the top concern of executives going
through a transformational initiative such as a Microsoft Dynamics
implementation is User acceptance. How do they get their people
to change and adopt new ways to enable the company to achieve its
goals? mcaConnect’s proprietary Transition Management Services
helps ensure that the people are ready and willing to change, thus
avoiding major productivity dips post go-live.
The key is to remember you’re not in it alone; every company
is facing competitive threats, namely the threat of becoming
irrelevant in an industry or failing to compete price-wise. We
cover these details up front in the first two weeks of our process.
If our clients demonstrate that they know the competitive threats
and have change management plans in place to address them, our
change management offerings become optional. Even with that in
mind, a vast majority of our Customers engage with mcaConnect to
gain that competitive advantage, and in order to proceed with that,
change is inevitable.
Because we take a detailed look at the core processes and a
deep dive into evaluating change tactics, the client can manage
and prioritize the changes through a multi-phase approach. It’s
really not all that scary. We see it as a journey, not a destination, as
companies learn so much about themselves and the transformation
process that takes place to achieve their competitive supremacy.
That knowledge is priceless. AXUG
“mcaConnect was fundamental to the journey of implementing Microsoft
Dynamics AX in our factories. They were able to meet with our business partners,
understand the business processes that we were trying to implement, understand
the customizations and the uniqueness about Dell and our business model, and
translate all that into how we implemented the solution. The business process
transformation aspect is what mcaConnect really brought to us.”
Matt Griffiths, executive director of manufacturing and supply chain IT systems, Dell
Contact us today! Join us at booth #1543
Meet at
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44 | AXUG Magazine
If Microsoft Dynamics AX is the body of all your business data,
then some may consider pricing to be the heart and soul, because
making sure that everything is priced correctly is vital. And just like
your own heart, you need to keep pricing healthy and fit by adjusting
it to meet the Customers’ wishes and whimsies so that you are the
most competitive in the marketplace. However, this doesn’t have to
be a huge data entry chore because Microsoft Dynamics AX allows
you to update your pricing journals through Microsoft Excel.
Now you have an easy way to make sure that The Price Is Right without having to dress up in silly clothes.
How To Do It…
Before we start doing this, there is one configuration step that
you need to perform. Excel updates the pricing through the
PriceDiscService web service, and you need to make sure that it’s
deployed. To do this, open up AOT and find the PriceDiscService
service within the Service Groups.
Updating Your Pricing Journals Through Microsoft Excelby Murray Fife
Then right-click on the service group, and click on the Deploy
Service Group menu item.
t t&TIPS & TRICKS
Q2/Q3 2014 | 45
After a minute you will receive a notice that the web service has
been deployed, and you can exit from AOT.
How It Works…
Now when you are within a pricing journal, click on the Edit In
Excel menu item in the menu bar.
This will transfer all of the data from the pricing journal over to
Excel.
Now you can quickly update your pricing data using all of the Excel
functions. For example, to apply a date range to all of your price list
items, just update the first row, select the remaining rows, and press
CTRL+D.
46 | AXUG Magazine
Now all of the dates have been updated.
Also, as a bonus, there is a lot more supplementary information
in the price list that you don’t normally see. One example is the
base price. You can use this to calculate the price lists line amount
through a formula.
And then just paste the prices into the spreadsheet.
When you have updated the price, just click on the Publish menu
button within the Update group of the the Microsoft AX ribbon bar.
When it has updated, you can look in the Microsoft Dynamics AX
Status tab and see that the records have been updated.
But more importantly, you can see that the prices have been
updated within your journal.
AXUG
Murray Fife is a Microsoft MVP and solutions architect for I.B.I.S., Inc. (www.ibisinc.com). You can catch up with Murray on his website (www.dynamicsaxcompanions.com) or on email at [email protected].
CERTIFIED FOR
AX 2012
Out of t e o inte ration to standard nanceinventory pro ects production ed assets and human resource in Microsoft Dynamics® AX.
upport for ad hoc preventive and condition ased maintenance Tools for warranty tracking and advanced fault analysis Mo ile client optimi ed for the maintenance worker Touch ased downtime registration client for the factory oor
Immediate advantages
Plant Maintenance for Dynamics AX
Meet us at: AXUG 2014
built-in, not bolted on!
Structured downtime registration combined with our lant Maintenance program all directly available within our
Microsoft Dynamics® AX environment - have given us a solid foundation for improving the effectiveness of our production lines which allows us to reduce our cost structure.”
”Vincent Hughes, Vice President, Information Technology at ASO Worldwide says:
How would you like the chance to win an all-expense paid trip to AXUG Summit 2014? Our
Managed Services team will be sending two lucky colleagues to St. Louis, October 14-17 for the
can’t miss event of the year. Visit mcaconnect.net/sweepstakes
Services survey to enter for a chance to win.* Best of luck!
Visit mcaconnect.net or call 1-866-MCA-0669 to learn
how you can maximize your Microsoft Dynamics AX
investment with mcaConnect Managed Services.
Terms and conditions apply. Must complete and submit survey to enter. Void where prohibited and valid only for US-based Microsoft Dynamics AX users. Limit of one entry per person. See mcaconnect.net/sweepstakes for details.
We’re Sending Two to St. Louis
for
Managed Services
*
Q2/Q3 2014 | 49
NAME THAT PHOTO
CONTEST
T Scott TropRockers Band provided
some Floridian charm during the
Regional Chapter meetings during
AXUG® Summit 2013. If there was
a song about Microsoft Dynamics
AX, what would the title be?
Simply email your submission to
[email protected]. The
winning submission will be printed
in the magazine’s next issue.
50 | AXUG Magazine
Rick Sandler
With its primary focus
in electronic banking,
Sandler*Kahne Software, Inc.
is a software development
company known for the
eBanking Suite for Microsoft Dynamics SL and
Microsoft Dynamics AX. The Sandler*Kahne
Software team works hard to build and maintain
high-quality software and respected, long-term
relationships with the Microsoft Dynamics User
and reseller communities.
AXUG: How did Sandler*Kahne Software come
to be?
Rick Sandler (RS): Back in the early 1990s, I met
Tim Kahne at a conference in Dearborn, Michigan,
and it turned out we had a lot in common. We
lived just 10 miles away from each other in DC,
we were about the same age, and we both worked
in the Microsoft Dynamics SL channel. Tim was a
developer, and I was a reseller waiting for Microsoft
Dynamics SL to come out with a manufacturing
solution that seemed to be dragging on. After
chatting a bit, we decided to bring something to
market together.
So, we scheduled a two-week train trip across the
country, going from Washington, DC to Chicago to
Denver to Santa Clara, California to Seattle to Fargo
to Minneapolis to Chicago and finally back to DC.
We had a Motorola flip phone with a modem to use
for email to communicate with resellers at each stop
along the way. Using that, we set up appointments
to show what we had created, getting suggestions at
each stop and then incorporating those suggestions
for the next meeting.
AXUG: Wow! Did you have a goal in mind when
you hopped on that train?
RS: Yes. During this two-week span, I wrote the
operators manual and Tim coded the software.
By the end, we had a product we could introduce
at the SDG Conference in Monterey in 1997.
This product was called Project Controller
Manufacturing Edition (PCME) and supplied the
work order piece that allows manufacturers to
build something from materials, labor, and other
costs. Later Microsoft purchased PCME and it
became Microsoft Dynamics SL’s work order
module.
AXUG: So how did your Microsoft Dynamics
SL background get you to where you are
today, working with more than 120 Microsoft
Dynamics AX Users?
RS: It was a challenge breaking into the Microsoft
Dynamics AX market as the mentality then was a bit
different than it is today. In the Microsoft Dynamics
AX world, if functionality wasn’t available out of
the box, the resellers’ first instinct was to develop
it. They didn’t think to ask ISVs for help. But
because of our strong reputation in the Microsoft
Dynamics SL channel, our Microsoft Dynamics SL
resellers, who were also selling Microsoft Dynamics
AX, were actually asking us to bring our eBanking
software over to Microsoft Dynamics AX. These
resellers really allowed us to establish a footprint,
and although it took some time, we now have major
resellers including the eBanking Suite with every
Microsoft Dynamics AX implementation they
do. The functionality in the eBanking Suite was
the key. Microsoft Dynamics SL had no built-in
COMPANY:
Sandler*Kahne Software
INTERVIEWEE:
Rick Sandler, partner
WEBSITE:
www.sksoft.com
PHONE:
301-963-7300, ext. 112
EMAIL:
AXUG PARTNER MEMBER SINCE:
2011
Sandler*Kahne
Software, Inc.
isv partner member showcase
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Tim Kahne
Q2/Q3 2014 | 51
functionality, so it was a no-brainer for resellers and Customers there.
In Microsoft Dynamics AX, our strategy has been (and continues to
be) to make sure the functionality in our software is so far ahead of
what’s out of the box that it’s equally a no-brainer.
As a matter of fact, by the time you publish this article, we will
have released our Microsoft Dynamics AX 2012 R3 version of the
eBanking Suite.
AXUG: What does this version include?
RS: We launched Positive Pay, the first part of our eBanking solution for
Microsoft Dynamics AX, back in April of 2010. This first module was
enthusiastically received and set the stage to deliver the eBanking Suite
we offer today. The full suite now consists of five modules that allow
Customers to protect themselves from check fraud, electronically pay
bills, collect money upon invoicing, receive payments and auto-settle
invoices, and reconcile their bank accounts…all with a host of tools
and globally-enabled features that make these all-important activities
much easier and routine for the Customer.
AXUG: What type of companies benefit most from eBanking?
RS: There really is no easy way to answer that. eBanking is something
everyone is doing. It’s kind of like a horizontal vertical. It doesn’t
matter what line of business you’re in, everyone is doing things online.
In fact, there are a number of studies that have illuminated that
electronic banking is safer than printing checks in terms of exposure
to fraud (of course our European friends have known that for a long
time). All current and future efforts for securing transactions are
going to electronic banking.
Something important to note is the fact that our eBanking suite
isn’t just for large companies, it’s for small companies as well. For this
reason, we have priced our software in tiers so that smaller companies
can afford to benefit from the functionality they need while not
paying as much as large companies with more requirements.
AXUG: I noticed several version updates the past few months.
Can you share what’s new for Users in these recent versions?
RS: The reason you see so many releases is because we strive to
improve our software on a routine basis based on the feedback
and suggestions we get from new Customers. Because the nature
of companies using Microsoft Dynamics AX versus Microsoft
Dynamics SL is different in terms of size and global reach, we’ve had
a lot of updates in the works.
Some of these enhancements include support for Microsoft
Dynamics AX 2012 R3, matching and GL mapping, parsing rules for
eBanking reconciliation, and support of federal and state tax payments
in the U.S. I could go on, but I think we’ll max out your word count.
AXUG: eBanking is certainly a green activity. How else do you
support a green environment?
RS: Both Tim and I are and have been environmentally aware for
some time. When our employees choose to reduce their energy
consumption through technologies such as wind and solar power, or
they use other energy-saving devices, we subsidize that with an extra
payment or bonus.
AXUG: What do you like most about working with the Microsoft
Dynamics AX community?
RS: I think Microsoft Dynamics AX Partners and Users are forward-
thinking professionals who are open to talking about alternative ways
to handling things. They think outside the box and are open-minded
with a common goal: strengthen and improve the quality of their
software because it will benefit everyone. AXUG
“Fullscope partners with Sandler*Kahne to provide our Microsoft Dynamics AX
Customers with a solid eBanking solution. The Sandler*Kahne organization is
top-notch, and we know we can count on their team to ensure our Customers’
success; they are a real Partner in this sometimes unpredictable world of ISVs.”
Gina Pabalan, Edgewater Fullscope, director of support & optimization services
At past User group events, I’ve presented a session titled
“User Adoption – Myth or Reality?”. I review two
case studies and ask the audience to cast their votes
regarding the success of the projects as we examine the
key elements that can make or break the opportunity
for successful User adoption.
Typically, after we’ve covered the second of six elements, the entire
audience has settled on which project was successful and which
was not. Maybe I’m providing unintended visual cues during my
presentation (I think the unsuccessful project still causes a small
nervous facial tick), but I believe that when we can view a change to
the organization from an unbiased viewpoint coupled with a simple
evaluation model, it’s crystal clear what “good” change and good
outcomes look like. Don’t get me wrong – I’m not saying organizational
change is simple. At its core, change is about humans and human
behavior, which are incredibly complex and unpredictable subjects.
And if you take nothing else away from this article, remember that
point: while models and tools are helpful, navigating change is about
how your human teammates bring to bear their history, current state,
attitudes, beliefs, and behaviors in the workplace.
To address this infinite variability, the first model I present in the
session is the “Cycle of Change”. I picked this up some 15 years ago
while consulting for a Big 5 accounting firm. I believe its origins stem
from psychological research and the Hopson, et al Transition Cycle
in the early 1970s. There are a number of variations of this model
available online, and I’ve re-drawn it here to simplify the discussion.
While it is a deceptively simple model, it is immensely powerful
in concept and in its adaptability to any change context, especially
because you can so easily apply it to your individual teammate:
WET BABYTHE ONLY PERSON
WHO LIKES CHANGE IS A
by Mark Rhodes
feature
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Deceptively simple, right? As you see, it’s made up of four
phases, with a key decision point occurring in Phase 3 regarding
the individual’s commitment to the change. While you can use a
variation of this model to just about any change in your organization,
let’s apply this to “Bob”, an end User in your organization, as you are
readying for an upgrade.
In Phase 1, Bob has heard about the impending upgrade and some
“neat” features that the new version will include. Being an uninformed
optimist, Bob realizes there will be some changes, but likely it will be fine;
he is more apt to focus on the stack of work on his desk and the emails in
his inbox. As time unfolds, Bob hears a bit more about some potential
downtime, a new add-on, some changes in reports, and a new bonus
structure intended to drive more process efficiency. WIFM (what’s in it
for me?) knocks at Bob’s door, and he begins to get skeptical, concerned,
and inquisitive. Is this upgrade necessary? How much is this costing us?
Has management thought about this bonus structure correctly? Bob has
some fantastic reports built; are these going to be ported over? Bob is
sliding into Phase 2. This is a dangerous phase.
But, at the same time, Phase 2 is a necessary and vital phase for Bob and
your other teammates to flush out their concerns. If you, as the project
manager, don’t solicit the concerns from your team, do you think they’re
ever truly going to be “on board” with the new system? The complaints
will go away and people will adjust, but if you believe that commitment
is linked to productivity, don’t fret about this phase nor rush through it.
Embrace it; spend time listening, understand and address the concerns,
52 | AXUG Magazine
and don’t sugarcoat that Oz is waiting for us
at the end of this upgrade. If you approach
this portion of the project holistically and
positively, Bob and the team will adopt the
change, generate ideas, and promote the
project to others. As you may have guessed,
if you close down Bob’s input and discredit
his concerns and potential issues, Bob can
easily slip further into Phase 3 and enter the
red zone, which you’ll note is a dead-end.
You likely know someone who has done
this, and you know that it took a while for
them to recover, if they were able. That’s
a key point here: For someone who has
“checked out” of the project, they are unable
to mentally and emotionally simply jump
back onto the upward portion of the curve.
Before they can get back on track, they will
have to move back along the line and rejoin
the main curve by specifically addressing
the issues that caused them to check out.
Only by undoing those actions can they
start moving up the line to Phase 4.
I’m sure you know what Phase 4 looks
like – light bulbs are going off, unexpected
benefits are being realized from the new
version, and increased productivity is
being realized. Note that on purpose the
line ends higher than where it started, and
it is continuing upward. Just make sure
that you don’t lose focus and allow Bob
to slip backwards with new wrinkles or
issues not envisioned before.
As I emphasized, I think the beauty in
this model is its adaptability. It is critical to
think of the change from Bob’s point of view,
not yours. Bob may be a new, energetic
employee. His curve will be flatter, as he
doesn’t have much history to know what the
potential issues are and the reasons to not do
this upgrade. Maybe Bob has used Microsoft
Dynamics AX before and can’t wait to
leverage the functional enhancements here.
His curve would be shorter from beginning
to end; he already can envision the benefits
forthcoming. If Bob is out in the field and
hardly ever touches Microsoft Dynamics
AX, he will move through the cycle much
more quickly than “Fred” in financial
services. If Bob has been on your core team
from the very beginning, when you brought
your key stakeholders together to evaluate
Microsoft Dynamics AX and provided the
business case for upgrading to management,
Bob is always going to be further along in
the cycle than the rest of your end Users.
(This is a key gotcha. Management, having
made a financial decision, will always be
ahead of the Users in their adoption. You
must remind them that the rest of the
company has to be brought along, so be patient). I’m not saying you should plot every stakeholder
on this cycle, but use it to evaluate the likely involvement and support from your key stakeholders,
and leverage it when you’re struggling with a teammate who appears to be resisting the project. And
for key activities, make sure you think about where Bob and his teammates are at in the cycle. Are
you asking for their input on potential issues when they’ve just heard about the project? Are you
trying to conduct end User training before they’ve had the opportunity to voice their concerns? Are
you expecting immediate results after go-live when you have some key members in the red zone?
Referring to the cycle model throughout will pull you out of the details of new integration points
and remind you to think about the opportunity that lies ahead. Remember, software is only a tool –
humans make it work. Happy changes! AXUG
Mark Rhodes is director of member value at Dynamic Communities, Inc. He can be reached at [email protected] or 970-460-0795.
Q2/Q3 2014 | 53
Make Your Own Rules
Experlogix CPQCo g re Pri e Q o e or
i ro o i i e experlogix o
Q2/Q3 2014 | 55
10½ Tips for Collaborate-ing
with Your Peers
Did You Know?12
34
5
67
8
910
No one likes a Mr. Nobody; add
your profile picture so everyone
can see your smiling face! On
your Profile page, simply click
on the gray gear icon to the top
right of the photo space.
The AXUG®
Collaborate blog
is your blog. All
Members can blog in
the community…blog
a little or a lot; it’s up
to you! Click on Blogs,
then select Create a
New Blog Entry.
You can change
the information
that appears in
your signature
in Discussion
posts. Under
My Profile
in the main
navigation,
select My
Signature and
set your default
preferences.
You can meet and
stay in touch with
your neighbors! Join
and participate in the
AXUG Collaborate
community
dedicated exclusively
to your local Chapter.
Premium User
Members can utilize
the Advanced Search
features of the
Member Directory
to find others by
location, industry,
size, product version,
add-ons used, and
more.
You can
control
which emails
you receive
from AXUG
Collaborate
and how often
you receive
them. From
My Profile,
select My
Settings to
adjust your
subscriptions.
Your AXUG
Summit 2014
experience starts
as soon as you
register! When you
sign up for AXUG
Summit, you’ll be
added to the AXUG Summit
2014 community on AXUG
Collaborate. Start networking
and sharing long before you
get to St. Louis!
It’s easy to build
your AXUG
Collaborate
profile and
network! Bring
your profile
information
and match
your contacts
from LinkedIn®
to AXUG
AXUG Collaborate has
Special Interest Group
communities for a number of
roles and industries. Join the
conversation with your like-
minded peers!
You can watch all AXUG
webinars on demand! We
record all of our webinars
and place them in the AXUG
Collaborate Content Library for
Premium Members to access at
any time.
The best way to get value from
AXUG Collaborate? Get out
and use it! Ask a question of
your own, peruse what’s already
being discussed, download a
helpful
webinar
recording,
soak
in the
blogs…
there’s so
much to
be discovered! If you haven’t
already, start Collaborate-ing
today at http://community.
axug.com. (Yes, this only
counts as half a tip because it’s
just such a no-brainer. )
10½
Collaborate. On My Profile,
choose Grab Profile Info
from LinkedIn.
56 | AXUG Magazine
5MINUTES
VOLUNTEER Who interests you on social media right now?
Biz Stone; I just checked out his book,
“Things a Little Bird Told Me”, after seeing
him at Convergence.
On my desk right now are...
My Surface 2 (no iPad), my Nokia Lumina
1520 (no iPhone), and my Moleskin® journal
(which contains all of my demo scripts and
outlines).
My 3 goals for the rest of 2014 are…
Finish writing more of my Microsoft Dynamics
AX 2012 Barebones Configuration Guides
(only 16 more to go), learn all of the new
features in Microsoft Dynamics AX 2012
R3, and convince more companies to buy
Microsoft Dynamics AX.
What I do when I’m not at work…
Play tennis and do anything my wife wants
me to do.
The best advice I ever received…
Tell a story when showing software.
WITH AXUG’S
AXUG® is pleased to recognize Murray Fife,
solution architect for I.B.I.S. Inc., this quarter!
An active Microsoft MVP, Murray is a constant
contributor to AXUG and the larger Microsoft
Dynamics AX community as a whole. From
AXUG webinars to the largest last day session at
Convergence, Murray is always willing to share
his knowledge with the community.
OF THE QUARTER
Meet us in St. Louis See a demo at Booth 843
www.perceptivesoftware.com
Meet us in St. Louis See a demo at Booth 843
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C O N T E S T
logofind the
Congratulations to our Spring 2014 contest
winner, Deborah Rankin from Kurt
J. Lesker Company! Deborah found the
logo on page 3 of the Spring 2014 issue of
AXUG® Magazine. Let’s play again. Hidden
somewhere between the covers of this
magazine is our AXUG logo. Can you find it?
While our logo shows up throughout the
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in only one place.
When you’ve found it, send an email to [email protected] with an
explanation of where and on what page it’s
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Spring 2014 | 3
spring 2014 | www.axug.com In Every Issue
5 From the Director
7 Events
8 Meet the Leaders
9 Welcome to Our New Members
17 Word Find
25 Name That Photo Contest
33 Academy Corner
35 Volunteer of the Quarter
Chuck Moore
39 Find the Logo Contest
43 The AX List, from The Partner Channel
Features
10 Microsoft Member Showcase
Swamy Narayana
12 Microsoft Dynamics AX 2012 R3:
What it Means for Warehouse Optimization
14 Top Collaborate Discussions
18 VAR Partner Member Showcase
I.B.I.S. Inc.
20 Management Reporter:
Ready for Prime Time
23 On Topic
26 ISV Partner Member Showcase
Jet Reports
28 Financial Reporting in Microsoft Dynamics AX:
Management Reporter
34 Tips & Tricks
So You’ve Outgrown Budgeting in Excel
36 Industry Showcase
Life Sciences
39 The Best of 2013
40 ISV Partner Member Showcase
Wolters Kluwer, CCH
FOCUSED ON Financial Reporting
and Budgeting
Management Reporter:
READY FOR PRIME TIME
A LOOK AT Warehouse
Optimization
Advertiser Index
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Arbela Technologies . . . . . . . . . . . . . . . . . . . . 2
AxSource Infotech Inc. . . . . . . . . . . . . . . . . . 37
AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
AXUG Summit 2014 . . . . . . . . . . . . . . . . . . . . 42
Bottomline Technologies. . . . . . . . . . . . . . . . . 6
Client Strategy Group . . . . . . . . . . . . . . . .30-31
Jet Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . 32
k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . 38
MetaViewer from Metafile . . . . . . . . . . . . . . . 60
OneNeck IT Services . . . . . . . . . . . . . . . . . . . 24
Radley Corporation . . . . . . . . . . . . . . . . . . . . 59
RF-SMART . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Sandler*Kahne Software, Inc. . . . . . . . . . . . . 16
ScanWorkX. . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Solver, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
contents
What it Means for W
14 Top Collaborate Dis
18 VAR Partner Mem
I.B.I.S. Inc.
20 Management Repo
Ready for Prime Tim
23 On Topic
26 ISV Partner Memb
Jet Reports
28 Financial Reporting
Management Repo
34 Tips & Tricks
So You’ve Outgrow
36 Industry Showcas
Life Sciences
39 The Best of 2013
40 ISV Partner Memb
Wolters Kluwer, CC
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58 | AXUG Magazine
Introducing The List MOBILENow you can get The List To Go!
Search for the products and services
you need with the new Mobile version of
The List! Add it to your home screen from:
www.thelistmobile.com or simply
scan the QR code below:
Table of Contents
Industry...................Page 60
Horizontal................Page 65
Services...................Page 72
The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and
service off erings available and you may just fi nd exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that
work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would
like included on The List, please contact [email protected].
NOTE: The Partner Channel and Dynamic Communities off ers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.
*Due to the nature of the “classifi ed” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
60 | AXUG Magazine
Radley Corporation http://www.radley.com • 248-559-6858 ext. 114 Radley iCARas - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, Certifi ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.
C hemicals
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Commodity Trades
Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module 425-931-9972
NEW: Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
C onstruction
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Visual Planning Real-time insight for eff ective project and/or production planning.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
C onsumer Packaged Goods
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Junction Solutions http://www.junctionsolutions.com/solutions/junction-fb-powered-by-ms-dynamics-ax/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 360-degree visibility of the entire value chain, available on-premise or on-demand.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Item & Customer Profi tability• Multiple Scenario Analysis• Variance Reporting• Top-down/Bottom -up planning by skew, cust, category etc.
C ross Industry Solution
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fi elds across multiple companies for better shared services. Gain from our experience!
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Industry IN
DU
STR
Y
Agriculture
Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module 425-931-9972
NEW: Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
A pparel/Footwear
Junction Solutions http://www.junctionsolutions.com/solutions/ms-dynamics-ax-for-retail/overview/ 303-327-8800 Junction Solutions for Multi-Channel Retail Junction Solutions provides solutions & services designed specifi cally to help multichannel retailers innovate, manage & grow their business.
Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741
NEW: Apparel & Footwear Template Extends the native apparel and footwear functionality in Microsoft Dynamics AX. Order Matrix, Season Codes, Color/Size/Confi guration Scales, Customer Ship-To/Mark-For Addresses, Master Production Orders.
A utomotive
CuroGens, Inc. http://www.curogens.com • 317-815-8120
NEW: Vehicle Management System for Microsoft Dynamics® AX 2012 VMS provides a comprehensive solution for automotive manufacturing compa-nies that works from order placement over VIN/HIN assignment in production to sales/service and managing dealer networks.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 61
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Equipment Dealers
Scalable Data Systems http://www.scalable.com.au 425-931-9972
NEW: Enterprise Asset ManagementMaintain operations and ensure cru-cial assets are not offl ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.
E quipment Rental and Leasing
HSO http://www.hso-equipment.com • 847-348-0588 HSO Equipment Rental/Leasing Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.
F inance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
F ood and Beverage
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance. Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automat-ing Food Safety such as GFSI
Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Junction Solutions http://www.junctionsolutions.com/solutions/junction-fb-powered-by-ms-dynamics-ax/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 360-degree visibility of the entire value chain, available on-premise or on-demand.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR
Automation.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/commodity-trading-module 425-931-9972
NEW: Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
H ealthcare
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
62 | AXUG Magazine
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
H igh Tech and Electronics
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
H ome Furnishings
Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741
NEW: Microsoft Dynamics AX for Home Furnishings Sunrise provides expertise in managing the complex home furnishings supply chain: container assembly and tracking, product families and sets, item master fl exibility, product confi guration, and mobile order entry.
I ndustrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
HSO http://www.hso-equipment.com • 847-348-0588 HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.
mcaConnect http://mcaconnect.net • 866-622-0669
NEW: Microsoft Dynamics AX for Industrial Equipment Manufacturers Leveraging a clear manufacturing industry focus, mcaConnect provides innovative Dynamics AX solutions and services for mid-market and enterprise-size manufacturers, enabling clients to achieve competitive supremacy.
Scalable Data Systems http://www.scalable.com.au 425-931-9972
NEW: Enterprise Asset ManagementMaintain operations and ensure cru-cial assets are not offl ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
I nsurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Corporate Renaissance Group
http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360° multi-rater feedback, unlimited web surveys and reporting.
L ean Manufacturing
mcaConnect http://mcaconnect.net • 866-622-0669
NEW: Areteium from mcaConnect Our Lean Enterprise solution bridges the gap between ERP and Lean. Backed by our breakthrough Lean toolkit, Areteium, we enable clients to make data-driven decisions to improve processes and enhance profi tability.
L ife Sciences
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
Junction Solutions http://www.junctionsolutions.com/solutions/life-sciences/overview/ • 303-327-8800
NEW: Junction Solutions for Life Sciences From emerging biotechnology fi rms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed specifi -cally to help life sciences companies innovate and grow.
M aintenance Management
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Scalable Data Systems http://www.scalable.com.au 425-931-9972
NEW: Enterprise Asset ManagementMaintain operations and ensure cru-cial assets are not offl ine. Features: Scheduling, Failure Mgmnt, Warranty,
Downtime and Maintenance Analysis.
M anufacturing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Visual Planning Real-time insight for eff ective project and/or production planning.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
IND
UST
RY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 63
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and
increasing quote-to-order ratios.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.
RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."
Scalable Data Systems http://www.scalable.com.au/products/advanced-production-scheduling-module 425-931-9972
NEW: Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.
Scalable Data Systems http://www.scalable.com.au/products/commodity-procurement-for-manufacturing 425-931-9972
NEW: Procurement for Manufacturing Procurement of raw materials for manu-facturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741
NEW: Microsoft Dynamics AX for Manufacturing Deep expertise in supply chain imple-mentations. Get a tier 1, omni-channel, global solution for the lowest cost on the market, backed by Sunrise Global Support.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
M edia and Entertainment
KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traffi cking.
N on-Profit Organizations
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profi ts Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
O il and Gas
HSO http://www.hso-equipment.com 847-348-0588 HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour, day, week, month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.
mcaConnect http://ax4energy.com • 877-244-6980
NEW: AX4energy Oil & Gas Solutions AX4energy provides a package of soft-ware and services designed for Oilfi eld Services companies and Downstream/Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.
WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Evolution Manage resources, track assets, auto-mate fi eld ticketing, improve cash fl ow.
P harmaceuticals
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Junction Solutions http://www.junctionsolutions.com/solutions/life-sciences/overview/ • 303-327-8800
NEW: Junction Solutions for Life Sciences From emerging biotechnology fi rms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed specifi -cally to help life sciences companies innovate and grow.
P rofessional Services
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Visual Planning Real-time insight for eff ective project and/or production planning.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.
P roperty Management
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
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R etail
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234
NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.
HSO http://www.hso-retail.com • 847-348-0588 HSO Omni Channel/Catalog/3PL Integrated Omni-Channel with stream-lined Order Management, Cart Picking, Integrated Promotions with webstore, RFM Scoring, Cross Sell, LTV, Key codes, List Management, Kitting.
Junction Solutions http://www.junctionsolutions.com/solutions/ms-dynamics-ax-for-retail/overview/ 303-327-8800 Junction Solutions for Multi-Channel Retail Junction Solutions provides solutions & services designed specifi cally to help multichannel retailers innovate, manage & grow their business.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Integrated Store/Merch Planning• Ticket/item/employee detail• Corporate & Store level P&Ls• Inventory analytics/optimization • Product life-cycle management
S oftware
Corporate Services
http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent fi nancial information to ac-curately run your business.
S oftware Manufacturers
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
W arehouse Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Product for Warehouse Management- AxoLOGIX AxSource has built tightly integrated solutions to extend AX functionality to the warehouse for Multiple Units of Measure (UOM), Catch Weight, Traceability, Real-Time Data Management, EDI. Visit www.AxoLOGIX.com.
Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234
NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Tasklet Factory http://www.taskletfactory.com • +45 96 354 500 Mobile WMS for Dynamics AX Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offl ine mode that integrate out-of-the-box with Dynamics AX.
W holesale Trade: Durable Goods
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module 425-931-9972
NEW: Landed CostManage Multiple Vendors/PO’s as a shipment to improve effi ciency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
W holesale Trade: Non-durable Goods
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module 425-931-9972
NEW: Landed CostManage Multiple Vendors/PO’s as a shipment to improve effi ciency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
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A nalytics
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
A sset Maintenance/MRO/EAM
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
Barcode Data Collection
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.
RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."
B udgeting
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs• Financial & Sales Planning• Procurement Planning• Trade Management• Secure input, consolidation, and Versioning; top-down/bottom-up
B usiness Intelligence
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Offi ce Using Atlas, you'll see how real-time two way data validation integrates between Offi ce & AX. Improve your productivity with self-suffi cient reporting capabili-ties as well as eliminating the need to rekey data.
Halo Business Intelligence
http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.
Sunrise Technologies
http://www.sunriseconsult.com 336-722-6741
NEW: Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action–empower-ing users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Dynamic Cubes (GL/Profi t/&More)• Web-based Reporting• Dashboards• Admin Tools: Security/ Scenarios/Hierarchy/ & More
ZAP http://www.zapbi.com • 415-889-5740
NEW: ZAP Business Intelligence ZAP provides 'Buy, Not Build' busi-ness intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.
Business Process Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fi elds across multiple companies for better shared services. Gain from our experience!
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.
C heck Printing
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.
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C ommissions
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is fl exible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon pay-ment or periodically. It can be used in SO, Projects, AR & AP.
C ompliance
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% effi ciency in managing and auditing processes. Gain from our experience!
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certifi ed Auditors. Get the data your Auditors want - Fast!
Cost Accounting
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.
C redit Card/Check Processing
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.
C ustomer Relationship Management
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specifi c needs.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
mcaConnect http://mcaconnect.net • 866-622-0669
NEW: CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exemplifi ed by multiple Microsoft Partner of the Year awards and numerous customer success stories.
D ata Integration
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform
for EDI, eCommerce & CRM systems.
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Offi ce Using Atlas, you'll see how real-time two way data validation integrates between Offi ce & AX. Improve your productivity with self-suffi cient reporting capabili-ties as well as eliminating the need to rekey data.
D ata Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
D istribution
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Kitting Multiple items dynamically combined into one product.
Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
HSO http://www.hso.com • 847-348-0588 HSO Business Apps for Distribution Built on the base of over 100+ Distribution clients, HSO has over 200 “Business Apps” including – Landed Cost Tracking, Container Management, Advanced com-missions, HSO Connect BI/SharePoint/CRM, Advanced Pricing etc.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module 425-931-9972
NEW: Landed CostManage Multiple Vendors/PO’s as a shipment to improve effi ciency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
Document Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Enterprise Content Management Optimized use of tagged documents in your critical business processes.
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CuroGens, Inc. http://www.curogens.com • 317-815-8120
NEW: SharePoint Document Connector for Microsoft Dynamics® AX 2012 SharePoint Document Connector for Microsoft Dynamics® AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft Dynamics® AX 2012.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workfl ow & Report imaging.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
E -commerce
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance
solution for Microsoft Dynamics.
Computer Pundits Corporation
http://www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navi-gation, SEO and full Shopping Cart for easier sales from your website.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.
k-eCommerce http://www.k-eCommerce.com • 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.
E DI
AIM Computer Solutions, Inc.
http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Radley Corporation http://www.radley.com • 248-559-6858 ext. 114 Radley iCARas - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, Certifi ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.
Scalable Data Systems http://www.scalable.com.au/products/electronic-document-interchange 425-931-9972
NEW: EDIStreamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASN’s & Multi location.
E lectronic Document Delivery (Email)/Faxing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
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E lectronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
E xpense Solutions
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
Gorilla Expense http://www.gorillaexpense.com 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.
F ield Service Management
FieldOne Systems
http://www.fi eldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of fi eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
H R Management
Corporate Renaissance
Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360° multi-rater feedback, unlimited web surveys and reporting.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Paychex http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.
I nventory Management
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
I nvoicing Enhancement
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
AXtension http://www.AXtension.com • +3177 323 2622 AXtension® Invoice Processing Optimized accounts payable invoice processing.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
J ob Costing
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Timesheet - Labor Costing ManagementAllow real time visibility of costs to current projects. Key Features: Payroll Integration, Workfl ow Approvals, Total hours or start/end times.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Shift & Roster ManagementDesign and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
M anufacturing Enhancement
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated
application avail.
Multi-Entity Management
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fi elds across multiple companies for better shared services. Gain from our experience!
P ayables Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
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Ariett Business Solutions, Inc.
http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifi cations Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.
Paramount Technologies
http://www.paramounttechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408
NEW: WorkPlace AP Invoice Automation Enforce spend management and ap-provals for PO and non-PO Invoices.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workfl ow.
P ayroll Enhancement
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
P ortals
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
P rocurement Management
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workfl ow.
P roduct Lifecycle Management
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Production Planning
Scalable Data Systems http://www.scalable.com.au/products/advanced-production-scheduling-module 425-931-9972
NEW: Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.
Scalable Data Systems http://www.scalable.com.au/products/commodity-procurement-for-manufacturing 425-931-9972
NEW: Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.
P roject Accounting
Gorilla Expense http://www.gorillaexpense.com • 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Timesheet - Labor Costing ManagementAllow real time visibility of costs to current projects. Key Features: Payroll Integration, Workfl ow Approvals, Total hours or start/end times.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Shift & Roster ManagementDesign and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.
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P urchase Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.
Q uality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Reconciliation
Adra Match http://www.adramatch.com • +44 207 868 5171 ACCOUNTS – Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.
Adra Match http://www.adramatch.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumber-some spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with Balancer.
Adra Match http://www.adramatch.com • +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment fi le, open invoices and the customer register - the system matches all incoming payments.
R eporting
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Offi ce Using Atlas, you'll see how real-time two way data validation integrates between Offi ce & AX. Improve your productivity with self-suffi cient report-ing capabilities as well as eliminating the need to rekey data.
S ales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
S ecurity
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% effi ciency in managing and auditing processes. Gain from our experience!
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Confi g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution off ers Single Sign on functionality.
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.
S upply Chain Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
AIM Computer Solutions, Inc.
http://www.aimcom.com • 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specifi c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eff ectively reduce costs and improve effi ciency. Gain from our experience!
Arkieva http://www.arkieva.com • 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
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Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Junction Solutions http://www.junctionsolutions.com/solutions/junction-fb-powered-by-ms-dynamics-ax/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 360-degree visibility of the entire value chain, available on-premise or on-demand.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Scalable Data Systems http://www.scalable.com.au/products/landed-cost-module 425-931-9972
NEW: Landed CostManage Multiple Vendors/PO’s as a shipment to improve effi ciency/vis-ibility. Key features: Accruals, Auto Cost Allocation, in transit costing.
T ax
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
T ime and Attendance
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Timesheet - Labor Costing ManagementAllow real time visibility of costs to current projects. Key Features: Payroll Integration, Workfl ow Approvals, Total hours or start/end times.
Scalable Data Systems http://www.scalable.com.au/products/workforce-planning 425-931-9972
NEW: Shift & Roster ManagementDesign and implement rosters to meet complex requirements of 24/7 opera-tions. Key Features: Roster Positions, Shift Calendar, Sub Contractors.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
T rade Promotion Management
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
T ravel Expense Management
Gorilla Expense http://www.gorillaexpense.com 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.
W arranty and Claims Management
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise fi eld service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.
W orkflow / Notifications
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Integrity Data
http://www.u-linc.com 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is fl exible and easy to use, improving organizational performance.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Workfl ow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
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Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workfl ow Adv Workfl ow enables workfl ows to launch automatically on defi ned criteria or events. Includes 50+ predefi ned Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workfl ow Email Client Adv. Workfl ow Email Client allows you to approve, reject or redirect workfl ows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workfl ow is required.
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A pplication Service Provider/Hosting
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Myappsanywhere
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.
MG Technology Group
http://www.mgtechgroup.com/about-us/partner-program/ • 866-350-9310
NEW: Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.
OneNeck® IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
RoseASP http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics and ISV solutions since 2000. Subscription pricing available on dedicated or shared infrastructure with regular backups. 21 CFR Part 11 Compliant. Guaranteed 99.5% uptime.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.
C loud Computing
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last
11 years.
GoIWx, Inc. http://www.goiwx.com • 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
OneNeck® IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM.
Enterprise-class delivery.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America’s largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.
Custom Development
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Implementation & Consulting
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
I mplementation Services
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
Services
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 73
SERV
ICES
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
M anaged Services
mcaConnect http://mcaconnect.net • 866-622-0669
NEW: Managed Services for AX mcaConnect customers utilize our industry experts to maximize resources and AX ROI. Our proactive and disciplined ap-proach makes processes repeatable and predictable. Includes AO, Optimization, and Reporting.
OneNeck® IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, fl exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
M arketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com 614-453-5927 Cost-eff ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.
Tornado Marketing, Inc.
http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing off ers high-impact, highly eff ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.
M ember Organizations
Dynamic Communities
http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.
O nDemand Trials
RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfi gured Microsoft Dynamics industry specifi c demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
P artner Support Service
Plumbline Consulting, LLC.
http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your off erings. 25+ yrs.
S ales Tax Management Service
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance
solution for Microsoft Dynamics.
S harePoint Development
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
S ocial Media
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 732-237-8795 Butterfl y Publisher Join Dynamics partners on Butterfl y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eff ective!
S trategic Services
mcaConnect http://www.mcaconnect.net • 866-622-0669
NEW: mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy. Off erings include: business transforma-tion, Lean/manufacturing excellence, and Strategic BI services.
T raining
Accolade Publications, Inc.
http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.
U pgrades
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
CuroGens, Inc. http://www.curogens.com • 317-815-8120
NEW: Dynamics AX Upgrade Assessor for Microsoft Dynamics® AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft Dynamics® AX will estimate costs for your company to upgrade to the most recent version of Microsoft Dynamics® AX, including the latest cumulative update.
W riting/Documentation Services
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.
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