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Enabling Agility for Remote Business: Cloud Paths for Dynamics GPApril 28, 2020

› Individuals• Participate in entire webinar• Answer polls when they are provided

› Groups• Group leader is the person who registered & logged on to the webinar• Answer polls when they are provided• Complete group attendance form • Group leader sign bottom of form• Submit group attendance form to training@bkd.com within 24 hours of webinar

› If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar

To Receive CPE Credit

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PRESENTERS

Christina PhillipsDirectorBKD Technologiescphillips@bkd.com

Matthew LookerSenior Managing ConsultantBKD Technologiesmlooker@bkd.com

› Current Challenges & Opportunities

› Available Paths for Dynamics GP Users• Range of Options• Benefits & Considerations• Available Functionality• High-Level Cost & Timeline

› Next Steps

Presentation Agenda

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COVID-19 Current Landscape› Increased pressure on …

• Individuals to be efficient• Organizations to be agile & flexible• Reporting to be timely & detailed• Systems to be accessible “anytime & anyplace”• Processes to be electronic & mobile

› Increased demands to …

• Become an efficient remote workforce• Be responsive to leadership, client & employee needs• Pivot business processes, sales methods & product offerings• Manage expenses now & for the duration• Track compliance for grant & government funds

Continuing business as usual in a way that is anything but usual

Mobility

Automation

Collaboration

Accelerating Change, Eliminating Barriers

Changing the way we work now & potentially forever

Change Resistance

Cost/Value Proposition

Perception of Need

Other Business PrioritiesPr

ior

Barri

ers

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Cloud Solutions

Remote & Mobile Access

Integrated Workflow &

Process

Enhanced Disaster Recovery

Flexible Reporting

Budgeting & Forecasting

Simplified Management

Agility for Remote Business

Simplicity of Support

Managed Services

Cost to Benefit

Disaster Recovery

Upgrades & Patches

Why Cloud?

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Available Paths to the Cloud

Dynamics 365 Finance & Operations

Dynamics 365 Business Central OR Sage Intacct

Dynamics GP Hosted on MS Azure

Complexity, Cost & Timeline

Software as a

Service (SaaS)

Considerations on the Path› Cost/benefit

• Subscription (services, software)• Cloud benefits

› Migration/implementation path• Data retention• Complexity

› Functionality• Available & road map

› Integration capabilities

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BKD | Microsoft Partnership (20+ Years)

Finance & Operations

Business Central

BKD | Sage Partnership (20+ Years)

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› Multitenant• Shared server with other clients• Shared (usually lower) cost• Includes some managed

services (required)• Unified upgrade schedule• Only Dynamics GP & integrated

products (Management Reporter, Mekorma MICR, etc.)

› Private• Private dedicated server• Cost may be higher, depending on

user count• Upgrades scheduled on your own

time• Can exclude managed services

(can manage yourself)• Can add other products/software

Dynamics GP Hosted on Azure

› Retain all existing functionality & capabilities• Integrated analytics & reporting available with Solver (as alternative to Management Reporter/Forecaster

if desired)

› Flat fee migration to cloud• Can be completed in a day• Can leverage existing Office 365 licenses if you have them• Or use Microsoft’s new trial licenses for Office 365 & Teams

› Can retain on-premise license for GP or move to subscription license• We can advise on breakeven for this decision

› Not truly Software as a Service, but does include maintenance & administration of server• Can add on managed services for GP support &/or GP upgrades

› Typical time fame for migration: two to three days (minimal true downtime)

Dynamics GP on Azure Considerations

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Microsoft Dynamics 365 OptionsD365 for Finance & Operations D365 Business Central

Microsoft PositioningIntegrated enterprise class business platform for mature,

growing, ERP-educated companiesThe next level for organizations that have outgrown their entry-level

accounting softwareTypical Implementation Cost $200,000+ $30,000–$500,000Typical Implementation Timeline 6–12+ months 3–6 MonthsTarget User Count 20+ 5–750Minimum Number of Users 20 1License Cost $180–$210 per user/month $70–$100 per user/monthTeam Members License Cost $8 per user/month $8 per user/monthExternal Accountant License $0 $3 License Type Named User Subscription License Named User Subscription LicenseAvailability 140 countries 33 countries

LocalizationsMultiple country localizations inside of a single instance.

Includes out-of-the-box localizations (legal & fiscal) for 37 countries

Combined localization strategy of Microsoft-led & partner-led models. Local functionality is partly available for 21 countries. Missing parts are delivered

by third-party partners via Microsoft AppSource

Tiered Pricing Yes –Software-as-a-Service Model Yes YesDual Use Right for On-Prem Deployment

Yes Yes

Production Instance 1 1Sandbox Instance 1 1Default Database Storage 10GB (add. 5GB /20 Full User) 80GB

Microsoft Dynamics 365 OptionsD365 for Finance & Operations D365 Business Central

Default File Storage Capacity 100GB Shared with the aboveMulticlient Access Yes YesMultisite Yes YesMulticurrency Yes YesNumber of Companies Unlimited UnlimitedService Level Agreement 99.50% 99.50%

Type of CompaniesMultinational medium to large organizations & groups of

enterprises. Tailored for international development Small to midsize enterprises

Multicompany/IntercompanyOperate multicompany within one database with easy

interoperability between companiesIntercompany is available in Dynamics 365 Business Central. Multicompany

available in third-party marketplace

IndustryDistribution, manufacturing, retail, professional services, public

sector Distribution, manufacturing, professional services

Depth of Manufacturing functionality

Supports approx. 95% of manufacturing functionalities. A great option for discrete, lean & process manufacturing. Other core functions, such as ATP, advanced warehousing with mobile

solutions, etc. are included. Designed to be a complete solution for discrete, job shop, process, lean & mixed-mode

manufacturing

Integrated ERP solution for discrete manufacturers with the Premium package, additional capability in service management & manufacturing is

available. ETO & Job Shop functionality available in third-party marketplace

Capabilities & Integration with Other Dynamics 365 Components

Designed to work out-of-the-box with other Dynamics 365 components. Deep integrations with CRM, HR, talent, customer service, marketing & others. Fully covers traditional back-office

processes

Core capabilities: connects financials, sales, purchase, inventory, projects, service & operations

ScalabilityRecommended for businesses processing hundred-thousands

of transactions Recommended for businesses processing thousands of transactions

Business Analytics Embedded Power BI – rich analytical & reporting functionality BI tools include reporting, dashboards & ad-hoc analysisDeployment Cloud or on-premise (hybrid deployment coming soon) Cloud or on-premise (hybrid deployment coming soon)

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Microsoft Dynamics 365 OptionsD365 for Finance & Operations D365 Business Central

CRMLimited CRM capability, raise a sales order & create

contacts. Integration with Dynamics 365 for Customer Engagement is available

Inbuilt CRM capability, offering Outlook integration with opportunity management & customer service capability.

Integration with Dynamics 365 for Sales is available

Human Resource Management Yes Basic

Payroll Third-party add-on Third-party add-onRequest for Quotation (RFQ) Yes Third-party add-onRetail Management Yes Third-party add-onCompliance Management Yes Third-party add-onProduction Scheduling Yes Third-party add-onCapacity Planning Yes BasicQuality Management Yes Third-party add-onTransportation Management Yes Third-party add-on

Business Central Overview

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› Considerations• Modern, unified, adaptable solution on one cloud-based platform (on-premises/dual

deployment available)• Continued enhancement to functionality, ongoing investment• Intelligent edge capability to migrate/sync data from GP• Integrated analytics & reporting available with Power BI & Solver• Simpler manufacturing/supply chain capabilities than finance & operations

› Can be enhanced with third-party solutions as well

› Costs• Licensing cost range: $70 per essentials user/month – $100 per premium user/month –

premium includes manufacturing

• Implementation costs vary based on complexity & needs, but average under $150,000 (& many under $75,000 including a rapid deployment model)

Business Central Considerations

› Migration/implementation path• Complexity – easy to configure; simplicity guides innovations in product design,

development, implementation & usability• Timeline: three to six months typical

› Functionality• Essentials: modern user-experience, financial, basic customer relationship, supply chain,

& project management. Premium: above & service/manufacturing management• GL, AP, AR, PO, sales order, cash management, intercompany, fixed assets• Payroll & HR available as integrated third-party product

› Variety of integrated third-party products available in Microsoft App Source, some familiar to Dynamics GP users

• Solver, Binary Stream, Integrity Data, KwikTag & more

Business Central Considerations

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Finance & Operations Overview

› Considerations• Full-featured enterprise-level functionality on one platform• For companies with complex business models, extensive supply chain &

manufacturing needs• Integrated analytics & reporting available with PowerBI & Solver

› Costs• Licensing cost range: $50–$210 per full user/month based on functionality

needed• Implementation costs vary based on complexity & needs, but generally starts at

$200,000 (& for complex organizations can approach/exceed $1,000,000)

Finance & Operations Considerations

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› Migration/implementation path• Complexity: simpler the better, but ERP is never easy• Timeline: nine to 12 months typical

› Functionality• Overlays tier 1 manufacturing, planning, inventory/supply chain to robust

financials• Payroll & HR available as integrated third-party product

› Variety of integrated third-party products available in Microsoft App Source, some familiar to Dynamics GP users

• Greenshades, KwikTag & more

Finance & Operations Considerations

Recognized By:

Sage Intacct – Powerful ‘Born in the Cloud’ Financial Management System

› Native cloud from the first line of code

› Single code base

› Best-of-breed

› Easy integration to other solutions

› Deep multidimensional accounting & automation for efficient financial operations

› Visibility for real-time decision making

› Fresh & modern user interface, refreshed regularly

› Consistent buyer targeting – CFOs & financial professionals looking for a sophisticated & powerful solution

All-in-OneCloud Platform

Accounting

Franchise

FinancialServices

Healthcare

Hospitality

Nonprofit Services

Software & SaaS

Wholesale

Contract Subscription Billing

Contract Revenue Management

Fixed Assets

Inventory Management

Multientity & Global Consolidations

Project Accounting

Sales & Use Tax

General Ledger

Accounts Payable

Accounts Receivable

Cash Management

Collaborate

Order Management

Purchasing

Reports & Dashboard

Core Financials Additional Modules

Industry Specific Solutions

Vendor Payment Services

Time & Expense Management

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› Considerations• Endorsed by the AICPA & has high net promoter rankings (users reviews of the software)• Industry specific deployments (including CRE, NFP, Family Office & more)• Open API/integration-friendly• Integrated analytics & reporting available with Solver• Excels in core financial functionality• No manufacturing capabilities/limited supply chain capabilities in comparison to Microsoft

products

› Cost/benefit• Licensing based on combination of modules & users, starting at $6,500/year• Implementation costs vary based on complexity & needs, but generally under $100,000 (&

for many under $50,000 including a rapid deployment model)

Sage Intacct Considerations

› Migration/implementation path• Complexity – easy to configure; simplicity guides innovations in product

design, development, implementation & usability• Timeline: three to six months typical

› Functionality• Comparable SMB capabilities for GL, AP, AR, PO, sales order, cash

management, intercompany, fixed assets• Payroll & HR available as integrated third-party product

› Variety of integrated third-party products available in Sage Intacct Marketplace, some familiar to Dynamics GP users

• Bill.com, Solver & more

Sage Intacct Considerations

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What Next?

› Tailored demo/discussion

• Focused on your specific situation• Includes cost/benefit comparison analysis

› Formal cloud readiness assessment

• Holistic assessment of moving business operations to the cloud

• Readiness scoring & recommendations

› Contact: cphillips@bkd.commlooker@bkd.com

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Continuing Professional Education (CPE) Credit

BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

› CPE credit may be awarded upon verification of participant attendance

› For questions, concerns or comments regarding CPE credit, please email the BKD Learning & Development Department at training@bkd.com

CPE Credit

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bkd.com | @BKDLLP

The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered