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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 [email protected] 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 [email protected]
Matthew LookerSenior Managing ConsultantBKD [email protected]
› 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: [email protected]@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 [email protected]
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
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