2014 Q2/Q3 - AXUG Magazine by Dynamic Communities, Inc

1 1 s 777 !85' #/-

FOCUSED ON

Change Management

THINKING ABOUT A

Business Transformation? TIPS & TRICKS

Updating Your Pricing Journals Through Excel

contents Q2/Q3 2014 | www.axug.com

1 1 s 777 !85' #/-

FOCUSED ON

Change Management

THINKING ABOUT A

Business Transformation? TIPS & TRICKS

Updating Your Pricing Journals Through Excel

In Every Issue 5 7 10 11 12 21 23 49 56 58 59

From the Director Events News Welcome to Our New Members Meet the Leaders Academy Corner Word Find Name That Photo Contest Volunteer of the Quarter: Murray Fife Find the Logo Contest The AX List, from The Partner Channel

Features Advertiser Index Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Arbela Technologies . . . . . . . . . . . . . . . . . . . . 2 AxSource Infotech Inc. . . . . . . . . . . . . . . . . . 37 AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

User Member Showcase Metropolitan Nashville Airport Authority

16 24

Microsoft Dynamics Lifecycle Services

26 28 32

On Topic

Managing Risk in the Microsoft Dynamics AX Environment

VAR Partner Member Showcase mcaConnect, LLC

Tips & Tricks Updating Your Pricing Journals Through Excel

ISV Partner Member Showcase Sandler*Kahne Software, Inc.

The Only Person Who Likes Change Is a Wet Baby

10Â˝ Tips for Collaborate-ing with Your Peers

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 MetaďŹ le . . . . . . . . . . . . . . . 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

Microsoft Member Showcase Pepijn Richter

Thinking about Business Transformation? Industry Showcase Food and Beverage

Q2/Q3 2014 | 3

FulI Integration to FulI Integration to ™ Microsoft Dynamics™ Microsoft Dynamics AX 2012 AX 2012

Self-Service Self-Service

Business Business Intelligence Intelligence

Collaboration n Collaboration

Reporting Reporting

Planning Planning

R R

Data Warehouse Data Warehouse

Dynamics Dynamics AX

CRM CRM

Ž Ž Ž Ž Ž Ž Ž Ž Ž Ž Ž Ž Ž Ž

C C

P P

Dashboards Dashboards

D D

DW DW

Other Data Da Sour ources Sources Other Data Sources

Out-of-the-box integration to Microsoft Dynamics™ AX Out-of-the-box integration to Microsoft Dynamics™ AX Both Excel, Web-based Reporting and Dashboards Both Excel, Web-based Reporting and Dashboards New mobile application for access to your reports from anywhere New mobile application for access to your reports from anywhere Integrated Budgeting, Forecasting and What-if analysis Integrated Budgeting, Forecasting and What-if analysis Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Con¿gurable Data Warehouse (Combine data across multiple sources or companies) Con¿gurable Data Warehouse (Combine data across multiple sources or companies) Collaboration Portal for sharing reports, discussions and decision-support Collaboration Portal for sharing reports, discussions and decision-support

www.solverusa.com www.solverusa.com

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info@solverusa.com info@solverusa.com

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800.281.6351 800.281.6351

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letter C

Goingfrom to the the Next Level... axug director Sherry Linares

The Constant of Change

Frank Vukovits, Jr.

hange 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 Q2/Q3 2014 | 5

The places you’ll go with mcaConnect Collaborative Culture Growth Opportunities ,nFreaseG 3roÀts Competitive Supremacy Streamlined Business Great Projects

Your journey starts at mcaConnect.net

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events sessions meetings courses

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, Missouri www.thepartnerconnectionsevent.com

AXUG Academy Pre-Conference Training October 13 – 14 | St. Louis, Missouri www.axugsummit.com/pre-conference-training

AXUG Summit 2014 October 15 – 17 | St. Louis, Missouri www.axugsummit.com

Get the insights and connections to succeed. Convergence 2014 Europe Barcelona, Spain 4–6 November 2014 Register Now

Convergence 2015 Atlanta, Georgia March 16–19, 2015 Find Out More

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

Q2/Q3 2014 | 7

AXUG Summit 2014 You’ve Got To

Experience It!

Meet Anne & John

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.

Anne 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. Enhance Your Experience: If you need help justifying your trip to St. Louis, download and customize the ‘Convince My Boss’ template at axugsummit.com.

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… F

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!

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. Enhance Your Experience: Visit axugsummit.com/2014-sessions and sign in to build your schedule today!

Day 1 in St. Louis

The pair chatted over breakfast on Wednesday morning with some fellow Dynamics AX users they’d met at preconference 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. 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.

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”.

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!

Enhance Your Experience: Attend with your colleagues! There’s more to learn than one person can take in alone!

axugsummit.com Register Today! October 14-17, 2014 Q2/Q3 2014 | 9

G UG UG XU XU AX AX A A G XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG UG AX G A G A G UG U XU X AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U U X X A A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A U U XU X AX A G A G A UG UG G G G U G U XU X X A A A U XU AXU AX AX G A G A UG UG XU G G G UG U XU XU AX AX G A G XU X AX A G G U U A G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A U XU XU AX AX G A G A UG UG X G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG

news regional chapter news

Attend a meeting Q1 Top 10 Chapters* 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.

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.

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 Whitney@axug.com.

Q1 One to Watch Award Winner

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 Whitney@axug.com. 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 Whitney@axug.com 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!

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

10 | AXUG Magazine

XU AX AX A G A G G U U X G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U G U XU X A A X G UG UG XU XU AX AX A G A G A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G G G U U X X A A A U XU AXU AX AX G A G A UG UG XU G G G U U X X A A G XU AX AX A G A G UG UG XU XU G UG UG XU XU AXU AX AX G A G XU AX AX A G A G G U U X G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU X AX A A G G UG UG AX G A G A UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A XU AX AX G A G A UG UG XU X U G G A G G UG UG XU XU AX AX A U XU AXU AX AX A G A G A UG UG X U G G A X U A X U G G A U XU AXU AX AX G A G A UG UG XU G G A X U A X U G G XU AX AX A G A G A UG UG XU XU G U G U XU X X A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A U XU XU AX AX G A G A UG UG X G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U G U XU X A A X G UG UG XU XU AX AX A G A G A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G AX A G A G UG UG XU XU AX A A X U G UG UG XU XU AX AX G A G A UG XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G UG UG XU XU AX AX G A G A U

members welcome to our new members

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.

Meet one of our newest Premium Members...

Premium User Members Added Last Quarter

Performance Contracting Group

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

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.

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

Premium Partner Members Added Last Quarter deFacto Global PDM Technology SaaSplaza Inc.

Scalable Data Systems Pty Ltd Stoneridge Software Inc.

Sycor Group Visionet Systems Western Computer

“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

Q2/Q3 2014 | 11

A G U U X X AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U G U XU X A A X G UG UG XU XU AX AX A G A G A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G AX A G A G UG UG XU XU AX A A X U G UG UG XU XU AX AX G A G A UG XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG UG AX G A G A G UG U XU X AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A A A G G U U X X G UG UG XU XU XU AX AX G A G A G AX A X A A G G U U X X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A U U XU X AX A G A G A UG UG G G G U G U XU X X A A A U XU AXU AX AX G A G A UG UG XU G G G UG U XU XU AX AX G A G XU X AX A G G U U A G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G A A

leaders mee t your a xug le aders

Michele R. Foster COMPANY Depomed, Inc. TITLE ﬁnancial business analyst, IT EMAIL Mfoster@depomed.com

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.

12 | AXUG Magazine

Jette Stade COMPANY M Seals A/S TITLE ﬁnancial controller EMAIL Jette@m-seals.dk

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.

GG Rowe COMPANY Planar Systems, Inc. TITLE IT project manager EMAIL Gg.rowe@planar.com

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.

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G G U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A XU AX AX G A G A UG U G A G G U G U G XU XU U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G

user member showcase

Airport Authority Flies High with Microsoft Dynamics AX COMPANY: Metropolitan Nashville Airport Authority INTERVIEWEE: Stan Van Ostran HEADQUARTERS: Nashville, Tennessee PHONE: 615-275-1772 EMAIL: Stan_vanostran@nashintl.com 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

14 | AXUG Magazine

etropolitan 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.”

Microsoft Dynamics AX is also giving teammates at MNAA more control. Departments can run the reports they need instead of requesting them from the ďŹ nance team. â&#x20AC;&#x153;There is better reporting all-around, and itâ&#x20AC;&#x2122;s more â&#x20AC;&#x2DC;self-serveâ&#x20AC;&#x2122;,â&#x20AC;? Stan says. â&#x20AC;&#x153;Being able to provide more real-time information that is User-friendly is a customer service beneďŹ t for our employees. It is also much more eďŹ&#x192;cient.â&#x20AC;? 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-eďŹ&#x20AC;ective.

AXUG: Charging Out of the Gate Stan found out about AXUG at this yearâ&#x20AC;&#x2122;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. â&#x20AC;&#x153;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.â&#x20AC;? An AXUG Member since March 2014, MNAA has enjoyed the weekly digest of questions from other AXUG Members. â&#x20AC;&#x153;Having a community base to put questions out to and get quick responses from is truly valuable.â&#x20AC;? Stanâ&#x20AC;&#x2122;s quick, yet great experience at Convergence set the tone for his view of AXUG. â&#x20AC;&#x153;It was so helpful to see whatâ&#x20AC;&#x2122;s already been developed, whatâ&#x20AC;&#x2122;s coming down the pike, and whatâ&#x20AC;&#x2122;s available that I havenâ&#x20AC;&#x2122;t already thought of.â&#x20AC;? Stan is also looking forward to AXUG Summit in St. Louis and getting his staďŹ&#x20AC; more involved with AXUG. AXUG

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Q2/Q3 2014 | 15

MICROSOFT

DYNAMICS

LIFECYCLE SERVICES by Winston Hait, Shefy Manayil Kareem, and Murtaza Chowdhury, Microsoft Dynamics AX product development

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 16 | AXUG Magazine

G G U XU AXU AX AX A G A G X U G G AX A G A G UG UG XU A X U G UG UG XU XU AX AX XU AX AX A G A G UG U G UG U XU X AX A XU AX AX G A G A UG UG X G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A G G UG A X A G UG UG XU XU AX AX A G G U U U XU AXU AX AX A G A G U G G X AX A G A G UG UG XU A X U G U U X X A A

feature Dashboard – The Single View of Your Implementation

License Sizing Estimator

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.

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 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.

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.

Figure 2. Business Process Modeler – Model processes, produce gap-ﬁt analysis, and generate documentation for training, on-boarding, and User adoption

Q2/Q3 2014 | 17

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. 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.

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.

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.

18 | AXUG Magazine

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.

feature 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.

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.

The power of the cloud helps LCS ship new features and updates monthly. 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.

Q2/Q3 2014 | 19

G UG UG XU XU AX AX A A G XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU X AX A A G G UG UG AX G A G A UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A XU AX AX G A G A UG UG XU X U G G A G G UG UG XU XU AX AX A U XU AXU AX AX A G A G A UG UG X U G G A X U A X U G G A U XU AXU AX AX G A G A UG UG XU G G G U U X X A A G XU AX AX A G A G A UG UG XU XU G U G U XU X X A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A U XU XU AX AX G A G A UG UG X G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG

learn academy corner

On-site Learning

Make the most of your trip to St. Louis by taking advantage of focused, instructorled classroom training before AXUG® Summit 2014 ofﬁcially kicks off. This training, delivered by AXUG Academy, is designed to provide in-depth product education in an interactive, hands-on setting.

AXUG Academy pre-conference training courses offer:  Instructor-led classroom training environment  Focused content that dives deep into targeted functional areas  Half- or full-day course options at prices that are considerably lower than traditional in-person classes  CPE credits

Here are just some of the classes we are planning for you:  Understanding the Microsoft Dynamics AX 2012 Security Model  Inventory Setup, Management, and Reconciliation in Microsoft Dynamics AX 2012  Master Planning in Microsoft Dynamics AX 2009  Master Planning in Microsoft Dynamics AX 2012  Understanding the Microsoft Dynamics AX 2012 Security  Understanding the Microsoft Dynamics AX 2012 Data Model  Microsoft Dynamics AX 2013 R3Retail Management  Process Manufacturing for Microsoft Dynamics AX 2012  Warehouse Mgmt. I & II for Microsoft Dynamics AX 2009 & Microsoft Dynamics AX 2012  Warehouse and Transportation in Microsoft Dynamics AX 2012 R2  Understanding Microsoft Dynamics AX 2012 R3 Project  Microsoft Dynamics AX 2012 R3 Financials Setup & Validation

2014 AXUG SUMMIT

Pre-Conference Academy Training

-ONDAY /CTOBER s 4UESDAY /CTOBER Visit http://axugsummit.com/ pre-conference-training and register today!

Q2/Q3 2014 | 21

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Change Collaborate eBanking Food and Beverage Game Changer Life Cycle Services mcaConnect Mergers Microsoft Murray Fife New Code Management Pepijn Richter Premium Member Project Methodology Risk Management Sandler Kahne Software Summit Train Trip Upgrade Warehouse Webinars

Q2/Q3 2014 | 23

microsoft member showcase

Pepijn Richter, director product marketing

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.

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

24 | AXUG Magazine

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

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-axoverview.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

topic Change Management on

with the CIOs QUESTION

FRANK KLABBERS

TIM ARTHUR

Who owns the change management process in your organization?

In our organization, the business/operation owns any business change process. A business change requires a business case/justiďŹ cation at any time.

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.)

What works well with this process?

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 difďŹ cult 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, Iâ&#x20AC;&#x2122;m aware that the traditional IT skills make this (very) complicated.

The process we have used is based on the Information Technology Infrastructure Library (ITIL) change management process. We have identiďŹ ed 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 FOR THOSE CHANGES AS WELL AS A STATED BACK OUT PLAN The person executing the change is not authorized to try â&#x20AC;&#x153;otherâ&#x20AC;? changes to make it work. It either works or it doesnâ&#x20AC;&#x2122;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 ENVIRONMENT UNLESS THEY HAVE GONE THROUGH A PRE DElNED TESTING PROCESS AND WE HAVE SIGN OFF FROM A testing team in the business outside of MIS.

What is your advice for a project team that is managing an implementation or upgrade?

s &OR US IT DID NOT WORK TO HAVE KEY 5SERS TESTING FROM their own workspace/country/location. Bring them together outside their normal working locations and perform ďŹ&#x201A;ow tests for all business processes. s /NLY INVOLVE END 5SERS AT THE TIME THEY ARE NEEDED This is usually when training starts, close before going live. Keep them informed, but not about details they donâ&#x20AC;&#x2122;t want/need to know. s )N CASE OF MULTIPLE SITES PER COUNTRY CONSIDER A LOCATION BASED ROLL OUT INSTEAD OF A COUNTRY BASED ROLL OUT IN ORDER to have ongoing progress. The impact of rolling out in a country with multiple locations can often result in delays. s 3END PROGRESS REPORTS TO THE STEERING COMMITTEE MONTHLY at least), including progress, deliverables, planned deliverables, ďŹ nancial overview, issue table, risk table, etc. s 4HIS MAY BE MORE RELEVANT IN %UROPE BUT AGREE ON A STANDARD PROJECT LANGUAGE 4RANSLATIONS CAN BE TIME consuming and confusing.

s 0UT TOGETHER A #!" AND MEET EVERY WEEK EVEN IF YOU have nothing to meet about. Consistency is the key. Without the regular meeting times, itâ&#x20AC;&#x2122;s easy to make everything critical and go around the CAB process. s (AVE A SCHEDULE OF IMPLEMENTATION TIMES $O NOT 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. s !NYTHING OUTSIDE OF THE DElNED SCOPE MUST GO through an â&#x20AC;&#x153;Emergency CABâ&#x20AC;? 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 efďŹ cient and productive based on the originally planned process.

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AXUGÂŽ 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.

Frank Klabbers CIO Europe, Vink Holding BV

Tim Arthur CIO global director MIS, Alltech

QUESTION

FRANK KLABBERS

TIM ARTHUR

How about advice for a fellow CXO going through an implementation or upgrade?

s .O BUSINESS OWNERSHIP NO CHANGE s -AKE SURE THE RIGHT PROJECT ORGANIZATION IS IN PLACE (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 deďŹ nitely 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 wonâ&#x20AC;&#x2122;t stay and will be very expensive! s 7E HAVE MULTIPLE COUNTRIES ALIGNING TO A STANDARD 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 differentlyâ&#x20AC;Śthey will create changes you donâ&#x20AC;&#x2122;t want. s !LWAYS MAKE SURE THERE IS SUFlCIENT ALIGNMENT TO AND with the business. Donâ&#x20AC;&#x2122;t make decisions with relation to the business case. s 3TICK TO STANDARD s -AKE SURE YOU HAVE A STRICT SIGN OFF PROCESS embedded in the project. Make project team and steering committee members sign off for the crucial project deliverables!

s 4HE PROCESS MUST BE DOCUMENTED COMMUNICATED and tested. s 9OU MUST REMOVE WHAT WE CALL h)4 #OWBOYSv FROM THE process. Without the controls in place, itâ&#x20AC;&#x2122;s very easy to allow the team to go down a road that might only beneďŹ t one party. s 4HERE IS LOTS OF PAIN TO PUT IN THE PROCESS AND CONTROLS because people view this as red tape and busy work, but when things go wrong, the ďŹ rst question we ask is, â&#x20AC;&#x153;What was just changed?â&#x20AC;? This has helped us understand where to look for problems instead of looking for a needle in a haystack. s &OR AUDIT PURPOSES YOUR EXTERNAL OR INTERNAL AUDITOR will love you as you have a separation of duties with a change management process in place and great documentation on the â&#x20AC;&#x153;what and whyâ&#x20AC;? of any changes that are made.

What can make or break change management in an organization?

DeďŹ nitely the project ownership from the business.

s 9OU -534 BE CONSISTENT AND YOU -534 STOP THE )4 Cowboy mentality. s 3EPARATION OF DUTIES TO WHO CAN SUBMIT A #!" TICKET who approves them, and who executes them. s 'ET PEOPLE OUTSIDE YOUR TEAM TO BE PART OF THE process. This will ensure that the change is ďŹ xing the problem and not just chasing a rabbit down the hole. Many times you will get a User who â&#x20AC;&#x153;needsâ&#x20AC;? a change, and then you give him/her the change, but then he/she â&#x20AC;&#x153;wantsâ&#x20AC;? something different. This process will eliminate this issue.

Q2/Q3 2014 | 27

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THINKING ABOUT BUSINESS MAKE SURE YOU’RE FOLLOWING THE RIGHT STEPS

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story by Sean Kenny, Client Partner Enterprise Consulting, Tribridge illustration by Matt Masrud

usiness 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

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 bestselling 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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feature 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/

30 | AXUG Magazine

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

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industry showcase

Food and Beverage: Spicing Up Our Lives...And Taste Buds H

igh-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!

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.

32 | AXUG Magazine

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.

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.

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.

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 plantwide 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.

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MANAGING RISK

IN THE MICROSOFT DYNAMICS AX ENVIRONMENT

story by Andy Snook | illustration by Dave Swang

magine 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.

34 | AXUG Magazine

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,

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G G U XU AXU AX AX A G A G G G UG U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A G G UG A X A G UG UG XU XU AX AX A G G U U U XU AXU AX AX A G A G U G G X AX A G A G UG UG XU A X U G U U X X A A

feature 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.

36 | AXUG Magazine

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

var partner member showcase

Changing the Game in the Microsoft Dynamics AX World

COMPANY: mcaConnect INTERVIEWEE: George Droll WEBSITE: www.mcaconnect.net HEADQUARTERS: Greenwood Village, Colorado AXUG PARTNER MEMBER SINCE: 2005

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

and defense, automotive, high-mix/lowvolume environments, oil and gas, and high tech.

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

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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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

42 | AXUG Magazine

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Updating Your Pricing Journals Through Microsoft Excel by Murray Fife f 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.

Then right-click on the service group, and click on the Deploy Service Group menu item.

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.

44 | AXUG Magazine

After a minute you will receive a notice that the web service has been deployed, and you can exit from AOT.

This will transfer all of the data from the pricing journal over to Excel.

How It Worksâ&#x20AC;Ś Now when you are within a pricing journal, click on the Edit In Excel menu item in the menu bar.

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 ďŹ rst row, select the remaining rows, and press CTRL+D.

Q2/Q3 2014 | 45

Now all of the dates have been updated.

When you have updated the price, just click on the Publish menu button within the Update group of the the Microsoft AX ribbon bar.

Also, as a bonus, there is a lot more supplementary information in the price list that you donâ&#x20AC;&#x2122;t normally see. One example is the base price. You can use this to calculate the price lists line amount through a formula.

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.

And then just paste the prices into the spreadsheet.

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 MďŹ fe@ibisinc.com. 46 | AXUG Magazine

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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 Captioncontest@axug.com. The winning submission will be printed in the magazine’s next issue. Q2/Q3 2014 | 49

isv partner member showcase

Sandler*Kahne Software, Inc.

Rick Sandler

Tim Kahne COMPANY: Sandler*Kahne Software INTERVIEWEE: Rick Sandler, partner WEBSITE: www.sksoft.com PHONE: 301-963-7300, ext. 112 EMAIL: Rsandler@sksoft.com AXUG PARTNER MEMBER SINCE: 2011

50 | AXUG Magazine

ith 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

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 forwardthinking 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

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G G U XU AXU AX AX A G A G G G G UG U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A G G UG A X A G UG UG XU XU AX AX A G G U U U XU AXU AX AX A G A G U G G X AX A G A G UG UG XU A X U G U U X X A A

feature THE ONLY PERSON WHO LIKES CHANGE IS A

WET BABY by Mark Rhodes

t 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:

52 | AXUG Magazine

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,

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 Mark.rhodes@dynamiccommunities.com or 970-460-0795.

Q2/Q3 2014 | 53

Make Your Own Rules

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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.

Did You Know? 10½ Tips for Collaborate-ing

with Your Peers

5 2

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.

8 10

It’s easy to build your AXUG Collaborate profile and network! Bring your profile information and match your contacts from LinkedIn® to AXUG Collaborate. On My Profile, choose Grab Profile Info from LinkedIn.

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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

Q2/Q3 2014 | 55

MINUTES WITH AXUG’S VOLUNTEER OF THE QUARTER

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.

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.

56 | AXUG Magazine

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.

Meet us in St. Louis See a demo at Booth 843 www.perceptivesoftware.com

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Congratulations to our Spring 2014 contest winner, Deborah Rankin from Kurt

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spring 2014 | www.axug.com

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58 | AXUG Magazine

5 7 8 9 17 25 33 35

39 43

From the Director

Events

Meet the Leaders

Welcome to Our New Members Word Find

Name That Photo Contest Academy Corner

Volunteer of the Quarter Chuck Moore Find the Logo Contest

The AX List, from The Partner Channel

Features

Advertiser Index x

While our logo shows up throughout the

will highlight

Warehouse Optimization

you

ďŹ nd it?

Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 9 Arbela Technologies . . . . . . . . . . . . . . . . . . . . 2 37 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 MetaďŹ le . . . . . . . . . . . . . . . 60 OneNeck IT Services . . . . . . . . . . . . . . . . . . . 24 Radley Corporation . . . . . . . . . . . . . . . . . . . . 59 RF-SMART . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Sandler*Kahne Software, Inc. . . . . . . . . . . . . 16 ScanWorkX. . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Solver, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 .1 11 11 WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Microsoft Member Showcase Swamy Narayana

Microsoft Dynamics AX 2012 R3: What it Means for W Warehouse Optimization

14 18

Top Collaborate Dis Discussions

Management Reporter: Repo Ready for Prime Tim Time

23 26

On Topic

Financial Reporting in Microsoft Dynamics AX: Management Repo Reporter

Tips & Tricks So Youâ&#x20AC;&#x2122;ve Outgrown Outgrow Budgeting in Excel

Industry Showcase Showcas Life Sciences

39 40

The Best of 2013

VAR Partner Member Mem Showcase I.B.I.S. Inc.

ISV Partner Memb Member Showcase Jet Reports

ISV Partner Memb Member Showcase Wolters Kluwer, CCH CC

Spring 2014 | 3

Introducing The List MOBILE

Now 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 finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find 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 Jane@thepartnerchannel.com. NOTE: The Partner Channel and Dynamic Communities offers 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 “classified” 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!

Industry

INDUSTRY

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 â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Apparel/Footwear Junction Solutions http://www.junctionsolutions.com/solutions/ ms-dynamics-ax-for-retail/overview/ 303-327-8800 Junction Solutions for MultiChannel Retail Junction Solutions provides solutions & services designed speciďŹ cally to help multichannel retailers innovate, manage & grow their business. Sunrise Technologies http://www.sunriseconsult.com â&#x20AC;˘ 336-722-6741 NEW: Apparel & Footwear Template Extends the native apparel and footwear functionality in Microsoft Dynamics AX. Order Matrix, Season Codes, Color/ Size/ConďŹ guration Scales, Customer Ship-To/Mark-For Addresses, Master Production Orders.

Automotive

Radley Corporation http://www.radley.com â&#x20AC;˘ 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, CertiďŹ ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

Chemicals

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

KEY:

Axapta

Great Plains

60 | AXUG Magazine

Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com 877-855-8860 NEW: CPG Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Item & Customer ProďŹ tability â&#x20AC;˘ Multiple Scenario Analysis â&#x20AC;˘ Variance Reporting â&#x20AC;˘ Top-down/Bottom -up planning by skew, cust, category etc.

Flintfox International Limited

Cross Industry Solution

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Commodity Trades

Construction

CuroGens, Inc. http://www.curogens.com â&#x20AC;˘ 317-815-8120 NEW: Vehicle Management System for Microsoft DynamicsÂŽ AX 2012 VMS provides a comprehensive solution for automotive manufacturing companies that works from order placement over VIN/HIN assignment in production to sales/service and managing dealer networks.

Data Masons Software

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Visual Planning Real-time insight for eďŹ&#x20AC;ective project and/or production planning. AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

Consumer Packaged Goods Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Ariett Business Solutions, Inc. Junction Solutions http://www.junctionsolutions.com/solutions/ junction-fb-powered-by-ms-dynamics-ax/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A â&#x20AC;&#x153;Field to Forkâ&#x20AC;? solution set built into Microsoft Dynamics AX, providing 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 SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Customer Relationship Management

AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Solomon

http://www.ariett.com â&#x20AC;˘ 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.

AvidXchange, Inc.

Business Systems Integrators

Navision

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 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 ďŹ elds across multiple companies for better shared services. Gain from our experience!

Retail Management System

Point of Sale

Equipment Dealers

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Scalable Data Systems http://www.scalable.com.au 425-931-9972 NEW: Enterprise Asset Management Maintain operations and ensure crucial assets are not oďŹ&#x201E;ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Equipment Rental and Leasing

HSO http://www.hso-equipment.com â&#x20AC;˘ 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.

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 â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic WorkďŹ&#x201A;ow & Invoice Automation solution that eliminates inherent risks and ineďŹ&#x192;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.

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Food and Beverage Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-speciďŹ c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eďŹ&#x20AC;ectively reduce costs and improve eďŹ&#x192;ciency. Gain from our experience!

KEY:

Axapta

Great Plains

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 automating Food Safety such as GFSI

Finance/Banking AssureSign LLC

Liaison Software Corp

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 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.

Navision

Solomon

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture. Increase revenue, proďŹ 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.flintfox.com â&#x20AC;˘ 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 aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Customer Relationship Management

Retail Management System

Junction Solutions http://www.junctionsolutions.com/solutions/ junction-fb-powered-by-ms-dynamics-ax/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A â&#x20AC;&#x153;Field to Forkâ&#x20AC;? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand. Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;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 SuiteForecasting, 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 â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Healthcare Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Point of Sale

Q2/Q3 2014 | 61

INDUSTRY

Business Systems Integrators

INDUSTRY

Paramount Technologies

Industrial Equipment

Corporate Renaissance Group

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.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

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, 360Â° multi-rater feedback, unlimited web surveys and reporting.

High Tech and Electronics Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more. Red Maple http://www.redmaple.com â&#x20AC;˘ 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 transactions. Contracts can be generated and managed easily.

HSO http://www.hso-equipment.com â&#x20AC;˘ 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 â&#x20AC;˘ 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 enterprisesize manufacturers, enabling clients to achieve competitive supremacy. Scalable Data Systems http://www.scalable.com.au 425-931-9972 NEW: Enterprise Asset Management Maintain operations and ensure crucial assets are not oďŹ&#x201E;ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis. Vertical Solutions, Inc. http://www.vertsol.com â&#x20AC;˘ 513-891-7997 VServiceManagement Enterprise ďŹ 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.

Insurance

Home Furnishings

AssureSign LLC

Sunrise Technologies http://www.sunriseconsult.com â&#x20AC;˘ 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 ďŹ&#x201A;exibility, product conďŹ guration, and mobile order entry.

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

KEY:

Axapta

Great Plains

62 | AXUG Magazine

Navision

Lean Manufacturing mcaConnect http://mcaconnect.net â&#x20AC;˘ 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 proďŹ tability.

Life Sciences Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. Junction Solutions http://www.junctionsolutions.com/solutions/ life-sciences/overview/ â&#x20AC;˘ 303-327-8800 NEW: Junction Solutions for Life Sciences From emerging biotechnology ďŹ rms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed speciďŹ cally to help life sciences companies innovate and grow.

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-speciďŹ c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eďŹ&#x20AC;ectively reduce costs and improve eďŹ&#x192;ciency. Gain from our experience! Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 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.

Maintenance Management AXtension 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 solutions for managing strategic assets and operations. Scalable Data Systems http://www.scalable.com.au 425-931-9972 NEW: Enterprise Asset Management Maintain operations and ensure crucial assets are not oďŹ&#x201E;ine. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Visual Planning Real-time insight for eďŹ&#x20AC;ective project and/or production planning. AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Manufacturing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Solomon

Customer Relationship Management

Retail Management System

Point of Sale

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 aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ 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 â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;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 â&#x20AC;˘ 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."

KEY:

Axapta

Great Plains

Non-Profit Organizations Paramount Technologies 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 â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Track Costs and Accruals.

Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration 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 â&#x20AC;˘ 336-722-6741 NEW: Microsoft Dynamics AX for Manufacturing Deep expertise in supply chain implementations. 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 â&#x20AC;˘ 513-891-7997 VServiceManagement Enterprise ďŹ 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.

Media and Entertainment

KORE Software http://www.KOREsoftware.com â&#x20AC;˘ 480-240-5662 KORE ProSportsâ&#x201E;˘ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traďŹ&#x192;cking.

Navision

Solomon

http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-ProďŹ ts Requisition & Expense with GL Distribution, Encumbrance & Audit Trails. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Oil 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 â&#x20AC;˘ 877-244-6980 NEW: AX4energy Oil & Gas Solutions AX4energy provides a package of software and services designed for OilďŹ eld Services companies and Downstream/ Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.

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 oďŹ&#x20AC;ers decimal precision, 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/ â&#x20AC;˘ 303-327-8800 NEW: Junction Solutions for Life Sciences From emerging biotechnology ďŹ rms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed speciďŹ cally to help life sciences companies innovate and grow.

Professional Services AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Visual Planning Real-time insight for eďŹ&#x20AC;ective project and/or production planning.

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Evolution Manage resources, track assets, automate ďŹ eld ticketing, improve cash ďŹ&#x201A;ow.

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

Pharmaceuticals

Property Management

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

AvidXchange, Inc.

Customer Relationship Management

Retail Management System

Point of Sale

Q2/Q3 2014 | 63

INDUSTRY

Retail

Software Manufacturers

Red Maple http://www.redmaple.com â&#x20AC;˘ 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 transactions. Contracts can be generated and managed easily.

Warehouse Management

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ 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 â&#x20AC;˘ 847-348-0588 HSO Omni Channel/Catalog/3PL Integrated Omni-Channel with streamlined 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 MultiChannel Retail Junction Solutions provides solutions & services designed speciďŹ cally to help multichannel retailers innovate, manage & grow their business. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Red Maple http://www.redmaple.com â&#x20AC;˘ 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 â&#x20AC;˘ 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.

Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

Corporate Services

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.

http://www.corpservice.com â&#x20AC;˘ 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent ďŹ nancial information to accurately run your business.

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.

Software

KEY:

Axapta

Great Plains

64 | AXUG Magazine

Navision

Solomon

W holesale Trade: Durable Goods Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Flintfox International Limited

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 NEW: Retail Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Integrated Store/Merch Planning â&#x20AC;˘ Ticket/item/employee detail â&#x20AC;˘ Corporate & Store level P&Ls â&#x20AC;˘ Inventory analytics/optimization â&#x20AC;˘ Product life-cycle management

Tasklet Factory http://www.taskletfactory.com â&#x20AC;˘ +45 96 354 500 Mobile WMS for Dynamics AX Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/oďŹ&#x201E;ine mode that integrate out-ofthe-box with Dynamics AX.

Customer Relationship Management

Retail Management System

http://www.flintfox.com â&#x20AC;˘ 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 SuiteForecasting, 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 Cost Manage Multiple Vendors/POâ&#x20AC;&#x2122;s as a shipment to improve eďŹ&#x192;ciency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Wholesale Trade: Non-durable Goods Scalable Data Systems http://www.scalable.com.au/ products/landed-cost-module 425-931-9972 NEW: Landed Cost Manage Multiple Vendors/POâ&#x20AC;&#x2122;s as a shipment to improve eďŹ&#x192;ciency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Point of Sale

Horizontal Analytics Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-speciďŹ c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eďŹ&#x20AC;ectively reduce costs and improve eďŹ&#x192;ciency. Gain from our experience! Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

A sset Maintenance/ MRO/EAM

RF-SMART http://ax.rfsmart.com â&#x20AC;˘ 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."

Budgeting

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable.

eRPortal Software Group LLC

Vertical Solutions, Inc. http://www.vertsol.com â&#x20AC;˘ 513-891-7997 VServiceManagement Enterprise ďŹ 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 â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile 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.

KEY:

Axapta

Great Plains

Globe Software http://www.globesoftware.com â&#x20AC;˘ 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹ&#x192;ce Using Atlas, you'll see how real-time two way data validation integrates between OďŹ&#x192;ce & AX. Improve your productivity with self-suďŹ&#x192;cient reporting capabilities as well as eliminating the need to rekey data.

Halo Business Intelligence http://www.halobi.com â&#x20AC;˘ 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

Total Dynamics Solutions, LLC

Sunrise Technologies

http://www.totaldynamicssolutions.com 877-855-8860 NEW: Budgeting & Planning ToolKit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Financial & Sales Planning â&#x20AC;˘ Procurement Planning â&#x20AC;˘ Trade Management â&#x20AC;˘ Secure input, consolidation, and Versioning; top-down/bottom-up

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 actionâ&#x20AC;&#x201C;empowering users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 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 ďŹ elds across multiple companies for better shared services. Gain from our experience! docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition. Metafile Information Systems, Inc.

Business Intelligence Total Dynamics Solutions, LLC

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

http://www.totaldynamicssolutions.com 877-855-8860 NEW: Business Intelligence Plus Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Dynamic Cubes (GL/ProďŹ t/&More) â&#x20AC;˘ Web-based Reporting â&#x20AC;˘ Dashboards â&#x20AC;˘ Admin Tools: Security/ Scenarios/Hierarchy/ & More

Navision

Solomon

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.

Check 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.

ZAP http://www.zapbi.com â&#x20AC;˘ 415-889-5740 NEW: ZAP Business Intelligence ZAP provides 'Buy, Not Build' business 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.

Customer Relationship Management

Retail Management System

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 virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Point of Sale

Q2/Q3 2014 | 65

HORIZONTAL

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 solutions for managing strategic assets and operations.

Business Process Management

Commissions

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is ďŹ&#x201A;exible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon payment or periodically. It can be used in SO, Projects, AR & AP.

Compliance

HORIZONTAL

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 â&#x20AC;˘ 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% eďŹ&#x192;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 certiďŹ ed Auditors. Get the data your Auditors want - Fast!

Cost Accounting Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, ďŹ xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Customer Relationship Management Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ 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 (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. mcaConnect http://mcaconnect.net â&#x20AC;˘ 866-622-0669 NEW: CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exempliďŹ ed by multiple Microsoft Partner of the Year awards and numerous customer success stories.

Credit Card/Check Processing

Data Integration

Ariett Business Solutions, Inc.

eBridge Connections

http://www.ariett.com â&#x20AC;˘ 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.

http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.

KEY:

Axapta

Great Plains

66 | AXUG Magazine

Navision

Solomon

Data Management Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Distribution Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

HSO http://www.hso.com â&#x20AC;˘ 847-348-0588 HSO Business Apps for Distribution Built on the base of over 100+ Distribution clients, HSO has over 200 â&#x20AC;&#x153;Business Appsâ&#x20AC;? including â&#x20AC;&#x201C; Landed Cost Tracking, Container Management, Advanced commissions, 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 SuiteForecasting, 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 Cost Manage Multiple Vendors/POâ&#x20AC;&#x2122;s as a shipment to improve eďŹ&#x192;ciency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Document Management

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Kitting Multiple items dynamically combined into one product.

Customer Relationship Management

Retail Management System

http://www.ariett.com â&#x20AC;˘ 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/ â&#x20AC;˘ 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 â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Enterprise Content Management Optimized use of tagged documents in your critical business processes.

Point of Sale

Computer Pundits Corporation CuroGens, Inc. http://www.curogens.com â&#x20AC;˘ 317-815-8120 NEW: SharePoint Document Connector for Microsoft DynamicsÂŽ AX 2012 SharePoint Document Connector for Microsoft DynamicsÂŽ AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft DynamicsÂŽ AX 2012. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Esker Inc http://www.esker.com â&#x20AC;˘ 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.

KEY:

Axapta

Great Plains

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;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. WorkďŹ&#x201A;ow & Report imaging.

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 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.

EDI 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

Navision

Solomon

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Data Masons Software

E-commerce

Liaison Software Corp

eBridge Connections

http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage 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.

Customer Relationship Management

Retail Management System

HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce â&#x20AC;˘ 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 aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Radley Corporation http://www.radley.com â&#x20AC;˘ 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, CertiďŹ 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: EDI Streamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASNâ&#x20AC;&#x2122;s & Multi location.

Electronic Document Delivery (Email)/Faxing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;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 workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Point of Sale

Q2/Q3 2014 | 67

HORIZONTAL

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 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 workďŹ&#x201A;ow.

http://www.eCommerce21.com â&#x20AC;˘ 888-786-3487 eCommerce21ÂŽ Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.

Electronic Signatures AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Expense Solutions

Ariett Business Solutions, Inc.

HORIZONTAL

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.

Field Service Management

http://www.fieldone.com â&#x20AC;˘ 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of ďŹ eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

Axapta

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, 360Â° multi-rater feedback, unlimited web surveys and reporting.

Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Paychex http://mystaffingpro.com â&#x20AC;˘ 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

Inventory Management Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Invoicing Enhancement

Scalable Data Systems http://www.scalable.com.au/ products/workforce-planning 425-931-9972 NEW: Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Manufacturing Enhancement

Horizons International AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtensionÂŽ Invoice Processing Optimized accounts payable invoice processing. ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide. Red Maple http://www.redmaple.com â&#x20AC;˘ 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 transactions. Contracts can be generated and managed easily.

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, 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 â&#x20AC;˘ 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 ďŹ elds across multiple companies for better shared services. Gain from our experience!

Payables Enhancement

Job Costing

FieldOne Systems

KEY:

HR Management

Great Plains

68 | AXUG Magazine

Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.

Navision

Solomon

Customer Relationship Management

Retail Management System

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Point of Sale

Ariett Business Solutions, Inc. http://www.ariett.com/ â&#x20AC;˘ 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 â&#x20AC;˘ 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.

Portals

Production Planning

http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment NotiďŹ 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.

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.

Paramount Technologies http://www.paramounttechnologies. com/Solution_InvoiceAutomation.aspx 800-725-4408 NEW: WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workďŹ&#x201A;ow.

Payroll 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.

Procurement 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.

Project Accounting 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 â&#x20AC;˘ 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.

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.

KEY:

Axapta

Great Plains

Navision

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 â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Track Costs and Accruals.

Gorilla Expense http://www.gorillaexpense. com â&#x20AC;˘ 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 Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, WorkďŹ&#x201A;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 Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors.

Product Lifecycle Management QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q2/Q3 2014 | 69

HORIZONTAL

MHC Software, Inc.

Purchase Order Processing Enhancement

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 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.

HORIZONTAL

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 â&#x20AC;˘ 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.

Quality Control

KEY:

Axapta

Great Plains

70 | AXUG Magazine

Reconciliation

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTS â&#x20AC;&#x201C; 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 â&#x20AC;˘ +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumbersome 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 â&#x20AC;˘ +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 ďŹ le, open invoices and the customer register - the system matches all incoming payments.

Reporting

Fastpath Solutions, Inc

Sales Order Processing Enhancement Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating 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 â&#x20AC;˘ 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 transactions. Contracts can be generated and managed easily.

Security deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable.

Globe Software http://www.globesoftware. com â&#x20AC;˘ 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹ&#x192;ce Using Atlas, you'll see how real-time two way data validation integrates between OďŹ&#x192;ce & AX. Improve your productivity with self-suďŹ&#x192;cient reporting capabilities as well as eliminating the need to rekey data.

Navision

Solomon

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.

Supply Chain Management Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-speciďŹ c and evolving business needs. With minimum customizations, we tailor Dynamics AX to eďŹ&#x20AC;ectively reduce costs and improve eďŹ&#x192;ciency. Gain from our experience!

Arkieva http://www.arkieva.com â&#x20AC;˘ 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organizationâ&#x20AC;&#x2122;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 CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 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.

http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath ConďŹ 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 oďŹ&#x20AC;ers Single Sign on functionality.

Customer Relationship Management

Retail Management System

Point of Sale

Time and Attendance

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, 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 Cost Manage Multiple Vendors/POâ&#x20AC;&#x2122;s as a shipment to improve eďŹ&#x192;ciency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Tax

Scalable Data Systems http://www.scalable.com.au/ products/workforce-planning 425-931-9972 NEW: Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, WorkďŹ&#x201A;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 Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors.

Red Maple http://www.redmaple.com â&#x20AC;˘ 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.

Integrity Data Vertical Solutions, Inc. http://www.vertsol.com â&#x20AC;˘ 513-891-7997 VServiceManagement Enterprise ďŹ 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.

Trade Promotion Management Flintfox International Limited http://www.flintfox.com â&#x20AC;˘ 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).

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 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 workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Travel Expense Management Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

KEY:

Axapta

Great Plains

Navision

Solomon

http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data WorkďŹ&#x201A;ow and notiďŹ cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is ďŹ&#x201A;exible and easy to use, improving organizational performance.

Workflow / Notifications

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Customer Relationship Management

Point of Sale

Q2/Q3 2014 | 71

HORIZONTAL

Warranty and Claims Management

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced WorkďŹ&#x201A;ow Adv WorkďŹ&#x201A;ow enables workďŹ&#x201A;ows to launch automatically on deďŹ ned criteria or events. Includes 50+ predeďŹ ned Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced WorkďŹ&#x201A;ow Email Client Adv. WorkďŹ&#x201A;ow Email Client allows you to approve, reject or redirect workďŹ&#x201A;ows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. WorkďŹ&#x201A;ow is required.

Services Application Service Provider/Hosting

Custom Development

Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & 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, customizations, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

SERVICES

http://www.mgtechgroup.com/about-us/ partner-program/ â&#x20AC;˘ 866-350-9310 NEW: Dedicated Dynamics ERP Hosting Services 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.

OneNeckÂŽ IT Solutions LLC http://www.oneneck.com â&#x20AC;˘ 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Axapta

Great Plains

72 | AXUG Magazine

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.

Cloud Computing Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

MG Technology Group

KEY:

RoseASP http://www.roseasp.com â&#x20AC;˘ 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.

Data Resolution, LLC http://www.dataresolution.net â&#x20AC;˘ 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 â&#x20AC;˘ 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.

Navision

Solomon

Sierra Workforce Solutions

http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Implementation & Consulting

Sierra Workforce Solutions OneNeckÂŽ IT Solutions LLC http://www.oneneck.com â&#x20AC;˘ 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Reviora http://www.reviora.com â&#x20AC;˘ 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 Americaâ&#x20AC;&#x2122;s largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

Customer Relationship Management

Retail Management System

Implementation Services Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Point of Sale

Sierra Workforce Solutions

Partner Support Service

Managed Services

Accolade Publications, Inc. The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help ďŹ ll your sales pipeline. Tornado Marketing, Inc.

mcaConnect http://mcaconnect.net â&#x20AC;˘ 866-622-0669 NEW: Managed Services for AX mcaConnect customers utilize our industry experts to maximize resources and AX ROI. Our proactive and disciplined approach makes processes repeatable and predictable. Includes AO, Optimization, and Reporting.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing oďŹ&#x20AC;ers high-impact, highly eďŹ&#x20AC;ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member 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.

OnDemand Trials

Marketing Planning & Services Looking Glass Marketing

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 oďŹ&#x20AC;erings. 25+ yrs.

RoseASP http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD ERP Cloud Trials Test drive preconďŹ gured Microsoft Dynamics industry speciďŹ c demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

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.

Upgrades

Avalara, Inc.

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Sales Tax Management Service

SharePoint Development Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Social Media

http://www.lookingglassmarketing.com 614-453-5927 Cost-eďŹ&#x20AC;ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

Training

The Partner Marketing Group http://www.thepartnermarketinggroup.com 732-237-8795 ButterďŹ&#x201A;y Publisher Join Dynamics partners on ButterďŹ&#x201A;y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eďŹ&#x20AC;ective!

Strategic Services mcaConnect http://www.mcaconnect.net â&#x20AC;˘ 866-622-0669 NEW: mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy. OďŹ&#x20AC;erings include: business transformation, Lean/manufacturing excellence, and Strategic BI services.

CuroGens, Inc. http://www.curogens.com â&#x20AC;˘ 317-815-8120 NEW: Dynamics AX Upgrade Assessor for Microsoft DynamicsÂŽ AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft DynamicsÂŽ AX will estimate costs for your company to upgrade to the most recent version of Microsoft DynamicsÂŽ AX, including the latest cumulative update.

Writing/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.

SERVICES

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q2/Q3 2014 | 73

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