what’s new in ax 2012 for the process industry

1© 2011 INDUSA Technical Corp.

What’s New in AX 2012 for the Process Industry?What’s New in AX 2012 for the Process Industry?09/28/11; 11:00 AM CT

INDUSA Technical Corp.

2© 2011 INDUSA Technical Corp. 2

• Introduction of speaker• Microsoft Dynamics AX• Microsoft Dynamics AX 2012 – What’s New?• Poll • AX 2012 for Process Manufacturing Industry• Case for AX 2012 Implementation & Upgrade• About Us• Summary• Q&A

Agenda


Introduction of PanelIntroduction of Panel


• Manoj Nair- Practice Manager, Microsoft Dynamics AX

Introduction of Panel

• Dan FioRito- Manager, Business Development

• Sanjay Savkur- Director, Business Development


Microsoft Dynamics AXMicrosoft Dynamics AX


The ERP solution is targeted towards mid-sized firms and large enterprises

Introduction to Microsoft Dynamics AX

Microsoft Dynamics AX is a popular ERP and business management solution!

Microsoft Dynamics AX consolidates & standardizes processes, provides visibility and simplifies compliance procedures

Business Intelligence & Reporting

Collaboration

Financial Management & Compliance

Human Resource Management

Mobile Access

Production

Sales & Marketing

Project Management & ReportingSupply Chain Management


Value Proposition

”An integrated, adaptable and global business management solution that works like and with familiar

Microsoft software and helps you drive business success.”

• Global solution • Works like and with familiar Microsoft software • Scalable architecture • Highly flexible code base, upgrade tools help preserve customizations• Lower TCO with higher ROI• Targeting mid-sized businesses to divisions of large companies (20 to 1,000+

users)• Designed to help drive customers’ business success


Analysts speak


Microsoft Dynamics AX 2012Microsoft Dynamics AX 2012


It is, in fact, a generational shift in business software, delivering new levels of capability, unmatched agility, and a compelling and empowering user experience.

Introduction to Microsoft Dynamics AX 2012

• Delivers rich, prebuilt, industry-operational functionality out of the box• Truly Global solution, designed to scale with your business• Provides strong insights with Microsoft’s RoleTailored user Experience• Rich, embedded BI at the core of the solution• Unified, natural models that let you see, measure, and change your business• Familiar interface that makes the application simple to learn and easy to use

Microsoft Dynamics® AX 2012 is not just the next release of a great product…

Some Highlights of Microsoft Dynamics AX 2012

In short, the new version delivers revolutionary new capability in an evolutionary way!


What’s New: Core ERP Suite Capabilities

Financials

Sales and Marketing

Procurement & Sourcing

SCMProject

Management & Accounting

Human Capital Management

Global risk and Compliance

•Financial dimensions•Complete business view•Manage encumbrances•Cash-to-collections process•Accurate processing•Accounts payable

•Dynamics CRM connector•Customer service•Case management

•Self service•Item catalogs•Virtual workplace•Role center•Centralized procurement•Purchasing policies

•Convert orders to delivery schedules•Support quality management•New reports

•Project budget summary•Enterprise portal•Time sheet capabilities•Allocate and post revenue•Complex portfolio management

•Role Center•Employee portal•Employee records•Expense management

•Audit Workbench•Environmental Sustainability dashboard•Compliance center


• New core ERP features and functions for supplier relationship management and case management

• New constraint-based product configurator• Public-fund accounting• Project quotation and budget control for service businesses• Better multi-entity capabilities• Embedded business intelligence and reporting• Enhanced interoperability with familiar Microsoft tools such as Word,

Excel, Outlook, and SharePoint• Create automated & complex workflows• Auto-generated SSRS reports using Microsoft Visual Studio 2010

Charting Control• Graphical Workflow Editor

What’s New: Expanded Functionality

1000+ new features and enhancements


• Prebuilt, country-specific localizations for 36 countries• Time zone improvements including editing time zones, supporting

multiple time zones, and synchronizing time zone preferences• Global operations support through development of a report in one

language and the reporting framework products for the report in multiple languages

• Make quick and easy changes to processes and personal experiences to fulfill shifting need of businesses

What’s New: International Support

Scale your organization quickly with a single global solution


• FactBoxes, Fast Tabs, and Preview Panes• Highlight relevant items, multitask, visualize information• New role centers introduced: Treasurer and Budget

Manager• Action Panes and more configuration options• Collaboration workspaces • Windows Live® ID authentication, improved search• Access to Microsoft productivity tools • Built-in, contextual Business Intelligence

What’s New: RoleTailored user experience

Drive productivity and business insight through familiar user experience and connection with business processes


• Combines industry-specific capabilities in one solution for 5 industries• Gain value quickly with purpose-built industry and operational capabilities

in a single solution• Core solution complemented with narrow industry specific solutions by

ISVs• Rich core ERP capabilities• Large partner ecosystem

What’s New: Built-in industry capabilities

ne

Core ERP Suite(Finance, HCM, Compliance Management, SRM,

Environmental Sustainability, Expense Management)

PublicSector

ServicesSector

RetailManufacturing

Distribution


Industry specific enhancements

Manufacturing Public Sector Service Distribution Retail

Run process and discrete in a single solution

Support public sector fund accounting

Complex WBS, milestone definitions, tasks, deliverables

Improve supply chain planning capabilities

Standardize processes across multiple sites

Use resources at multiple locations

Track multiple fundingSources

Workspace collaboration

Planned intercompany demand

Access to RoleTailored tools

Model and execute lean manufacturing on production flows

Define accounting distributions

Forecast, plan and schedule resources to project

Sales order process enhancements

Add stores and expand into new retail chains

Constraint-based product configurator

Use posting definitions

Customize sales orders

Centralized store management

Touch-enabled job registration form

Flexible departmental billing engine


PollPoll


What’s new in AX 2012 for the Process Industry?

What’s new in AX 2012 for the Process Industry?


Core Functionalities for the Process Industry

• Stakeholders:• Retailers• Business decision makers • Consumers

• Other aspects:• Recipe management and packaging• First in first out, first expired first out• Shelf life support• Recipe-based scheduling• Regulatory compliance• Lot management• Quality management• Actual costing• Catch weight• Financial dimensions


Challenges Faced by the Process Industry

• Implementation of new US Food Safety Modernization Act• Potency pricing• Lot Genealogy• Product sequencing• Lack of visibility in the supply chain• Poor product development cycles• Lack of responsiveness to customer trends• Inefficient tracking and tracing


Challenges Faced in AX 2009

• Lack of integration with:• Manufacturing execution system• Warehouse Management Systems• Sales and purchase agreements• Delivery schedules

• Supporting catch weight• Product Costing calculation • Commodity Pricing


AX 2012 for the Process Industry

• Microsoft Dynamics AX 2012 Process Manufacturing Production and Logistics

• Increase flexibility of production operations • Provide integrated functionality• Manage key production information • Key industry-specific capabilities • Core Areas:

Inventory Management Process Distribution

Process Manufacturing


AX 2012 for the Process Industry- Enhancements

Product information

management

Inventory and warehouse

management

Procurement and sourcing

Sales and marketing

Production control

Reporting


Product Information Management

Products and product variants

Released products

New product type

Apply product template

Containerized packing

Catch weight products

Commodity pricing

Co-products and by-products

Formulas


Product and Product Variants1

2


Released Products

1

2

3


Inventory and Warehouse Management

Product dimension group split

Default order type

Global units of measure

Planned orders

Batch attributes

Shelf life

Warehouse management

Quality management


Product Dimension Group

Storage Dimension Group

1

2


Tracking Dimension Group

1

Inventory Blocking

2


Procurement and Sourcing

Purchase agreements

Delivery schedules

Purchase orders and change management

Extending change management

Approved vendor lists


Purchase Agreements

Purchase Agreement Classification

Purchase Agreement ClassificationPurchase Agreement ClassificationPurchase Agreement Classification

1

2


1

2

3

Approved Vendor List

Change Management

Delivery Schedules


Sales and Marketing

Sales agreements

Delivery schedules

Customer rebates


1

Delivery Schedules

2

Sales Agreement


Sales Agreement Form


Production Control

Multisite functionality

Batch orders

Manufacturing execution

Warehouse management


Batch Orders

1

2

3


Manufacturing Execution

Time & Attendance

1

2


Reporting

SSRS reports

Customized standard reports

Custom reports


SSRS Architecture

1

2


Report Templates

SSRS Report Structure Node1

2


Case for AX 2012 Implementation & Upgrade

Case for AX 2012 Implementation & Upgrade


• Installation Experience• Prerequisite validation• Client Development• Service packs and updates• Discoverability of log files and reports• Setup• Single-computer deployments

Installation: What’s New?


What Can Customers Buy?

Microsoft Dynamics AX 2009 and priorMicrosoft Dynamics AX 2012

New

Cu

stom

ers

Existi

ngCu

stom

ers Business Ready Licensing or

Module Based Licensing

Microsoft Dynamics AX 2012 Licensing

Business Ready Licensing (only Microsoft Dynamics

AX 2009)

Microsoft Dynamics AX 2012 Upgrade

AX 2012 & AX 2009 – Licensing Comparison


User Types Role Examples Named User CALs

Enterprise• Driving the business• Managing processes across the

organization

Functional• Manages a business cycle

within division, business unit• Does not cross multiple units

Task• Performs tasks to support a

business process or cycle

Self Serve• Manages own personal data

within system

CFO

Customer Service Representative

Field Technician

Field Service Assistant

EnterpriseUser

Functional User

Task User

Self Serve User

User CALs Map to Roles — The New Licensing Model


Licensing Impact of New Vs. Old Structure

Microsoft Dynamics AX 2012

Total Server/User/Device

$6,000 1 – Microsoft Dynamics AX 2012 Server

$147,000 35 - Enterprise Users

$42,000 30 - Functional Users in 2 shifts

$114,000 285 - Task Users in production cards are issued and managed and clock in / out

$0 0 – Self Serve Users

$4,200 3 – Devices

$0 0 - Limited Devices

$313,200 Sub Total

($15,660) Volume Discount of 5%

$297,540 License Price – all employees licensed

Microsoft Dynamics AX 2009

Total Server/User/Device

$4,575 1 – Microsoft Dynamics AX 2012 Foundation Pack (includes first AM user)

$190,61049 - Concurrent AM users• 35 Back office users (Finance, Admin,

Procurement, Production)• 15 Floor devices

$30,150 Production 2 , 3, warehouse 2

$25,609 315 - Shop Floor 1 & 2 (315 employee records)

$24,674 Cost Accounting(4)

$18,260 2 additional Dimension, morphX, X++ Source code

$293,878License Price – employees share 50 concurrent licenses

Customer profile: $70M in Revenue – 350 Employees – 15 different production lines – 2 shifts (8 hrs.)


Source-to-target upgrade model

Existing Users: Upgrading to AX 2012

Best Practices• Test environment• Hard drive space• Microsoft SQL Server configured• Performance benchmarks


Customer Type

Upgrade/Transition Paths (available until further notice)

Path #1: Via Credit-Based Product

Version Upgrade/Transition

Path #2: Via Formula-Based

Product Version Upgrade/Transition

Existing Microsoft Dynamics AX2009 or AX4 Customers Via 100% License Credit Via Formula Rules

New Microsoft Dynamics AX2009 or AX4 Customers Buying Between August 1, 2011 and November 1, 2011

Via 100% License Credit Via Formula Rules

New Microsoft Dynamics AX2009 or AX4 Customers Buying On Or After November 1, 2011

Via 100% License Credit N/A

Upgrading to Microsoft Dynamics AX 2012


Client Pricing - 2009 Qty Per TotalNew Client Pricing - 2012 Qty Per Total

BRL Advanced Management Foundation Pack 1 4575 4575 AOS License 1 6000 6000

Additional Users 14 4120 57680

VS

Enterprise User 15 4200 63000

Intercompany 1 10000 10000 Functional User 22 1400 30800

Production II 1 13000 13000 0Process Manufacturing (Concurrent User) 15 750 11250 0Process Distribution (Concurrent User) 15 250 3750 0

Gross 100255 Gross 99800

16% AEP 16040 16% AEP 15968

Total 116295 Total 115768

Case Study- Comparison of new AX 2009 & AX 2012


Client Pricing - 2009 Qty Per TotalUpgrade Client 2012 - Formula Based Qty Per Total


Additional Users 14 4120 57680 Enterprise User 15 4200 63000




16% AEP 16040 16% AEP 17760


Case Study- Formula based upgrade


Client Pricing - 2009 Qty Per TotalUpgrade Client 2012 - Credit Based Qty Per Total


Additional Users 14 4120 57680 Enterprise User 15 4200 63000




16% AEP 16040 16% AEP 15968


Case Study- Credit based upgrade


SummarySummary


• Formula maintenance and control• Customer rebates• Quality management• Product compliance• Inventory batches• Production costing calculations • Batch attributes• Process manufacturing solution• Commodity pricing • Report modifications

Overall Improvement in Process


Dynamics AX 2012- The Perfect Solution

Meet retailer demands• Real-time customer demands• Supply chain efficiency• Third party systems• Flow of products• Inventory levels and orders Anticipate consumer trends• Forecast• Decision making• Existing processes• Batch sizes Streamline operations• Data within multiple departments• Communications between departments• Operations • Asset management


About UsAbout Us


INDUSA - Corporate Snapshot

• A US Corporation headquartered in Chicago, IL

• In business since 1989 – 22 years

• Global Delivery Centers in Pune & Ahmedabad, India

• SEI CMM 4; ISO 9001:2008; ISO 27001:2005

• 93% Microsoft Certified professionals

• Microsoft Partner with 4 Gold Competencies

• Microsoft NSAT (Net Customer Satisfaction) score of

96% since 2009

• Certified in Microsoft Dynamics SureStep methodology

• Microsoft Dynamics certified AX teams from pre-sales

to deployment


INDUSA - Key Clients


Q & A


Thank You!Thank You!

Web: http://www.indusa.com Tel: 630.424.1800Email: [email protected]

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