Introduction to Microsoft Dynamics AX2012 for Public Sector ...

Introduction to Microsoft Dynamics AX2012 for Public Sector Organizations N November b 16 16, 2011

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Presenter

Robert Bell Director, Technology Solutions Director 856.722.6224 [email protected]

Therese Michaels Manager, Technology Solutions 856.722.1787 @ g y [email protected]

Bob a director with the Technology Solutions Practice g g more than 29 yyears experience p in system y bringing design and applying technologies for ERP and supply chain solutions for various industries, including: manufacturing, food and beverage, consumer packaged goods, chemical, multi-channel retail, apparel and textile, transportation and logistics, wholesale distribution and professional services. Teri is a Microsoft Dynamics AX Solution Architect with over 20 years experience in the ERP implementation space and specializes in providing leading-edge, information technology solutions to clients on a variety of platforms, including Microsoft Dynamics AX. She focuses on understanding client requirements and needs, providing business process analysis and crafting technology solutions.

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McGladrey Organization      

Fifth largest accounting and consulting firm 7 700 employees 7,700 85 years of quality service; established 1926 93 offices nationally 2,800 public sector clients Locally Based with National Talent

Public Accounting Report – Top 10 Firms Revenue Rank

Firm

Offices

1

Deloitte & Touche

2

Ernst & Young

80

3

PricewaterhouseCoopers

76

4

KPMG

88

5

McGladrey

93

6

Grant Thornton

52

7

BDO

37

8

CBIZ/Mayer Hoffman

9

Crowe Horwath

25

BKD

31

10

102

180

Source: 2010 Accounting Today

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Government Practice 

Credible Government Practice -



Local Service Team and Resources -



Specialized public sector services team Year-round commitment to communication

Client Service Excellence -



Serve over 2,800 public sector clients, including more than 700 government clients S Assist more than 200 clients in earning the GFOA Certificate of Achievement for Excellence in Financial Reporting

Substantial partner and director involvement Quality in everything we do

Commitment to the industry standards -

Require minimum 24 hours CPE every two years in federal and state audit requirements and techniques Representation on many AICPA committees, appointment to GAO Advisory Council on Government Auditing Standards

Public Sector Challenges

Public Sector Trends

W k l Workplace  Modernization Fiscal Accountability

Improving Citizen Services

O Open  Government Compliance  Requirements

1980s ERP Architecture: Available Today

Spaghetti of intertwined  code and parameters code and parameters

Duplicated data structures p

Middleware and  batch processes batch processes 

THE RESULT: COMPLEX AND INFLEXIBLE

Functionality sits in  separate applications separate applications

BI is an afterthought 

User experience is  task oriented task‐oriented

Requirements for a New Generation of ERP Organizations need applications pp to be an asset in the face of change

Not a liability

They need simplicity p y and agility

Successful entities need complete industry specific solutions designed for th them

Organizations need eed powerful po e u embedded analytics and BI

Without sacrificing power

Not inflexible software that requires customizations

Not data overload

Powerfully Simple

Powerful Simple

Agile

Microsoft Dynamics AX2012  Helps public sector organizations embrace the dynamic business vision Built for the Business   of Government Improves Delivery of  Citizen Services Citizen Services Empowers People to  be more Productive

Powerful

Adapts Easily to  Constituents’ Needs Addresses Legislative  M d t Mandates Enables Transparency  Promoting Open  Government

Agile  Agile

Familiar User  Experience Makes it  Simple to Learn and  Intuitive to Use  Accelerates Productive  Information Sharing Self‐Service Portals  Streamline Processes

Simple

Powerful Achieve operational efficiency faster with  increased reliability. Purposely built for the business  of government Improve delivery of citizen services Empower your people to be more productive “With Microsoft Dynamics AX 2012, we can realize our vision of a full‐ service city. Not only will it make our jobs a lot easier, but it will also make  jobs in other cities across the nation much easier.”  —John Marchione —John Marchione Mayor, City of Redmond

Agile Respond to changing requirements and  new citizen demands. Adapt easily to new constituent needs Address legislative mandates Support transparency and open government “Until now, organizations have had to rely on outdated, legacy ERP systems and make do with  ad hoc customizations to achieve the functionality they need. This can be costly to maintain  and doesn’t necessarily offer the flexibility modern government organizations need today.” —Steve Steve French French Vice President Enterprise Applications, Hitachi Consulting UK

Simple A familiar user experience  provides easy access to the  i f information you need. ti d The familiar Microsoft interface is easy to learn and intuitive to use Simplify information sharing “We want to expose a lot more information to a much broader audience,  including elected officials and constituents. The familiar look of the  product will immediately remove barriers that some people might  experience when it comes to financial information.”  —Mike Bailey  Director of Finance and Information Services City of Redmond, Washington

Customer Evidence Cityy of Redmond, Washington g

Challenge • Boost transparency, responsiveness, and accountability y

• Streamline processes • Enhance data analysis and self-service capabilities

• Increase city-wide city wide access to information

Solution

Results

• Using Microsoft Dynamics

• Reports in Role Centers provide

AX 2012, they unified operations, improved manageability, and reduced IT workload

• Government-specific capabilities for accounting, budgeting, tracking, reporting

people the specific data they need

• Shared spreadsheets p and databases improve data consistency, reduce redundancy

• Easy-to-use self-service

• Upgrade to Microsoft Office

capabilities frees Finance for more strategic work

2010, SharePoint 2010 and Windows 7

• Automated workflows increase efficiency, improve on-time performance f

“The government of the future is always looking to better connect with  the community and provide improved and more efficient services.  Microsoft Dynamics AX 2012 is one great tool that will help us get there.” —John Marchione Mayor, City of Redmond

Microsoft Dynamics AX2012 – Solution Map

Microsoft Dynamics AX 2012 Purposely built for governments

• Financial management • Fund accounting • Budgetary control and commitment accounting • Grants management and project accounting • Travel and expense management • Procurement and sourcing • Business i i lli intelligence and d reporting i • Human capital management p and internal controls • Compliance

Workflow Usage In Microsoft Dynamics AX 2012

Workflow Approval Approve Purchase Requisition (PR) Create  and Submit  PR

Adjust PR

Manually Approve  PR

PR Data  Valid?

Auto  Approve PR?

DEMO

Microsoft Dynamics AX 2012 BI Capabilities & Tools CATEGORY

QUERY

REPORTING

BUSINESS INTELLIGENCE TOOL

CAPABILITY

PRE DEFINED QUERY • List pages List pages • Cues

Query & filter data  & filter data Drill down to detailed queries

AD‐HOC SEARCH

Search within data and reports

AD‐HOC QUERY • Refreshable export to Excel f h bl l • Auto‐report

ff dd f f MS Office Add‐in for Microsoft Dynamics AX 2012

Office Templates

Create documents such as Sales Quotations, Collections  Letters

Ad‐hoc Reporting 

Create SSRS reports using Cubes and SQL Report Builder

Statutory & Financial Reports

Create Cash flow statement

Production SSRS Reports

Generate List of invoices

Key Performance Indicators, Scorecards 

Financial Indicators (profitability) Balanced scorecards

Ad hoc summarization and exploration

Budget variance analysis

Multi system Financials Consolidation  Multi‐system Financials Consolidation

Financial statements across different systems Financial statements across different systems

Integrate with a Data warehouse

ETL based data integration into an existing Data  warehouse

Planning & forecasting

Budget Formulation, Demand planning

ANALYSIS

ANALYTICAL APPLICATIONS

A Powerful, Pre-built BI Solution That answers most business questions

35 pre 35 pre‐‐built Role Centers  targeted towards personas  across the organization

11 Cube schemas in Finance,  Supply chain, Services and  pp y , workflow domains that provide  aggregate data

~ 150 Analytic  Reports

AX 2012 Secure access to production data S t d ti d t

Collaborate,  Share using MS  SharePoint MS Excel based  report templates

800+ Production Reports

DEMO

Q&A

• Following the presentation we’ll have a Q&A session. Submit questions ti via i th the Q&A ffeature. t Si Simply l select l t th the Q&A window, i d type your question into the dialog box, and click the “Ask” button • The slides and recording of this call will be sent to attendees for t d ’ program today’s Robert Bell 856 722 6224 856.722.6224 [email protected] facebook.com/McGladreyTBS

Therese Michaels 856.722.1787 [email protected] twitter.com/McGladreyTech twitter com/McGladreyTech twitter.com/McGladreyERP 24

Power comes from being understood.SM When you trust the advice you’re getting, you know your next move is the right move. That’s what you can expect from McGladrey. That’s the power of being understood.

www.mcgladrey.com l d McGladrey is the brand under which RSM McGladrey, Inc. and McGladrey & Pullen, LLP serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. McGladrey & Pullen is a licensed CPA firm providing assurance services. RSM McGladrey provides ta and consulting tax cons lting services. ser ices RSM McGladrey, Inc. and McGladrey & Pullen, LLP are members of RSM International (“RSMI”). RSM International is the sixth largest network of independent accounting, tax and consulting firms. The member firms of RSMI collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for their own acts and omissions, and not those of any other party. McGladrey, the McGladrey signature, The McGladrey Classic logo, The power of being understood, Power comes from being understood and Experience the power of being understood are trademarks of RSM McGladrey, Inc. and McGladrey & Pullen, LLP. © 2011 RSM McGladrey, Inc. All Rights Reserved