Microsoft Dynamics GP Performance and Profit

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Microsoft Dynamics GP

“Performance and Profit”

Procurement/Risk Management Procurement/Risk Management

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Background

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Microsoft Corporation Microsoft Corporation –– founded in 1975 founded in 1975

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Microsoft Corporation Microsoft Corporation founded in 1975 founded in 1975

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z Over 91000 employeesOver 91000 employees

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z Products and services include operating server Products and services include operating server pp gg systems, online business and entertainment, systems, online business and entertainment, games, mobile and stationary device platforms games, mobile and stationary device platforms

Mi ft b ht G t Pl i i 2001

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Microsoft bought Great Plains in 2001 Microsoft bought Great Plains in 2001

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z Fargo, North DakotaFargo, North Dakota

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z Great Plains has been around since the early Great Plains has been around since the early

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z Great Plains has been around since the early Great Plains has been around since the early 1990s

1990s

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Microsoft Great Plains is now Microsoft Microsoft Great Plains is now Microsoft

Dynamics GP.

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ERP Market Share

2004

Rank Company Market Share 2003

Market Share 2004

Market Share 2005 (est.)

1 SAP 39% 40% 43%

2 Oracle 12% 10% 19%

3 PeopleSoft* 13% 12% 0%

4 Sage Group 4% 5% 6%

5 Microsoft 3% 3% 4%

6 SSA Global 2% 3%

3%

7 Geac 2% 2% 2%

8 Intentia 2% 2% 2%

9 Lawson 2% 2% 2%

Infor Global

Source: AMR Research, June 14, 2005

Infor Global

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Market Strategy and Strategic

Direction

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Small and mid-sized businesses (SMB) focus ( )

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Suite solutions

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Development of a strong partner channel and p g p

large third party vendor support

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Consolidation and expansion of the business

li ti it

application unit

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Integration with the Microsoft Product Line

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5 years mainstream support to every major

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5 years mainstream support to every major

release

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Product Editions – Business Essentials Edition

z Financial Management

z General Ledger ^z Business Intelligence and

z General Ledger

z Accounts receivables

z Accounts payable

z Fixed asset management

Reporting

z Microsoft FRx

z Microsoft forecaster

z Fixed asset management

z Bank reconciliation

z Multicurrency management

z Crystal reports

z Basic Configuration and

z Supply Chain Management

z Sales order processing

z Purchase order processing

Development Tools

z Integration manager

z Customization

z Purchase order processing

z Inventory management

z Report & system manager

z Microsoft SQL Server

z 2008 Standard edition

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Product Editions – Advanced Management Edition

z Includes Business Essentials z CRM

z Advanced Financial Management

z Cash management

z MS Dynamics CRM Professional Server

z Manufacturing g

z Collections management

z Advanced Business

Intelligence and Reporting

z Manufacturing bill of materials

z Manufacturing order processing

Materials req irement

g p g

z Analysis cubes

z FRx professional

z Forecaster professional

z Materials requirement planning

z Project Management

z Time & Expense p

z Advanced Supply Chain Management

z Bill of materials

z Time & Expense

z Contract administration z Collaborative Workspace

z Business portal Bill of materials

z Requisition management

z Business portal

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Product Add On Components (Other ERP Modules)

z Advanced Management Enterprise

z Human Resource Management

Enterprise

z Advanced manufacturing functionality

z Field service management

z Advanced project management

Management

z Advanced human resources

z Advanced payroll

z Self service suite Skill & t i i

z Advanced project management

z Advanced configuration and development tools

z Microsoft Dynamics CRM

z Filed service

z Skills & training

z Employee pay & profile z Manufacturing

z Capacity requirements planning

z Filed service

z CRM professional server

z eService call

z Service call management

z Preventive maintenance

z Job costing

z Engineering change management

z Demand planner Q lit

z Preventive maintenance _z Quality assurance

z Sales forecasting

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Scalability & Web-based Strategy

z Scalability:

Gro s ith o r b siness

z Grows with your business

Benchmark tested to support 1,000 concurrent users Benchmark tested to handle 1.9 million business transactions within 8 hours

transactions within 8 hours

z Web-based Application Strategy:pp gy

z Collaboration technology capabilities

z Built on the .NET framework

z Web portals and e commerce capabilities

z Web portals and e-commerce capabilities

z Business functionality available to customers, employees, and business partners

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Integration g

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When you’re ready to expand your ERP, MS y y p y ,

Dynamics GP will

z Integrate accounts receivable and payable into the manufacturing module streamlining production and manufacturing module, streamlining production and reducing overhead

z Analyze sales in any form, from a single f

salesperson up to the entire company for marketing planning

z Track every aspect of employees, analyzing when y p p y , y g HR changes are needed

z Be able to conduct the entire operation online

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Integration g

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MS Dynamics GP and Office 2003 y

z SmartList

z Queries can be instantly exported to Excel or Word

S tT

z SmartTags

z Information can be tagged throughout Office for reference purposes

D t S

z Data Sources

z Use MS Dynamics GP queries as a data source for Excel spreadsheets

z MapPoint

z Integrate delivery route creation into the sales and ordering process

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Integration g

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MS Dynamics GP and Office 2003 (cont’d.)

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MS Dynamics GP and Office 2003 (cont d.)

z Vacation requests

z Create and manage in Outlook

z Organizational Hierarchy

z Export to Visio from the business portal

z Budgeting

z Create templates in Excel

z Financial Reportingp g

z Create report books with multiple files for different stakeholders

z Similar user interfaces

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Support and Training pp g

CustomerSource – Named 1 of top 10 international support sites

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Support pp

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CustomerSource

z News and events

z My Messages and My Account

z Support

z Downloads and updates

z Technical content

z Products and services

z Training

z Microsoft Dynamics newsgroups

z Solution Finder

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Consulting Support g pp

z Onsite Availability

z Deployment Services

z Server configuration recommendation

z Conversion Services

z Implementation Services

z Security implementation

z Customization Services

z Customization of forms and reports z Training Services

z Orientation

z On-site workflow sessions

z On-going Consulting & Implementation services

z 24-7 on call support

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Training g

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Training materials through CustomerSource

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Training materials through CustomerSource

z Elearning

z Effective and simple

z Learn at your own pace

z 24 hour a day access

z Classroom training

z Live, interactive training environment

z Facilitated by Microsoft Certified Trainers

z Learning plans

z Roadmaps that help individuals find the training they need

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Business Process Compatibility

Wingate and MS Dynamics GP

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MS Dynamics GP Financial Management MS Dynamics GP Financial Management

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z Will integrate webWill integrate web--based ordering for customers based ordering for customers and from vendors into the accounting process and from vendors into the accounting process

Will t t t d billi f b th A/R Will t t t d billi f b th A/R

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z Will automate payments and billing for both A/R Will automate payments and billing for both A/R and A/P, integrating everything seamlessly into and A/P, integrating everything seamlessly into the general ledger

the general ledger

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z Will allow Will allow realreal--time accesstime access to accurate to accurate accounting information at all levels of accounting information at all levels of management

management management management

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Business processes compatibility

Microsoft Dynamics GP Financial Management Microsoft Dynamics GP Financial Management

z Automation of General Ledger tasks

Ledger tasks

z User friendly wizard based Excel reports and budgets.

z Creates comprehensive p

vendor information, payment scheduling, and tracking

z Users can view cash inflows and outflows through a

and outflows through a calendar-based interface.

z Helps track invoices, process receipts, and analyze

customers activities customers activities

z Analyze sales performance &

receivable tracking with each salesperson or sales territory

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Business processes compatibility

Microsoft Dynamics GP Manufacturing

z Centralizes all costs when they occurs through

graphic interfaces

z Automatically performs

z Automatically performs variances of actual and estimate costs

Monitors o erall

z Monitors overall

profitability for each job

z Streamline data entry to reduce error-prone data redundancy

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Reporting Applications

Wingate and MS Dynamics GP

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Reporting options p g p

z Microsoft FRx

z Crystal Reports

z Microsoft Enterprise Reporting

z Microsoft Forecaster

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Data warehouse

z SmartList

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Web-based reporting

z FRx WebPort

z Dynamics GP Business Portal

z Microsoft SQL Server Reporting Services

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User Friendly y

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Availability of tutorials

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Availability of tutorials

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Availability of application module

documentation

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Technical documentation

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Key Cost Areas

z Cost includes software and user licenses

Soft are sol tion can range from $2 250

z Software solution can range from $2,250 to $250,000

z For Financial and Accounting functions:

z $2K/concurrent user @ 100 = $200K.

$2K/ f P d ti Pl i @ 25

z + $2K/cu for Production Planning @ 25 =

$50K

z + $2K/cu for HR @ 50 = $100K

z Tier Now = $200K, Tier Future = $150K

z Recommended Support:

z Consulting - $200/hr @ 200 hrs = $40K

z Training - $100/hr @ 350 hrs = $35K

z Total Project Cost estimate of $425K

R t I t t

z Return on Investment

z 87% of customers already reached + ROI.

z Average payback of 21 months.

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Benefits of Microsoft Dynamics

Solutions for Manufacturers

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Integrate communication and

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Integrate communication and

collaboration

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Deliver outstanding customer service

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Deliver outstanding customer service

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Provide accurate estimating and

i

quoting

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Deliver flexible production planning

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Efficiently manage projects

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Microsoft Advantage

Unique Qualifications

z Grows with you

z Low cost solution

z Familiar to your people

z Works with your systems

z Fuels business productivity

z Enables confident business decisions

z You get a “Gold” Microsoft certified partner near you certified partner near you

z Provides ongoing Microsoft support

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90 90--day trial day trial

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z Complimentary DVD Complimentary DVD pp yy and resource CD

and resource CD

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z Product overviewProduct overview Li t f f t d Li t f f t d

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z List of features and List of features and benefits

benefits

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z Demos of financial Demos of financial management software management software

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z Case studiesCase studies

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z See how MS DynamicsSee how MS Dynamics

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z See how MS Dynamics See how MS Dynamics works with your other works with your other Microsoft products

Microsoft products

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Demo

Demo -- Purchase Order Purchase Order

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References

z http://www.microsoft.com/dynamics/purchase/editionsandlicensin g mspx

g.mspx

z http://www.microsoft.com/presspass/press/2006/jul06/07- 10BusinessReadyLicensingPR.mspx

z http://en.wikipedia.org/wiki/Microsoft Dynamics GPp p g _ y _

z Above accessed 01/16/07

z http://www.microsoft.com/dynamics/gp/product/editionsandfeatur es.mspx#EAG

htt // i ft /d i /b i d /fi i l

z http://www.microsoft.com/dynamics/businessneeds/financialmana gement.mspx?mg_id=10062

z http://www.microsoft.com/dynamics/gp/using/gp_office_integratio n_wp_summary.mspx_ p_ y p

z http://www.microsoft.com/dynamics/businessneeds/registration.m spx

z Above accessed 01/17/07