View
216
Download
1
Category
Tags:
Preview:
Citation preview
19-20 November, 2008 | Copenhagen
Jesper Lachance RæbildJesper Lachance RæbildSr. Product Manager & Sr. Product Manager & EvangelistEvangelistMicrosoft CorporationMicrosoft Corporation
NAV 02NAV 02
Morten Holm-PetersenMorten Holm-PetersenSenior Product DesignerSenior Product DesignerMicrosoft CorporationMicrosoft Corporation
● To take full advantage of RoleTailoringTo take full advantage of RoleTailoring● Reflect your business in the applicationReflect your business in the application
● Your processesYour processes● Your peopleYour people● Their tasksTheir tasks
● What’s the effort?What’s the effort?● Assign standard roles to employeesAssign standard roles to employees● Align set of List Places with their tasksAlign set of List Places with their tasks● Optional activitiesOptional activities
● If you see a benefit in themIf you see a benefit in them
● Learn how to:Learn how to:
● Prepare for a quick configuration of usersPrepare for a quick configuration of users
● Help reduce trainingHelp reduce training● Help your employees understand your task sequencesHelp your employees understand your task sequences
● Make your employees more productiveMake your employees more productive● Help them get an overview and plan their workHelp them get an overview and plan their work● Help them make informed decisionsHelp them make informed decisions● Reduce keypresses and navigationReduce keypresses and navigation
● Be agile in changing task assignmentsBe agile in changing task assignments● Easily add new employees Easily add new employees ● Easily change who does whatEasily change who does what● Help users rotate or substitute in other areasHelp users rotate or substitute in other areas
Pick Standard “User Pick Standard “User Profiles”Profiles”
Promote Relevant Promote Relevant “Places”“Places”
Pick Standard “User Pick Standard “User Profiles”Profiles”
Promote Relevant Promote Relevant “Places”“Places”
Reflect Processes + Reflect Processes + PeoplePeople
Provide OverviewProvide Overview
Reduce NagationReduce Nagation
Support Task FlowSupport Task Flow
● Prepare for smooth configuration of Prepare for smooth configuration of usersusers● Get it right the first timeGet it right the first time
● Reduced trainingReduced training● I don’t need to learn where to find my I don’t need to learn where to find my
linkslinks● ProductivityProductivity
● I have single-click access to my data listsI have single-click access to my data lists● Easy to adapt to change laterEasy to adapt to change later
● Add task once to “User Profile”Add task once to “User Profile”● Move task from one “User Profile” to Move task from one “User Profile” to
anotheranother● Just add new employee to a “User Profile”Just add new employee to a “User Profile”
● Pick process steps Pick process steps ● From the Customer ModelFrom the Customer Model● Or just list the ones you doOr just list the ones you do
EduardoEduardo
EduardoEduardo
AliciaAliciaEduardoEduardo
AliciaAliciaAliciaAlicia
AliciaAliciaAliciaAlicia
SammySammy
SammySammy
JohnJohn JohnJohn JohnJohn JohnJohnSammySammy
JohnJohn JohnJohn
Move productMove productPut-awayPut-awayPickPickPack and dispatchPack and dispatchSelect carrierSelect carrierGenerate ship documentsGenerate ship documents
EduardoEduardoAggregate requirementsAggregate requirementsPlan resource availabilityPlan resource availabilityCommunicate plansCommunicate plans
AliciaAliciaPlan material requirementsPlan material requirementsIdentify sources and supplyIdentify sources and supplySelect suppliersSelect suppliersAuthorize supplier paymentAuthorize supplier paymentManage return goodsManage return goods
SammySammyInspect return productsInspect return productsSchedule warehosue activitiesSchedule warehosue activitiesCount inventoryCount inventory
JohnJohn
EduardoEduardo
EduardoEduardo
AliciaAliciaEduardoEduardo
AliciaAliciaAliciaAlicia
AliciaAliciaAliciaAlicia
SammySammy
SammySammy
JohnJohn JohnJohn JohnJohn JohnJohnSammySammy
JohnJohn JohnJohn
People
Warehouse processes
Customer Model UI
Process Flow
Print picking list Pick items Register pick Print packing slip…
Industry/Company
“Pick”
“Pack”
“Ship”
Warehouse worker
Navigation Window
Task Pages
Print picking
list
Register pick
Role Center
Picking items
Packing orders
Shipping orders
…
Warehouse Warehouse WorkerWorker
““Pick”Pick”
““Pack”Pack”
““Ship”Ship”
Warehouse Warehouse WorkerWorker
Job Description User Profile
● Microsoft Dynamics NAV 2009 groups Microsoft Dynamics NAV 2009 groups employees in User Profilesemployees in User Profiles
● How many User Profiles?How many User Profiles?● Specialists and managersSpecialists and managers
● Usually always a separate User Profile for Usually always a separate User Profile for eacheach
● Transaction handlersTransaction handlers● Make a User Profile per job descriptionMake a User Profile per job description● If transaction volume grows, add more peopleIf transaction volume grows, add more people
● Can only identical jobs share a User Can only identical jobs share a User Profile?Profile?● If 5 warehouse workers do near-identical If 5 warehouse workers do near-identical
workwork● Let them share one User Profile Let them share one User Profile ● Use personalization to add an extra element for Use personalization to add an extra element for
one personone person
● ProductivityProductivity● I see a very simple menu with “places”I see a very simple menu with “places”● I can see the status of my process stepsI can see the status of my process steps● I can better plan what to attack firstI can better plan what to attack first● I get one-click access to key recordsI get one-click access to key records
● QualityQuality● I can monitor my own performanceI can monitor my own performance
Configuration (“Mass-personalization”)Done by power-user (or partner)Hide/show elements for a User ProfileMaintain each User Profile to stay aligned with the company processes
PersonalizationDone by userHide/show elements for meFine tailor my user experience to fit my way of working
CustomizationDone by partnerBuilds additional elements and UX building blocksCreate new user profiles
Pixel Positions
Page Definition
Configuration Delta
Personalization Deltas
-C +D
ABDABC
ABC [DE] -A + E
BDE
Database
Client
Company
User Profile
Individual
● Increase productivityIncrease productivity● I can see if I selected the right recordI can see if I selected the right record
● Without opening itWithout opening it
● I can act directly in the List PlaceI can act directly in the List Place● I see details about the recordI see details about the record● I can decide which action to selectI can decide which action to select
● Show preview of the recordShow preview of the record● I can see this is the right record to work I can see this is the right record to work
onon
● Show related informationShow related information● I can see enough details to make a decisionI can see enough details to make a decision● I’m aware of records related to this one.I’m aware of records related to this one.
● Reduce trainingReduce training● I see the typical sequence of tasks and I see the typical sequence of tasks and
actionsactions●
● Build an agile work forceBuild an agile work force● I find it easy to help colleagues in other I find it easy to help colleagues in other
areasareas● The work sequence and actions are obviousThe work sequence and actions are obvious
● I can grow my skillsI can grow my skills● I understand less familiar areas of the I understand less familiar areas of the
applicationapplication
● Increase productivityIncrease productivity● I see summaries in FastTab headersI see summaries in FastTab headers● No navigation required for info in Fact No navigation required for info in Fact
BoxesBoxes
● Make informed decisionsMake informed decisions● Fact Boxes indicate what I need to look atFact Boxes indicate what I need to look at● Some even show consequences in Some even show consequences in
advanceadvance● I make fewer mistakesI make fewer mistakes
● Promote frequently used actions in Promote frequently used actions in the Action Panethe Action Pane
● Group them per task or document Group them per task or document statusstatus
● Order the actions per group to show Order the actions per group to show the sequence of usethe sequence of use
● Make typical or initial actions largeMake typical or initial actions large● Smaller ones are less frequently used or Smaller ones are less frequently used or
alternativesalternatives
● Doesn’t need to be a “project”Doesn’t need to be a “project”● Quickly adapt standard user profilesQuickly adapt standard user profiles
● You choose the degree of You choose the degree of configurationconfiguration● Only configure elements that provide you Only configure elements that provide you
benefitbenefit● You can go back at any time to do moreYou can go back at any time to do more
React React to to
ChangeChange
Pick Standard “User Pick Standard “User Profiles”Profiles”
Promote Relevant Promote Relevant “Places”“Places”
List Process Steps + List Process Steps + PeoplePeople
Provide OverviewProvide Overview
Show Process SequenceShow Process Sequence
Support Task FlowSupport Task Flow
© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Recommended