Microsoft Dynamics Sure Step

Sherril McLeod, CPAMicrosoft Dynamics US Partner Teamsmcleod@microsoft.com

AGENDA

• What is Microsoft Dynamics Sure Step?

• Benefits to Stakeholders and Customers

• A Preview of Sure Step

• Microsoft Dynamics: Business Solutions Overview

• Next Steps

• Q & A

Microsoft Dynamics Sure Step

A comprehensive brand representing:1. A repeatable, consistent, *scalable* implementation

methodology.

2. An end-to-end business process that guides both consulting teams and customers through all of the phases and tasks involved in an implementation of Microsoft Dynamics (regardless of the specific solution).

3. A flexible, customizable framework with project AND product-specific components and tools.

4. A competitive pre-sales tool that differentiates us in the ERP space because it integrates project management principles into the implementation phases of the project life cycle.

Sure Step Methodology Model

The Sure Step Application includes: Sure Step Methodology ModelMS Excel, Visio and Word Templates/ Source Code and Editor

Sure Step Value for Stakeholders

• Improve implementation times and success rates

• Costs

• Risk

• Productivity and profitability

• Customer confidence

• Facilitate Stakeholder collaboration through common implementation framework

Sure Step Value for Customers

• More visibility into the implementation process

• Increased collaboration with Stakeholder Project Teams

• More predictability during the implementation process

• Better project documentation, estimates and timelines

• Faster return on their IT investment

• Customer satisfaction

Sure Step Methodology Model

Offerings (aka Types of Projects)• Consist of the activities from one or more of the implementation phases• Support different implementation scenarios• Let you combine selected phases from the Sure Step Methodology to

best meet customer needs

ImplementationAnalysisDiagnostic

Full Implementation

Rapid Implementation Optimization

Optimization

Upgrade

Upgrade

Sure Step Methodology Model

Offerings (aka Types of Projects)

Sure Step Methodology Model

Project Roles

Sure Step Methodology Model

Project Management

Sure Step Methodology Model

Project Flow and Project Deliverables by Phase

Project Management Processes

Diagnostic Analysis Design Development Deployment Operation

Project management processes:• Organize project management tasks into three groups based on the

implementation project lifecycle• Provide task-based guidance for starting, executing, and closing a

project• Align with the phases of the methodology• Consist of tasks from each project management discipline

Solution: Project management components integrated—broadly and deeply—throughout the Sure Step Methodology•Tasks are integrated in each phase•Disciplines organize tasks into specific knowledge areas•Processes drive a systematic approach to planning, executing, and closing implementation projects•Cross-phase processes provide project-wide views of key implementation tasks•Project management deliverables are integrated throughout the methodology•Additional resources support project management tasks

Project Management Components

Diagnostic Analysis Design Development Deployment Operation

Project Management

DisciplinesProject initiation and planning

Project execution and monitoring

Project closing

Risk managementInitiate risk management

Ongoing risk management

Scope management Plan project scope Manage project scope Verify project scope

Issue managementPlan issue management

Ongoing issue management

Time & cost management

Plan time & costsOngoing time & cost management

Project tracking & reporting

Resource management

Plan & acquire resources

Develop & manage project team

Release project team

Communication management

Plan communication management

Project communication Close communication

Quality managementPlan quality management

Quality assurance & control

Procurement management

Plan purchases & acquisitions

Monitor purchases & acquisitions

Close purchases & acquisitions

Sales managementSales, Diagnostic & proposal management

Ongoing proposal management

Close contract

Project Management Disciplines

PM Tools and Templates (1)

Project initiation and planning

Project execution and monitoring

Project closing

Risk management

Initiate risk planning• Risk List• Risk Register

Ongoing risk management• Risk List• Risk Register

None

Scope management

Plan project scope• Project Scope Statement• Sign-Off Form• Change Request Form• Change Request Log• Work Breakdown Structure

Manage project scope• Project Scope Statement• Sign-Off Form• Change Request Form• Change Request Log• Work breakdown Structure

Verify project scope• Project Scope Statement• Sign-Off Form

Issue management

Plan issue management• Issue List• Issue Entry Form• Issue Work Form

Ongoing issue management• Issue List• Issue Entry Form• Issue Work Form

None

Time & cost management

Plan time & costs• Project Plan• Cost Baseline Report

Ongoing time & cost management• Project Plan• Cost Baseline Report

Project tracking & reporting• Project Plan• Cost Baseline Report

Resource management

Plan & acquire resources• Project Organization• Roles and Responsibilities• Role descriptions

Develop & manage team• Project Organization• Roles and Responsibilities• Role descriptions

Release project team• Project Organization

PM Tools and Templates (2)

Project initiation & planning

Project execution & monitoring

Project closing

Communication management

Plan communication management• Communication Plan• Project Charter• Project Status Report• Consultant Status Report

Project communication• Communication Plan• Project Charter• Project Status Report• Consultant Status Report

Close communication• Communication Plan• Project Charter• Project Status Report

Quality management

Plan quality management• Training Plan• Test Plan

Quality assurance/control• Training Plan• Test Plan• Go-Live Checklist

None

Procurement management

None

Monitor purchases & acquisitions• Sign-Off Form (for acceptance of sub-contracted work)

None

Sales management

Sales & proposal management• Proposal• Statement of Work

Ongoing proposal management• Sign-Off Form

Close contract• Statement of Work• Sign-Off Form

Project Management Deliverables

Phase Deliverable

Diagnostic Project proposalSOWContractPSSWBSEstimation worksheetProject PlanDeliverables sign-off form

Analysis Project charterKick-off presentationPSS (revised)WBS (revised)Estimation Worksheet (revised)Deliverables sign-off form

Design Project plan (revised)Activity ListDeliverables

Development Deliverables sign-off form

Deployment Deliverables sign-off form

Operation Final Deliverables sign-off form

Diagnostic Phase: Key Deliverables

Diagnostic Phase: Best Practices

• Ensure that the handoff from Sales to Implementation includes all the information gathered during the sales process

• Understand the customer’s motivation for undertaking the implementation project

• Show the customer the type of deliverables created during the Diagnostic phase

• Use a WBS from a previous project as a template for new projects

• Determine level of infrastructure analysis based on implementation type

• Present the Diagnostic results and proposal in person to the customer

Analysis Phase: Key Deliverables

Analysis Phase: Best Practices

• Determine the level for detailed business processes analysis and then identify an analysis strategy

• Decide quickly if system enhancements will be added to the current project scope or deferred to a future project

• Include visual diagrams to depict business processes in the Functional Requirements document to show how the solution will enhance processes

• Do not underestimate the importance of the project scope statement

• Maintain a list of ISV solutions that your organization has approved and implemented

• Communicate the purpose of business process analysis to customer employees

• Do not judge the customer’s current business processes or make comments to the customer about them

Design Phase: Key Deliverables

Development Phase: Key Deliverables

Deployment Phase: Key Deliverables

Operation Phase: Deliverables

Sure Step Demo

Project Repository

• Make project documentation available to project team

• Folder structure aligns with implementation phases and project management disciplines

• Copy or extract the structure to local or shared network resources

What is Microsoft Dynamics?

Microsoft Dynamics Premises

• Give your people the information they need

• Use familiar and effective tools

• Business is Dynamic – everything done in today’s world is not 100% structured.

One of Many Business Processes

ERP SupplierSupplierDiscuss requirements

Initiate project

ReceiveReceiveReceiveReceive

Close project

BuyerBuyer

Discuss comments

Send POSend POCreate POCreate PO

Send changesSend changesUpdate POUpdate PO

ApproveApproveConfirm POConfirm PO

Status?Status?

Ship noticeShip notice

InvoiceInvoiceClose POClose PO

Approve with commentsApprove with comments

Business Management Solutions *

Product Industry Examples Key Capabilities Average Application Size

AX

•MFG & Distribution•Retail•Professional Services

•Global ERP •Advanced MFG Capability •Multinational •Field Service

•50-2000 Seats •Multiple Instances

coordinated together

GP

•MFG & Distribution •Retail •Not for Profit

organizations •Healthcare•Education

•Mid Market ERP •Primarily North American •Rich out of the box

functionality

•10-200 Seats • Single Instance

NAV

•MFG & Distribution •Construction•Public Administration

•Mid Market ERP •Global ERP•Often customized for unique

business needs

•10-200 Seats •Single instance

SL

•Professional Services•Construction •Distribution & Light Mfg

•Deeply integrated Project Management

•10-100 Seats •Deeply integrated

Project Management•Single Instance

* These are guidelines, not rules – many successful client solutions & implementations fall outside of the ones listed here.

Highly scalable and customizable to meet changing business requirements and processesMake sophisticated changes and extend functionality with built-in customization tools

End-to-end industry specific functionality to meet industry and business needs Visibility and business insight across locations and countries for global companiesBuilt-in support for 36 countries, and 40 language versions

Real-time visibility across locations and countries with role-based information and processes via the Web

Two or more companies can use the same system while maintaining separate financial records

Core solution functionality:

Financial Management

Supply Chain Management

CRM

Human Resources and Payroll

Industry Enabling:

Supply Chain Execution

Demand Planning

Fund Accounting

Quality Management

SAP All-in-One and mySAP

Oracle

Local market competitors

Vertical Solutions:

High Tech, Aerospace,Metals, IEM, Oil & Gas, Chemicals, CPG, Food & Bev, Industrial, Hospitality, Apparel, Food & Bev, Auto Dealer, Specialty Store, Healthcare, Works, Fin and Admin, Utilities, Transport, NFP, Construction, Arch & Engineer, IT Services, Legal Services, Advertising

Finance, InsuranceReal EstateTransportationCommunications and UtilitiesProfessional Services:Medical/Dental, Law Firms, Engineeringand Architecture

Manufacturing (discrete)

Wholesale DistributionRetail Public SectorNonProfits

Oracle/PeopleSoftLawsonEpicor

Out-of-the-box functionality;companies get up and running quickly

“Scalable functionality w/flexibility” adapts easily to the changing needs of the business

Extensive integration with Microsoft desktop applications used by everyone. Decreases ‘fear of change’ and productivity ramp time.

Long-term system stability and ROI companies require now. GP will support business-critical needs: today and in the future.

SAP Business OneSage – MAS 90/200/500Intuit

Wholesale Distribution Manufacturing Retail Professional Services

Local competitors in local marketsSAP Business One

Regionally relevant and industry-specific functionality with multi-language and multi-site capabilities

Enables partners around the world to build vertical and industry-specific solutions

Designed to work like other Microsoft solutions employees are familiar with

Quick and cost-effective installation using Rapid Implementation Methodology in Microsoft Dynamics Sure Step

C/SIDE development environment which enables customizations with a minimal disruption to business processes

SageExactOracle Special Edition

Project driven: professional services, operations, field services and construction management.

Integrates with MS Project Server.

Works like other Microsoft solutions employees are familiar with.

Automate operational processes to increase efficiency and focus on services that contribute to the bottom line.

More complete insight across organizations for timely and informed decisions with increased confidence.

Business ServicesConsultingAdvertisingResearch Other Professional

ServicesConstruction

General ContractorResidential

HomebuilderSpecialty

Contractor

DeltekTimberlineProfit 21

Epicor Sage (MAS 90/200/500)

Wholesale DistributionProject-based ManufacturingFinancial Services Not-For-ProfitGovernment Contractors in any Industry

Microsoft CRM Works the Way You Do

Native Microsoft Outlook Folders & Command Bar

Automatic calendar, contact, task and email synchronization

Quick viewsof relevant information

Improving organizationsby providing business insights to all employees leading to better, faster, more relevant decisions

Complete and integrated BI offering

Widespread delivery of intelligence through Microsoft Office

Enterprise-grade and affordable

Microsoft’s Vision of Business Intelligence

Business Understanding

Close to Customers

Business Solutions

Changing Customer Needs

Need Local SupportThe Solution? Dynamics GP Business PartnersDelivering the Best Solutions

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Discussion/Q&A

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