March 18-21, 2013New Orleans

#conv13

Upgrade to Microsoft Dynamics® AX 2012 — user panelTom Turney and Marjorie Schmeerbauch, Belt ServiceGreg Reimer, Athabasca Oil CorporationKatie Vetell, CMC GroupKevin Kidder and Andrew Jewsbury, Microsoft®

IDAX01-R1

This session presented by the Microsoft Dynamics AX

User Group

Session overviewListen in as a user panel shares their Microsoft Dynamics AX 2012 upgrade experiences and engages with the audience in a lively Q&A session. Whether you are in the middle of an upgrade, thinking about upgrading, or just wanting to learn more about Microsoft Dynamics AX 2012, don't miss this chance to listen and ask questions about Microsoft Dynamics AX 2012 upgrades.

Today’s session is interactive

Your participation is key to a good discussion today.Please ask questions.No question is too small.If we can’t answer your question today, we’ll help to find someone who can.

Tom TurneyMarjorie SchmeerbauchBelt Service

Greg Reimer

Project and Application Services Manager Athabasca Oil Corporation

Katie Vetell

Senior IT ManagerCMC Group

• Experience• Seventeen years developing and improving system processes• Multiple ERP implementations and upgrades

• Company• CMC Group manufactures and distributes labels, tags, ribbons, dissolvable labels,

bags, apparel, safety kits, and more, with a focus on food and personal safety systems for restaurants and food preparation institutions along with custom printed labels

• Microsoft Dynamics AX • Upgraded to Microsoft Dynamics AX 2012 from Microsoft Dynamics AX 2009 on

12/3/2012• Business decision to upgrade was conceived at AXUG 2011

Katie VetellSenior IT Manager

Upgrade objectives  • Good user experience/interface

• Concept of ribbon bar familiar to Microsoft users• Most of our employees already familiar with Microsoft Dynamics AX• Powerful ERP system• One system handles majority of our business needs

 • Establish one system of record

• Eliminated ten integrated third-party software systems• Estimate 300 hours per month reduction in resource requirements• License/maintenance - approximately 30k overall savings annually

• Align business processes with business system • Ability to easily capture/publish real-time information • Electronic workflows • Travel & Expense module

Implementation • Utilized Microsoft CustomerSource

• Microsoft Sure Step process• E-learning

• Strong Microsoft Dynamics AX Partner Support - OmniVue • Deployed approximately 30 super users on 12 project teams; senior leadership team executive

project sponsors; business leadership team project sponsors (see org chart). Core team made up of combination of leadership teams and IT

 • Ultra-aggressive timeline – February 2012 launch – December 3, 2012 go-live Ancillary • Upgraded RFSMART and four other third-party apps to 2012 versions simultaneously

• RFSMART completely redesigned back-end tool• Completely intuitive / user friendly• Great enhancements from 2009• Fantastic implementation service and go-live support

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