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Microsoft Dynamics AX
Agenda
Professional services organizations (PSO) overview Industry challenges Professional Services for Microsoft Dynamics AX Solution benefits
PSO Overview
One of the fastest-growing global industry segments
Currently growing at a rate of 20 percent per year
PSO Overview
(continued)
Professional services organizations require tools that match their organizational challenges
PSO systems must : Adapt to their clients organizational, project, and financial infrastructure Create and manage complex budgets based on time and materials Reconcile budgets and change control mechanisms in real time Measure profitability at multiple levelsenterprise, office, client, brand, product, project, and even task
Industry Challenges
Increased demand for more services faster with better quality that cost less Strong competition in a fast-paced, global market Growing business costs
Increasing salaries and expenses Decreasing margins Increased dependence on technology Greater need for marketing investment
Addressing Challenges
Gain a real-time understanding of all aspects of your business Automate business processes across your organization to streamline efficiencies Deliver projects on time and on budget Integrate critical legacy systems with your ERP Share knowledge across your organization Implement proactive project management to help ensure customer satisfaction
Knowledge/Experience
Identify Opportunity
Proposal/ Pitch
Microsoft Dynamics AX
Microsoft Dynamics AX is a comprehensive business management solution that helps your people find, use, and share information; build profitable relationships; meet shifting demands; and capitalize on new opportunities
Integrate client information, project activities, and financial data across your organization to save time, increase profitability, and offer unmatched service
Quickly gather and analyze client and project data Improve decision-making, identify business trends, and improve revenue forecasting Keep management and team members informed with powerful reporting, e-mail alerts, and easy-to-read dashboard views Respond quickly to changes in customer demand
Configure work breakdown structures (WBSs) at the company, client, product, and project levels View project progress in detail for financial and task viewpoints Share project data easily with financial status and reports in spreadsheet format Staff projects quickly to stay competitive
Use a simple Web interface for timesheets, expense reports, and approval routing Reduce data entry with a step-by-step process for projects and budgets Improve the speed and accuracy of time reporting Monitor projects with a consolidated project view or drill down into specific details
Solution Map
Integrated Functionality
Flexible planning, hierarchy, and analysiswith configurable work breakdown structures (WBSs) Ability to create template matrix rules for WBS, roles, rates, billing rules, expenses Web-based, workflow-enabled time and expense entry Powerful revenue recognition, retainage, and project billing rules Configurable alerts and notifications Microsoft Office Project 2007 bi-directional integration to project accounting Single sign-on portal provides access to all critical systems and data through a central interface Vertically focused solutions targeted at media companies, architects, and engineering firms
More Information
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