Wilson Associates New York Dallas Los Angeles Europe Asia

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1 A Financial Management, Project Accounting, Multi-Company, & Reporting ERP System with Microsoft Dynamics SL 2018 Wilson Associates New York Dallas Los Angeles Europe Asia 1

2 What s driving your ERP Evaluation? Why Dynamics SL 2018? Dynamics SL Road Map Dynamics SL User Group Why Synergy? Synergy Team Solution Road Map Overview of SL 2018 Demo Agenda Demo Next Steps 2

3 Major problems with access On old version SL 2011 System configuration not done properly, staff not trained in SL Not utilizing full functionality of modules, e.g. Multi-Company, Financial Statement Translation, full Project Series, Flexible Billing, etc., and not utilizing Web Access Using FRx, not Management Reporter, and no Dashboards Manual data time and expense entry 3 3

4 Learning Objectives Why Dynamics SL 2018? 1. Made for Projects: The flagship solution from Microsoft for project-based companies and professional services for project accounting and flexible billing. Long proven history. 13,000 companies. Strong User Group community; Annual conference. 2. Multi-Company/Foreign Currency: Easily handles these. 3. Time & Expense Web Access: a. Integration with T-Sheets - Employees can clock in and out on their desktop, laptop, or mobile phone-using iphone or Android apps, text messaging or dial in. Even offline or out of service, T- Sheets accurately tracks time and automatically syncs when back in range. b. Concur Similar anywhere-any-device online access for employees to enter expenses 4. Reporting: Management Reporter and Dashboards with tools such as, Business Analyzer, Power BI 5. Microsoft: Backed by Microsoft; Integrates w/ Microsoft software you already use, Office Future: SL 2018 just released; support through 2028; ongoing development 7. Microsoft Azure: an ever-expanding set of cloud services to help your organization meet your business challenges and put the hardware/servers in a private cloud. 4

5 Learning Objectives 5

6 Learning Uses Dynamics SL National User Group 10 th Anniversary A strong Dynamics SL community. Synergy is a leading presenter at this conference. 6

7 Why Synergy?Learning Objectives Dynamics SL Clients: 2. Project Accounting Experts: Most of our clients are project-based and/or professional services companies. 3. Client Support: Well known for outstanding Client Services and Support. 4. Client Training Synergy will ensure your staff is fully equipped and trained to effectively use Dynamics SL. 7

8 Steve Toth: Over 20 years experience as a Dynamics SL user and consultant. Prior to Synergy, he held financial positions with Coopers and Lybrand, CFO of a publicly-traded technology firm, and CFO of a company he took public. Donna Hurst: Involved in the installation, implementation, and support of Dynamics SL software since 1996 and is a Dynamics SL Certified Master. Dynamics SL Consultants: 10 consultants on bench. Client Support: Their support is fabulous! ~ Project-based client. Donna Hurst President & Senior Dynamics SL Consultant Boise, Idaho Steve Toth Chief Systems Architect & CFO Portland, OR Jared Hatley CTO and Senior Dynamics SL Consultant Portland, OR 8

9 Web Access & Azure Private Cloud Microsoft Dynamics SL 2018 Core Financials Multi-Company/ Foreign Currency Design Management Reporting & Dashboards Work Order Management Service Management Time & Expense for Projects Project Accounting 9

10 Learning Objectives Your Next Steps Your evaluation of Dynamics SL 2018 Comparing Dynamics SL 2018/Synergy to Deltek, SAP, other partners Timeline & Roadmap Selection of Dynamics SL 2018 and Synergy Submit Change of Partner Request to Microsoft Upgrade Work Order Signed Upgrade begins and ends by September

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