DIGITAL TRANSFORMATION AND DYNAMICS 365 OVERVIEW

Transcription

1 DIGITAL TRANSFORMATION AND DYNAMICS 365 OVERVIEW Microsoft Dynamics 365 educational webcast series presented by RSM May 15, 2018

2 Today s presenters Steve Ems Principal and National Business Application Leader Steve brings more than 30 years of experience in providing technology consulting services Karen Wiltgen Principal, Technology and Management Consulting Karen has 20+ years experience with highly automated systems that require deep understanding of critical business drivers. 2

3 Agenda What is digital transformation and what do middle market organizations need to know? How solutions support digital transformation and what does it mean to your business? Understanding the options and what they mean for the middle market. Q & A 3

4 DIGITAL TRANSFORMATION Presented by Karen Wiltgen RSM US LLP. All Rights Reserved.

5 What is driving the Digital Transformation Business and Financial Drivers Shrinking product profit margins Quest for competitive differentiation Wall Street rewarding recurring revenues Customers want a total solution not just a product purchase Funnel Flippers and Land and Expanders go mainstream Identify Expand Engage Advocate 5

6 Digital Technology Technical Enablers Cloud, mobile and social technology Every company can be a SaaS software company Mobile Cloud Internet of Things Big Data 6 Social

7 State of the Market % $100M Customer Experience By 2020, customer experience will overtake price and product as the key brand differentiator. Productivity 40% of a worker s productive time is lost when switching tasks. This costs the global economy $450B per year. Speed of Business Organizations embracing digital transformation generate an average of $100M more income each year. 7

8 Top of mind for business leaders and their digital transformation Digital transformation = Cultural shift technology problem 1 42% of CIOs with hiring plans are in search of people with combined TECH 3+ BUSINESS backgrounds By 2018, AI will be incorporated into ½ of all apps developed. By 2020, savings garnered by AI-enabled efficiencies are expected to total an estimated $60B for U.S. enterprises 5 RIGHT SKILLS shortage The most commonly cited barrier to digitization for most CIOs 2 Most important decision CEOs must make is to invest in data science development 4 $ 29% of the respondents identified IoT initiatives and related machine-tomachine and telematics projects as new areas of spending for the year ahead 6 1 Forrester 1 Forrester Research. Research. The race The to race digital to digital mastery mastery is on in is on in Forrester. Forrester. November November 11, , Andy 2 Andy Rowsell-Jones, et al et al. CIO 2016 Agenda: CIO Agenda: Global Global Perspectives Perspectives on on Building Building the Digital the Digital Platform. Platform. Gartner. Gartner. February February 23, , Beth 3 Beth Stackpole. Stackpole. Forecast Forecast 2016: 2016: 5 fast-track 5 fast-track trends trends to tackle to tackle now now (and (and one to one ignore). to ignore). CIO. December CIO. December 1, , Ken 4McGee Ken McGee and Mark and Mark Raskino. Raskino. The Most The Most Important Important Digital Digital Business Business Decision Decision Senior Senior Executives Executives Must Must Make Make in in Gartner. Gartner. February February 16, , John Dodge. 5 John Who s Dodge. in Who s charge in of charge AI in the of AI enterprise? in the enterprise? CIO. February CIO. February 15, , Beth Stackpole. 6 Beth Stackpole. Forecast Forecast 2016: 5 fast-track 2016: 5 fast-track trends to trends tackle to now tackle now (and one (and to ignore). one to ignore). CIO. December CIO. December 1, , 2015.

9 Digital transformation and cost savings priorities Digitization of labor, capital, and multifactor productivity US GDP BASELINE PROJECTIONS Combined annual impact: $1.6T - $2.2 T by % - 8% Global IT budgets: OPERATIONS 57% 16% INNOVATION 3 TECHNOLOGY is moving faster than the EXPERTISE needed to exploit them can be disseminated to the workforce 7 Digital labor platforms can: Increase output by 9% Reduce employeerelated costs by 7% 3 40% reduction in IT expenses for organizations after deploying a private cloud 4 ACCESS INFRASTRUCTURE DIGITAL LITERACY DIGITAL TOOLS encouraging workers to participate in the digital economy 6 1 James Manyika. Digital America: A tale of the haves and have-mores. McKinsey. January 12, Susan Lund et al. Managing talent in a digital age. McKinsey. February 29, Marcus Shingles et al. Tech Trends 2016: Innovating in the digital era. Deloitte. February 22, Jim Rapoza. Rounding Up Virtual Machine Sprawl With Private Cloud. Aberdeen. January 4, Bill Snyder. The 6 Hottest New Jobs in IT. CIO. March 7, James Manyika. Digital America: A tale of the haves and have-mores. McKinsey. January 12, 2016.

10 What s your digital transformation strategy? customers products employees operations Digital transformation is not simply about technology it s a business strategy requires leaders to re-envision existing business models embrace a different way of bringing together people, data, and processes create value for their customers capture new opportunities for their organizations transform the culture of the organization

11 A platform to empower digital transformation Microsoft is focused on empowering every individual and every organization to achieve more through digital transformation. Engage your customers Empower your employees Optimize your operations Transform your products Building better, stronger engagements by harnessing data representing a complete view of your customer, then drawing actionable intelligence, predictive insights that can deliver personalization at scale. Empowering employees with tools that fuel collaboration and productivity, while mitigating the risks that come with providing freedom and space to employees. Optimizing operations to reshape customer relationships and service models by gathering data across a wide, dispersed set of endpoints, and drawing insights through advanced analytics that can be used to introduce improvements on a continuous, real time basis. Reinventing products, services and business models using digital content to capitalize on emerging revenue opportunities.. 11

12 MICROSOFT DYNAMICS 365 THE NEW DIGITAL TRANSFORMATION PLATFORM Presented by Steve Ems RSM US LLP. All Rights Reserved.

13 Strength of Digital Transformation Comes From a Sizeable US Market

14 Doing the Math on Digital Transformation 1,789,402 # of Small & Medium Businesses 1 1,073,641 # of SMB selecting SaaS ERP 60% of SMBs by $14.14 Billion SMB spend on ERP from Hoovers.com 2 Gartner, Forecast Overview: ERP Software, Worldwide,

15 Next gen intelligent business applications CRM ERP

16 Next gen intelligent business applications CRM Microsoft Dynamics 365 ERP

17 Microsoft Dynamics 365 Ecosystem Business Central Talent Retail

18 The Advantages of Microsoft Dynamics 365 Practical Economical Adaptable Connected $

19 Dynamics 365 Business Process Workloads Sales Actionable Insights Personal Engagement Customer Management Sales Performance Intelligence Customer Service Omni-channel engagement Self-Service and Communities Unified Experience Knowledge Base Intelligence Marketing Campaigns Marketing Lead Scoring and Prioritization Event Management Landing Pages and Forms Surveys Field Service Optimized scheduling Service agreements Inventory management Mobile productivity Connected devices Customer Communications Intelligence Project Service Automation Solution selling Project planning Resource scheduling Mobile productivity Time + expenses Customer billing Intelligence Finance and Operations Procurement and sourcing Supply chain management Project accounting Human capital management Manufacturing Financial management Intelligence Retail Category management and merchandisin g Discounts and promotions Cloud and mobile POS Offline-capable store components Call Center & Catalog Sales E-commerce Loyalty management Customer-facing app Talent Attract & Hiring Onboarding Performance & Feedback Compensation and Benefits Personnel and Organizational Administration HR Compliance and Workforce Safety People Analytics and HR Reporting Leave and Absence

20 Microsoft Dynamics D365 Business Central Formally Dynamics NAV

21 Solution Origin

22 Solution Capabilities Financials End-to-end accounting Workflow Automation Fixed asset management Multi-entity / Intercompany Sales Management Quote generation Contact management Sales invoicing Payment processing Purchasing Procurement Purchase line discounting Purchase order management Vendor management Inventory Management Warehousing Inventory control Shipment and distribution Returns and cancellations Project Management Time sheets Budgets and estimates Job and process costing Resource management Production BOMs and routing Capacity planning Demand forecasting Machine centers Service Management Service Orders Dispatch Warranty Management Preventative Maintenance

23 Microsoft Dynamics D365 for Finance & Operations Formally Dynamics AX

24 Dynamics F&O Addresses Customer Issues Multi-lingual / multi-tenancy Multi-entity structure Complete ERP system Updated technology Insight to information Better reporting capabilities

25 Why Microsoft Dynamics D365 Finance & Operations Industry focused solution Simplification of processes and insight across multiple locations Reliable and scalable solution Widely used; implemented at 14,000 customers Decentralized, federated, and centralized deployment

26 Global Solution Scale your organization quickly with a single global solution. Prebuilt, country-specific localizations for 36 countries Highly scalable Shared data and unified processes across the organization

27 Closing Thoughts on Digital Transformation

28 Introducing Innovate 365 platform by RSM RSM s capabilities for Microsoft Dynamics 365 Advise Deliver Manage I M P R O V E A N D I N N O V A T E Dynamics 365 Rapid Assessment Microsoft Digital Transformation Strategy Industry based best practices optimization Business Process design Dynamics 365 solution design Performance Management and Analytics Technology Roadmap License and consumption optimization Microsoft cloud architecture Program management and governance Infrastructure and Platform Readiness Business Applications Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV, GP, SL Cloud Azure stack Identity management / Azure Active Directory Federation Business Intelligence Power BI Cortana Intelligence SQL SSRS Productivity, Communication and Collaboration Office 365 Exchange SharePoint / OneDrive Social / Yammer Unified Communications / Skype for Business Mobility Xamarin PowerApps InTune Proactive account management Health check Continuous improvement Business optimization Managed application services Managed infrastructure services Performance management Monitoring Remediation Patch management Forensics, security Backup and recovery Training and education 24X7X365 US based RSM resources Purpose-built Productive Intelligent Adaptable Microsoft Strategy and Solutions

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