Welcome Dynamics GP users!

Transcription

1 Dynamics GP User Group Meeting March 23, 2017 Welcome Dynamics GP users! Microsoft Dynamics GP User Group March, 2017

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3 CPM SOFTWARE MADE POWERFUL & SIMPLE

4 AGENDA What is CPM? What Prophix does How we do it The Prophix Difference Our Commitment to Customer Success Implementation Methodology Demo

5 TODAY, MANY ENVIRONMENTS LOOK LIKE THIS And you have all of this for budgets, actuals and forecasts!!! Resulting in overwrites, deletions, lost versions late nights and confusion! MASSIVE SPREADSHEETS V.1 V.2 V.3 Dept A Dept B YTD Actuals Dept C General Ledger System Payroll Expense System CRM Revenue System

6 TODAY, MANY ENVIRONMENTS LOOK LIKE THIS V.1 V.2 V.3 MASSIVE EXCEL SPREADSHEETS Dept B Dept A YTD Actuals Dept C General Ledger System Payroll Expense System CRM Revenue System

7 TODAY, MANY ENVIRONMENTS LOOK LIKE THIS More users and it only gets worse over time BUT IT DOESN T Additional data source HAVE TO BE THIS WAY Additional data source Additional data source

8 WHAT WE DO Budgeting & Planning Workflow & Automation Reporting & Analytics ENABLES YOU TO AUTOMATE THE MANAGEMENT CYCLE OF CONSOLIDATION AND REPORTING, ANALYSIS, MODELING AND PLANNING Consolidation

9 WHAT WE DO Budgeting & Planning Workflow & Automation Reporting & Analytics Consolidation EXPENSE PLANNING PERSONNEL PLANNING OPERATIONAL PLANNING SALES & REVENUE PLANNING PROJECT PLANNING CASH PLANNING CAPITAL EXPENSE PLANNING

10 WHAT WE DO Budgeting & Planning Reporting & Analytics SELF-SERVICE INTERACTIVE DASHBOARDS AD-HOC REPORTING AND ANALYTICS AUTOMATED REPORT DISTRIBUTION Workflow & Automation Consolidation INSTANT DRILL-ACROSS TO TRANSACTIONAL DETAIL INTEGRATION WITH EXCEL, WORD & POWERPOINT

11 WHAT WE DO Budgeting & Planning Workflow & Automation Reporting & Analytics Consolidation UNLIMITED VERSIONS (ACTUAL, PLAN, FORECAST, ETC) MULTICURRENCY CAPABILITIES INTERCOMPANY ELIMINATIONS JOINT VENTURE, MINORITY INTEREST MERGER & ACQUISITION PLANNING

12 WHAT WE DO Budgeting & Planning Workflow & Automation Reporting & Analytics Consolidation DIRECT DATA INTEGRATION CAPABILITIES BUDGETING/PLANNING WORKFLOW COMMENTARY AGILE FORECASTING WORKFLOW REPORTING WORKFLOW CONSOLIDATION WORKFLOW MONTH-END WORKFLOW

13 HOW WE DO IT

14 HOW WE DO IT Import / Integration Wizard Reports and Templates Input Templates Models Data Sources/Systems Reports Dashboards Business Definitions & Calculations Drill back to view transaction data Payroll Excel / CSV ERP CRM Other transactional systems

15 THE PROPHIX DIFFERENCE Budgeting & Planning Single, unified solution Reporting & Analytics Comprehensive CPM capabilities Finance-owned, less reliance on IT Direct integration & drill-back Built for collaborative workflow Workflow & Automation Data Consolidation Automation & Consolidation Prophix is with you every step of the way Multiple deployment options

16 SUCCESS WITH PROPHIX EXPERIENCE THAT MATTERS WHAT THE ANALYSTS SAY COLLABORATIVE IMPLEMENTATION METHODOLOGY CORPORATE SOCIAL RESPONSIBILITY CUSTOMER SUCCESS

17 EXPERIENCE THAT MATTERS Established in 1987 Privately owned Canada HQ, global operations and partner network customers 100+ countries Made by Finance for Finance Recognized by leading Industry Analysts POWERFUL CPM SOFTWARE ANY PLACE, ANY TIME, ON ANY DEVICE

18 COLLABORATIVE IMPLEMENTATION METHODOLOGY Empowering the office of finance Minimal IT involvement - Maximum user ownership Knowledge transfer & selfsufficiency Financial expertise in our DNA Limited (If any) IT support required No custom programming required Support for Success Easy to access (on-line, hot-line, on-prem) support for ongoing training or assistance

19 Customer Success CUSTOMER SUPPORT PX ACADEMY PX USER CONFERENCE CUSTOMER EMPOWERMENT WEBINAR SERIES CASE STUDIES & VIDEOS

20 WHO USES PROPHIX

21 CUSTOMERS

22 DEMO AGENDA Dashboard and Mobile Ad Hoc Reporting Planning and Forecasting Detailed Planning Automated Report Distribution

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24 Dynamics GP User Group Meeting March 23, 2017 GP Tips & Tricks! Presented by Laura Cain

25 GP Tips & Tricks Dynamics GP User Group Meeting March 23, 2017 Fiscal Period Name Change Turn off posting reports that you don t need Editing AP Check Stub Smartlist and Reminder for missing 1099 Tax ID Batch Edit List

26 GP Tips & Tricks Dynamics GP User Group Meeting March 23, 2017 Fiscal Period Name Change

27 GP Tips & Tricks Dynamics GP User Group Meeting March 23, 2017 Turn Off Posting Reports

28 GP Tips & Tricks Dynamics GP User Group Meeting March 23, 2017 Editing AP Check Stub -Select Payment (Transaction/Purchasing/Edit Check) -Select Payment Number -Click Check Stub Button

29 GP Tips & Tricks Dynamics GP User Group Meeting March 23, 2017 Smartlist and Reminder for Missing 1099 Tax ID Go to Smarlist/Purchasing/Vendors/1099 Vendors Select columns add Tax ID

30 GP Tips & Tricks Dynamics GP User Group Meeting March 23, 2017 Smartlist for Missing 1099 Tax ID Select Search and pick Tax ID Number less than 0 Add To Favorite with Reminder

31 GP Tips & Tricks Dynamics GP User Group Meeting March 23, 2017 Smartlist for Missing 1099 Tax ID On home screen reminder will be there if any Tax ID are blank Click on reminder link and takes you to smartlist

32 GP Tips & Tricks Dynamics GP User Group Meeting March 23, 2017 Batch Edit List

33 GP Tips & Tricks Dynamics GP User Group Meeting March 23, 2017 Batch Edit List

34 Dynamics GP User Group Meeting March 23, 2017 Refreshable Reports: Getting to know Power BI Presented by Sean Hunter

35 Dynamics GP User Group Meeting March 23, 2017 Agenda 1. What is Power BI? 2. How do you get Power BI? 3. How can I use Power BI? 4. Demonstrations 1. Power BI Desktop 2. Power BI Web

36 Power BI Reporting Dynamics GP User Group Meeting March 23, 2017 What is Power BI? 1. Power BI is a suite of business analytics tools to analyze data and share insights 2. Access your data and reports from anywhere with the Power BI Mobile apps, which update automatically with any changes to your data. 3. Power BI Desktop is a feature-rich data mashup and report authoring tool. 4. With the Power BI service, publish reports securely to your organization and setup automatic data refresh so everyone has the latest information.

37 Power BI Reporting Dynamics GP User Group Meeting March 23, 2017

38 Power BI Reporting Dynamics GP User Group Meeting March 23, 2017 Your whole business on one dashboard With Power BI on the web, monitor your important data from across your organization and from all of the apps you rely on. Create stunning interactive reports Power BI Desktop gives you tools to transform, analyze, and visualize data. Share reports in seconds with your organization using Power BI on the web. Consistent analysis across your organization With SQL Server Analysis Services on-premises and Azure Analysis Services in the cloud you can easily build robust, reusable models over your data to provide consistency across reporting and analysis in your organization. Easily embed BI and analytics in your app Deliver stunning interactive reports in your app with the Power BI Embedded service.

39 Power BI Reporting Dynamics GP User Group Meeting March 23, 2017 How do you get Power BI? Here are some options to get your started Power BI Desktop: Free download Create reports directly to your database and many other data types Can deploy static reports to the web for users Power BI Mobile: Available in 2 versions Free: Static reports only. Get a feel for the presentation and design aspects Pro: Can link to live data sources which can be refreshed by users.

40 Power BI Reporting Dynamics GP User Group Meeting March 23, 2017 Power BI Desktop Demonstration Transform and clean data Getting your data ready to analyze can be time-consuming. We re on a mission to make it much simpler. Try the data shaping and modeling capabilities of Power BI Desktop and take back hours in your busy day. Complete analytics life-cycle The Power BI Desktop is an elegant end-to-end solution for building analytics. The Desktop has all the capabilities to quickly connect, shape, visualize, and share data insights through Power BI. Design once, view anywhere We know you need to get data into the hands of decision makers when and where they need it. Power BI makes publishing and sharing your beautiful interactive reports easy.

41 Power BI Reporting Dynamics GP User Group Meeting March 23, 2017 Power BI Mobile Demonstration Visualize View your personalized dashboards and reports anywhere. Interact with your data easily in a touchoptimized experience with the Power BI native Windows, ios, and Android apps Always be in the know Stay up-to-date with datadriven alerts. Discover important insights in time and act on them instantly. Share discoveries with your team Share live reports and dashboards to keep your team on the same page. Tell stories with your data to engage your customers and colleagues.

42 Power BI Reporting Dynamics GP User Group Meeting March 23, 2017 Questions? Sean Hunter

43 Dynamics GP User Group Meeting March 23, 2017 GP Cloud: Lessons learned from those who moved up Presented by Chris Gherardini

44 A Brief Cloud Discussion

45 Do you have a strategy to move to the cloud?

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47 The Day Old Question Should I buy more servers or move to the cloud? Many Factors To Consider Improve CAPEX Budgets Predictable Costs Power Consumption Costs Cooling Reliability Server Uptime Security Backups Disaster Recover Scale - Expansion Staying current Internal IT resources

48 Do I buy or rent? Should I move to the cloud?

49 Too many decision!

50 Turnkey is a One-Stop Shop for all of your Cloud Needs

51 One Drive with Powerful New Features Stay Productive on the go Use your favorite device to view, edit, and share your files from anywhere. Full-fidelity mobile apps optimized for Android, ios, and Windows give you all the features you need to do your best work. Store and Sync Get the right storage for your files. You can access your files anytime, anywhere on the web. A fast, intuitive browser experience makes it easy to manage, upload, and share files. Share and Collaborate Easily share files with coworkers and external partners alike. Co-authoring is a snap with familiar Office apps that let you work together in real time.

52 Turnkey s Data Center Facility Co-located at TierPoint Facility at 1111 Olive in Downtown St. Louis 1 GB Internet Connection Triple Carrier Internet Backbone Redundancy 24/7 On Site Live Monitoring of over 1,000 environmental and technical elements in our Network Operations Center 24/7 monitoring of all hosted servers using Microsoft System Center Operation Manager Redundant Power provided by 2 2 Mega Watt Diesel Generators on premise with 24 hours of fuel on site

53 Turnkey s Private Cloud Customer Topology

54 Recent Additions Dynamics GP User Group Meeting March 23, 2017 Southern IL Healthcare Assembly Solutions Synergy Veran Medical Casino Queen NSK America Corp JS Logistics / USPack Johnson Moving & Storage

55 In Closing Turnkey can help your company achieve all of your cloud objectives Migrate to the Cloud, Focus on your Business Change the Role of IT let them focus on important value added tasks Office 365 Migration Drive Cloud User Adoption Moving your Dynamics GP and ISV s to Turnkey s Data Center Moving your applications to Azure Develop and execute a Hybrid Strategy Develop and execute a Backup / Disaster Recovery Plan

56 Dynamics GP User Group Meeting March 23, 2017 GP Roadmap: 2017 and Beyond Presented by Chris Gherardini

57 Dynamics GP User Group Meeting March 23, 2017

58 Dynamics GP User Group Meeting March 23, 2017

59 Where to take your solution? Dynamics GP User Group Meeting March 23, 2017 Implement new features you own! Work Flow Web Client Payroll / HR Fixed Assets ebanking (ereconcile, EFT Payables) Word Forms & ing SSRS Reports Excel Reports Business Analyzer Analysis Cubes

60 Where to take your solution? Dynamics GP User Group Meeting March 23, 2017 To the Cloud! Protect your biggest asset with triple redundancy on AD, power, internet, backups and more Reduce internal IT overhead Opt in for managed services Application Maintenance Application Administration Never be held hostage again! Still great incentives to upgrade and move to the cloud from TTI Hybrid is the approach Private hosting for GP Office365 for mail CRM Online VPN connectivity & configurable security levels Built in Filtering (malware, viruses, )

61 Where to take your solution? Dynamics GP User Group Meeting March 23, 2017 Add more specialized capabilities Power BI and Office365 Connectivity Security & Risk Management Document management Integrations with key partners EDI CPM (corporate performance management) Dynamics CRM with TTI Sales to Finance integration pack Customer facing portals (ecommerce or Customer services)

62 What about all the D365 chatter? Dynamics GP User Group Meeting March 23, 2017 It s Microsoft, they are focused on their evolution to the Cloud You are not going to be forced to move Evaluate if D365 is a fit for you Pricing D365 Business, $40/user/month D365 Operations, $210/user/month, minimum 20 or ~ $50k/year TTI will incentivize anyone wanting to move to D365 operations with a discounted migration/implementation

63 Q&A Dynamics GP User Group Meeting March 23, 2017

64 Dynamics GP User Group Meeting March 23, 2017 Thank you for joining us! This Microsoft Dynamics GP User Group Meeting was recorded via GoToWebinar and will be archived on shortly. The PowerPoint presentation for this event will be ed to you within the next week. If you would like to learn more about the topics you ve seen today, please contact your Turnkey Technologies Account Manager or call/visit: