Hitachi Solutions. Ground to Cloud Dynamics AX 2012 Migration to D365

Transcription

1 Hitachi Solutions Ground to Cloud Dynamics AX 2012 Migration to D365

2 Benefits, On Prem ERP 01 / 24/7 Visibility An on-prem ERP provides peace of mind because it keeps all of your data on your company s hardware. Storing data in-house enables your IT team to monitor it more closely, which, in turn, means you will be notified of operational changes as they occur. 02 / Total Control Over Data ERP systems store a great deal of sensitive data, including employee and consumer data. With an on-prem ERP system, you have complete control over where that data is stored, who has access to it and what they do with it. You also have the ability to deploy updates and upgrades at your discretion, which reduces the risk of unanticipated downtime. 03 / Increased Security End-to-end security should be a priority for every organization, regardless of which industry you are in. Similar to data, when you host your ERP onpremises, you have greater control over physical access and can prevent outside parties from accessing sensitive information. 04 / Customization Since it is integrated into and hosted by your business IT infrastructure, an on-prem ERP provides more options for customization, including the ability to incorporate tailored applications into your business workflow. 05 / Consistent Connectivity On-prem ERP systems are built on physical IT infrastructure and are not dependent on internet to function, which ensures sustained connectivity and data access during system downtime or in the event of an internet outage. 06 / Cost Efficiency The upfront cost of an on-prem ERP can be steep, but if you run a largescale, enterprise-level organization it could be more cost-effective to invest in an inhouse solution than to pay for Cloud ERP s per-user subscription pricing. However, it is important to note that it typically takes three to five years to achieve true cost efficiency with an on-prem ERP from a licensing and maintenance perspective. 07 / Less Vendor Dependency Rather than rely on a vendor to deliver ERP services, an on-prem ERP system puts you directly in charge of business decisions, including implementation, which means you have the control and flexibility to implement / 2

3 Challenges, On Prem ERP 01 / Higher Overall Costs From the initial upfront financial investment of purchasing an on-prem ERP system to the cost of implementation and routine hardware maintenance, onprem ERP can cost more in the long run. 02 / Accountability for Security and Updates One of the downsides to having total control over an on-prem ERP system is that you are solely responsible for security, which leaves you prone to human error and increases your risk of costly security breaches. Additionally, on-prem ERP systems do not automate system updates and upgrades, so you will also need to regularly check for updates and instruct your IT team to make those updates as they become available. 03 / Paying More for Innovation Unlike a Cloud ERP, which is designed to evolve over time to accommodate new industry trends, onprem ERP tends to be more stagnant. The upfront cost of an on-prem ERP only includes a set amount of features; any additional modules or feature installations come at an extra cost. On-prem ERP systems also typically include a large services implementation cost, which can easily drive their price tag even higher. 04 / Rigidity Although customization enables you to tailor your ERP system to your organization s specific needs, the complexity that such customization introduces into your system can make it difficult to implement changes and upgrades. / 3

4 Challenges Cloud ERP 01 / Less Flexibility It is much easier to implement a Cloud ERP than an on-prem ERP because the system comes preconfigured however, that also means that there could be fewer customization opportunities during the deployment process, so you might have to learn to work with the system as is. 02 / Less Overall Visibility A Cloud ERP is managed by another company, which means you might not have the same transparency into where your data is stored or how it is secured as you would if you hosted it yourself. Although Microsoft is reliable, you may be understandably apprehensive to place your trust and your data in the hands of a third party. This is a very important factor to consider when choosing a Cloud ERP service provider. 03 / Connectivity Issues Thanks to mobility, your employees can access your organization s Cloud ERP from any device, anywhere in the world that is, if they have consistent internet connection. Since Cloud ERP depends on internet to function, poor connectivity can prevent ERP users from logging on and getting their work done, which can slow down overall productivity. / 4

5 Benefits Cloud ERP 01 / Reduced IT Costs Cloud ERP provides all of the functionality of an on-prem ERP but at a lower cost for most organizations because it eliminates the need to maintain and periodically update expensive hardware. However, if your ERP service provider does not upgrade their ERP more than once every ten years, it could be more affordable to invest in an on-prem ERP. 02 / Enhanced Security It is a common misconception that Cloud ERP systems are less secure than their on-premises counterparts. However, Cloud ERP service providers have gone to great lengths to ensure enterprise-level security, privacy, and compliance with their systems. In fact, the security investments service providers make far exceed what an organization can do on its own. Mobility makes it possible to set security measures on one device and apply them to all connected devices, ensuring consistency. 03 / Scalability Cloud ERP is designed to evolve with your business, so you can gradually add business processes and expand your organization s footprint with all of the flexibility necessary to move in new directions. 04 / Performance Cloud ERP is easy and intuitive to use, streamlines operational processes, and emphasizes collaboration between users, all of which improve business performance. 05 / Mobility Cloud ERP s mobile-friendly interface provides a seamless user experience regardless of which device you use to access it so that you can stay connected on the go. 06 / Universal Access For many businesses, the key to maintaining strong customer relationships and developing potential leads is face-to-face interaction with customers. With Cloud ERP, your employees can log into your company s ERP system and access data regardless of where they are. 07 / Predictability Since Cloud ERP enables users to access business applications from anywhere and any device, it drastically reduces redundancy and increases operational predictability. 08 / Innovation Cloud ERP enables the service provider to manage system updates so that you can take advantage of the latest updates and without the need for a forklift upgrade involving services implementation, licensing, and support costs. Cloud ERP also enables your organizations to capitalize on the latest ERP innovations to support digital transformation over time. 09 / Adoption The real return on investment of using any ERP system is in users adopting the system. Cloud ERP enables you to focus on user adoption rather than setting up and maintaining the system. / 5

6 6 Adoption of cloud requires number of technology and operational considerations. SLA Compliance Legal Open Source Open Standards Privacy Cloud Computing BaaS PaaS SaaS IaaS Governance Portability Integration Interoperability Sustainability Security SLA - service levels agreed between provider and user on various fronts like uptime, backup, security, privacy, etc. Compliance in order to comply with various regulations, users may have to adopt community or hybrid deployments. Legal Use of public cloud services may be restricted for certain business functions. Open source cloud is based on open standards & software, a detailed study is necessary before adopting certain public cloud offerings. Open standards Cloud providers use mix set of APIs, interoperability to be assessed before adoption. Privacy Cloud is based on shared environment, so privacy requirements has to be validated. Governance - refers to the controls and processes that make sure policies are enforced. Portability ability of moving components or systems between environments. Integration in cloud, integrating various components and systems can be complicated by issues such as multi-tenancy, federations and government regulations. Interoperability very critical for successful adoption of cloud. Sustainability more relevant to private cloud. Achieve through improved resource utilization, efficient process, etc. Security Today, it is a contentious issue which may delay in cloud adoption. Large investments made by many companies to develop Cloud security model.

7 Hitachi Solutions D365 Upgrade Agile Manifesto Customer satisfaction by rapid delivery of useful software Face-to-face conversation is the best form of communication (co-location) Welcome changing requirements, even late in development Working software is delivered frequently (weeks rather than months) Working software is the principal measure of progress Sustainable development, able to maintain a constant pace The Hitachi Solutions Manifesto is based on 12 PRINCIPLES Projects are built around motivated individuals, who should be trusted Continuous attention to technical excellence and good design Simplicity - the art of maximizing the amount of work not done - is essential Self-organizing teams Close, daily co-operation between business people and developers Regular adaptation to changing circumstances / 7

8 Project Management D365 Migration / 8

9 Business Teams Infrastructure & Application Assessment Framework The Assessment Framework provides the decision support foundation for developing the Migration Roadmap and Business Case. Getting the framework robust and agreed amongst key stakeholders is key to arriving at disposition consensus. Infrastructure & Application Teams Migration Approaches Decision Criteria Security Scalability Growth plan Target Cloud Options PaaS, IaaS, SaaS Private, Public, Hybrid Like for like Remediate Re-Platform Assessment Framework Business / IT Initiatives OS, Middleware Standardization Vendor preferences Service Catalog Operating Model APIs Business Teams Migration Roadmap & Business Case 9

10 Assessment Deliverables and Timeline Solution Architecture Document Detailed ROI Calculation using the Hitachi Solutions & Nucleus Research D365 ROI Financial Modeling Tool Separate costing for Technical Upgrade vs Productivity Improvements Lifecycle Services (LCS) Upgrade Analysis Report with architectural recommendations D365 Demo Environment with PoC for one template process The full analysis and deliverable process will take approximately 3 weeks duration / 10

11 Iteration #1 - Overview Analyze Execute Validate Analyze: Estimate and analyse upgrade tasks, Fit/Gap analysis, Create project plan Execute: AX 2012 database preparation, Code upgrade, Data upgrade Validate: Upgrade validation, Functional test pass, cutover testing / 11

12 Data and Code Upgrade Process Analysis Iteration #1 Run Upgrade Analysis, Estimate the AX 2012 prep work Execute Perform AX 2012 Prep Tasks Validate Data Upgrade in Dev Env and Upgrade Validation Data Upgrade in Sandbox Env and Upgrade Validation Life Cycle Services Signup Code Upgrade Estimate Create Project Plan Perform code upgrade End of Iteration #1 UAT #1 Deploy Demo Env and Identify Gaps to be estimated Develop new code / 12

13 Migration Project: Workflow for additional Iterations Information from end-users, customers, team and stakeholders Project Manager DAILY STAND-UP MEETING 24h Super Users PRIORITIZED FEATURE LIST PRODUCT BACKLOG -> Requested Feature List TEAM AGREES ON HOW MUCH TO COMPLETE BY SPRINT'S END SPRINT PLANNING MEETING THE TEAM TASK BREAKOUT SPRINT BACKLOG SPRINT 1-4 WEEKS Sprint end date, goal and team deliverables do not change REVIEW DONE PRODUCT RETROSPECTIVE / 13

14 Microsoft FastTrack Ongoing and repeatable benefit included in your purchase Online resources and tools available to all customers Assistance and guidance by Microsoft engineers and partners Onboarding, migration, user adoption, and devices management Available for Office 365 and Enterprise Mobility + Security (EM+S) Plan for a successful rollout FastTrack.microsoft.com Realize business value faster Move to the Cloud with confidence / 14

15 What to expect from FastTrack for Dynamics 365 Implementation guidance, including tools and processes Onboarding guidance and assistance Guidance on Architectural and technical challenges Workshops at key project stages Technical talks on best practices for technical subjects Product roadmap and related feedback loop Overall program and project management Implementation activities, including design, development, etc. Data migration, security roles setup, and user trainings Application setup, configuration, and customization Product assistance and user support Communications and trainings to drive service adoption / 15