Microsoft-Dynamics-AX-专业服务行业解决方案

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ProfessionalServicesMicrosoftDynamics™AXNameTitleMicrosoftCorporationAgenda•Industrytrendsandpressures•MicrosoftDynamicsAXvalueproposition•Customerbenefits•Returnoninvestment(ROI)•SolutioncomponentsandcorefunctionalityPSOOverview•Oneofthefastest-growingglobalindustrysegments–Currentlygrowingatarateof20percentperyear•Primaryassets:knowledge,experience,people–Keytosuccess:maximizeuseofprimaryassets–Valueismeasuredbytheorganization’sprocessesanditsemployees’knowledge,experience,andtalentPSOOverview(continued)•Adapttotheclient’sorganizational,project,andfinancialinfrastructure•Beabletocreateandmanagecomplexbudgetsbasedontimeandmaterials•Beabletoreconcilebudgetsandchangecontrolmechanismsinrealtime•Beabletomeasureprofitabilityatmultiplelevels—enterprise,office,client,brand,product,project,andeventaskProfessionalserviceorganizationsrequiretoolsthatmatchtheirorganizationalchallenges.Systemsmust:IndustryTrends•Customerandpartnercollaboration•Customerinteractionthroughelectronicdocumentandtransactionexchange•Proactivecustomerrelationshipmanagement(CRM)•Dynamichumanresourcemanagement•AdoptionofinformationtechnologytoolstogainbothflexibilityandcontrolIndustryPressures•WeliveintheInformationAge–Knowledgeisacompetitiveadvantage–Keepingcurrentonevolvingtrendsisarequirement•Clientsexpectagreaterrangeofservices–Thekeytosuccessisinvolvingclientsandpartnersincollaborativeprocesses•Budgetsarebeingcutwhiletimelinesareaccelerating–Leaveslittleroomforenhancingqualityandinnovation,buttheexpectationforbothisincreasingIndustryPressures(continued)•Proactiveprojectmanagementisanevolvingtrend–Effectivelymanagingtime,equipment,andemployeeallocations•Speed,organization,andintelligencearekeystosuccess–PSOsneedtheagilitytochangecourseatanytimeinanorganizedwaytobestservicetheircustomersandhelpensureprofitabilityClient/ProjectLifeCycleCommunicationsDocuments/ProjectAssets/WorkProductProjectTransactionsProject/ContractClosingProject/ClientManagementContracting/ClientSetup/ProjectSetupProposal/PitchIdentifyOpportunityKnowledge/ExperienceMeetingStakeholderNeedsPracticeManagers/PartnersProjectprofitability;financialmanagement;businessdevelopmentAccountingStaffBilling,revenuerecognition;purchasing,payroll;AR,AP,GLTeamMembersCollaborationandprogressreporting;expensereportingResourceManagersSkills-basedbillableprofessionals;managementrealizationClientsSchedulestatus;financialstatusProjectManagersProjectscheduling/updates;projectprofitabilityTheNeed:ACommonBusinessPlatformTeamMembersProjectManagersCustomersPSOManagement“Iwantinnovative,high-qualityworkdoneonmytimeandwithinmybudget.”“Iwanttomanagemyteamsbetteranddeliverprojectsontimeandonbudget.”“Iwanttospendmytimeworkingonprojects,notdoingpaperwork.”“Iwanttomanagethecompanytoachievemaximumclientdelightandprofitability.”ProfessionalServicesforMicrosoftDynamicsAXMicrosoftDynamicsAX:Overview•Broad-basedbusinessmanagementsolution:onedatabase,onetoolbox,onebusinesslogic,onesourcecode•Technology:scalable,three-tier,highlycustomizable•Connectivity:multisite,multicompany,EnterprisePortal,andCommerceGateway•Global:localfunctionality,multicurrency,multilanguage•Threetypicalscenarios:–Outofthebox–Customizedtofitcustomerneeds–IndustrysolutionsMicrosoftDynamicsAXValuePropositionMicrosoftDynamicsAXgivesyouafast,powerfulwaytogaincompetitiveadvantageandconnectacrossaglobalmarketplace.ProfessionalServicesforMicrosoftDynamicsAX•Integratesproject,financial,andresourcemanagementtohelpPSOsimproveprofitability,efficiency,andcustomerservice,andadaptmorequicklytochangingbusinessconditions•Automatesthecapture,management,analysis,andreportingofclientandproject-relatedinformationEmpowersPSOstoincreaseprofitabilityandofferunmatchedcustomerexperiencesthatsetthemapartfromthecompetition.ProfessionalServicesforMicrosoftDynamicsAXProfessionalServicesforMicrosoftDynamicsAXCustomerConnectivityInsightOperationalFlexibilityEfficiencyEfficiency•Manageyourbusinesstoimproveprofitability•Improvecashflow•Manageknowledge•Staffprojectsquicklysoyoucanstaycompetitive•Domorewithless•HelpreducecostsProfessionalServicesforMicrosoftDynamicsAXstreamlinesyourinternalprocessestohelpreducecostsandincreaseearnings.OperationalFlexibility•Scaleyourbusinesstopursuenewopportunities•Adaptyoursystemtosupportyouruniquebusinessprocesses•Acquireandmaintaintherightknowledgeandskills•Connectsmoothlytointernalprocessesorexternalbusinesspartners•Invoiceacrosscompaniesandborders•SupportyourbusinessasitgrowswithMicrosoftproductsandtechnologiesProfessionalServicesforMicrosoftDynamicsAXeasilyadaptstosupportyourbusinessasyoupursuenewandbiggeropportunities.Insight•Gaininsightintonewmarketopportunities•Trackanddevelopsalesopportunities•Intelligentlyplanandestimateprojects•Manageresourceseffectively•Manageday-to-dayprojectstaffingwiththebuilt-invisibilityofMicrosoftDynamicsAX•GaininsightintoyourbusinessprocessesProfessionalServicesforMicrosoftDynamicsAXidentifiestherealcostsofprovidingeachserviceorcompletingeachproject,soyoucansetcompetitivepricingandincreaseprofit.Customer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