2 intro to manufacturing
- 4. DISCRETE MANUFACTURING VERTICALS
Ranges from Make to Stock thru Engineer to Order
Automotive
Industrial Equipment
•
•
•
•
•
•
•
Special and Large Machinery
Oil, Gas, & Mining Machinery
Commercial Machinery
High Tech Machinery
Refrigeration and Air Handling
Misc. Industrial Machinery
Metal Working Machinery
•
•
•
•
Automotive Components and Parts
Aftermarket Parts
Shipping and Railroad Vehicles
Recreational Vehicles
High Tech
• Audio and Video Equipment
• Communications Equipment
• Computer Equipment Mfg.
- 5. PROCESS MANUFACTURING VERTICALS
Batch Chemical, Primary Metals, Life Sciences
Batch Chemicals
•
•
•
•
•
•
Industrial Inorganic
Industrial Organic
Plastics, Materials, Synthetics
Soaps, Cleaners, Toilet Goods
Agricultural Chemicals
Misc. Chemical Products
-sealants
-printing ink
-carbon black
-chemical preparations
Life Sciences
Primary Metals
•
•
•
•
•
•
Blast Furnace and Steel Products
Iron and Steel Foundry
Ferrous and Non Ferrous Metals
NF Drawing and Rolling
Non Ferrous Casting
Foundries
•
•
•
•
Pharmaceuticals
Bio Technology
Medical Devices*
Nutraceutical & Vitamins
*Discrete Mfg. pr Mixed Mode
- 8.
Industry-strength product
its intuitive and easy-to-learn
healthy mix of strong out-of-the-box functionality for the selected industries
customer-specific functionality built by or together with partners
certifications to make sure that their partner
- 9.
higher TCO for the same number of users, increased end-user
complexity and less flexibility to adapt the solution to changing business requirements
complexity of the product
- 10.
none of these product
enhancements have been designed specifically for midmarket companies
higher operating costs,
exceed the resources and
capabilities of midmarket companies
is not specifically designed for the
midmarket and will not include deep industry-specific functionality.
the ratio between IT staff needed to operate the system and business end users range from
1:25 and better, but can be up to 1:10, especially in accounts with less than 70 users
too
expensive for midmarket companies
- 11.
the UI is not yet as flexible and intuitive as some competing solutions.
Data export to Microsoft Excel is supported, but writing data from Excel to JD Edwards is not
possible without additional effort
- 14.
although built by a third-party provider, has proved to be
strong
SyteLine does not support running multiple legal entities or business units in one
single instance.
- 15. DYNAMICS AX MFG. SOLUTION FOOTPRINT
Core Four ERP
Opportunity
Management
Bid /Quote
Forecasting
Trading Partners
Order
Management
Planning and
Scheduling
Shop Floor
Control
Work /Batch
Orders
Lean Kanban
Scheduling
Mfg. Execution &
Reporting
MSDS
Compliance
Process Mfg.
Interplant
Multi-Site
Performance
Management
WMS
Test/Test Plans
Logical
Disposition
Batch Attributes
Lot Genealogy
Potency
HR/ Payroll
GL/AR/AP/FA &
Procurement
Sampling
Policies
Financial
Control
Project
Accounting
Interoperability
Microsoft
Office
Compliance
Microsoft
SharePoint
Microsoft SQL
Server
Microsoft
Lync
Microsoft
Project
BI & Reporting
Microsoft
Fast
Office 365
- 16. DYNAMICS AX CORE CAPABILITIES
Governance-Risk-Complianc
Corp Performance Mgt.
US Payroll
Supplier Relationship Mgt.
Supply Chain Mgt
Financials
Human Resources
Inventory
Customer Relations
Projects
- 26. FY13 Goal
YTD Achievement
All Industry VITU
Program
Mfg. Industries AX
97%
90%
Mfg. Industries CRM
107%
90%
FY13 Goal
YTD Achievement
Rank in Program
IEM VITU
176%
1st Place
- 28. MICROSOFT OPERATIONS SOLUTIONS
Meet your business objectives with a comprehensive solution
Size
Manufacturing Workloads
Supply Chain
Visibility
System of
Record
Product
Engineering
Manufacturing
Operations
Management
Financials
Systems of
Innovation
Complementary
Solutions
Methodology
& Tools
Sales Order
Management
Warehouse
and
Distribution
Administrative Workloads
Systems of
Differentiation
Manufacturing Core
Solution:
Microsoft Dynamics
AX
Supply Chain
Planning
Hire-to-Retire
Microsoft Dynamics AX Technology
Microsoft
Stack
Integration
Model-Driven,
Layered
Architecture
Customer
Management
Integrated
Development
Environment
Flexible
Deployment
Security
Framework
Knowledge
Management
BI/Analytics
Sure Step Methodology
Workflow
Framework
Employee
Productivity
InformationSource
Interoperabilit
y
Data Storage
Integration
RapidStart
Delivery Expertise
= SAP/Oracle
= Dynamics AX
28
= PLM
- 29. MICROSOFT DYNAMICS AX FOR MANUFACTURING
An end-to-end operation solution for manufacturing companies
Supply Chain
Demand Chain
Manufacturing Operations
Solution
Lean
Product Engineering
Plan
Supply
Manufacture
Distribute
Suppliers
Sell
Supply Chain
Visibility
Customers
Discret
e
Procure
Manufacturing
Operations
Management
Supply Chain
Planning
Deliver
Manufacture
Sales Order
Management
Product Design - BOMs, Formulation and Configuration,
Supplier Relationship Management – Global and Multi-Currency
Manufacturing/ Supply Chain Management – Quality, Costs, Skills
Logistics Financial Management – Business Intelligence
Order Management – Customer Relationship Management
29
Proces
s
Warehouse
& Distribution
- 32. SALES ORDER MANAGEMENT
Develop a streamlined order-taking and fulfillment process
Manage
Customer
Relationship
Collaboration
MultiChannel
Quote-toSales Order
Invoicing and
Collection
Management
Drive customer
loyalty with
improved
services
Open new
business
opportunities
Sales tools for
improved
customer
interaction
Get paid faster
and manage
litigation
Drive your sales
and marketing
activities
Key Benefits
Empower users
with efficient
sales order
entry
Connect to
web store,
marketplaces,
social media
32
Track results
through KPIs
and BI
Customer
Portal and
Online Services
for improved
service
- 33. AVAILABLE TO PROMISE AND ….CAPABLE TO PROMISE
ATP looks at materials only, CTP adds capacity view
33
- 35. ITEM/PRODUCT PORTFOLIO MANAGEMENT
Conceive, maintain & release products according to company policy
Manage centrally your portfolio of
products.
Manage items & services.
Define product hierarchies.
Basics: name, product group, weight,
dimensions, handling & packaging, etc.
Manage variants (color, sizes, etc.)
Attributes & hierarchies classification.
Inventory (batch, lots, catch weight,
etc.)
Costing & financial dimensions.
Manage Good Manufacturing Practices
(GMP) for CFR 21 Part 11 compliance.
35
- 36. TYPICAL PRODUCTION CYCLE
AX provides transparency and visibility
Benefits:
•Material control
Planned orders:
• Master scheduling
• Sales order
Consumption ledger
• Material Cost
• Route Cost
Costing
Journals
• Quantities Finished
• Hours used
Shop Floor
Control
• Finished
Inventory papers
• Pick list
Individually created based on
information from:
• BOM/Formula
• Production route
Expected
• Material Cost
Created
• Route Cost
Cost
Estimation
Production/Batch
Orders
Job
Scheduling
Production papers
• Operation/Job cards
• Shop Floor Control
• Route cards
36
• Visibility of
the total process,
which leads to
reduction of costs
Operation
Scheduling
Planning on date
Start
Release
• Optimal
production
process
& time levels
Gantt
Chart/Kanban
- 38. LEAN MANUFACTURING FOR DYNAMICS AX
manufacturing, sales-driven scheduling, kanban and inventory management, and lean accounting
Integrated Sales, Purchasing, Financial, Collaboration, and Business Intelligence
Lean Manufacturing Functionality
Organization
Planning/
Scheduling
Cells
LOS (Lean Order
Schedules)
Kanban
Kanban Board
Cost Substitution
Item
Heijunka Board
Subcontracting
Kanban
Kanban Inventory
Overview
Value Stream as
Financial
Dimension
Sales Schedules
Sales Pull Signals
(Call Off)
Takt Meter
Purchase Kanban
Barcodes
Kanban and Pull-Based Execution
Transfer Kanban
38
Lean Accounting
- 39. SERVICE DELIVERY LIFECYCLE
Great for Project Managed Companies
Sales and Marketing
Invoicing
Project Management
Project Accounting
Resource Management
Expenses
Time Sheets
39
- 40. PROJECT ACCOUNTING
Manage your project-tracking profitability
Control project costs and reporting.
Manage costs and planning using project
hierarchies.
Set up and manage project quotations
effectively.
40
Monitor profitability with revenue recognition.
Integrates in real-time with supply chain and
financial management processes.
- 41. COSTING METHODS
Mixed Mode Costing
Standard
Lifo
Lifo Date
Fifo
How are we different better
than the competition?
MIXED MODE COSTING!
FeFo (reservations)
Weighted Average
Weighted Average Date
Actual
41
- 43. SUPPLY CHAIN PLANNING (WITHIN THE 4 WALLS)
Set company policies and collaborate with your vendors
Procurement
Budget
Build and
maintain your
budgets with
Excel
Key Benefits
Spend
Analytics
Accessible KPIs
and Business
Intelligence
Facilitate
employee
ordering
experience
Supplier
Material
Management Requirement
and Sourcing
Planning
Onboard vendors
and send RFPs
online
Enforce policy
control
43
Manage supply &
demand across
supply chain
Efficient
procurement
process for direct
and indirect
goods
Procurement
Catalog-based
procurement
model
Empower vendor
interaction
- 44. MASTER PRODUCTION SCHEDULING (MPS)
Mixed Mode MPS
Master Planning
Master Planning
Forecasting
– Items,customer,vendors
– Forecast models
Forecast schedule
Master plans
– General settings include :
– On-hand inventory
– Inv. transactions
– Quotations
– Forecast model
– Time fences
– Safety margins
Master schedule
– Forecast method:
– Manual, period, key
– Forecast plans:
– General settings
– Time fences
– Safety margins
Kanban
Process
Transfer
Planned orders
Production order
Coverage groups:
– General settings
– Action message
– Futures message
Purchase order
Op. schedule
Lead time
Job schedule
Delivery date
44
Transfer order
From Warehouse
To Warehouse
- 45. SCHEDULING EXECUTION
MRP/MPS
What if
En Masse
Grouping and Sequencing
Select
Capacity Loading and
Planning
Multiple Ways to Issue
Material
Shop Floor Control
Integration (MES)
Route and Job
Scheduling
Finite/Infinite Scheduling
(Forward, Backward,)
Material
Capacity
Property
Capable and ATP
Gantt Charts
Scheduling Board (Lean)
Understand when to recommend advanced planning and scheduling tools
45
- 47. WAREHOUSE AND DISTRIBUTION
MANAGEMENT/EXECUTION
End-to-end visibility throughout the supply chain
Plan and
schedule
Inbound
logistics
Quality
management
Outbound
logistics
Returns
Balance your
need in resources
and inventory
Optimize your
receipt and putaway processes
Make customer
satisfaction a
priority
Efficient
customer
deliveries and
distribution
Manage return
process and track
issues
Key benefits
Empower users
with role-based
access to
information
Manage supply
chain across
geographies
and time zones
Know when to recommend WMS optimization
47
Streamline endto-end supply
chain processes
Manage
product
compliance and
traceability
- 48. WMS IN DYNAMICS AX
Warehouse Management System
•Directed Picking, Packing, Put away
•Random or Fixed Locations
•Tightly integrated with:
Purchase orders
Sales orders
Production orders
Inventory Management
Cycle Counting/Tag Counts
Multi-site warehouse management
Inventory management with dimensions
Flexible technology (e.g. use of bar codes)
48
- 49. FINANCIALS
Make decisions based on facts and comply
Reporting and consolidation
Budget
General
Ledger
Accounts
Payable
Accounts
Receivable
Cost
Accounting
Fixed
Assets
Project
Accounting
Build and
maintain your
budgets with
Microsoft Excel
Analyze your
finances the
way you want
Manage your
vendor
relations and
disbursements
Efficiently
manage
customer invoices
and collections
Distribute costs
and analyze
profitability
Automate your
acquire-toretire process
Manage
your project
tracking
profitability
Key Benefits
Enable users to
make decisions
based on facts
Comply with
local regulations
49
Comply with
global
regulations
(IFRS, SOX)
Powerful
account
structure for
deeper analysis
- 51. RACING TEAM PLANS PROCESS
TRANSFORMATION WITH INTEGRATED
ENTERPRISE RESOURCE PLANNING
―We want to be in a
position to win. We're
investing in people
and technology, and
we need to improve
our processes. I really
think Microsoft
Dynamics AX is going
to help the team in
this challenge for
2014.‖
Challenge
Lotus F1 Team wants
to win the 2014 FIA
Formula 1 auto
racing world
championship. To
that end, it needs to
transform many of its
business and
manufacturing
processes.
Solution
The team chose
Microsoft Dynamics
AX to collect live,
accurate
information, make
informed decisions,
compete for
funding, and –
ultimately – build a
faster car.
Graeme Hackland, CIO, Lotus F1
Team
View the Case Study
Expectations
Improve
manufacturing
productivity
Avoid wasted
resources
Deliver information
quickly to remote
employees
Interoperate with its
HR environment to
manage the skill
sets it needs for
new processes
- 52. MANUFACTURER TAKES CONTROL OF
OPERATIONS, IMPROVES INSIGHT BY USING
ERP SOLUTION
―We want to take this
company to $200, $300,
$400 million a year in
revenue, and to do
that, we need a very
good ERP solution. With
Microsoft Dynamics AX,
we have that.‖
Raymond De Hont, Chairman, CEO, and
President, Met-Pro
Business
Challenge
Met-Pro relied
on a 20-yearold enterprise
resource
planning (ERP)
system and,
consequently,
resorted to
many manual
processes
because the
solution
lacked
integration
throughout
the
company’s
entire
operation.
Solution
Met-Pro
engaged a
Microsoft Gold
Certified
Partner and
deployed
Microsoft
Dynamics AX
and a range of
select add-in
solutions.
Results/Benefits
Insight into
business
Control over
operations
Contractual
compliance
Flexible
platform for
ongoing
growth and
change
View the Case Study
- 53. LEADING MANUFACTURER OF BLENDING
EQUIPMENT ADOPTS MICROSOFT
DYNAMICS SOLUTIONS
―If you have a great
idea here on the
production line,
we're able to take
those ideas and
incorporate them
into new processes
very quickly. Those
great ideas turn into
better results for our
customers.‖
Company Overview
Vitamix Corporation
is a world leader in
high-performance
blending equipment.
Its business has
doubled in the past
three years.
Solution
Microsoft
Dynamics AX
Microsoft
Dynamics CRM
Results
Paul Sems, Director, Information
Technology, Vitamix Corporation
View the Case Study
Up-to-date
information reflects
the company’s
business situation.
Interoperability with
Microsoft Office
makes it easy to
train employees.
Time taken to do
one return sales
order went from 3.5
minutes to 45
seconds.
- 54. HEALTHCARE MANUFACTURER
REDUCES WASTE AND IMPROVES DATA
VISIBILITY WITH ERP SYSTEM
―We concluded that
Microsoft Dynamics
AX was the only true
lean ERP solution
available on the
market.‖
Challenge
Talley Group
needed to identify
and reduce waste in
its manufacturing
process.
Solution
Microsoft Dynamics
AX
Benefits
John Ramage, IT Manager, Talley
Group
Accessible
information
Streamlined
manufacturing
process
Smarter decision
making
Smoother
operations
Enhanced
customer Mfg.
View the Case Study
- 55. ―With Microsoft Dynamics
AX, we can better devise
and run extended
processes, manage morethan-doubled data volumes,
and meet business
challenges with great
agility.‖
Enrico Cafiero, Head of Business
Information Systems and ERP Program
Manager, Piaggio Aero Industries
AERONAUTICS LEADER DEPLOYS ERP
SOLUTION TO STREAMLINE, CONTROL,
AND GROW ITS BUSINESS
Business
Challenge
Piaggio
Aero
Industries
sought to
streamline its
business
processes,
more closely
connect
locations
and business
groups, and
gain better
control over
business
growth and
performanc
e.
Solution
Piaggio Aero
deployed
Microsoft
Dynamics AX in
several business
units, including the
company’s
finance
management,
and integrated
the solution with
Microsoft Project
Server and
Microsoft
SharePoint Server.
Results/Benefits
Generate cost
savings through
streamlining and
control
Enable business
insight and
dependable
regulatory
compliance
Gain higher returns
from investments in
skills and training
Rebuild business
processes for
growth and best
customer Mfg.
View the Case Study
- 56. LEADING WATER PUMP MANUFACTURER IN
SRI LANKA IMPROVES CASH FLOW
MANAGEMENT WITH ENHANCED VISIBILITY
DEPLOYMENT CASE STUDY
―Month-end reports
that used to take two
weeks now take just
over a day. This has
significantly
enhanced visibility
and sped up
decision-making,
especially when it
directly affects the
cash flow.‖
Senaka Attygalle, General Manager
- IT, Jinasena (Pvt) Ltd
Challenge
Solution
The company
needed to have
accurate, real-time
business information
to support business
decisions. It also
needed to
streamline processes
to improve
productivity and
reduce costs,
enhance its
inventory
management
processes, and
speed up financial
reporting.
Designed from
the ground up for
the
manufacturing
industry, the easy
customizability of
Microsoft
Dynamics AX
allowed Jinasena
to incorporate
specific import
management
requirements into
the system to
align with local
standards.
Benefits
Enhanced
inventory
management
eliminates laborintensive annual
stock-take
Streamlined
processes cut
inventory holding
costs by 25 percent
Better control over
supply chain
increases
negotiation power
View the Case Study
- 57. INDUSTRIAL EQUIPMENT COMPANY
ADVANCES ITS BUSINESS ON INNOVATIVE
ERP SOLUTION
Business
Challenge
―I get a lot of satisfaction out
of Microsoft Dynamics AX
2012. With commitment from
Microsoft to enhance the
solution, it will always be on
the forefront of
technology—and we will be
there with it.‖
Bob Jablonski, Operations Manager,
Hydra-Power Systems
Solution
Hydra-Power
Systems
wanted to
increase its
ability to
serve
customers,
help
employees
be more
productive,
streamline
key business
processes,
and gain
greater
returns from
technology
investments.
Through the
Microsoft
Technology
Adoption
Program, HydraPower
implemented
Microsoft
Dynamics AX
2012 in
integration with
other Microsoft
technologies
and businessspecific software
tools.
Results/Benefits
Enable decision
makers to take
control
Run a scalable
solution by using
only company
resources
Enhance the
quality and
competitiveness
of customer Mfg.
Help employees
boost their
effectiveness
View the Case Study
- 58. LEADING MANUFACTURER OF CUTTING
TOOLS SIMPLIFIES MANAGEMENT OF
GLOBAL OPERATIONS
Business
Challenge
―With the help of
Microsoft Dynamics
AX 2012, we can
follow our customers
across the globe in the
most efficient way
possible.‖
Daniele Ferrari, CEO, Dellas
View the Case Study
Dellas
wanted to
simplify its
global
business,
provide a
better
experience
to customers
and resellers,
and fully
embrace
lean business
practices in
all aspects of
the
operation.
Solution
With help from
MHT, Dellas
implemented
Microsoft
Dynamics AX
2012 as an
upgrade to the
previous version
of the solution.
Results/Benefits
Simplify the
work
environment
Enhance
customer and
reseller
engagement
Streamline
global business
Manage a lean
operation
Boost executive
insight and
control
- 59. THE WÜRTH GROUP (OPERATIONS 2.0)
―With Microsoft Dynamics AX, we can integrate new
businesses into the Group practically at the touch of a
button. Industry-specific characteristics can be easily
implemented.‖
- Bernd Herrmann, Managing Director, Würth
Challenge
•
•
•
•
400 subsidiaries in 84
countries; multi-industry
and LOB operations
Diverse languages,
currencies, legislative
requirements
Inefficient processing for
high-volume orders
Lacked visibility into
global operations
Solution
•
•
•
Deployed Microsoft
Dynamics AX
as the operational ERP
Internal IT developed
WürthPhoenix Trade+ for
template-based,
industry-specific
deployments
Integrated Microsoft
Dynamics AX with
Administrative ERP
Results
•
•
•
•
One system meets needs
for 60+ locations
Optimizes IT resources and
costs with reusable
implementations
Order processing
workload reduced by 50
percent
Global visibility at both
local sites and central
administration
Why 2.0: Diverse Manufacturing Operations, Geography, Size
- 61. Cayman Chemical is an international manufacturer and distributor of high quality
biochemical research products and has grown from a fledgling company of 1 employee
in a small laboratory space to a spacious 14 acre research and production campus.
Steady growth has allowed Cayman to expand its Production, R&D, chemistry and
cGMP manufacturing capabilities. Today Cayman is comprised of 250 employees in 4
countries with a catalog of over 2,500 different biochemicals to over 4,000 customers
worldwide.
Cayman Replaces Legacy Oracle Application
Outgrew aging, legacy
Oracle ERP application
and needed true
integration throughout its
operations
Better manage inventory,
sales process,
manufacturing and
supply chain and
accommodate growth
Implemented Microsoft
Dynamics AX with
Process Industries
Seamlessly connect
operations using industry
standard tools and the
look and feel of everyday
Microsoft products
Link to Cayman Chemical webcast
Manages complex sales
processes and growth
overseas
Better understanding of
customers and meeting
them with accurate,
timely information
More user friendly
system
- 62. Focused on manufacturing marine paints, protective coatings, container coatings,
decorative paints and yacht paints.The first Hempel factory started production in 1915 in
Denmark. Is now a world-wide enterprise comprised of two main and four regional
research and development facilities, 20 manufacturing plants, 47 sales offices and more
than 130 stock points strategically located around world. Hempel ensures prompt
delivery of freshly produced quality coatings supported by Hempel's world-renowned
service.
Hempel Chooses Microsoft Dynamics AX After Failed
SAP and Epicor Implementations
Needed solution to
support “One Hempel
Everywhere”, with all
units connected through
stock visibility,
intercompany sales,
better managed
inventory, sales
processes,
manufacturing and
supply chain
Replace failed SAP and
Epicor Scala
implementations
Link to Hempel Press Release
Selected Microsoft
Dynamics AX with
Process Industries
Seamlessly connect
operations using industry
standard tools and the
look and feel of everyday
Microsoft products
• Standardization and
alignment of business
processes and procedures
• Efficiency gains in
production - strong supply
chain functionality, such as
MRP planning, Production
planning, product costing,
stock visibility and
inventory management
- 63. Specialty pharmaceutical company focused on treatments for
neurological and psychiatric disorders. Jazz utilizes a combination of
licensing/acquisition and in-house development of novel formulations
and drug delivery technologies, and a production outsourcing strategy
using contract manufacturers. Publicly held company, Public IPO, May
31, 2007, NASDAQ Exchange: JAZZ
Jazz Sets an Example for Life Sciences Companies
•Aggressive Growth
Strategy
•Replace Disparate Systems
•Replace Manual Planning
and Scheduling Capabilities
•SOX, Security, Data
Integrity, Electronic
Signature and transaction
level audit and controls
critical
•Agility – Require ability to
quickly add new companies,
train new employees, add
new product lines
•Evaluated Oracle, Ross,
and Dynamics AX
•Top 5 evaluation criteria
were: Functional Fit, FDA
Compliance / Industry
Experience, Technology /
Scalability, Supply Chain
Integration with out-sourcing
partners, Solution Cost
•Required a rapid 3-month
implementation to precede
IPO
•Integrated solution
•Ability to track lots through
outsourced production
process
•Managing lot quality data,
expiry dates, and inventory
disposition
•More accurate production
planning to meet demand
•Simplified the
management of inventory,
consignment, and order
fulfillment
Link to Jazz Pharmaceutical webcast
- 64. A division of $2B Roll International, Suterra is dedicated to providing an
unmatched range of scientifically proven pheromone traps and lures - over
100 lures and the most extensive pheromone selections available. Suterra’s
technical team is committed to helping maximize product performance…from
pheromone placement to mid-season evaluations to monitoring insect
pressure and tracking insect flights. Suterra has been committed to
developing environmentally sound pest control products since its inception.
Suterra Rolls out AX with Process Industries in Four
Countries at the Same Time
•Growth through acquisition
required a data model and
business processes that
could be easily rolled out
across multiple locations
•Global integration and
reporting key
•Required a set 6-month
implementation schedule
•Selected Microsoft
Dynamics AX with Process
Industries over Oracle
•Integrated solution
•Went live in 4 different
countries at the same time:
Wales, US, Mexico and
Spain
• Wales and the US started
transactions within 1 hour
of each other despite an 8
hour time difference
- 65. CHEMICAL MANUFACTURER
SUCCESSFULLY IMPLEMENTS ERP
SOLUTION, GAINS BETTER INSIGHT TO
PROCESSES AND INVENTORIES
DECISION CASE STUDY
Company Overview
Why Microsoft Dynamics
In 2007 Spolchemie
was looking for a
new, comprehensive
enterprise
information system.
The solution it chose
ultimately failed
integration tests.
The company opted
for Microsoft
Dynamics AX, which
already ran
successfully in seven
companies in the
Spolchemie Group.
Goals
Adjust the prices of
its products to
keep the desired
margin and
minimize the risk of
selling below cost
Eliminate the risk
that production
might halt due to
lack of certain
input materials.
View the Case Study
- 66. OIL MANUFACTURER IMPROVES DECISION
MAKING AND OPERATIONS WITH NEW
ERP SOLUTION
―Amalie Oil is doubling in
size every six years and we
have only had to increase
our workforce by 25
percent. We would have
been unable to effectively
scale to that level of
growth without Microsoft
Dynamics AX.‖
Gianni Barkett, Chief Technology
Officer, Amalie Oil Company
Business
Challenge
Amalie Oil
Company
relied on an
aging
enterprise
resource
planning
system with
high
support
costs and
an
uncertain
future.
Solution
The company
worked with Blue
Horseshoe
Solutions and
implemented
Microsoft
Dynamics AX.
Results/Benefits
View the Case Study
Improve business
insight and
reporting
Enhance
manufacturing
and Mfg.
Cut IT costs,
speed
development
Support growth
- 67. WATERSPORTS COMPANIES BET THEIR
FUTURE ON ERP SYSTEM AND
POWERFUL TECHNOLOGY PROVIDER
―With Microsoft
Dynamics AX, we will
realize huge gains at
each of our companies
individually and from a
consolidated
standpoint. The wins will
be obvious and very
drastic.‖
Sharon Zimmer, Corporate Vice
President, Systems and Technology,
Kent Watersports
View the Case Study
Business
Challenge
Kent
Watersports
wanted to
streamline
business
operations and
provide greater
executive insight
and control
across all six
companies
within the Kent
Watersports
family.
Solution
The company
deployed
Microsoft
Dynamics AX as
the centralized
ERP system for all
companies.
Results/Benefits
Simplify
technology
management,
reduce cost of
technology
ownership
Introduce agility
and efficiency
into business
operations
Make key
relationships
more productive
Editor's Notes
- Nutraceutical, a portmanteau of the words “nutrition” and “pharmaceutical”, is a food or food product that reportedly provides health and medical benefits, including the prevention and treatment of disease.
- Logo slide example 1 (highlight many customers)
- In order to deliver on the promise of the Microsoft Services Operations Solutions, here is a solution overview of Microsoft Dynamics AX including: Core Business Processes: those are the main business processes that Microsoft Dynamics AX delivers out-of-the-box. This view allows customer to understand the wide coverage of Microsoft Dynamics AX and also the workstreams that could be implemented to cover completely or partially a business process in a larger company that would use another ERP solution as its Administrative ERP. A workstream can be a subset of a business process that is end-to-end such eProcurement that would be a subset of Procure-To-Pay and focuses on enabling people to procure indirect goods by navigating through catalogs and submitting purchase requisition for approval workflows, purchase order and payment can be processed in a different system.Industry-Specific Capabilities: Microsoft is investing in 5 majors industries: Manufacturing, Distribution, Retail, Services Sector and Public Sector and delivers solutions that meet those specific business requirements. For Manufacturing Microsoft Dynamics AX proposes to addresses both Discrete and Process Manufacturing concepts but also Lean principles and allows customers to mix those in order to take full advantage of their solution. Unlike a lot of its competitor Microsoft Dynamics AX offers to enable some or all of those component onto the same environment so a Public Sector company could benefit from Manufacturing processes (i.e. Mint company producing money for the government).Complementary solutions are contributing factor for Microsoft Dynamics AX low Total Cost of Ownership (TCO) and shorter Time To Value. Customer can benefit from Microsoft Dynamics AX breakthrough Solutions but also integration with rest of the Microsoft stack for BI, collaboration, maintainability. And ultimately benefit from leveraging existing competencies and assets. Inplementation Methodology & Tools: is another important piece of Microsoft Services Operations Solution, with Sure Step customers can feel confident their project is going through the right steps and nothing is left aside. On top of this, InformationSource and RapidStart provide all the tools necessary to understand the solution and its capabilities as well as how to implement them in a quick an secure way.This view summarize the different components of Microsoft Services Operations Solutions and what Microsoft Dynamics AX can do for a customer beyond just features. This overview explains that business processes can span the entire company and actually involve multiple functional areas of Microsoft Dynamics AX. i.e. Order-To-Cash involves all the steps necessary to identify a prospect and manage customer interaction, offer/bid process, sales order management and execution, delivery and invoicing and collection. This involves modules from Customer Relationship Management, Trade & Logistics and Account Receivables.Value Proposition:Powerful,deliver more value faster with a single, powerful solution: Industries,Business Insight,Global,ScalableGain value quickly with purpose-built industry and operational capabilities in a single solution.Scale your organization quickly with a single global solution.Gain immediate insight and unlock greater productivity with a RoleTailored user experience.Agile,increase opportunities and reduce risk with an agile solution: Workloads, Two-Tier,Choice of Deployments,FlexibilityPlan, visualize, and change your business by using unified natural models.Support your business today and tomorrow with flexible deployment alternatives.Differentiate your business easily with model-driven layered architecture.Simple, drive user involvement and innovation with an easy-to-use solution: Familiar,Role-Taylored,Collaboration,Microsoft stackProvide access to data and business processes with an ERP solution that is simple to useConnect employees, customers, suppliers, and partners easily through integrated collaboration capabilitiesStreamline IT processes by simplifying management of your ERP solution at every stage of the life cycle
- Order-to-Cash is the end-to-end business scenario that allows the customer to provide the right services and products to their customers through multiple sales channels, by managing the relationship, and by driving targeted campaigns for better satisfaction and loyalty. This business scenario also provides a great customer interaction experience by delivering accurate information instantly, while keeping track of payments and managing cases.Here are the different components that allow customers to efficiently manage their order-to-cash process:Manage Customer Relationship: drive your sales and marketing activities. Segment your prospect and customers and manage your pipeline. Interact with, and track, your customers via phone calls and customer visits. Drive marketing campaigns and telemarketing activities.Collaboration: drive customer loyalty with improved services. Benefit from a variety of Solutions in order to communicate with your customer and provide the customer with adequate, real time information and thereby increase customer satisfaction.Multi-Channel: open new business opportunities. Improve customer loyalty by utilizing all technologies available to reach out to customers, including the internet, market places, social media, call centers, EDI, enterprise portal, and so on.Quote to Sales Order: sales tools for improvedcustomer satisfaction. Enable your employees to provide improved customer service with an easy user interface, by defining the correct sales agreement, and by committing to quantity and delivery at the time the sales order is entered.Invoice and Collection Management: get paid faster and manage litigation. Centralize the collection management process, define collection priorities, automate collection letters, interest rates, and manage the litigation process using case management to keep track.Order-to-Cash Benefits:Facilitateemployee ordering experienceEnforce policy controlEnable efficient purchasing processEmpower vendor interaction
- Product Portfolio Managementin Microsoft Dynamics AX 2012 helps you conceive, maintain and release products according to company policy. It supports larger organizations in a centralized, structured approach in creating and maintaining core master data. Smaller organizations that require a more decentralized approach can, with some restrictions, create and maintain their respective products while their products are automatically added to the shared products repository. Through authorization process release the products to different entities.Classify the product into tangible or intangible (products vs. services)Enter descriptions and product names for multiple languages which can be used for external documentsImport, create, edit, stage, publish, and search catalogues of items for internal consumption on an internal shopping siteProduct dimensions provide the uniqueness of a variation in a productClassify items using hierarchies based on use of the hierarchyDefine attributes to further define items and attach them to hierarchies so they can be inherited or not.Manage your items inventory through batches, lots, serial numbers.Specify units of measure for purchase orders, inventory, and sales orders Define products into stocked or not stocked (Ex: Stationary items which are expenses and not considered as stock)Define costing rules per items groups.Manage compliance rules for FDA (Good Manufacturing Practices and CFR21 Part 11) so changes need to be approved using digital signature so every change can be tracked.Specific to process: define catch weight items.
- Here’s a snapshot of the solution’s manufacturing, sales-driven scheduling, kanban and inventory management, and lean accounting functionality that support efforts to create demand-driven organizations with value-stream-based accounting that reflects true costs and performance. This lean manufacturing functionality comes on a foundation of integrated sales, purchasing, financial, business intelligence, and collaboration tools for an end-to-end business management solution.
- Project Accounting in Microsoft Dynamics AX 2012 has the following capabilities:Define and maintain projects master and also project hierarchy.Estimate the project by creating project budget.Post all the actual costs to the project like hour, item, fee, expense, and time sheets.Raise invoice to the customer.Review project summary.Analyze cash flow, performance and utilization.Revenue recognition and capitalize costs.Reporting project financials.
- Procure-to-Pay is the end-to-end procurement business scenario that allows the customer to have a full experience of budgeting procurement, managing vendor relations and performance, sourcing for new vendors, negotiating contracts, executing procurement, and verifying accuracy of invoices and pay.Here are the different components that allow customers to efficiently manage their procure-to-pay process:Budget: build and maintain your procurement budget utilizing Excel. Track budget alignment, potential variation to the plan, and potentially adjust the plan. Use workflow to check if your purchase order is within budget boundaries.Spend Analytics: accessible Key Performance Indicators (KPIs) and Business Intelligence (BI).Prebuilt reports and KPIs on category, vendor, organization and time dimensions, with critical spend management attributes.Supplier Management and Sourcing: Onboard vendors and send Request for Proposals (RFP) online. Manage your vendor relations from onboarding process to contract negotiation. Use vendor portal to improve vendor collaboration.Material Requirement Planning: balance your need in resources & inventory. Manage your planning cycle and forecasting to lower your stock while meeting customer needs and keeping satisfaction levels.Procurement: catalog based procurement.Rich requisition and purchase order processes, with configurable policy, catalog and punch-out support, approval workflow, and sophisticated tracking to budget and financials.Procure-to-Pay Benefits:Facilitateemployee ordering experienceEnforce policy controlEfficient procurement process for direct and indirect goodsEmpower vendor interaction
- Supply Chain Management is the end-to-end business scenario that allows customer to provide the right services and products to their customers through multiple sales channels, to manage the relationship and drive targeted campaign for improved satisfaction and loyalty, and to provide a great customer interaction experience by delivering accurate information instantly, while keeping track of payments and managing cases.Here are the different components that allow customers to efficiently manage their plan-to-ship process:Plan and Schedule: balance your need in resources and inventory and manage your planning cycle and forecasting to lower your stock while meeting customer needs and keeping satisfaction levels.Inbound Logistics: optimize your receipt and put-away process.Quality Management: make customer satisfaction a priority.Outbound Logistics: create efficient customer deliveries and distribution.Returns: manage return process and track issues.Plan-to-ship benefits:Empower users with role-based access to information.Manage supply chain across geographies and time zones.Enable efficient purchasing process.Empower vendor interaction.
- Plan-to-report is the end-to-end process of managing all areas of financials within Microsoft Dynamics AX.Here are the different components that allow customers to efficiently manage their company and get business insight:Reporting: get great business insight benefiting from role center that allows you to easily access reports, visual charts and key performance indicators (KPIs) that will allow you to make decisions based on facts.Budget: build and maintain your budget. Create budget structure within Microsoft Dynamics, easily retrieve all information within Microsoft Excel® spreadsheet software to manage your budget templates, enter all budget information, simulate your plan before updating Microsoft Dynamics AX and track budget implementation, potential variation to the plan, and potentially adjust the plan.General ledger: define your companies chart of account, accounting structure and accounting rules and comply with local regulation to meet electronic accounting expectations.Account payable: manage your vendors disbursement process defining invoice matching policies and rules, track budget compliance, collaborate with vendors through Enterprise Portal and potentially manage your account payables via a shared services desk that could serve your company procurement centrally.Account receivables: drive your collection process through improved capabilities to make sure you customers are on track with their payments including central shared services and case management capabilities to help you track and follow on late payments.Cost accounting: translate your accounting information into business insight and manage your company profitability and analyze your costs using powerful allocation schemes integrated wit your budget exercise.Fixed assets: manage the full life cycle of assets management from acquisition, depreciation to disposition.Project accounting: manage the different investment projects that your company is dealing with, and track project completion, and costs associated therewith for improved control of your investments.Consolidation: streamline and simplify consolidation process for accurate reporting. Consolidate companies across different Microsoft Dynamics AX instances.Financials Benefits:Enable users to make decisions based on factsComply with local regulationsComply with global regulations (such as International Financial Reporting Standard (IFRS) and the Sarbanes-Oxley Act (SOX))Powerful account structure for deeper analysis.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=710000001255Lotus F1 Team chose Microsoft Dynamics. The team can use Microsoft Dynamics to collect live, accurate information, make informed decisions, compete for funding, and ultimately, build a faster car. Lotus F1 Team expects to improve manufacturing productivity, avoid wasted resources, and deliver information safely and quickly to remote employees. The team can interoperate Microsoft Dynamics with its HR environment to manage the skill sets it needs for new manufacturing processes. With a central portal for all information, Lotus F1 can realize the value of research and innovation, better manage sponsor relationships, and meet its goals for 2014.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000009924Met-Pro is a Pennsylvania-based manufacturer of solutions for product recovery, pollution control, and fluid handling. With an aging enterprise resource planning (ERP) system, Met-Pro relied on multiple manual processes that took place outside the system. Consequently, the company lacked holistic insight into its manufacturing business. To solve this and ease future growth, the company deployed Microsoft Dynamics AX. With a complete and integrated solution in place, the company has gained better insight into its customers, sales pipeline, and overall business; gained tighter control over operations; and laid a foundation for continued growth both organically and through acquisition.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=710000001218Vitamix Corporation is a world leader in high-performance blending equipment. It sells products to businesses and consumers. The company’s business has doubled in the past three years, in part because it adopted Microsoft Dynamics AX, a complete enterprise resource planning solution for financial, human resources, and operations management. It also uses Microsoft Dynamics CRM, a solution for managing sales, customer Mfg., and marketing. Vitamix employs these cloud Mfg. to ensure that it has up-to-date information that reflects its business situation and ensures high levels of customer satisfaction. The two Microsoft Dynamics products interoperate well with Microsoft Office, which makes it easy to train employees. The company reduced the time required to do one return sales order from 3.5 minutes to 45 seconds. It also is able to incorporate new processes quickly and flexibly.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=710000000748Talley Group, a United Kingdom–based manufacturer of medical devices, needed to identify and reduce waste in its manufacturing process. Because many of its activities are focused on the rental market, it also had to ensure that any new enterprise resource planning (ERP) system would meet both its needs and the needs of customers. With Microsoft Dynamics AX, the company has streamlined its processes and reduced costs.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=5000000012Piaggio Aero Industries operates a complex business with multiple locations, diverse business units, stringent regulatory and quality standards, and demanding customer commitments. The company’s legacy software was difficult and expensive to operate and maintain and was unable to support efficient operations. Engaging with Microsoft partner MHT, Piaggio Aero implemented Microsoft Dynamics AX as a centralized business management solution. The solution offers information and insight to the people who need it and helps rebuild business processes for best productivity. Now, Piaggio Aero realizes substantial cost savings, higher returns on investments in skills and expertise, and easier, more dependable regulatory compliance. With its new, streamlined business infrastructure, the company also can quickly take new products to market and adjust to market changes.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=710000001033Jinasena (Pvt) Ltd, one of Sri Lanka’s largest industrial and trading businesses, wanted to increase visibility into real-time business information, enhance inventory control, and streamline processes. With Microsoft Dynamics AX, Jinasena successfully eliminated its labour-intensive annual stock-take, tightened quality control, and cut financial reporting by more than90 percent.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000009577Hydra-Power Systems, a distributor and manufacturer of hydraulic and pneumatic systems, has used Microsoft Dynamics AX for years. Presented with the opportunity of joining the Microsoft Technology Adoption Program to gain early access to Microsoft Dynamics AX 2012, the company chose to participate. Hydra-Power enjoys connecting with the community of business technologists in the program and helping to advance the business value of the solution. With the business management software as a strategic business enabler, Hydra-Power has equipped people with the information and tools to serve customers more effectively, make the company more competitive, and generate efficiencies and savings. In Hydra-Power’s experience, Microsoft Dynamics AX 2012 is a highly dependable, flexible, and scalable solution, which the company can deploy and run efficiently and economically by using its own resources.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000011138Dellas, a global manufacturer and distributor of diamond cutting tools, wanted to fully adopt lean manufacturing, accelerate global growth, and provide customers with a streamlined way to engage. The company, which used Microsoft Dynamics AX 2009 as its ERP system, realized that Microsoft Dynamics AX 2012 would provide all the additional capabilities it sought. Working with Microsoft partner MHT, Dellas implemented Microsoft Dynamics AX 2012 at its headquarters before taking the solution to subsidiaries worldwide. Dellas now can complete its transformation for lean manufacturing, streamline worldwide business with globally shared data and transactions, and offer customers and resellers access to the product configurator through a web portal. Employees find their work much simpler, and executives gain advanced methods to direct the company in the most profitable way.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=710000000256In 2007 Spolchemie was looking for a new, comprehensive enterprise information system. It first decided to use a competitor’s solution. However, problems arose during implementation and ultimately the system failed integration tests. So the company opted for Microsoft Dynamics AX, which already runs successfully in seven companies within the Spolchemie Group and actively helps company management streamline overall manufacturing processes.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000011037Amalie Oil Company is a manufacturer of oils and lubricants. Facing the challenges of its legacy enterprise resource planning (ERP) system JD Edwards, the company sought to implement a new ERP system that would help support operations well into the future. The company chose Microsoft Dynamics AX and worked with Microsoft Gold Certified Partner Blue Horseshoe Solutions to drive the implementation forward. With Microsoft Dynamics AX in place, Amalie Oil now has a single solution to support all business processes. The company has also improved business insight, helping to streamline reporting and manufacturing operations. Amalie Oil has also been able to reduce IT costs, speed development, and support growth. In fact, the company currently doubles in size every six years, but with Microsoft Dynamics AX in place has only had to increase staff 25 percent.
- Link to full case study: http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=315000000081Replacing several older, unwieldy software systems with a single instance of Microsoft Dynamics AX, Kent Watersports brings advanced agility to six watersports product companies. With the new ERP system, the entire family of companies benefits from higher efficiencies and better control in finance, manufacturing, distribution, IT, and sales. Global distributors, retailers, and vendors can engage more productively with the Kent Watersports companies. Business owners, with access to real-time, comprehensive financial and operational information, can direct products, brands, distribution channels, and go-to-market initiatives, to give each company the best chance of success. For such highly regarded brands as O’Brien, HO Sports, and Connelly, Kent Watersports will have an increased ability to grow and thrive in a highly competitive market.