Dynamics AX is implemented? What next? ‘Extending your current AX implementation’ will explore a raft of interesting features from compliance and budget control, workflow, portals and Office interoperability through to travel and expenses. This presentation covers what you can implement after go live to drive greater efficiency.

1. Extending Your
Current AX
Implementation
Tony Young and Douglas Daley

2. Your presenter/s
Tony Young Douglas Daley
Dynamics AX Implementer Solution Specialist
 ERP solution implementer  Intergen Sydney
 Business Financials guy  Innovation, Strategy and Solutions
 Lives in the coolest capital of the world  Reformed Dynamics AX Customer
Extending your Current AX Implementation

3. Why extend after go live?
■Why extend after go live?
■Leverage your investment by
■Increase ROI
■Where to look?
■Systemising manual workloads and processes
■Reducing manual steps
■Adding further transparency and rigour
Extending your Current AX Implementation

4. How it might look?
Travel and Policy Compliance and
Budget control
Expense Framework internal controls
Application
Office
Workflow Enterprise portal Integration
Integration
Framework
Extending your Current AX Implementation

5. What is the benefit in our story today?
■ The Aberdeen Group Study
■ 175 companies
■ 2 key metrics
■ Cost to process a single expense claim
■ Rate of compliance with travel policies
■ Findings?
■ Companies with best in class technology solutions has
■ Significantly lower expense processing costs (More than 80% lower)
■ Significantly high compliance with corporate travel policies (More than 40% greater
compliance)
Extending your Current AX Implementation

6. Components in action today
Extending your Current AX Implementation

7. Meet the Team
Doug
The Traveler
Doug is planning a trip to convergence next year
Mike
Doug’s Manager
That’s if Mike approves his travel request
Tony
Financial Controller
Tony needs to keep control of expenditure
Extending your Current AX Implementation

8. Policies and Workflow

9. AX Policies Framework
Improves business processes by evaluation and enforcing business rules
 Policy Types are a collection  Rule Types categorises the  Policy Rules defines how the
of rules applicable for a rules and its specific policy will be evaluated and
business function application features enacted upon
 E.g. Domestic Travel Policy  E.g. Airline, Meals  E.g. Hotels from non-
preferred vendors require
justification
Extending your Current AX Implementation

10. Workflow
Reporting
Hierarchy
Approval
Expense
Owner
Approval
Extending your Current AX Implementation

11. Application Integration Framework
Sales Order
Product Data
Credit Card
Transactions Invoice
Application Integration Framework
Extending your Current AX Implementation

12. Budget Control

13. AX Budget Control
Ensure that expenditure is managed within the set budget limits and balances are
compared and tracked
■ Comprehensive Transaction Types covered – Purchase requisitions
and orders, journals, AP invoices, asset acquisitions, travel requisitions
and expense reports
■ Flexible Comparison and Checking Rules – Configurable comparison
formula, transaction or line level checking
■ Transaction Level Budget Checking – Immediate budget check
feedback during transaction processing
■ Comparison and reporting – Online Budget control statistics and
Actual vs Budget views
Extending your Current AX Implementation

14. Auditing Compliance

15. AX Audit Workbench
Streamline audits by defining repeatable and automated audit
processes
■ Flexible audit policies – define policies across entities, document types,
time-periods
■ Common audit rules – e.g. Random sampling, keyword searches, aggregate
values
■ Automation – scheduled audit policies to run automatically and on a
recurring basis
■ Manage audit results – detected audit violations are grouped and managed
within the case management framework
Extending your Current AX Implementation

16. Wrapping up…
Implement pieces that give enhancements suitable for your business to
Optimise Automate Systemise
Enhance business Automate processes and Systemise manual tasks and
processes and financial functions using Application processes by enabling AX
management and control Integration and Workflow horizontals (e.g. Travel &
using frameworks (e.g. Frameworks Expenses, Auditing)
Budget control, Policies)
Extending your Current AX Implementation

17. Do you want to
know more?
Find us in the
Experience Lounge
at the end of this
presentation.

18. Any questions?

19. Thank you
douglas.daley@intergen.co.nz