Glenn McPeak, EDI Integration Expert for Dynamics NAV Partner Showcase: EDI Made Simple® for Dynamics NAV

Your Presenter Glenn McPeak EDI Integration Expert, Data Masons 13 years of EDI experience 26 years of ERP Platform Experience Data Masons EDI Integration: Powerful, Reliable, Scalable Established market leader since 1996 Leader in Microsoft Dynamics EDI Integration Active support for latest versions of Dynamics Trusted Partner 1,000+ customers 200+ partners Global reach EDI and Dynamics Expert Certified for Dynamics NAV Microsoft Silver ISV 2015 President’s Club

EDI to ERP Integration Challenges Traditional EDI Approaches Recognizing the Pain of the Wrong Approach How Data Masons Makes EDI Integration Simple Demonstration Next steps and Q & A Agenda

EDI to ERP Integration Challenges Business Rule Processing Unexpected Scenarios Scalability NAV Customizations Defining ERP Relationships to EDI Partners Resolving Cross References Challenges Handling Turnaround Data Duplicating Data Entry Unexpected Data Issues BusinessDataPartners

Recognizing the Pains of the Wrong Model NAV upgrades are difficult and expensive EDI support is lacking or split between parties Chargebacks and transaction fees are expensive Automation is not optimal Partner On-boarding takes a long time Poor Vendor Scorecard Performance Solution cannot handle all file types NAV database is growing too quickly or too large BusinessDataPartners

How Data Masons Makes it Simple A solution not a tool No NAV customizations Automate and enable EDI Management by Exception Expert NAV/EDI assistance and support 24/6 “Owns” the Process – End to End Deliver true scalability 60+ integrated transactions “out of the box” Business Data A True Partner

NAV Customer – UK Footwear Manufacturer Business Problems EDI solution did not integrate with Pebblestone technology Required EDI Solution that integrates with Dynamics NAV Existing technology could not scale to support expansion into North America Results Efficient and timely onboarding of new trading partners Ability to easily roll-out Vantage Point EDI solution to another member company No customizations to NAV so upgrades have been simple Utilization of Vantage Point EDI to automate processes beyond the original project scope

We chose Data Masons and Vantage Point because the product is much easier to integrate, more reliable and more cost effective than traditional NAV EDI solutions built within the NAV product. “ “ Mitchell Fabrics saved over 53,000 € in the first year using Vantage Point. NAV Customer – Textile Manufacturer

Supported Trading Partner Relationships Banks/Factors Carriers Suppliers 3PL’s Brokers/Trading Networks Customers Government Customs Agencies

Inbound & Outbound Integration Trading Partners 1.Customers 2.Suppliers 3.3PL’s 4.Banks 5.Carriers 6.Brokers 7.Buying Groups File system or Web Services XML Ports SQL Views or Web Services FTP, AS2, VAN, ETC. Any Format FTP, AS2, VAN, ETC. Any Format

Demonstration

Glenn McPeak EDI Integration Expert NEXT STEPS Stop by Booth #18 Drop your card in for a FREE Remote EDI Assessment and a chance to win a 50€ gift card!