Requirements & Process Review Report 5/1/2018 Software Assurance Planning Services Implementing Microsoft Dynamics AX Requirements & Process Review Report Speaker name Title © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Agenda Introduction Review Objective Review Scope 5/1/2018 Agenda Introduction Review Objective Review Scope Review Process & Key Activities Findings and Recommendations Acknowledgements Next Steps Questions & Answers © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/1/2018 Review Objective To validate that all high level functional requirements, business process requirements and integration requirements captured are valid including: Review documented customer business challenges and goals, review business processes and ensure that they can be supported by Microsoft Dynamics AX and prioritize the most critical business processes Review the business processes documented with Microsoft Dynamics Lifecycle Services and critical business process flow. Validate all high level functional, business and integration requirements to ensure they can be met Recommended next steps © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Review Scope The following customer provided items were reviewed 5/1/2018 Review Scope The following customer provided items were reviewed High Level business processes High Level functional requirements High Level integration requirements All other items were considered out of scope for this review © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Review Process Activities Deliverables 5/1/2018 Review Process Activities Identify & record Business Processes Identify Functional Requirements Identify Integration Requirements Document All with LCS Deliverables Requirements and Process Review Report © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

[EXAPLE] Market and Sell products and services 5/1/2018 [EXAPLE] Market and Sell products and services Key Business Processes Covered Analysis Marketing strategy Sales strategy Manage marketing Sales plans Market Offering Forecasts Goals & metric Lead generation Opportunity Pricing Partnership Media Management Account management This slide is meant to be an example using the Market and Sell Product Processes. Modify the slide according to the unique customer characteristics and processes reviewed. Channel Measurements Promotional activities Order management Pricing management Sales force management Customer measurements Channel management © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Business Processes Reviewed: Market and Sell Products and Services 5/1/2018 Business Processes Reviewed: Market and Sell Products and Services Process Areas Processes Reviewed Market and opportunity analysis Define offering and pricing strategy <<List the processes reviewed in each process area>> Develop channel strategy Develop Sales forecast and budget Partner and channel relationship management Establish goals, objectives, and metrics for products by channels/segments Develop and manage media Track customer management measures Sales force management Manage customer sales and orders This slide is specific to Market and Sell Products and Services . Modify it based on the customer situation. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Functional Requirements: Market and Sell Products and Services 5/1/2018 Functional Requirements: Market and Sell Products and Services Functional Area Number of Requirements Reviewed General Ledger Accounts Payable Accounts Receivable Bank Management Fixed Assets Inventory/Purchase Orders Reports Financial Statements This slide is specific to Market and Sell Products and Services Processes. Modify it based on the customer situation. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/1/2018 Functional Requirements: Market and Sell Products and Services (contd.) Functional Area Number of Requirements Reviewed PSA - Advertising Agency Structure PSA - Campaign, Contract, and Project Setup and Structure PSA - Project Estimates and Quotations PSA - Client Billing and Invoices PSA - Pay-When-Paid PSA - Revenue Recognition Time and Expenses Delete that slide This slide is specific to Market and Sell Products and Services, modify based on the customer situation © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

I modified the list of item 5/1/2018 Integration/Interface Requirements: Market and Sell Products and Services Integration/Interface Third Party Application Interface Reviewed Interface for EDI Solution <<List the 3rd Party Application/Interface reviewed in each area. If there is no interface requirement in an area, delete that row.>> Interface for Tax solution Interface for vendor catalog Interface for BI/Financial Reporting Interface for Bank Payments/Transfers Interface with Document Management system I modified the list of item This slide is suggested example. Modify it based on the type of external systems that are expected to interface with Microsoft Dynamics AX. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

<< Process Name >> Process 5/1/2018 << Process Name >> Process <<Use the specific Process Flow Visio diagrams provided as part of Business Process Modeler under the processes you have reviewed and documented in LCS. Modify the process flow diagrams based on customer specific-needs and use them in this slide>> I included the flow chart to set this as an example Example This slide is meant for only Market and Sell Products and Services. For a process flow diagram that can be used in this slide, refer to the process flow diagrams provided on the Business Process Modeler of Life Cycle Services for Market and Sell Products and Services. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Key Activities Review High Level Functional Requirements 5/1/2018 Key Activities Review High Level Functional Requirements Requirements reviewed and agreed upon Review Business Processes Review summary Prioritized processes Review Integration Requirements Requirement review and required requirements © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Findings & Recommendations 5/1/2018 Findings & Recommendations The review found <N> Critical process and issues <N> Less critical processes and non-critical Issues All Critical Issues should be addressed before moving on with an implementation All Non-Critical Issues should be reviewed and addressed if possible before moving on with an implementation © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/1/2018 Critical Issue The following Critical Issue was identified as part of the review: Include here a brief synopsis of the issue, impact and recommendation for discussion during the presentation Issues should be included in priority order, which should be the same order that they appear in the report Meeting attendees should be able to follow along in the distributed review report if they wish to at this point © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/1/2018 Non-Critical Issue The following Non-Critical Issue was identified as part of the review: Include here a brief synopsis of the issue, impact and recommendation for discussion during the presentation Issues should be included in priority order, which should be the same order that they appear in the report Meeting attendees should be able to follow along in the distributed review report if they wish to at this point © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/1/2018 Acknowledgement Thank you to the following participants in this engagement for their assistance: List customer and partner resources who aided the engagement © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Next Steps The proposed next steps moving forward are: 5/1/2018 Next Steps The proposed next steps moving forward are: Validate the outputs of the Requirements and Process review with the business and resolve all critical issues and address any non-critical issues reported Choose how to proceed Recommend one to few critical process to focus on for additional planning activities and PoC Further investigation as part of the diagnostic phase High level architecture and Fit Gap Solution Blueprint Scope Assessment Proof of Concept Business Case Start planning for an implementation project Confirm scope, timescales, resources, costs, planning, etc © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/1/2018 Questions & Answers Are there any questions or concerns we need to discuss? © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.