Business Solutions for Microsoft Dynamics CRM v262

Approaches in Real-Time Onsite Approaches are presented by an experienced consultant in real-time

Approaches Preparation Activities for preparation

Selection of relevant processes

Complete process map with bases processes DevelopmentFair Leads Order Implementation Goods and Services PurchaseFinance Credit Assessment InvestmentsSales Planning Order Processing ProductionBilling Account Distribution RecruitingStandardizationTarget Planning Calciulation Quality Control Storage Resource Dispatching Maintenance Product Design Dispatch Project Planning ControllingOrder Technical Service AuditsMarketingCommunication Visit Preparation Order Preparation Customer Master Data Financial Planning Reporting Accounts Receivable Management AccountingTime TrackingRepairsBalancing Product Development Master DataActivity Management Customer Data Basis Added Value

Prioritization of identified activity areas  Which activity areas are relevant?  Which are the priorities within these activity areas?  Which departments and sites are involved? xRM Initiative Basic Modules Master Data - Customer Master Data - Contracts Activity Management Business Management Finance Human Resources Idea & Process Management Evaluation Organization Rewards Sales & Marketing Lead Generation Sales Processes Campaign Management Campaign Management Project Management Project Planning Resource Management Travel Management … … HR Management Recruiting Development 360° View Global Management Controlling Forecasts Strategy

Prioritization of identified activity areas Areas of Activity Basic Modules Master Data - Customer Master Data - Contracts Activity Management Business Management Finance Human Resources Idea & Process Management Evaluation Organization Rewards Sales & Marketing Lead Generation Sales Processes Campaign Management Campaign Management Project Management Project Planning Resource Management Travel Management … … HR Management Recruiting Development 360° View Global Management Controlling Forecasts Strategy

Workshop Planning Areas of Activity Idea & Process Management Day 1 Group 1 9am - 11am Manager Administration Process Experts Project Manager Day 1 Group 1 9am - 11am Manager Administration Process Experts Project Manager Project Management 1 Department A Day 1 Group 2 11am – 1pm Manager Administration Process Experts Project Manager Day 1 Group 2 11am – 1pm Manager Administration Process Experts Project Manager Project Management 2 Department B Day 2 Group 4 9am - 12am Manager Administration Process Experts Project Manager Day 2 Group 4 9am - 12am Manager Administration Process Experts Project Manager HR Management & User Cockpit Day 2 Group 5 1pm – 3pm Manager Administration Process Experts Project Manager Day 2 Group 5 1pm – 3pm Manager Administration Process Experts Project Manager Global Management Day 2 Group 6 3pm – 5pm Board Department Manager Project Manager Day 2 Group 6 3pm – 5pm Board Department Manager Project Manager Feedback summary and Next steps Day 2 Group 6 5pm – 6pm Board Department Manager Project Manager Day 2 Group 6 5pm – 6pm Board Department Manager Project Manager

Text Suggestion: Improvements in our organization Dear Colleagues, We are an organization with a long-standing tradition undergoing major chances at the moment. None the less, we know that there are always chances to improve or simplify what’s already in place. There has been major progress in the IT industry, which have made improvements for us in terms of daily company organization; improvements which could also improve how you organize your work. In this context, we’re close to completing our current Microsoft platform through the xRM1 Modules. Work processes that have been running parallel to one another or were not even previously supported can now be integrated. More specifically, we are looking at: Project / Program / Portfolio Management HR Processes from Recruiting to Staffing and beyond Idea and process management We see three major improvements resulting: A major reduction in overall duplicates as well as doubled PC data entries Easier cross-departmental information exchange A significant reduction in user program surfaces As a next step, we would like to find out if these improvements are actually beneficial. This is why we are looking to you for your daily technical expertise. Therefore, a workshop will be taking place on February 16 th, 2011, to help collect our requirements. We’ll be gathering information concerning the Project Management and Human Resources Management in CRM. Please, in advance, think about which improvement topics you would like to be covered. Details about the topics you’ll find below. I’ve received requirements from other departmental areas. These have been collected and will also be added to the session. If you are not able to take part, we suggest that someone else from the department sits in for you. You are welcome to collect ideas within your team and bring those to the workshop. The workshop will be divided into three main groups. The group breakdown you can find below. I’m looking forward to a successful session with you. For any further questions, please don’t hesitate to contact me. The agenda - Day 1: 8:00-9:30am: Participants: Group A und Group B Topics: Introduction, work processes, ways of simplifying planning and day-to-day business. 9:30-10:00am: Coffee break 10:00-12:00am: Participant: Sub-Group A1 Topic: Portfolio and Program Management 12:00-13:00pm: Lunch break 13:00-15:00pm: …. The agenda - Day 2: …. For a first impression on the functional areas, we are currently evaluating, please visit: CRM-Project: Human Resources: Idea Management: Time Tracking: Group breakdown: Group A: Project Management Stakeholders Subgroup A1: Portfolio and Program Managers Subgroup A2: Project Managers Subgroup A3: Project Team Members Group B: ….. Group C: General Management

Approaches Workshops Workshop Agenda

xRM1 Business Solutions Executive Introduction

Partnership and coordinated development on a personal level Partnership and coordinated development on a personal level Michael Park, Corporate Vice President Bill Patterson, Business strategy Dynamics CRM Connor Marsden US Director of CRM at Microsoft Continuity and security for partner and customer investment Microsoft US Headquarter Redmond xRM1 Headquarter Germany

Global producer of Business Solutions for Microsoft CRM CRM-Project CRM-Project is the 4th Module for Microsoft Dynamics CRM. All functions required for professional project management are included in the solution. Time Tracking Idea Management xRM1 Time Tracking is the solution for entering and managing time and work hours in Microsoft CRM. Entries can be made via Outlook, CRM or smartphone. xRM1 Idea Management the solution for business innovation in Microsoft CRM. The solution supports the complete Idea Management process. HR Management xRM1 Human Resource Management is the Business Solution for recruiting, managing and developing employees, including Employee Self-Services, in Microsoft Dynamics CRM. Focus of Customer

Customer excerpt using solutions from xRM1

Customers benefit from having use of all platform advantages, without any additional costs. Customers benefit from having use of all platform advantages, without any additional costs. The platform advantages 4 Client: Web, Mobile, Outlook, FTE Customizable solution Workflows for business automation Dialogues for process security BI dashboard and reports NO additional database NO additional client installation NO additional backup NO additional firewall configuration NO additional security concept Modern IT platform NO extra costs

Prioritization of identified activity areas Content Approaches in Realtime Workshop Idea & Process Management Evaluation Organization Project Management Project Planning Resource Management Travel Management HR Management Recruiting Development Global Management Controlling Forecasts

Workshop Planning Areas of Activity Idea & Process Management Day 1 Group 1 9am - 11am Manager Administration Process Experts Project Manager Day 1 Group 1 9am - 11am Manager Administration Process Experts Project Manager Project Management 1 Department A Day 1 Group 2 11am – 1pm Manager Administration Process Experts Project Manager Day 1 Group 2 11am – 1pm Manager Administration Process Experts Project Manager Project Management 2 Department B Day 2 Group 4 9am - 12am Manager Administration Process Experts Project Manager Day 2 Group 4 9am - 12am Manager Administration Process Experts Project Manager HR Management & User Cockpit Day 2 Group 5 1pm – 3pm Manager Administration Process Experts Project Manager Day 2 Group 5 1pm – 3pm Manager Administration Process Experts Project Manager Global Management Day 2 Group 6 3pm – 5pm Board Department Manager Project Manager Day 2 Group 6 3pm – 5pm Board Department Manager Project Manager Feedback summary and Next steps Day 2 Group 6 5pm – 6pm Board Department Manager Project Manager Day 2 Group 6 5pm – 6pm Board Department Manager Project Manager

Approach in real-time sequence Rating Participants rate the approach for requirement fit Rating Participants rate the approach for requirement fit 3 3 Approach in real-time presentation  Approach is presented by experienced consultant in real-time  Live in the system, customizations, flowcharts, screenshots … Approach in real-time presentation  Approach is presented by experienced consultant in real-time  Live in the system, customizations, flowcharts, screenshots … 2 2 Customer describes workflow  The customer describes a concrete work process  The specification is detailed by the consultant Customer describes workflow  The customer describes a concrete work process  The specification is detailed by the consultant 1 1 Optional additional approach If necessary, the consultant presents an additional approach for comparison Optional additional approach If necessary, the consultant presents an additional approach for comparison 4 4 Documentation Topics and rating will be documented Documentation Topics and rating will be documented 5 5

How specific do you want to work here? Customer describes flow of work  The customer describes a concrete work proceeding  The specification is detailed by the consultant Customer describes flow of work  The customer describes a concrete work proceeding  The specification is detailed by the consultant 1 1

Transfer to xRM - Approach Approach in real-time presentation  Approach presented by experienced consultant in real-time  Live in the system, customizations, flowcharts, screenshots … Approach in real-time presentation  Approach presented by experienced consultant in real-time  Live in the system, customizations, flowcharts, screenshots … 2 2

Process / Department 1 feedback Rating Participants rate the approach for requirement accuracy. Rating Participants rate the approach for requirement accuracy. 3 3 Process 2 Process 4 Process 3 Process 1 Process 5

Feedback After each approach the participants from the Customer rate the approach:  This looks great!  I want to work like this!  I can see this as a great improvement to todays situation  I can see this working for my area  This is ok  We need to discuss this in more detail  We need to do some definitions, customizations, modifications  I have doubts that this is working  This will not work!  I will not work like this!  This will not work for me / my area!  I don‘t want / accept this

Feedback summary & next steps Summary group 1 Summary group 3 Next steps Summary group 2 Process 1 Process 3 Process 2 Process 4 Process 6 Process 5 Process 7 Process 9 Process 8 Last Day Management summary afternoon

Approaches Documentation Documentation

Executive Summary  Customer is looking for a new Project and Resource Management Tool  Average software is bought for a 20% match, this solution matches 75%  Microsoft Dynamics CRM is already in place for sales = No additional platform costs  This platform can be extended with xRM1 => Standard Products customized to needs  2 days of workshops showed a high match of requirements to CRM-Project Module  Areas Covered: 8 (Area Names)  People from Customer involved: 15  Important Core Processes / Requirements discussed: 9  Result: ▫Would be great to work with / Meets requirements: 7 ▫Needs fine-tuning / process definition by Customer: 2 ▫Don‘t see this working / Does not meet requirements: 0 ▫People involved are very excited to get started! (see feedback)

Prioritization of identified activity areas Content Approaches in Realtime Workshop Idea & Process Management Evaluation Organization Project Management Project Planning Resource Management Travel Management HR Management Recruiting Development Global Management Controlling Forecasts Looks positive Needs some customization / clarification customer internal Does not meet requirements

Feedback from the participants What did the Customer Team say? - Photo protocol

Feedback Project Management Session

Spontaneous Feedbacks from the participants  "Very useful"  "Brilliant"  “We want to start playing with it"  "How fast can we start?"  "when will it be available?“  „That will help a lot!“  „Looks very easy!“  „This is what we need!“  “I will need to see more details!”

Approaches Follow up Ensuring sustainable results

Protect Your Investment - Gain Confidence Microsoft Licences, xRM1 Licences, Implementation CRM and xRM1 99% The factsContentProcessYour benefit

Approaches in Real-Time Benefits at a Glance Security  You see exactly what you‘re buying  We‘re presenting exactly what you need  You gain the confidence of your stakeholders  You see exactly what you‘re buying  We‘re presenting exactly what you need  You gain the confidence of your stakeholders Time  Fast delivery, decision, and use  Minimal effort on your end  We help you do the research quicker  Fast delivery, decision, and use  Minimal effort on your end  We help you do the research quicker Money  Small initial charge allows you to see and be sure about a larger decision  Saving time wasted on evaluating is saving money  Save salaries through efficient evaluation  Small initial charge allows you to see and be sure about a larger decision  Saving time wasted on evaluating is saving money  Save salaries through efficient evaluation The factsContentProcessYour benefit

Approaches in Real Time Service The facts In the comprehensive 'Real Time Approaches' workshop, functions from Microsoft CRM, in connection with the xRM1 Business Solutions, are assessed with the individual requirements of the requester. We do it in real time! Concrete outcome The workshop is comprehensive. It is often the case that after one day the necessary solution safe guards are established. At the end of the workshop, participants have an accurate assessment.