Visit our Focus Rooms Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts Gain further insights on Dynamics AX Industry Solution Offerings Resolution Guidance on Solution Roadblocks Networking Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

NICE,FRANCE LEARN | INSPIRE | INNOVATE TECHNICAL CONFERENCE 2011

VENDOR LIFECYCLE MANAGEMENT AND SELF-SERVICE PORTAL DAN OGREN SESSION CODE : BRK248 GROUP PROGRAM MANAGER MICROSOFT CORPORATION

DISCLAIMER ©2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others. 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. All pre-release product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice. Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Today I’ll show you … How to onboard vendors through the vendor request process Enforce company policies and country-specific requirements How to analyze vendor spend How to manage the Request for Quote process Vendor collaboration and self-service

Pains and Challenges Inga, Purchasing Manager Vendor proliferation – “How did all these vendors get in there?” Spend visibility – “With which vendors do we spend the most?” Alicia, Purchasing Agent Vendor Collaboration – “I wish it were easier to get quotes from my vendors” Vendor Search – “I need an easy way to find vendors” Vendor Collaboration – “Going back and forth on a quote via and fax is so inefficient” Transparency – “Did Contoso pay my invoice yet?” © 2011 Microsoft Corporation. All rights reserved

What Did We Do in This Release? For Purchasing professionals Configurable, workflow-driven processes for vendor management Parameter-driven vendor lookup Analytic reports that provide visibility into procurement spend RFQ collaboration via the vendor self-service portal © 2011 Microsoft Corporation. All rights reserved

What Did We Do in This Release? For Employees, self-service functionality to request A new vendor A vendor status change A existing vendor be approved for additional legal entities and/or procurement categories For Vendors Enhanced self-service functionality via the vendor portal Online completion and submission of quotes via the vendor portal © 2011 Microsoft Corporation. All rights reserved

Components in action today

Concepts and Definitions Prospective vendor: A person or organization with whom a company is considering entering into a vendor relationship Vendor add request: A request to add a person or organization to a company’s approved vendor list Vendor application: An application made by the prospective vendor to be added to the company’s vendor master. The application contains information about the vendor company’s profile and the procurement categories in which they specialize Vendor self-service portal: An online portal that vendors have secure access to and find all information relevant to them

Product Demos 1.Vendor ManagementWorkflow setup for requesting vendor add Employee initiated request to add Vendor Vendor completing their profile information Formalized approval process for adding Vendors 2.Vendor Self-ServiceSearching for vendors to send request for quote Sending a request for quote to multiple vendors via multiple methods Vendors providing quotes online using vendor portal Tour of the vendor portal © 2011 Microsoft Corporation. All rights reserved

Demo: Vendor Management Vendor IT Admin IT Admin Purchasing Manager Purchasing Manager Employee Employee Create new vendor request Submit request Review and approve the request Review/ approve vendor Provision prospective vendor user Log in to vendor portal Complete vendor application Submit vendor application Vendor created in the system © 2011 Microsoft Corporation. All rights reserved

demo Vendor Management

Demo 1: Vendor Management PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Purchasing Manager Unregulated growth of vendor master No control or oversight of the information related to the vendor Formal approval process for vendor add leveraging workflow Ability to configure information required in vendor add request All required information about a supplier is captured and will be enable informed decision making regarding relationships with vendors Vendor proliferation is minimized controlling which vendors are added Vendor userManual forms to provide information about the company Completing new vendor application online and submitting for review Provide relevant and accurate information in the vendor application so vendors are considered for all the areas of their competency EmployeeNo ability to make a formal request that a vendor be added Creating and submitting vendor request via employee self-service portal Visibility into requests for new vendors With Microsoft Dynamics AX 2012 © 2011 Microsoft Corporation. All rights reserved

Vendor Purchasing Agent Demo: Vendor Self-Service Compare responses Notify vendors Send the RFQ Complete/ submit RFQ Receive notification Review the RFQ Create the RFQ Select the vendors Accept RFQ © 2011 Microsoft Corporation. All rights reserved

demo Vendor Self-Service

Demo 2: Vendor Self-Service PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Purchasing Manager Quotes from vendors come in various forms, mailed hard copies, telephone calls, s, messages Clarifications or details have to be gathered manually and updated into the system Providing quotes by vendors online Sending RFQ to multiple vendors is simple All responses received are automatically updated RFQs and other notifications can be sent to multiple vendors easily VendorNo secure and transparent way to get information from a customer No centralized way to provide quotes Vendor self-service portal RFQ on the vendor self-service portal Information transparency Centralized interface for interaction With Microsoft Dynamics AX 2012 © 2011 Microsoft Corporation. All rights reserved

Conceptual Model Vendor Request Party is a type of © 2011 Microsoft Corporation. All rights reserved Vendor Existing Party Vendor Add New Party Vendor Add Vendor Approve for Procurement Category Vendor Status Change Organization Person

What We Showed Today… Vendor add process Spend analytics Vendor search Request for quote (RFQ) Vendor self service portal

With This Release You Now Can… Easily leverage enterprise-class functionality regardless of company size Manage vendors more efficiently and effectively – Control the process of managing new vendor requests – Configure and implement a workflow-driven process to onboard vendors – Find existing vendors easily via parameter-driven lookup Collaborate with vendors more efficiently and effectively – Maintain secure and integrated communication channel with vendors using the vendor self-service portal – Increase efficiently with vendor self-service

Related Sessions BRK225 – Implementing Microsoft Dynamics AX Technical Solution Architecture BRK230 – Building efficiency in your business with the use of Microsoft Dynamics AX Global Address Book BRK246 – Purchase Order Management ILL204 - Security Model Setup BRK218 - Utilizing the Workflow Infrastructure to Automate Your Business Processes & Improve Performance © 2011 Microsoft Corporation. All rights reserved

Visit our Focus Rooms Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts Gain further insights on Dynamics AX Industry Solution Offerings Resolution Guidance on Solution Roadblocks Networking Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

Q&A

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows 7 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.