Speaker name Title Project Kick-Off Requirements and Process Review

Agenda Introduction Review Definition & Objectives Business Benefits Review Overview Key Activities Expectations Scope Wrap Up Questions & Answers

Introduction Team Member Introduction Sponsor Project Manager Consultant Identified Key Business & IT Persons Confirm Team Members’ Roles & Responsibilities For the Engagement

Review Definition & Objectives To review high-level functional requirements and business processes to be included within a Microsoft Dynamics CRM 2011 implementation including any integration requirements that may be required with other systems. Primary Objective: To document all high-level functional requirements, business process requirements and integration requirements of the potential Dynamics CRM 2011 implementation.

Business Benefits The Requirements and Process review provides the following business benefits: Review and listing of the high-level functional requirements, business processes and integrations requirements. Early identification of the high-level scope of the project helping to prevent costly rework in later phases. A level of confidence to project governance of the correct product being selected.

Considerations for Process Industries or Regulated Companies: Formula and recipe management is built on top of standard Microsoft Dynamics AX production with extensions that allow for multiple outputs from production. Disassembly and deconstruction operations can be modeled, processed and costed. Scoping of Process Industry solution enhancements in the Inventory batch and serialization: Catch Weight Shelf Life and FEFO reservation logic Quality Control definition Gathering of test results for classifying attributes of inventory batches while tracking lot disposition

Considerations for Process Industries or Regulated Companies (continued): Usage of Electronic Signature functionality and business-process impact as well as security framework. Hazardous-material management, reporting and material safety data-sheet storage. Master Planning by multiple outputs of the same formula.

Overview Activities Identify Functional Requirements Identify Business Processes Identify Integration Requirements Document Issues Deliverables Requirements and Process Review Report

Key Activities List High-Level Functional Requirements: List all functional requirements. List and review Business Processes: List high-level to-be business processes. List Integration Requirements: Identify and list potential integration requirements.

Expectations Access to persons responsible for completing the Functional Requirements, Business Process and Integration Requirements spreadsheets. Clear path to resources for answering questions and providing clarity as necessary for the duration of the review.

Scope The following customer provided items will be reviewed: High-level functional requirements. High-level business processes. High-level integration requirements. All other items are considered out of scope for this review.

Wrap Up Action Items: Capture of Functional Requirements, Business-Process and Integration Requirements documentation. Development of Review report and supporting presentation for final delivery. Confirm date, time and location for findings presentation.

Questions & Answers Are there any questions or concerns we need to address at this stage?

Many Thanks Ready to Start!