1. T OOLS FOR I MPLEMENTATION S UCCESS

2. Agenda Overview of Stoneridge Software Secrets to Implementation Success Lifecycle Services SharePoint Repository

3. Stoneridge Software At A Glance Ex-Microsoft: Consultants 52% Leadership Team 70% Premium AXUG Partner A Great Place to Work Commitment to the Community -Presentations at Convergence -AXUG Summit Speakers -AXUG Training thru Univ. of Mary -Regional Chapter Speakers -FastTrAX Trainers

4. About Eric Founder of Stoneridge Software – Microsoft partner with the most AX customers in MN, SD, ND, IA Serve as Principal Project Manager conducting project reviews Frequent presenter at Convergence and AXUG on project mgmt. best practices 13 year veteran at Microsoft – led North American Premier Field Engineering team for Dynamics AX Dynamics CRM Technical Account Manager for several Fortune 500 customers Convergence Presentations Top 10 Implementation Pitfalls and How to Avoid Them 50 Tips for Managing Dynamics AX Implementations Performance Analyzer for Dynamics Premier Support for Dynamics Support & Services for Dynamics AX SQL for Dynamics Eric Newell President – Stoneridge Software

5. I MPLEMENTATION S UCCESS

6. Secrets to Implementation Success Diagnostic AnalysisDesignDevelopmentDeployment Operations Heavy Investment in Training Project Mgmt, Resource Dedication & Buy-in Planning Fit Gap & Design Review

7. Our Implementation Approach Stoneridge Software uses Microsoft’s tried and true Sure Step Implementation Methodology for its deployment of Microsoft Dynamics AX Stoneridge Software recommends a Waterfall approach to projects to keep the project moving forward with milestones Sure Step Stoneridge Software is committed to leveraging out-of-the-box functionality wherever possible and will challenge the need for customizations unless they are critical to the business Out of the Box Functionality Throughout the implementation and after go-live, Stoneridge Software wants the customer to be as self- sufficient as possible – we will leverage customer resources first before turning to our consultants Customer Self-Sufficiency

8. Customer Expectations for Project Continuous Buy-In from Leadership and Staff Project Manager and/or Escalation Path within the Company to Assure On-time Deliverables Subject Matter Expert Time (as much as 50-75% time during Analysis and Deployment) Meeting Facilities (War Room) for Onsite Meetings and Workspace IT Resources and Environments for the Deployment of the Solution

9. L IFECYCLE S ERVICES

10. Purpose of Lifecycle Services Provide toolset for customers and partners to improve deployment success Utilize the cloud as a platform for these tools Assist partners and customers in the sales cycle Released on July 1 2013 – Monthly updates provided

11. How to Access Lifecycle Services Go out to https://lcs.dynamics.comhttps://lcs.dynamics.com Log in with CustomerSource credentials Create a new project or join an existing project Determine the project type – Learn, Pre-Sales or Implementation

12. What’s in Lifecycle Services  Project Plan  Document Storage  Business Process Modeler  Customization Analysis  Upgrade Analysis  License Sizing Estimator  Issue Search  RapidStart  Cloud hosted environments  System Diagnostic  Support  Updates  Environment Sizing  Configuration Manager  SharePoint connector  Visual Studio TFS connection  Usage profiler

13. Infrastructure Estimation Using Lifecycle Services you can see a visual representation of the number of servers needed for your company’s deployment It is still a best practice to review this with a Technical Consultant, but it’s a great way to get started.

14. Usage Profiler

15. Upgrade Analysis Service

16. Customization Analysis Service

17. License Sizing Estimator

18. Business Process Modeler High quality, quick analysis phase

19. System Diagnostic

20. Issue Search Reduce time spend on finding hotfixes or potential workarounds

21. D OCUMENT R EPOSITORY

22. SharePoint site Project Plan Risks Processes Requirements List Development Projects Deliverable Documents Training Manuals Tasks Issues List Calendar

23. Resources Our site: http://www.stoneridgesoftware.comhttp://www.stoneridgesoftware.com LCS Website: https://lcs.dynamics.comhttps://lcs.dynamics.com LCS Blog: http://blogs.msdn.com/b/lcshttp://blogs.msdn.com/b/lcs Stoneridge Software LCS home: http://www.stoneridgesoftware.com/lcs http://www.stoneridgesoftware.com/lcs

24. Socialize With Us stoneridgesoftware.com info@stoneridgesoftware.com

25. O PEN F ORUM / Q UESTIONS ?