1. PM08-How we went from dynamics 3.7 to nav 2015 in 4 weeks
Michelle Scott, Terso Solutions, Inc.
Yvonne Steinhauser, Terso GmbH

2. Your presenters Yvonne Steinhauser Michelle Scott Accounting Manager
headshot
headshot
Yvonne Steinhauser
Accounting Manager
Terso GmbH
Michelle Scott
Director, Finance & Operations
Terso Solutions, Inc.
Who is in the room? Do we have Finance, Management, IT? What Version are you running? Earlier than 2009, 2009/R2, 2013, 2015/2016?

3. Session objectives Share our story on our upgrade
Identify ideas for you to make your upgrade/implementation easier
Learn from our mistakes

4. Company Background High Tech company – Healthcare and Life Science
10 years 20% growth annually
Branch in Mannheim, Germany – working on Singapore
High investment in R&D – Agile methodology

5. Who are we? Cutting edge & lean organization
Why we were on 3.7 for so long?
Parent Company – modifications
@ 3.7 (2003) until 2015
Great advice early – No modifications 6 months

6. Our Problem Everyone has a reason to upgrade
What’s yours?
Ours = Collect and Remit Sales and Use Tax
No add-on for 3.7
Nexus in 45 state jurisdictions

7. Business Case Parent Company – SAP rollout 2009-2015
Average Spend $1 million per instance
NAV-10th of the cost with no additional staff required

8. Estimated Project Timeline/Challenges
Struggle with project mgmt
Hosting difficulties
Paperwork
ISV Assessment
Approval
Dec 2014
Kick-Off
May 2015
Testing System
August
Go Live
Sept 1, 2015
Test Environment
available
August 5, 2015

9. Actual Project timeline
Project brainstorm with team
Calls 3 times a week
Each Member took portion of work
Tested 2 days straight in room together
Test Environment
available
August 5, 2015
Go Live
Sept 1, 2015

10. So Many benefits Supported system Efficiencies with new
Always staying current with new features
Take what we learned and apply to EU upgrade

11. EU Perspective Project Impact GmbH Take Away
Start June 1 – little contact during August
Heard the feedback on the system early
Experienced the level of detail to launch project
Take Away
importance regular meetings
Bring in experts early
Make sure we have more time 

12. Thank you for attending
Contact information
Michelle Scott, Terso
Yvonne Steinhauser, Terso

13. Thank you for attending
Reminders: Please download the session slides from the NAVUG Congress Community or through the Congress App Please complete your session survey in the Congress App