1. Requirements & Process Review Report
5/1/2018
Software Assurance Planning Services Implementing Microsoft Dynamics AX
Requirements & Process Review Report
Speaker name
Title
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

2. Agenda Introduction Review Objective Review Scope
5/1/2018
Agenda
Introduction
Review Objective
Review Scope
Review Process & Key Activities
Findings and Recommendations
Acknowledgements
Next Steps
Questions & Answers
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

3. 5/1/2018
Review Objective
To validate that all high level functional requirements, business process requirements and integration requirements captured are valid including:
Review documented customer business challenges and goals, review business processes and ensure that they can be supported by Microsoft Dynamics AX and prioritize the most critical business processes
Review the business processes documented with Microsoft Dynamics Lifecycle Services and critical business process flow.
Validate all high level functional, business and integration requirements to ensure they can be met
Recommended next steps
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

4. Review Scope The following customer provided items were reviewed
5/1/2018
Review Scope
The following customer provided items were reviewed
High Level business processes
High Level functional requirements
High Level integration requirements
All other items were considered out of scope for this review
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

5. Review Process Activities Deliverables
5/1/2018
Review Process
Activities
Identify & record Business Processes
Identify Functional Requirements
Identify Integration Requirements
Document All with LCS
Deliverables
Requirements and Process Review Report
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

6. [EXAPLE] Market and Sell products and services
5/1/2018
[EXAPLE] Market and Sell products and services
Key Business Processes Covered
Analysis
Marketing strategy
Sales strategy
Manage marketing
Sales plans
Market
Offering
Forecasts
Goals & metric
Lead generation
Opportunity
Pricing
Partnership
Media Management
Account management
This slide is meant to be an example using the Market and Sell Product Processes. Modify the slide according to the unique customer characteristics and processes reviewed.
Channel
Measurements
Promotional activities
Order management
Pricing management
Sales force management
Customer measurements
Channel management
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

7. Business Processes Reviewed: Market and Sell Products and Services
5/1/2018
Business Processes Reviewed: Market and Sell Products and Services
Process Areas
Processes Reviewed
Market and opportunity analysis
Define offering and pricing strategy
<<List the processes reviewed in each process area>>
Develop channel strategy
Develop Sales forecast and budget
Partner and channel relationship management
Establish goals, objectives, and metrics for products by channels/segments
Develop and manage media
Track customer management measures
Sales force management
Manage customer sales and orders
This slide is specific to Market and Sell Products and Services . Modify it based on the customer situation.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

8. Functional Requirements: Market and Sell Products and Services
5/1/2018
Functional Requirements: Market and Sell Products and Services
Functional Area
Number of Requirements Reviewed
General Ledger
Accounts Payable
Accounts Receivable
Bank Management
Fixed Assets
Inventory/Purchase Orders
Reports
Financial Statements
This slide is specific to Market and Sell Products and Services Processes. Modify it based on the customer situation.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

9. 5/1/2018
Functional Requirements: Market and Sell Products and Services (contd.)
Functional Area
Number of Requirements Reviewed
PSA - Advertising Agency Structure
PSA - Campaign, Contract, and Project Setup and Structure
PSA - Project Estimates and Quotations
PSA - Client Billing and Invoices
PSA - Pay-When-Paid
PSA - Revenue Recognition
Time and Expenses
Delete that slide
This slide is specific to Market and Sell Products and Services, modify based on the customer situation
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

10. I modified the list of item
5/1/2018
Integration/Interface Requirements: Market and Sell Products and Services
Integration/Interface
Third Party Application Interface Reviewed
Interface for EDI Solution
<<List the 3rd Party Application/Interface reviewed in each area. If there is no interface requirement in an area, delete that row.>>
Interface for Tax solution
Interface for vendor catalog
Interface for BI/Financial Reporting
Interface for Bank Payments/Transfers
Interface with Document Management system
I modified the list of item
This slide is suggested example. Modify it based on the type of external systems that are expected to interface with Microsoft Dynamics AX.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

11. << Process Name >> Process
5/1/2018
<< Process Name >> Process
<<Use the specific Process Flow Visio diagrams provided as part of Business Process Modeler under the processes you have reviewed and documented in LCS. Modify the process flow diagrams based on customer specific-needs and use them in this slide>>
I included the flow chart to set this as an example
Example
This slide is meant for only Market and Sell Products and Services. For a process flow diagram that can be used in this slide, refer to the process flow diagrams provided on the Business Process Modeler of Life Cycle Services for Market and Sell Products and Services.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

12. Key Activities Review High Level Functional Requirements
5/1/2018
Key Activities
Review High Level Functional Requirements
Requirements reviewed and agreed upon
Review Business Processes
Review summary
Prioritized processes
Review Integration Requirements
Requirement review and required requirements
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

13. Findings & Recommendations
5/1/2018
Findings & Recommendations
The review found
<N> Critical process and issues
<N> Less critical processes and non-critical Issues
All Critical Issues should be addressed before moving on with an implementation
All Non-Critical Issues should be reviewed and addressed if possible before moving on with an implementation
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

14. 5/1/2018
Critical Issue
The following Critical Issue was identified as part of the review:
Include here a brief synopsis of the issue, impact and recommendation for discussion during the presentation
Issues should be included in priority order, which should be the same order that they appear in the report
Meeting attendees should be able to follow along in the distributed review report if they wish to at this point
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

15. 5/1/2018
Non-Critical Issue
The following Non-Critical Issue was identified as part of the review:
Include here a brief synopsis of the issue, impact and recommendation for discussion during the presentation
Issues should be included in priority order, which should be the same order that they appear in the report
Meeting attendees should be able to follow along in the distributed review report if they wish to at this point
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

16. 5/1/2018
Acknowledgement
Thank you to the following participants in this engagement for their assistance:
List customer and partner resources who aided the engagement
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

17. Next Steps The proposed next steps moving forward are:
5/1/2018
Next Steps
The proposed next steps moving forward are:
Validate the outputs of the Requirements and Process review with the business and resolve all critical issues and address any non-critical issues reported
Choose how to proceed
Recommend one to few critical process to focus on for additional planning activities and PoC
Further investigation as part of the diagnostic phase
High level architecture and Fit Gap Solution Blueprint
Scope Assessment
Proof of Concept
Business Case
Start planning for an implementation project
Confirm scope, timescales, resources, costs, planning, etc
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

18. 5/1/2018
Questions & Answers
Are there any questions or concerns we need to discuss?
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.