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PM10 The pros and cons of working with upgrade centers
Henning Lund, RapidiOnline Room: C4.1.2
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Session With the increased frequency of Dynamics NAV upgrades increased automation is necessary and available through dedicated upgrade centers. What are they and do they make sense for you and your partner? We will review the considerations for using these resources, their role alongside your partner in future upgrades, and if you have not upgraded in a while, how to consider this option when deciding whether to re-implement or upgrade
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Your presenters Henning Lund, CEO RapidiOnline
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Agenda Upgrade centers Upgrade vs. re-implementation Networking
What is it like? Upgrade centers Upgrade vs. re-implementation How to start Upgrade ROI tool Reasons to upgrade Networking
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What is an upgrade center?
Partner with specialization Specialized partner Upgrade centers 1Click Factory Allé ARA Dynamics Archer Point Celenia Liberty Grove Software …and others
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Drivers for upgrade centers
NAV is growing NAV partner resources are busy NAV is on a good upgrade path
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Market Trends Continuous releases from Microsoft
Any Device Integrated Functionality Any time and place Pay as you go Information rather than data Scale as your business grows Decrease manual inputs
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Time to consider an upgrade?
Back on support Want to benefit from new functionality Need to increase productivity Integration with other Microsoft solutions Mobile ERP or a more simple user interface Face urgency to improve or harmonize processes .
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The Mobile-First, Cloud-First World
This is an upgrade to move your customers to the modern era, where all industry is going: into cloud, on devices, and as Microsoft made technological transition already, they have clear promises to add continuous functional value to the product Microsoft is investing in helping partners in decreasing the barriers to move existing customers forward.
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Why Upgrade to Dynamics NAV 2016
If your organization uses NAV and hasn’t upgraded lately, now is the time. Dynamics NAV 2016 delivers breakthrough innovations in the software and in deployment options, such as a Web Client, SharePoint client, Azure, refined RoleTailored capabilities, secure web service calls, bank integration, Office 365 integration, and more. hen you upgrade, you can take advantage of new features, platform, and fixes to previous versions. Upgrading also helps you stay in compliance, increase productivity with more advanced software technology, improve visibility, protect your data, and grow and expand your business. The result: lower costs, more opportunities, and a more competitive position. value to your solution and help your business grow. Powerful functionality and breakthrough user experience and technology innovations simplify access to information, improve organisational agility, and maximise your investment in Microsoft products and technologies. In addition, with Microsoft Dynamics NAV, organisations can maximise their investments in other Microsoft technology. Grow efficiently – Use technology to reduce costs and be a real enabler of your business growth. Connect with customers – Gain the competitive advantage of understanding your customers and making meaningful connections to build long-term relationships. Do business anywhere – Get the benefits of a productive mobile team that can work together, wherever they are. Safeguard your business – Keep your data protected and be prepared for the unexpected, so you know your business never misses a beat. Major enhancements in Office 365 & Azure integration Works natively with CRM New clients: desktop client, web client, tablet client, phone client. Full availability of Microsoft’s test automation suite Power BI with better visualisation of KPI‘s and business inteligence with the existing version. Combined package of integrated Workflow and e-Everything capabilities 1.3. MS Dynamics NAV 2016 is moving from on-premises programming towards combining standardized cloud components which are always up to date and scaleable on demand. This is going much faster than anybody would’ve thought even a year ago. Convert data into intelligence action 5. NAV 2016 will take this a big step forward by integrating Power BI natively, so business reporting is now at any user’s fingertips without needing to integrate expensive and sometimes cumbersome 3rd party tools. New functionalities in the finance segment include deferrals and posting preview – a functionality end-users have been asking for ever since Navision Financials 1.0. It has now been made technologically possible in a sustainable way. 4. Another major point in all of the Dynamics PowerShots trainings has now been guaranteed by Microsoft. Dynamics NAV will make their test automation suite available to partners with every annual release, even supplying updates on a monthly basis. This, again, is a major breakthrough in our quest for professional software production processes. The test unit framework has been around for some time now, even allowing UI unit testing in the meantime.
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Why Upgrade to Dynamics NAV 2016
Upgrade and enable your Dynamics NAV for the Cloud to save on infrastructure Save, cost increases exponentially if not upgraded for a long time Get back on support Easier integration with other systems Make your business mobile - access NAV 2016 through the broad range of devices Bring your team to the next level of productivity Better support your business ambitions
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Pros & Cons Working with Upgrade Centers
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Upgrade partners (may not be complete)
Through partners 1ClickFactory Simplanova To customers & partners Allé Archer point HiTechITO Liberty groove SWP To customers Nab solutions Innovia consulting Clients First business solutions: Dynamics Consultants EC Advance The NAV People Mercurius information technology Tvision technology ltd K3 SCS Catapult MicroDatanet Fenwick software Christiaens Active business solutions Williams commerce
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Challenges of Upgrading
Understand the new functionality and value of an upgrade Investment & time to transform from Classic to RDLC Risk that scope and investment will change during the project Access to the best practices and methodologies Keep with the rhythm of yearly NAV releases Value/ROI. Price/Risk that it will change during a project. Speed/Business disruption duration. Too old or too customized versions-to expensive to upgrade. Yearly NAV releases. How to keep with this rhythm (Sandra)
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Pros and Cons Working with Upgrade Centers
Methodology through specialization Experience Tools Speed Lower investment/price Upgrade subscription Not necessarily native Time zone Customizations knowledge New working relationship Past general outsourcing experiences Partners do not encourage customers to upgrade Methodology: Applies the most efficient upgrade tactic depending of your solution current state. Experience: Higher quality, less errors. Speed: Own automated upgrade tools to speed up an upgrade and reduce human errors. Investment: Higher projects efficiency due to expertise and shorter project time. Confidence: Better visibility into upgrade ROI based on concrete your company data before starting a project.
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Efficient Upgrade - Upgrade Methods
Technical update What it is? Upgrade only platform Pros Can use new technologies Platform bugs fixed Usually very fast Cons Old functionality Not applicable for Classic to RTC cases Full upgrade Merge Usually fastest approach Microsoft upgrade tools can be used Includes outdated customizations My data in a new NAV Only data migration No unused customizations Easier future upgrades Reuse of new C/AL features Require development Takes longer Require more go-live support Re-implementation New implementation Less data No historical data Upgrade methods Clean start – pervadinti – „my data in new nav“
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How to Start an Upgrade Project?
Plan Build a business case Get an assessment Plan upgrade project Implement Execute upgrade project Enjoy NAV 2016 Utilize the future value of Dynamics NAV through upgrade subscription
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A way to build a business case
Upgrade ROI Tool for NAV Presents an overview of key new functionalities Translates Dynamics NAV feature enhancement to economic values for a customer Provides an investment and benefits calculation summary (ROI presentation) tool-30-(nav).aspx Presents an overview of key new functionalities for the product from early to the latest versions (from Navision Financials 1.30 to Dynamics NAV 2015) Translates Dynamics NAV feature enhancement to economic values for a customer Provides an investment and benefits calculation summary (ROI presentation) - the revenue gains and cost savings on the one side and upgrade costs on the other side Delivers an easy-to-use upgrade business case presentation template.
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Questions?
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Thank you for attending
Contact information Henning Lund, RapidiOnline –
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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
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TODO: Project planning slide?
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