1. Bring Your Business into the 21 st Century : Part 1 WasteExpo 2011 Improving Your Financial Management System

2. PRESENTATION TEAM

3. TODAY’S AGENDA

4. WHY GO AROUND IN CIRCLES

5. FIND THE RIGHT ROUTE

6. WHY COMPANIES LOOK FOR NEW FINANCIAL SYSTEMS

7. PAIN

8. ORGANIZE

9. TIME

10. DO MORE WITH LESS

11. ACCOUNTABILITY

12. COMMUNICATIONS

13. REPORTING

14. VISIBILITY

15. TOP 8 REASONS

16. ORGANIZE YOUR REASONS

17. LETS GO LOOK FOR A SYSTEM

18. WHAT SHOULD WE LOOK FOR?

19. TOP 10 CRITERIA FOR SELECTING 1 ST TIMERS

20. TOP 10 CRITERIA FOR SELECTING 2ND TIMERS

21. PRIORITIZE

22. LOOK AT THE PLAYERS & THE COMPETITION

23. WHAT ARE THE PITFALLS TO BE AVOIDED

24. 30% of all projects fail, while another 50% of all other projects miss expectations. Gardner Group

25. AVOID

35. TOP 10 INTERNAL PITFALLS TO AVOID

36. WHAT OPTIONS DO YOU HAVE IN A FINANCIAL SYSTEM.

39. SHORT LIST OF POPULAR OPTIONS

40. WHAT STEPS SHOULD YOU FOLLOW WHEN INSTALLING A NEW SYSTEM.

41. SIX SURE STEPS TO SUCCESSFUL IMPLEMENTATION

42. The Diagnostic phase helps us establish high-level expectations and budgets for our project. This is accomplished prior to the start of the implementation. Activities and deliverables in each phase can be streamlined to meet your needs.

43. The Analysis phase kicks off your successful project with clear expectations, prepared project teams, and solid requirements. Activities and deliverables in each phase can be streamlined to meet your needs. Sample Project Plan The Analysis phase represents the official start of the implementation. Key activities and deliverables include: Fit Gap Analysis Spreadsheet Functional Requirements Document Project Plan Change Control Plan Communications and Training Plans Development, Quality & Testing Standards Future State Business Process Workflows

44. In the Design phase we will configure and personalize your solution, and design any customizations needed to meet your requirements. Key activities and deliverables include: Risks and Issues Management Core Team Training Create Test Scripts Conduct Feature Testing Create Technical Design Document Begin Data Migration Design In the Design phase, you will help design any customizations needed to meet your requirements and see the formulation of your overall solution design. Activities and deliverables in each phase can be streamlined to meet your needs. Sample Training Plan

45. In the Development phase, your complete solution will be built and configured. Key activities and deliverables include: Determine Security Roles Complete System Configuration and ISV Solution Setup Finalize Customization Code Conduct Acceptance Testing Begin Developing Data Migration Scripts In the Development phase, your solution is configured and tested, and coding of all required customizations is complete and ready to deploy. Activities and deliverables in each phase can be streamlined to meet your needs. Sample Production Environment Specifications Document

46. In the Deployment phase, all our teamwork comes together in the transition to your new Microsoft Dynamics solution. Key activities and deliverables include: End User Training Final System Readiness Final Acceptance Testing Plan for Go-Live Cutover Final Data Migration Go-Live In the Deployment stage, you’ll go live on your new Microsoft Dynamics solution after completing user acceptance testing and sign-off. Activities and deliverables in each phase can be streamlined to meet your needs. Sample Go-Live Checklist

47. In the Operation phase, we’ll close the project and identify any ongoing support and transition assistance you need. Key activities and deliverables include: Provide Post Go-Live Support Review Deliverables against plan and Close Out Project Establish Ongoing Quality and Testing Strategy Conduct Disaster Recovery Test In the Operation phase, we’ll ensure you have everything you need to operate your new Microsoft Dynamics solution on your own. Activities and deliverables in each phase can be streamlined to meet your needs. Sample Project Review Document

48. SUMMARY PLAN, COMMUNICATE, WALK DO NOT RUN.

49. FOR MORE INFORMATION

50. THANK YOU