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Upgrades www.pollev.com/upgrades Polling Time.. What version of JustFoodERP are you on today? 1.A Really Old One 2.11.01 3.11.02 4.12.01 5.12.02 6.2013R2.

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Presentation on theme: "Upgrades www.pollev.com/upgrades Polling Time.. What version of JustFoodERP are you on today? 1.A Really Old One 2.11.01 3.11.02 4.12.01 5.12.02 6.2013R2."— Presentation transcript:

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2 Upgrades www.pollev.com/upgrades

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4 Polling Time.. What version of JustFoodERP are you on today? 1.A Really Old One 2.11.01 3.11.02 4.12.01 5.12.02 6.2013R2

5 Why Upgrade? The ‘Vertical Value Proposition’: o Constant evolution of the platform o Longevity of the ERP application o Cost effective, non-disruptive upgrades o Integration to the Microsoft Productivity Suite o Focused, effective support o Relevant customer community

6 A JustFoodERP Chronology Pallet Management 10.01 Highjump DSD Integration Event Notifications EDI PO Change Requests Qlty Mgmt – Exp. Rules by Location Rework Prod. Orders 10.02 User Def. Calcs. RTC Chart Generator EDI updates (810, 210 in) Full Bin Consmp. Positive Pay Geocoding External Sales NAV Search Web Services 11.01 JF Floor Report log Sales Price Hierarchy Order Sheet Enhancements Lot Properties Direct Transfers Container management Shipping containers 11.02 Catch weight management JF Floor enhancements PM enhancements Cash & Carry Planned Logistics Runs Logistics routes Purchase Pricing (bracket pricing) Trade Spend Cost factors (alternate costs) Serenic 12.01 RTC Only Item Commodities JF RTC Roles SIFT Performance improvements Document Distribution - Event notifications Purchase Rebates Time/Date stamps Pivotier 12.02 Floor Enhancements Catch Weight Enhancements Shelf Life & Prod. Date Mgmt ForecastX Import JF Plant 2013R2 Lot Properties w/ Quality QA Support on JF Floor Item Validations in JF Floor Item Recall Functionality Bulk Picks Production Bins JF Plant JF Scheduler Web Client Performance Improvements O365 Integration Floor Plant Scheduler

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9 Common Opposition Cost expectation Competing priorities 'I have a job to do' Executive sponsorship Easy to forget the benefits of staying on a current ERP platform The RTC

10 Upgrade Trends Pre-RTC Upgrade Frequency: Every 2 years Post-RTC Upgrade Frequency: Every 3-4 years FY14: 18 Customers initiated an upgrade FY15: Target 30 upgrades Are You Ready?

11 What Does an Upgrade Look Like? Initial Object Compare Process Review Custom Code Review Role Assessment/Reporting Discovery Custom Code Merge Role Development & Report Conversions Deployment of Test Database Core Team Training & Business Process Definition Piloting End User Training Go-Live

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13 Poll #2 Have you spent time designing and customizing the roles for your end users? 1.Yes 2.No 3.Huh? Roles?

14 NAV 2013R2 & Role Assessments "Love it! It has re-energized the user community about using Navision" “The role tailored client and event notifications bring the platform to a level where the end user community can connect and better understand the system and more importantly what tasks require their attention. The ability to distill and focus their attention to what important make the end user experience transformed.“ -Eric Murphy, The Original Cakerie

15 What Resources Will You Need? Executive sponsorship A core team New people? New processes? New SOPs? The upgrade can be a catalyst for change

16 Typical Timelines 4-8 months (depending on how much change management is involved) Are we refining business processes? Are we training new users? Are we increasing footprint? Are you ready for Business Analytics?

17 A Progression JustFoodERP is committed to keeping customers on an upgrade path We all benefit when we’re working with the same version of the software MS support is limited for legacy versions Risk of available support expertise for legacy versions continuously increases

18 Available Microsoft Support Products ReleasedMainstream Support End Date Extended Support End Date Microsoft Dynamics NAV 2009 1/13/20151/14/2020 Microsoft Dynamics NAV 2009 R2 1/13/20151/14/2020 Microsoft Dynamics NAV 2013 11/9/20181/10/2023

19 Available JustFoodERP Support Products ReleasedMainstream Support End Date Custom Support Agreement Any Release up to and including JF12.01 12/31/20161/14/2020 JF 12.0212/31/20171/14/2020 JF 2013R212/31/20191/10/2023

20 Licensing Change in MS Licensing – End Users – Device Licenses JF Licensing Options – A la Carte – The Bundle

21 What’s Next? Contact your Account Manager Visit us in the Upgrade Planning session – 9am, Rafael 3

22 Enjoy Day 2!


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