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Ziitrics Solutions Ltd

Microsoft Dynamics AX ERP


Proposal
EXECUTIVE SUMMARY

ZIITRICS SOLUTIONS LIMITED is pleased to submit this proposal for the supply and
implementation of Enterprise Resource Planning (ERP) software - Microsoft Dynamics AX
2009.

We understand that [THE CUSTOMER] is looking for an integrated financial, Human


Resources solution that ensures availability and increased process efficiency. This proposal
demonstrates our competencies to surpassingly meet this challenge.

ZIITRICS SOLUTIONS LIMITED is a company that keeps customers’ changing needs in mind,
and we are dedicated to assist [THE CUSTOMER] in the process of migrating of its
operations, allowing greater focus on core business objectives.

ZIITRICS SOLUTIONS LIMITED will ensure a sufficient level of knowledge transfer to the [THE
CUSTOMER] user and support group, use best practices and proficient knowledge workers in
order to lower total cost of ownership and achieve groundbreaking results.
WHY MICROSOFT DYNAMICS AX 2009?

“The software challenges of today are less about getting access to the
information people need, and more about making sense of the information
they have.”
Bill Gates, Chairman Microsoft Corporation

DYNAMICS AX SIMPLIFIES TASKS BY INTEGRATING PROCESS TOOLS WITH PRODUCTIVITY


TOOLS

Microsoft Dynamics AX is an integration of the user experience of Microsoft Office with the
user experience of business process applications, in a way that is familiar and easy to use
for the end user, and built around the way people in the company work.

This means that Organizations no longer have to deal with two distinct worlds of software
applications, namely:

1. Business process automation software: software that automates processes in areas


like accounting, sales, and production.
2. Personal productivity software: the tools that we all use daily — Microsoft Word,
Microsoft Outlook®, Microsoft Excel®, and the Web.
DYNAMICS AX USES A UNIQUE ROLES BASED APPROACH
Microsoft Dynamics AX roles-based approach is targeted around the specific jobs people do,
helping drive company-wide productivity, and changing the way that businesses and their
employees work, for the better.

DYNAMICS AX IS A HIGHLY FAMILIAR SOFTWARE THAT FITS INTO MICROSOFT’S TECHNOLOGY


Because Microsoft Dynamics AX works like familiar Microsoft software such as Microsoft
Office, Microsoft Dynamics AX has less of a learning curve, so people can get up and
running quickly and focus on what is most important. Microsoft Dynamics AX and products
such as Microsoft SQL work together seamlessly.

DYNAMICS AX OVERVIEW

ZIITRICS SOLUTIONS proposes the implementation of Dynamics AX software solution which

includes Systems Design, Customisation, Testing, and Deployment of the solution. We

equally will be there to provide the Post–Deployment support & Maintenance.

Microsoft Dynamics AX 2009 is a completely integrated ERP solution that uses:


• one business logic
• one source code
• one database
• one toolbox
It can also be configured with Web-enabled interface and supports the leading database
management systems that include Microsoft SQL Server® and Oracle databases. With the
customizable source code, the solution can be modified however and whenever needed.
Designed to run on the Microsoft Windows Server® 2003 operating system, Microsoft
Dynamics AX 2009 provides customers the enhanced security, connectivity, scalability, and
support required for today's business environment.
Dynamics AX Financials overview

Module: Financials I
Key Features Description
GENERAL LEDGER Flexible setup of accounting periods

Fast and reliable year-end procedure

Multiple budgets

Advanced options for transaction entry

Journal approval procedures

Recurring journals

Validation prior to posting

Automatic allocation according to predefined setup of accounts, dimensions and

percentages??
 Extensive tax module for different types of tax calculation and reporting
BANK MANAGEMENT  Reconcile bank accounts
 Setup of checks
 Monitoring deposits, payments, and bank balances
 Electronic import of bank account statements available for some countries
ACCOUNTS RECEIVABLE  Credit assessment
 Flexible terms of payment and cash discounts
 Advanced payment schedules
 Prepayments
 Draft handling (bill of exchange)
 Payment proposal
 Free text invoicing (non-stock invoicing)
 Extended options for interest calculation
 Options to setup unlimited number of different collection procedures
 Export and import formats for electronic payments
 Multiple currency handling and exchange rate adjustment
ACCOUNTS PAYABLE  Export and import formats for electronic payments
 Bridging accounts
 Promissory note handling
 Advanced payment schedules
 Payment proposals
 Option to match invoices to physical deliveries
 Option for separate handling of approved and unapproved invoices
EASY TO USE  Intuitive screen layout and structure
 User-adjustable menus, entry forms and reports
 Advanced sorting and filter options
 Built-in user Help including an integrated manual
 Option to e-mail and fax directly from Microsoft Axapta
GLOBAL FUNCTIONALITIES  Multi-language capabilities
 Comprehensive local market functionality
 Multi-currency and secondary currency handling
 Currency Converter
 Euro conversion
 Exchange rate adjustment handling
 Intrastat and EU sales list
 Country-specific bank formats for electronic payments and import of bank account
statements
DATA ANALYSIS  Powerful financial dimensions for data analysis
 Flexible report generator
 XBRL (Extensible Business Reporting Language)
 Drill to detail and drill around capabilities
Module: Financials I
Key Features Description
GENERAL LEDGER Flexible setup of accounting periods

Fast and reliable year-end procedure

Multiple budgets

Advanced options for transaction entry

Journal approval procedures

Recurring journals

Validation prior to posting

Automatic allocation according to predefined setup of accounts, dimensions and

percentages??
 Extensive tax module for different types of tax calculation and reporting
BANK MANAGEMENT  Reconcile bank accounts
 Setup of checks
 Monitoring deposits, payments, and bank balances
 Electronic import of bank account statements available for some countries
ACCOUNTS RECEIVABLE  Credit assessment
 Flexible terms of payment and cash discounts
 Advanced payment schedules
 Prepayments
 Draft handling (bill of exchange)
 Payment proposal
 Free text invoicing (non-stock invoicing)
 Extended options for interest calculation
 Options to setup unlimited number of different collection procedures
 Export and import formats for electronic payments
 Multiple currency handling and exchange rate adjustment
RELIABILITY AND SECURITY  Strong audit trail capabilities
 System controls and transaction validations
 Transaction approval
 Extended options for setup of access rights

Module: Financials II
Key Features Description
ADVANCED GENERAL LEDGER  Intercompany accounting
 Global consolidations
 Account allocations based on predefined criteria for actual or budget amounts
 Cash-flow forecasting and currency requirement calculation

Module: Fixed Assets


Key Features Description
ASSET MANAGEMENT  Manages the full life cycle from acquisition, depreciation to disposition
 Maintains asset status information
 Improves control over fixed assets to drive accuracy and timeliness in your accounting
results
 Supports five depreciation methods (straight line, declining balance, factor, manual
percentage and consumption)
 Forecasts using fixed assets budgets
Microsoft Dynamics Ax Human Resources Overview.

MBS Dynamics Ax Human resources module Overview

Microsoft Navision Axapta Human Resource helps you gather and structure information to
get an optimal overview of employees and your organization. Axapta has a fully integrated
Human Resources Management Module that broadens infinitely the performance capabilities
of its payroll system.

Axapta Human Resource Management is divided into three modules:

HRM I: Core administration for employees and HR professionals


HRM II: Recruitment and absence management
HRM III: Strategic HR

Human 1 Organization
Management
Employee
Administration
CV Administration Loan and Benefit
Administration
Resource
Human2 Position Management Recruitment Absence Management

2Resource
Human 3 Personnel Development Competence Management Course Administration

Resource

Business Strategic Planning Action Management Action Planning

Process
Balanced Key Performance Automatic measurement Data Link
Indicator Administration
Score Card
Employee Service
Employee self service support for HR Performance Management
Enterprise Portal
1, II, III

Questionnaire Design and Scheduling Reports and Web support


Execution analysis enterprise portal
Human resource management I module (HRMI)
Microsoft Business solution Axapta Human Resource Management I (HRM1) helps you manage
employees as well as structure knowledge and competence areas. With HRM1, you can store
employment information and agreements, note the reasons for a resignation and keep track
of transfers between departments. The framework is easily adapted to fit the specific
needs and requirements of your business so you can pull out exactly the data and
information you need.
HRMI consists of the following core functions:

• Organization Management
• Employee Administration
• Curriculum Vitae Administration
• Loan and Benefit Administration

Human resource management II module (HRM II)


Building on functionality in Axapta Human Resource Management I, this module gives you

additional capabilities for managing job descriptions, automating personnel recruitment

and absence management. HRM II consists of the following function:

• Position Management
• Recruitment
• Absence Management

Human resource management III module (HRM III)


Building on functionality in Axapta Human Resource Management I and II, HRMIII provides
additional features to manage personnel and give support for important issues such as
professional development for individual employees. HRM III gives you the tools you need to
keep all agreements and development plans in one place, giving you the full overview of
each employee’s plans. HRM III consists of the following functions:
• Personnel Development
• Competence Management
• Course Administration
Other Complementing Functions
Business Process Management
• Strategic Planning
• Action Management
• Action Planning

Balanced Score Card


• Key Performance Indicator Administration
• Automatic Measurement
• Data Link

Employee Service Enterprise Portal


• Employee Self service support for HR I, II, III
• Performance Management

Questionnaire
• Design and Execution
• Scheduling
• Reports and Analysis
• Web support Enterprise Portal

Project Methodology
Implementing mission-critical business applications is a complex and highly challenging
task. The key to a successful implementation and integration project is to manage the
application and infrastructure changes as part of an integrated project plan. A
comprehensive methodology is the key to managing those changes in a consistent and
efficient manner. [THE CUSTOMER] must embrace a proven, structured method to guide the
implementation, manage risk, and avoid missteps. Within this structured framework,
however, the method must be flexible enough for the implementation effort to be tailored
to the specific and unique needs of [THE CUSTOMER].
(ON TARGET)
Implementation Methodology
Our methodology is a proven implementation approach to plan, execute and control the
[THE CUSTOMER] implementation.

There are five major phases in our implementation methodology


1. Diagnostic
2. Operations Analysis
3. Solution Design
4. Development and Testing
5. Deployment


The 5 Phases of AX Implementation methodology

Process Accepted Process flow Design System Test


Meetings Report Accepted Approved Approved

DIAGNOSTIC ANALYSIS DESIGN DEVELOPMENT DEPLOYMENT


& TESTING

Axapta System is
Diagnostic Process Flow Design Loaded with
Solution
Report proposal Documents & Data & Ready.
Developed &
document Test Plans Acceptance
System Test
Completed Test signed
Completed
Off.
Project
Management and Control
A sound project-management process is essential to the success of any major project.
ZIITRICS SOLUTIONS understands that planning a project demands a ”real world” sensitivity
to how long it takes to complete certain activities, particularly creative or intellectual
activities, no matter what level of resources are applied. It is particularly important on an
infrastructure development and application integration effort such as the [THE CUSTOMER]
project, in which many participants are involved simultaneously, where critical functional
interdependencies exist and where varied technologies are to be incorporated into the
overall solution. It is equally important that an efficiently structured project management
approach be adopted.

Project Management Approach


ZIITRICS SOLUTIONS has successfully utilized project management techniques in a large
number of system design, development and Application Implementation efforts. The major
management activities that will be performed by ZIITRICS SOLUTIONS in support of the [THE
CUSTOMER] project are:

• Interfacing with [THE CUSTOMER] staff at all necessary levels

• Defining project objectives


• Planning the various aspects of the project
• Conducting an initial quality assurance review of project plans and controls
• Coordinating project activities
• Measuring and evaluating performance related to the project work plans and
schedules
• Tracking and reporting project status
• Determining the schedule availability of required hardware, software and support
services
• Conducting project reviews
• Managing the change control procedure
• Documenting project completion

• Jointly Setting up procedures for on-going Operations with PRICE WATER HOUSE
COOPERS
Project Control
As part of ZIITRICS SOLUTIONS risk management planning, ZIITRICS SOLUTIONS incorporates
the following project control documents to ensure open communication and proactive
resolution of issues that may arise during the conduct of this engagement:
• Weekly status reports
• Incident detection forms
• Incident resolution forms

Project Experience
SPECIFIC ROLES OF KEY IMPLEMENTATION STAFF IN SIMILAR PROJECTS

DYNAMICS AX ERP PROJECT

PROJECT TEAM

Description of Actual Services Provided by ZIITRICS SOLUTIONS Staff on other implementation


projects:

DARE OSIKOYA: (PROJECT MANAGER)


HE IS THE COORDINATOR OF ALL ACTIVITIES AND HAS SINGLE POINT RESPONSIBILITY FOR THE
SUCCESS OF THE DYNAMICS AX PROJECT AT MTEL AND NITEL

MEZIE EMELONYE: (SYSTEMS ADMINISTRATOR)


DYNAMICS AX SYSTEM INSTALLATION AND ADMINISTRATION –
THIS INVOLVED THE ACTUAL INSTALLATION OF THE DATABASE AND STANDARD DYNAMICS AX ERP.
HE WILL BE INVOLVED IN END USER ASSISTANCE.

PER JAKOBSON: (DYNAMICS AX SYSTEM DEVELOPER)


DEVELOPMENT, CUSTOMIZATIONS AND INTERFACES –
THIS INVOLVES SOURCE CODE PROGRAMMING TO CUSTOMIZE THE SYSTEM AND INTERFACES.

EMIOLA BABATUNDE (SYSTEM ANALYST / TRAINER)


ACCOUNTING PROCESS FLOW DESIGN AND DEVELOPMENT IN DYNAMICS AX –
HE IS A KEY MEMBER OF THE WORK GROUPS AND IS RESPONSIBLE FOR DEVELOPING THE
FUNCTIONAL DESIGN DOCUMENT.
GENERAL IMPLEMENTATIONS OVERVIEW

• Setup key user and project group education and orientation


• Setup all hardware, and software required for the System.

• Set up the Database and Applications components of the solution

• Design a tailored customised solution from standard ERP functionalities

• Design system to ensure failsafe on line processing of transactions and operations

• Facilitate setup of network environment for the entire system


• Follow-up and assist in the prompt resolution of all outstanding user requests.
• After the detection of frauds attempts or errors in the System, assist in their
resolution and put in remedial measures to prevent reoccurrence.

• Ensure timely distribution of relevant reports to [THE CUSTOMER]

• Constantly monitor data in the system for significant trends, relations and potential
problem, and proactively correct these.
• Produce periodic reports on the operation of the system and performance

• Ensure the System uptime is not less than 99%.

• Facilitate and monitor disaster prevention and data recovery at [THE CUSTOMER].

• Implement and maintain a comprehensive system of data protection, security and


backup.
• Arrange and implement a regular program of maintenance for the System.

• Ensure that System’s data structure evolves to meet the changing needs of [THE
CUSTOMER].
• Recommend and coordinate the training of staff involved with the operation of the
System.