April 30, 2019 ERP Cloud Options for NorthStar Bottlers - BKD...4/29/2019 1 ERP Cloud Options for...
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4/29/2019 1 ERP Cloud Options for NorthStar Bottlers April 30, 2019 › Individuals • Participate in entire webinar • Answer polls when they are provided › Groups • Group leader is the person who registered & logged on to the webinar • Answer polls when they are provided • Complete group attendance form • Group leader sign bottom of form • Submit group attendance form to [email protected] within 24 hours of webinar › If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar To Receive CPE Credit
Transcript of April 30, 2019 ERP Cloud Options for NorthStar Bottlers - BKD...4/29/2019 1 ERP Cloud Options for...
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ERP Cloud Options forNorthStar Bottlers
April 30, 2019
› Individuals• Participate in entire webinar• Answer polls when they are provided
› Groups• Group leader is the person who registered & logged on to the webinar• Answer polls when they are provided• Complete group attendance form • Group leader sign bottom of form• Submit group attendance form to [email protected] within 24 hours of webinar
› If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar
To Receive CPE Credit
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PRESENTERS Christina PhillipsDirectorBKD [email protected]
Woody DavisBusiness Development ExecutiveBKD [email protected]
Dennis JasonBusiness Development BKD [email protected]
Tim Sparks, MCPManaging ConsultantBKD [email protected]
› Identify ERP cloud options
› Discuss pros & cons of each option
› Describe high-level functionality of each option
Presentation Agenda
Today Considerations & Options Tomorrow
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› Microsoft Dynamics GP On-Premise• Microsoft Dynamics GP Multitenant Azure (four bottlers + other clients)
› eoStar Route Accounting
Current NorthStar Bottlers Solution
BKD | Microsoft Partnership (20+ Years)
Finance and Operations
Business Central
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› Microsoft Dynamics GP has the same road map as other products
› Microsoft traditional sales message can be confusing, as they are not considering specific requirements for ERP solutions
› Microsoft leadership (2/2019) – GP migrations to Dynamics 365 are not an imperative & potentially premature depending on functionality needed
Microsoft’s Dynamics GP MessageWhat does this mean?
› Consider your status today
› Consider the functionality you need
› Consider the path that makes sense for you
2016 H1Microsoft Dynamics GP Roadmap
2017 2016 H2 2018 2019 2020 +
Power BI: OData 2.0Home Page RefreshWeb Client EvolutionTop Features Requested by Customers
GP 2016Enhanced user experience for Web ClientMultiple browser & device support for Web ClientWorkflow 3.0PowerBI: Odata 1.0Top feature requests
GP 2016 R2Workflow 4.0Doc AttachFin/HR OptimizationPower SuiteTop feature requests
GP 2018Ongoing DevelopmentIntelligent Edge EnhancementsTop features requested by customers & community
GP ‘Next’Ongoing DevelopmentIntelligent Edge EnhancementsTop features requested by customers & community
GP ‘Next’Intelligent EdgeFinancial EnhancementsPurchasing UsabilitySales OptimizationTop features requests
GP 2018 R2
Source: https://community.dynamics.com/gp/b/dynamicsgpessentials/archive/2018/08/26/dynamics-gp-roadmap-up-until-2020-enhancements-are-to-come
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Simplicity of Support
Managed Services
Cost to Benefit
Disaster Recovery
Upgrades & Patches
Why Cloud?
Dynamics GP on Azure(Multitenant or Private)
Dynamics 365 Business Central
Dynamics 365 Finance & Operations
Sage Intacct
Current Options
Cloud Options Today
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Considerations on the Path› Cost/benefit
• Subscription (services, software)• Cloud benefits
› Migration/implementation path• Data retention• Complexity
› Functionality• Available & road map
› Integration with eoStar
› Multitenant• Shared server with other clients• Shared (usually lower) cost• Includes some managed
services (required)• Unified upgrade schedule• Only Dynamics GP & integrated
products
› Private• Private dedicated server• Cost may be higher, depending on
user count• Upgrades scheduled on your own
time• Can exclude managed services
(can manage yourself)• Can add other products/software
Multitenant vs. Private Cloud
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› Retain all existing functionality & capabilities• Including existing eoStar interfaces
› Flat fee migration to cloud• Can be completed in a day• Can leverage existing Office 365 licenses if you have them
› Can retain on-premise license for GP or move to subscription license• We can advise on break-even for this decision
› Not truly Software as a Service, but does include maintenance & administration of server
• Can add on managed services for GP support &/or GP upgrades
Microsoft Dynamics GP Considerations
Microsoft Dynamics 365 Ecosystem
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Dynamics Business Central
Microsoft Dynamics OptionsDynamics Finance & Operations
Target 5–75 employees 150 + employees
Financials Full-featured Advanced, intercompanyInventory Very good single entity, single site Robust, multisite & allocation flexibility
Manufacturing Potential third party for some features Planning, scheduling, recipe & quality embedded, process & batch mfg.
Procurement PO + limited intercompany PO, intercompany, category/contract mgt.
Supply Chain Full-featured or through partner Embedded WMS, returns, quality nativeCRM Quotes, sales order, order mgt., price
mgt.Advanced price management, workflow, sales force automation, call center
Retail Through partner, in-process Merchandising, category, payment complianceInvestment $–$$ $$$–$$$$
Business Central Overview
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› Pro/con• Modern, unified, adaptable solution on one cloud-based platform
(on-premises/dual deployment available)• Web client & cloud are relatively new (early 2018); enhancements to
match on-premises functionality on road map for 2019/2020
› Cost/benefit• Licensing cost range: $70 per essentials user/month – $100 per
premium user/month – premium includes manufacturing
• Services cost structure
Business Central Considerations
› Migration/implementation path• Complexity – easy to configure; simplicity guides innovations in
product design, development, implementation & usability• Timeline: 3–6 months typical
Business Central Considerations
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› Functionality• Essentials: modern user-experience, financial, basic customer
relationship, supply chain, & project management• Premium: above & service/manufacturing management• Payroll available as integrated third-party product
› Integration with eoStar• To be developed
Business Central Considerations
Finance & Operations Overview
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› Pro/con• Full-featured functionality on one platform for those who need it• May be overkill for companies with straightforward business models
› Cost/benefit• Licensing cost range: $50–$210 per full user/month• Services cost structure
Finance & Operations Considerations
› Migration/implementation path• Complexity: simpler the better, but ERP is never easy• Timeline: 9–12 months typical
Finance & Operations Considerations
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› Functionality• Overlays tier 1 manufacturing, planning, inventory/supply chain to
robust financials• Integrated HR/payroll capabilities
› Integration with eoStar• Existing GL &AP integrations, not currently deployed
Finance & Operations Considerations
The right product. The right partner.
Recognized by:
BEST‐IN‐CLASS FINANCIAL CLOUD FMS
Real‐time reporting from system of record
Dashboards for key stakeholders
Rock‐solid financial core connection with your systems
of choice
REPORTING VISIBILITYINTEGRATION & AUTOMATION
Sage Intacct Overview
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Pros Cons
True New system & implementation (training/change)Endorsed by the AICPA No/limited manufacturing functionalityHigh net promoter rankings Payroll as third-party integrated providerIntegrates with eoStar (AP, GL) Requires data migrationStrong marketplace of third-party add-onsAP, GL, bank rec., fixed-assets modulesOpen API/integration-friendly
Pros & Cons
• Shift to subscription licensing• Implementation costs vary based on scope (rapid implementation available)• 3–4 month implementation time frame typical
WHAT NEXT?
› Tailored demo/discussion
• Focused on your specific situation• Includes cost/benefit comparison analysis
› Formal cloud readiness assessment
• Holistic assessment of moving business operations to the cloud
• Readiness scoring & recommendations
› Contact: [email protected]
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Continuing Professional Education (CPE) Credit
BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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› CPE credit may be awarded upon verification of participant attendance
› For questions, concerns or comments regarding CPE credit, please email the BKD Learning & Development Department at [email protected]
CPE Credit
bkd.com | @BKDLLP
The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered
