Maximize your ax roi leveraging mobile apps

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08/03/11; 11:00 AM CT INDUSA Technical Corp. & Logan Consulting Maximize Your AX ROI: Leveraging Mobile Apps

description

A critical factor to many of the organizations today is to have access to LOB applications they rely upon in office, while away. By integrating web applications with Dynamics AX, one can create mobile solutions exactly tailored to their business requirements and compatible with most of the smartphones in vogue. The webinar enlightened the participants about Microsoft’s mobility solutions which are role-tailored and task-oriented and an ideal solution for field sales representatives and mobile employees who are always on the move and work in remote locations.

Transcript of Maximize your ax roi leveraging mobile apps

Page 1: Maximize your ax roi leveraging mobile apps

08/03/11; 11:00 AM CT

INDUSA Technical Corp. & Logan Consulting

Maximize Your AX ROI: Leveraging Mobile AppsMaximize Your AX ROI: Leveraging Mobile Apps

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Agenda

• AX Requirements Landscape

• AX Mobile App Strategy

• Introduction of Panel

• Case Studies

• Conclusion

• About Us

• Q&A

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Introduction of PanelIntroduction of Panel

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• Andrew Hall – Logan Consulting

• Dynamics AX Practice – Project Delivery Principal

• Manoj Nair- INDUSA Technical Corp.

• Practice Manager, Microsoft Dynamics AX

Introduction of Panel

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AX Requirements LandscapeAX Requirements Landscape

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AX Landscape: What’s Next?

• Situation Analysis• Increased adoption rate • Top spot in Gartner’s Magic quadrant in ERP for mid market• Business imperatives for new as well as existing instances:

– Extend features/usage – Budgets: Do more with less

• Trends for new initiatives• Mobile Apps• Real time integration with other apps• BI Dashboards• Add new business features (AX customizations)• AX Upgrade to AX 2012

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Poll

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AX Mobile App StrategyAX Mobile App Strategy

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MOBILE IS GROWINGFASTER THAN ANYTECHNOLOGYBEFORE.

Source: KPCB

1960 1970 1980 1990 2000 2010 2020Units/Users

1 MM+

10 MM+

100 MM+

1 B+

10 B+

Mainframe

Microcomputer

PC

Desktop Mainframe

Mobile Internet (Post PC)

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The Mobile App Imperative

• Since 2007, the Smartphone market has grown at 37% CAGR • 60% of all midsize organizations support mobile devices• Nearly 75% support wirelessly-enabled mobile PCs• Mobile workers will average nearly 40% of their time away from the desk• 80% of organizations deploying mobile applications report it met or exceeded

expectations• Mobile workers predicted to increase to account for 27.3% of workforce• More than 75% of all US businesses use at least one wireless data application• Predicted Smartphone market share in 2012

Source: IDC: Mobilizing the Enterprise/ IDC “Worldwide Mobile Worker Population 2005-2009 Forecast and Analysis/ Strategy Analytics/ The Wireless NationGartner: Delivering Mobile Applications: Trends, Technologies and Options

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The Need

• Mobile Apps are the among the most sought after, even in the Enterprise segment

• User Groups• Executives• Sales force• Service/Field personnel• Customers• Plant personnel• Warehouse users

• Several usage scenarios exist

Customers Employees

Transform the Business

Grow the Business

Run the Business

New intelligent products exploit contextual moments of need

Process innovation,new styles of collaborative work

New channels to customers, mobile customer communities

Role specific applications

Light weight customer communication

Basic services such asmobile email and connectivity

Business value of mobility

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Usage Scenarios- Summary

Customers

Place orders

Order tracking

Payments

Promotions

Managers/ Executives

KPI

Dashboards

Financials

Compliance

Sales Force

Order processing

Inventory and Price

Verification

Customer profiling

Customer relationship

Plant Personnel

Order picking

Inventory tracking

Supplier relationship

Goods receipts

Service/ Field Personnel

Work recording

Service execution

Contract reference

Routes planning

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Warehouse - Mobility Scenarios

• Inbound Items- receipt of goods arrival with mention of site and warehouse• Outbound Items- on dispatch, select sales order and create outward• Internal movements- specify movement of items between warehouses/sites• Physical inventory adjustment- cycle count functionality helps in physical

count of the stock

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Seeking Approval from mobile executives

• Set credit limit of customers• Define payment terms for customer• Confirm high price sales order• Confirm purchase order which doesn’t fall within business rules• Provide invoice confirmation• Confirm payment to vendors• Track inventory movement from one warehouse to another

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Field Sales Scenarios

• Create customer records and access CRM information• Access inventory and pricing systems to enable creation of new quotes• Place and process orders in real time, complete with delivery dates• Access comprehensive customer information & track record• Scan products in stores• Provide an on-the-spot invoice or receipt• Access up-to-the-minute real-time travel directions

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Field Service Scenarios

• Work Order & Activity Management• Access detailed equipment information, step-by-step maintenance routines

and repair procedures and ensure service is performed properly• Access warranty and service level agreements to ensure the accurate capture

of billable hours and parts• Capture and transmit electronic signatures to validate proof of service and

expedite billing• Scan bar codes on parts for inventory visibility • Capture images as proof of condition or proof of service, complete with a

geo-stamp for proof of location• Optimum routing for service calls as well as driving directions• Provide an on-the-spot invoice or receipt, sent electronically via email

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Prioritization of Business Needs

• Prioritization criteria for better ROI• What processes need real time flow of information• Which app will lead to substantial cost savings• How to reduce cycle time• What will increase revenue• Alignment with other business goals

• High impact business areas• Customer?... Sales?...

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Extending AX: Mobile Deployment Options

Parameters Mobile Web Apps

Rich Mobile AppsNative Multi-platform

Usability Low High High

Scalability High Medium Medium

Maintainability Easy Medium Difficult

Architecture Flexibility High Low Medium

Time to market Quick Slow Slow

Development cost Low Medium High

Internet connectivity Must Optional Optional

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Smartphone OS Comparison

Company Apple Google HP/Palm, Inc Microsoft RIM NokiaOS iOS Android webOS Windows Phone Blackberry OS SymbianCurrent Version 4.3 2.3.3 1.4.5 6.5.3 6.0.0 9.5

Supported CPU Architecture ARM ARM, MIPS, Power Architecture, x86 ARM ARM ARM ARM

Programmed in C, C++, Objective-C C, C++, Java C C++ Java C++

LicenseProprietary EULA except for open source components

Free and open source except closed source components

Free and open source except closed source modules

Proprietary Proprietary Eclipse Public License

Internal Search Limited Very Limited Extensive Extensive Limited Extensive

Desktop Sync Yes No No Yes Yes Yes

Official Application Store App Store Android Market App CatalogWindows

Marketplace for Mobile

App WorldSymbian

Horizon,Ovi store

Email Sync protocols supported POP3, IMAP, MAPI POP3, IMAP, MAPI POP3, IMAP, MAPI POP3, IMAP, MAPI BES, BIS, Push e-

mail POP3, IMAP

Text/Document SupportRead only: Microsoft Office, iWork, PDF, Images, TXT/RTF, VCF

NA Microsoft Office, PDF

Microsoft Office Mobile, PDF

Microsoft Office, PDF

Microsoft Office Mobile, PDF,djvu

Multitasking Limited Yes Yes Yes Yes Yes

GPU Accelerated GUI Yes Yes NA No NA Yes

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Smartphone Platform Selection

iPhone Android Blackberry Windows SymbianSmartphone user’s pyramid of needs Performance of Smartphone platforms

Maturity of Smartphone platform: Consumer’s perspective

Source: http://shahneil.com/2010/02/smartphone-war-part-i-smartphone-os-differentiating-factor/

Best in class Barely working

AppsA huge library of Apps, right from social

networking, tools and games

Features and FunctionalityNavigation, Audio, video, camera, calendar,

alarm clock etc

Ease of CommunicationSMS, MMS, Web browser, email, chat

services and document viewer

Design and PerformanceUsability, battery life, ergonomic design,

touch screen, QWERTY keyboard

Secure and Reliable connectionConnectivity, speed, compatibility with

networks and reliability

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Mobile App: Build vs. Buy

Build BuyPay for unused functionality None* Medium

Extent of customization High Medium

Vendor lock in None High

Maintainability Medium High

Time to market High Low

* Preferred

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Determining ROI

• Investments for mobile apps (indicative for 5-10 usage scenarios)• Mobile server/infra• Mobile app development• Infra/app support• More

• Returns:• Tangible

• Incremental revenue• Repeat business• Improved productivity• Faster inventory movement• Reduced sales cycle• Targeted promotions• More

• Intangible:• Improved customer

satisfaction• Upper hand over

competition• Better reporting• Better employee utilization/

Quality of life• More

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Case StudiesCase Studies

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Case Study: Field Sales AppOrganization:• Is a leading online discount art supply store

Business Challenge:• Losing sales to competition because sales persons were unable to place orders in

real time• High overheads including unnecessary paper work, phone calls, visits, etc.

Solution:• Developed a mobile app that can

accept orders asynchronously• Sales force can update the AX orders

Benefits:• Increased productivity by 29%• Paperless sales order entry• Increased orders by 18%• Better visibility into data• Ability to verify inventory before

placing order • Better customer satisfaction

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Case Study: Field Sales App

After login Authentication

Connected to AX through Business Connector

Cust IDNameEmailPhone No.Group

Customer Functionality

Create New Sales Order

GroupCust IDItemsQuantityPrice

AX Database

Information stored and fetched from and to AX

Customer Lookup

New Customer

Item Lookup

Inventory - Price & Availability Information

Item ID:Available Stock:Price

Item Functionality

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Customer Lookup New Customer Creation Place Order

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Search

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Case Study: Service Activity

Organization:• A leading manufacturing firm

Business Challenge:• Need to enter service activity• Inability to track status of activities of service executives in real time• Unavailability of customer information

Solution:• ISV product developed by INDUSA• Activity Management

– Activity list based on Status & priority– Activity Details– Customer Details– Creation of Service Report

• Activity Routing & Prioritization– Optimized Google Maps– Driving Directions

• Item Search & Order Placement• Knowledge Repository

Benefits:• Reduction in service time by 20%• Ease in service activity prioritization• Access warranty and SLAs• Optimum routing for service calls as

well as driving directions• Service activity productivity by 20%• 15% Revenue increase through order

placement functionality

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My Activities Activity Detail Customer Details

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Knowledge Repository

Similar Activities

Customer History

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Driving Directions Optimum Routing

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Item SearchItem Listing

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ConclusionConclusion

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Summary

• Extends basic functionality to users on the move• Multiple usage scenarios exist• Structured process is the key to success

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About UsAbout Us

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Partnership Overview

Customers look for

Domain knowledge in their industry √Consultative solution definition √Objective business recommendations

√Objective technology recommendations

√Deep technical expertise at reduced TCO

√Free up internal resources for ‘high value work’ by outsourcing non-core work

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Logan Consulting - Corporate Snapshot

• Headquartered in Chicago, IL

• Offices in Chicago, Minneapolis, and London

• In business since 1992 – 19 years

• Microsoft Gold Certified Partner since 2003

• Executed projects throughout North America and Europe

• Services include:• Software Implementation & Support• Strategic Management Consulting• Strategic Technology Consulting• Project Management

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INDUSA - Corporate Snapshot

• A US Corporation headquartered in Chicago, IL

• Global Delivery Centers in Pune & Ahmedabad, India

• In business since 1989 – 22 years

• Employees: ~150

• 93% Microsoft Certified professionals

• Microsoft Partner with 3 Gold Competencies

• Microsoft NSAT (Net Customer Satisfaction) score of

96% since 2009

• Certified in Microsoft Dynamics SureStep methodology

• Microsoft Dynamics certified AX teams from pre-sales

to deployment

• SEI CMM 4; ISO 9001:2008; ISO 27001:2005

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INDUSA - Key Clients

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Q & A

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Thank You!Thank You!

Web: http://www.indusa.com Tel: 630.424.1800Email: [email protected]

Web: www.loganconsulting.comTel: 312.345.8817 Email: [email protected]