Transcript Document
Upgrades www.pollev.com/upgrades 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 • Pallet Management 12.02 11.01 10.01 • • • • • Highjump DSD Integration • Event Notifications • EDI PO Change Requests • Qlty Mgmt – Exp. Rules by Location • Rework Prod. Orders • Floor Enhancements • Catch Weight Enhancements • Shelf Life & Prod. Date Mgmt • ForecastX Import • JF Plant • Pivotier 12.01 JF Floor Report log Sales Price Hierarchy Order Sheet Enhancements • Lot Properties • Direct Transfers • Container management Shipping containers Floor • • • • RTC Only Item Commodities JF RTC Roles SIFT Performance improvements • Document Distribution - Event notifications 2013R2 • Purchase Rebates • Time/Date stamps • Lot Properties w/ Quality Plant A JustFoodERP Chronology 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 • Serenic 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) Scheduler • • • • • • • • • • 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 JF Version Breakdown Pre-JF12.02 Customer Connect JF12.02 JF2013 JF2013 10 27% JF12.02 5 14% Pre-JF12.02 22 59% JF Version Breakdown Pre-JF12.02 All Existing Customers JF12.02 20 21% JF12.02 JF2013 JF2013 8 8% Pre-JF12.02 69 71% 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 Upgrade Trends • Pre-RTC Upgrade Frequency: Every 2 years • Post-RTC Upgrade Frequency: Every 3-4 years Are You Ready? • FY14: 18 Customers initiated an upgrade • FY15: Target 30 upgrades 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 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 What Resources Will You Need? • • • • • • Executive sponsorship A core team New people? New processes? New SOPs? The upgrade can be a catalyst for change 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? 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 Available Microsoft Support Products Released Mainstream Support End Date Extended Support End Date Microsoft Dynamics NAV 2009 1/13/2015 1/14/2020 Microsoft Dynamics NAV 2009 R2 1/13/2015 1/14/2020 Microsoft Dynamics NAV 2013 11/9/2018 1/10/2023 Available JustFoodERP Support Products Released Mainstream Support End Date Custom Support Agreement Any Release up to and including JF12.01 12/31/2016 1/14/2020 JF 12.02 12/31/2017 1/14/2020 JF 2013R2 12/31/2019 1/10/2023 Licensing • Change in MS Licensing – End Users – Device Licenses • JF Licensing Options – A la Carte – The Bundle What’s Next? • Contact your Account Manager • Visit us in the Upgrade Planning session – 9am, Rafael 3 Enjoy Day 2!