Dynamics 365 for Finance and Operations | What's New to Accelerate Your Digital Transformation

Dynamics 365 for Finance and Operations | What's New to Accelerate Your Digital Transformation

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I. Think. What we're gonna do for, the most part in this session is, we'll. Set the stage on the core areas and the themes of investments, that we've, made in the product, over the course of the last year and kind of how we're thinking about where we invest looking. Forward and. Then we're gonna spend a bunch of time in demos, with Kevin so you actually see what we've done in real life action and. Then we have a customer, that we're gonna invite on stage so you can actually hear. The experience, and the results of what they've gone through in deploying finance and operations and their, organization, as well and then ideally. We actually want to save some time for questions and answers as well at the end before. We get going I do want to ask us to the level of familiarity, people, have with finance, and operation so maybe. By show of hands how many people don't. Have any experience with finance, and operations that are here. Okay. That's, good how, many how, many of you have experience, with ax 2012 or, a or ax 20 2009. One of our prior versions or our implementing, or using it right now okay a fair bit and then, the rest I presume by show of hands at either evaluating. Deploying. Or using dynamics 365, for finance and operations now. Good. And then a bonus question how many people have already visited Disneyland. That's, an optional one you can skip that one my. Son wants pictures he's six years old he's like were the pictures of the Disneyland theme park because he thinks that's what I'm doing here all day, he, doesn't realize I'm just stuck in a conference room and then occasionally on a stage here so anyhow, thanks for coming, for. Those that aren't familiar with, finance, and operations and what it does I've got one slide for you and then we're still going to keep it fairly high level in terms of what's coming beyond, what we already have in the product but. Finance and operations if you're not familiar with it is our dynamics 365, application, that addresses, essentially, what we refer. To as the operations, blade of the digital transformation blade, which helps. Organization, optimize, their operations, kind of how you run your business and the, way we optimize operations or, at least the way we kind of group the functional, capability, or the the. Application, area if the product is and do largely four buckets, one, of them is the finance, area which is covered by accounts, receivable, accounts payable cash, management bank. Management and fixed assets, then. We've got fairly, deep manufacturing. Capability, so if you're a manufacturer, and you want to run your manufacturing, operations, on Dynamics, 365. We, can do discrete.

Manufacturing, Process, lean mixed mode and a bunch of different stuff as well in the, application, on the other side we've got deep supply chain management capabilities, including warehouse management, and transportation management, as well and then, finally we've got a set of capabilities for, retailers. As well where you can run your store operations, as well as essentially, any channels on. Dynamic 365, as well so finance, and operations is, our, is. Our affectionate, name for all the capabilities. That is kind of bundled together in it and, that, can provide business value and kind of the capability, for you to run your operations. Why. We're really proud of finance and operations is really how we've gone about building, the product and the service if you will one, of the core things that we did as we moved from AX 2009. And AX 2012 to, finance and operations for those that either, are using it or have experience, with our prior product, is we, obviously completely, redid the platform, for it to be a cloud native application. From, a SAS perspective, when we brought it over to Dynamics, 365. However. At, the same time we actually brought over. The, depth and the breadth of the application. Logic entirely, almost, entirely the breadth of the application, logic that we had in our ax 2012 version on to, the cloud version as well so customers, that actually wanted, cloud, as an offering or ERP, as a SAS service, can, benefit, from the depth of the application, that they were used to or we had in AX 2012 we didn't do that in a piece in fashion that, some of our competitors are doing it and. That allows you to be able to get it on a benefit from finance and operations just out of the gate, the. Other thing that we have now started doing is, continuous. Updates, so, we've come up with a, implementation. Model on an extension model that still allows you and preserves full, adaptability. To what you would like the application to do in case we don't meet all your business requirements, out of the box so, you can extend, it and enhance it and add I is V solutions, we've got a really robust ecosystem, of IV solutions that take what we have and kind, of create either vertical, specific solutions, or solutions that can address business, needs out of the box for you we've. Come up with an implementation model that allows you to both enhance and leverage the ice visa yet protect, you from, having. To go through costly. Upgrade, cycles, when we release. Updates from a Microsoft perspective, and that's a continuous, update, piece so you can stay, essentially. On an evergreen ERP. With, the right commitments, from us that it'll be backward, compatible to any updates, that we do there's gonna be no breaking changes and if they're breaking changes will obviously issue the, right amount of notification, for you to be for you to be able to do any refactoring, that you have to do so that continuous, update is it's, extremely, important, particularly in the cloud world from. That standpoint you know coming from an engineering guy it's gonna sound like a sales and a marketing speak but we do truly. Believe and this is where we think we are is this, would be the last ERP, implementation. You'd ever have to do or the last upgrade, you'll ever have to do because the experience, from this point onwards, would, be a continuous, update, experience, from. Our perspective, that wouldn't require obviously, you should do some validation if you're running your core validation, systems if you'd like and hey for those we're gonna provide automated tools as well but. You should be able to take the updates in a frictionless manner and stay I'm current from a from, a platform standpoint. We. Do provide lifecycle, services so not just the business application, capabilities, but a robust lifecycle, services solution, and ALM tool that actually allows you to kind of model your business processes, and goes through the implementation experiencing.

In In an efficient, way as well, as post implementation use, the same ALM, - which we call lifecycle, services LCS. To both monitor, get, visibility into how your service is running and for, those that are able and capable and, one - you, can actually take some actions, over the health and the tuning of your service as well as remediation. That you want to do things aren't going well we'll obviously do that for you but for those that actually are looking still for some level of visibility, and control we do provide, that through. This what we believe is best, in class and world-class ALM, tool in lifecycle, services all. Of that is goodness but the thing that I'm really super, proud of particularly, being on the engineering side is in a cloud world how do we get the feedback in the real time fashion, from end-users, and how do we kind of take that feedback to shape our future roadmap, and investments and that's kind of what we call NPS. Driven engineering NPS. Stands for Net Promoter Score, and we, actually have a pop up you know for 2% of our customers, or end-users they feel it's really annoying to ask them how things are going with the other 98% thankfully, are giving us some really good feedback in, terms of what they think of the application, where could we do things better and believe, it or not we actually go through an excruciatingly. Level of detail read through all the comments and obviously look at the rating and then shape. Our engineering, plans to take that feedback and make the product better for, the end-users, experience. Right because. Obviously from an ERP perspective, the management, is expecting, a certain kind of benefit at a corporate level and those are generally happier but the end user the AR clerk or the warehouse worker ends up being a little bit unhappy if he or, she has to do a few extra clicks but those, are the people that were listening to because we want to make their lives and their, experience, in the application, a ton more delightful and we as Microsoft, as you would imagine spend, a ton of energy really listening to that feedback and making those improvements and we will actually show you today, what, some of those changes are that are coming in the fall update and then we've got a series of things planned over, the course of the next few updates as well. Fast. Track this, is another concept where from a Microsoft standpoint, particularly, for those customers, that did AX 2009. And the X 2012. You're. Probably familiar with an experience, that you, when you bought the product. If. You bought it from Microsoft, we were there but then you kind of went on to the implementation cycle Microsoft, Word. To be found if. You had a support case you logged it it went through the front line and then over, on. A quarterly basis, that would kind of summarize where the issues were come to the engineering team and say hey you should make this area better and we'd say fine we'll take that under advisement and, we had three year release cycles, and we'll say great we'll make it better in three years or something like that I exaggerated, a bit obviously, this, is exaggerated.

For The sake of dramatic, effect I don't, see anybody smiling, so I might have I might have lost you guys there but what we're doing in a cloud world is from, an engineering, perspective we're, providing, a solution architect that's, engineering. Based through. Your deployment, cycle that programs called fast-track office 365, started, it and what, that means is as you're. Starting your journey in deploying, Dynamics, 365, for finance and operations you. Will get an solution architect, from the engineering organization assigned. Here to help you make sure you get to usage, ie value as quickly, as possible in a highly predictable way you obviously need the partner still but, this is Microsoft skin in the game to make sure you are successful. The. Reason why we do that obviously we're still a for-profit company the reason why we do that is you, getting the value, is highly, important, for us because. In a cloud world in a subscription, world we want you to stay on the it get to usage and value as quickly as possible because then it becomes a lot more stickier, and chances. Are you're gonna stay on longer if it takes you two years to deploy and, a painful experience you, may or may not be there by. The time you get to go alive right so you want to make sure a you get there be really one the feedback as well so we can make the product better and we're releasing the product twice a year. In April. And in October and we really want to do things, that. Our customers can actually use soon as we release not. Things that we release out there and they set out there nobody's really using so we use this as a listening mechanism, to shape our priorities, as well from. From an engineering perspective, and. Then finally, the breadth of the the, platform. Right the power platform, on, top of common data services, as well as the rest of platform, from an azure perspective. So it's a service that's natively built on Azure and we, take advantage of the thousands, and thousands of Engineers that are available, in Azure doing the power platform, work essentially, the office work as well and light that up as a first party experience so these are the things that were generally, really proud of and you'll see this as areas, of investments, as well or data, signals, that help us prioritize, where, we invest from an engineering perspective. Our. Key themes for fall are. Really. Largely around four buckets, intelligence. And insights connected, processes, core. Capabilities, and fundamentals, we'll take a quick walk through all of them but. I'll just gonna differentiate a few things here when we talk about, fundamentals. In a cloud world that's just a ton of continuous, investments, around performance, around reliability around, compliance, around security, around privacy and a bunch of different things user. Experience, falls, into the same bucket as well that, is a huge area of investment for us that will continue to be a huge area of investment. For us for a long period of time particularly, in a cloud service we'll continue to update new, technologies.

New, Architectures. That come in place all, if it adds value to your experience, both from from, a usability perspective as well as a scale perspective. Core. Capabilities, is a placeholder for, feature. Function. Enhancements. That we're making to the application. Connected. Processes, if you think about the dynamics 365. Set of applications. Dynamics, 365, for sales service and marketing or. What used to be CRM, in the pre dynamics 365. World it's making sure that those. Experiences are connected, natively, as a first party experience. From Microsoft, to you for those that have kind of been with us in this journey in the in, the ax CRM days prior to Dynamics 365, we talked about the applications, being connected but we didn't really have a fairly compelling first part solution, out there for it this, is making sure this, is a core pillar for us from a product truth standpoint, that we will provide you those native experiences, those connected processes, across application. So you can truly realize, the benefit of one, dynamics, 365. And. Their intelligence and insight is then kind of where we take the application, from, an AI perspective. Where, we add some of the cool tech that's coming out from an ml perspective, how do you leverage IOT. BOTS and things like that a lot of that is work in progress for us and. You'll see us kind of over a period of time invest more and more in this area so you as a customer, really. Don't have to have an army of data scientists, or a lot of tech people to be able to kind of go hardwire, this what kind of provide these embedded, in context, experiences, that are enriched by machine learning algorithms, or give, you a framework to have IOT devices that can feed data that you can take action on on from. The application, as opposed to having to hook it up and wire it up as a, sort of an integration exercise, of your own. Well. Take a quick walk through I won't go through each of the bullets in each of the four areas but we'll start with core capabilities. Core. Capabilities, for us is. An area we're investing, heavily and, we've invested heavily this year and will continue to, over. The course of the next year and we're doing it two different ways we're doing it organically. Obviously, through our own engineers, and dual-currency, is a great example of that which our global. Customers, brings the ability for you to have a second or you're counting currency through your finance operation so you can get a view, of that in another currency if you need to from a regulatory, from a reporting perspective so. We've got that coming in the fall update but we've also made. Significant. Inorganic. Acquisition. Inorganic improvements, to the application, as well via, announcing, some acquisition. Of rights to IP off, our, most popular is V solutions, that were, built, or are built, on the finance and operations platform, so for you as a customer it's really the same experience, the. Three in the finance space that we've we've, announced over the course of the last five six months that will really, become just natively available, to our customers in the application, over the course of the next few months our revenue.

Recognition Which, brings compliance, to IFRS, 15, from. Our Mannino and a price credit solution, from sable 37. And then public, sector capabilities. From Tyler. Technologies. As well the good news with this is a you get the application Bret, but from a total cost of ownership perspective. A these were these. Are some of our more popular is fees that, will now be available to you in your subscription without, any additional charge from Microsoft, so we're actually investing, listening to you as to where you're using is fees and kind of closing those gaps natively, in the application, on. The, supply. Chain side we've, made some announcements around advanced. Warehouse and advanced transportation, capabilities, from our ISV partner blue horseshoe as well as completing, the catch rate solution for our process manufacturing, customers, with. An IV, solution that we're acquiring or the rights to which we're acquiring from full scope on. The. Connected processes side, we've shipped a we're. Doing it in. A sort of two-pronged, strategy we, are shipping, out-of-the-box. Templates, that connect, natural. Processes, across the dynamics 365, boundaries, so orderly cash we already shipped about a year ago we continue to enhance it with additional entities that. Are out there then we've also released field service to finance and operations project. Service to finance and operations and talent to finance and operations as well so you, know we're pre in from a template perspective, we're pre defining, which entities go where and how does the process work for, example in the orderly cash when the customer is mastered, in Dynamics 365, for sales that's kind of where the sales order starts and then it comes to finance and operations for fulfillment as you would imagine but. The tooling, that we're using to build these templates, called data and integrator, is built. In a way and is available to you again, at no charge in. A low code no code fashion, that if you have additional entities or if you actually have a process that doesn't follow what we believe you should follow you can go configure, and set it up in whichever way you would like so.

We're Bringing both and out-of-the-box experience, as to how the process, should work but hey if you happen to have something, that's unique you can use the tool to do it in a configurable, way as opposed to what today is generally, a developer experience, or an IV solution that you need to acquire. To kind of have the two applications connect, in a seamless way. On. The. Intelligence, and insights distributed, order management is kind of one I'll highlight and we talked about this yesterday if you were in this session. The keynote that we did with my Karen Berg which. Brings in. Intelligent. Fulfillment, of orders. Coming from multiple channels with a single view of your inventory your, stores your, fulfillment options, with, a set of configurable, rules, that allows you to ship it from the most. Cost-effective, most, expedient, place. To fulfill the customer order to obviously. Get better customer satisfaction as, well as reduced costs, to your business as well and. Then we've got a few additional, capabilities, around how do you deal with analytical, workspaces, we're providing additional capability. There and in power bi dashboards. And so forth. On. The fundamental, side I've kind of touched on this quite a bit but usability, enhancements personalization. A lot of automation, around a, lot, of self-service, capabilities in, our ALM, tool lifecycle, services again, as. Well as we release new localizations. For united arab emirates and in, the russian and russia test. Automation, tooling, i talked about which now allows you to use the task recorder, that's available in the application they're essentially as a tool for you to record functional, regression testing that you can kind of do, a one-click experience, with to see you as you take the updates, that break anything or not as opposed to having you either buy an ISV, solution, or get people in the room to go through the validation. I'm. Gonna take a quick breather here, hand it over to Kevin what, we're gonna show you today is gonna be more. Focused, around the, fundamentals. Improvements, that we Don and the reason why we're doing it was Kevin also did two demos yesterday, if, you happen to be in the keynote, session that James Phillip did he, did a demo, finance, and operations there amongst. Other things and then in the mic Ehrenburg the Dynamics 365, keynote, we went deeper into distributed, order management so we're. Not gonna repeat that for two reasons one if, you were in it you probably don't want to see it again and two if you weren't in it that's available online for you to go see it so we wanted to kind of create in that new surface area for you to be able to get a view and what the application can, do with. That I'll hand it over to Kevin great thank, you so. Putting. On what we've just heard I'm going to focus, in on three aspects, in effect so, the first aspect I'm going to dive into is. Going to be around the lifecycle, services and, I'm. Thinking particularly, around, self-service. And how we. Are looking, to help complement. What we're going to be doing with the continuous, updates I'm then, going to focus in on the usability and enhancements. And I'm going to do a little bit of a comparative, side-by-side, and then, I'm going to dive deeper, into what we're doing around the workspaces, and the embedded power bi, so. On. Screen at the moment I have a. Project, for medical services and I'm, sure if you if you because I've got a mixture of people I hopefully everybody has seen life cycle services at some point I know we have some, 2009.

Customers, Here but life, cycle services is is our platform for delivery, and I'm sharing UA a production. Environment which, has a production, environment a user. Acceptance, test environment, and a dev development. Environment, now. Historically. Until. Quite recently well, until this release in effect we. Would, require, a, lot of manual activity, by, ourselves or, we would require you to make a request to Microsoft, to do some, kind of key tasks, that would help your deployment, and, I'm thinking around certain things like moving data between these, environments. I'm thinking about how we might restore, data and I'm thinking about how we might go about doing particular, tasks. Like restarting. The batch service, well. As as, an, addition to helping everybody, as we go through the process what. We've done when you're looking at a particular environment. Now under. The maintain options, there's, some additional, menu, choices and these menu choices that I'm going to focus in briefly around is the, restart, and the move database, which are kind of key and. Thought our deployments. And how we wish to work so, for instance historically. If I needed to do a restart. I'd, have needed to have contacted. Microsoft, to. Run a different process but now with, the batch option, here you can see I can go off click. The batch or I could go down and change to the reporting service or I could come across and restart, I is, so, it that, self-service. Aspect is brought into your control, during. That process that you'll be working working. Through perhaps. With a partner, as well and, equally there's also the movement of, data. Between the, environments, that's kind of key as well so, you, know how do we refresh, data. We import. Data and you, know import. Exporting. Of data. Restoring. To a point in time to. An extent these would all have been manual, tasks, that would have had to have occurred, prior. To this release now, we're at a point where by. Taking, advantage of these menu options you. Have this kind of controls, which is enabling. A lot more self-service. A lot more control and helping, everybody through that continuous, update cycle so, these are some fundamentals. In terms of the deployment. Usability, aspect. Now. If I come up a level and think about the. The, client and and what changes we've been making there and I think a lot of the changes I'm about a highlighter come through the MPs, feedback, loop that we've now got in place I've. Got in front of us an. Addition of Finance. And operations which I'm sure you were all used to and if you've seen this deployment. This is about a 7.3. Release, but. I'm also going to bring up on the screen our, for release and I'm going to put them side-by-side. And. Immediately. We could start to see a few subtle, differences, in the user experience very subtle you, know the workspaces, are still there and still very relevant for us but, the fonts, have changed, and that's starting to be more consistent with the wider dynamics. 365, well what I want to do is drill down into, a couple of aspects side by side so. If I, so. I'm just focusing, on accounts, receivable, alongside, one another everything is looking pretty much the same but. As we start to go deeper. And. We. Start to think about perhaps the first here of change we, can focus, in on perhaps the filter and the filter component, that we're using is now subtly, different. Yes. You can immediately see things on a slightly different order side by side but. The feedback we've got is that if I kind of do, a little search against, a field there a comparative. Here. Suddenly. We've, got a lot more information being, presented back to a user so. Rather than just the, account. Code the name the, account number etc coming, through we've. Now got the broader, information, when. Looking for a simple, search, which. Makes life a little bit easier as we're kind of searching, for something and, if I delve deeper. In. I delve, deeper in there's a couple of more subtle points. Here in, terms of how we are using. Finance. And operations and then actually this actually would relate even back, to when it, was 2009.

On, The, left hand side is the older version and we've got the you. Know control. In place to warn us to go and click Edit in the top of the form to make a change on screen. With. The new release we. Can go straight to a particular, field. And now. Make a change in that field and that makes the whole form active, for editing, and, that's kind of like the feedback, that we had received guiding, us in terms of how we should kind of improve. That usability, aspect and. There's also some other subtleties going on here as well like, for instance at the top above, the ribbon you know the color, change is is kind of significant, as well, from. The the, usability material, I've read it was customers. Were finding. That, you know they were the minds was blocking out that blue, bar at the top whereas. If we bring it in as part of the form experience. It makes it more intuitive and, it's a simple little feature change but it makes, a difference to how we are using the application and, then we can go even deeper into perhaps a transaction. List. And side by side and, we can start to see yeah, the the grid. Controls look very similar but if. I then delve deeper, into it and, do a little bit comparative, side-by-side, here we're starting to see some additional, options are now available for us and this, is that principle, of a I think we call it a citizen developer so we're now moving away from that need to have. A. Fully, fledged aware, developer, of how we would go off build. Out in Visual, Studio etc. We, can as individuals, now have control about how we may wish to control an individual. Form and in the context, of being able to add or, hide so. You, know for now I can in effect remove. Away the old edition and I can perhaps come across and add a column into, my, grid. Control, that of the list of transactions, that I've got in front of me and the, process is fairly, straightforward I go through the motions after, confirming. Which table, would like this to relate to ICANN need to give it a name so I'm going to go very straightforwardly. With. My, initials, because I'm. A citizen, developer. So I don't follow the correct principles. And. I'm going to do something. Of. That nature confirm. The length save and new and it's. Going to go through and you can see it's adding it into the table for me which. Can then be made available throughout. The whole application. From. A reporting's, perspective, and that will come through accordingly, and, equally the same process, is there from. The. Perspective, of wanting, to so. You can see my little Orlando, is on the right there but. If I also wanted and I won't but, if I wanted to hide away the, amount column I have the option to do so and. I've picked a mountain on purpose because there is also now the scope to hide away mandatory. Fields so you can also improve, the. Transactional, flow and hide away aspects, that perhaps weren't necessary, because they were being pre-populated. So. With that in mind I'm now going to come up a little level and I'm, now going to think about all, the, workspaces, and, I'm going to think about the workspaces, from a perspective of. What. Are they so we've got the aspect. In terms of operational. Use of a workspace and those, workspaces, we, would, be used to in terms of say purchase. Order preparation, where we are doing, something on a day to day activity. One. Of the workspaces, aspects. Is that we've got operational. Activity, but we can also embed, analytics. Into them as well so an example of that is a new addition, we've just had for, this particular four release which is the expenses, aspect, so, from an expenses, perspective, we can in effect now look. At our expenses. From an analytical. Perspective as, an individual, but we also have an administrative, perspective, to, it as well so, as an individual, I could have this particular view that's going to pop up in just a moment. And it's going to reflect you know what is my my. Expense, history, what am i spending. My expenses. On in terms of a pattern, whether it be hotels. Air. Fares etc. And. From. A managerial, perspective, we. Could also start to go deeper, and broadly, it's, you, know compare myself, perhaps Kevin to the rest of my team you, know is Kevin's. Air fares higher than the, rest of his peers. Etc. Or what, exceptions, may be surfacing, so from an administrative, perspective we're, starting to see a lot more information and. This is a new, addition within the fall release now. What's also kind of key about all this is. That, to. Date these. Analytical, workspaces have been deployed with finance. And operations and we couldn't edit them but. Now we, are actually now enabling, the ability to edit and take the full power of power bi with us so, for instance just to highlight that it's not just part of that workspace, I'm just going to switch across to the credit control.

Workspace. And there's an analytics, area here now within. This one I can. Now go up to the options and, within. The options I. Can. Click option you can see I've got power bi I can I can edit it analytics. All companies. And. Now I'm in the power bi so. I've. Got all the power of power bi so if you have chosen that you don't actually like, the. Pie. Chart on the right here for that we ship then, that's okay you can switch it across to perhaps something else if you. Wanted, to extend, the content, that, is here then. We can do that as well so, we. Can click on the bottom there and we can take. Full advantage, and I think this is one of the aspects that's really important, is you're now starting, to see the data model, in a very effective useful, way so, from a reporting's, perspective, here we can start to kind of delve into you. Know the balance is the aging histories, and and so, forth and you know if I was to perhaps put a grid, across here. And, I can start just clicking through a few items here you could start to see it building, out the content, for me and, at the end of this and I'm, not going to go too far because I've always I'll get carried away but, you could start to see the sense and the power of this so I can save this back and then that's then available to everybody, that, is using, that particular analytical, workspace. So. I've in effect covered three areas there I've covered the fundamentals. Of how we were helping with the self, service I've, kind of covered some fundamentals, about how we're improving the usability and I've, expanded, upon how we're extending, power bi, thank. You Kevin. So. In terms of how the, success that we're seeing in the market for finance and operations were really super proud in terms of the adoption that. We've already seen I literally. Got into trouble after our inspire conference, in June because I ended up sharing some. Numbers in terms of the number of customers we had the number of users and stuff like that so now I've been instructed we don't do that as Microsoft so I'm not gonna do it but, I'm gonna contain that excitement but you just have to trust my word for this thing's just really, doing extremely, well globally, across all. Functional. Workloads, a manufacturing, SCM warehouse management finance, and si and. You can see some of the logos that are already deploying. Or using finance and operations as well. You, know we've done some studies now since we're about two and a half years old in the cloud when we launched the, cloud service first with, Forrester, Forrester does this total economic impact, study as well this. Is something that we'll be getting published here very shortly so we're giving you a preview because we got this hot off the press last week but, it shows the kinds of impact. In. Optimizing. Your operations, that finance and operations can have once you get it deployed in your organization.

So This study is a is, an aggregate, of seven organizations that, Forrester, interviewed, seven of our finance and operations customers, that are using it in production and, you can see the return on investment that they're getting the total net present value, of the benefits as. Well as kind of what that payback, looks like and this is just sort of an early view, of our early customers as well which we think is gonna get even better as we kind of keep going and adding more capabilities, that we talked about in, the application, just today, with. That I'm actually super excited, I want to get to that portion as quickly as possible to, invite Brad crawl to the stage who, the IT organization. For BJ's services please join mean welcome I'm brought to the stage. Thanks. Muhammad, for. Having me here today energy, I thank you for coming first, of all first question tell, the audience what BG services, is what it does sure so, we're all field services, company actually based out of Houston, Texas we used to be part of an organization called Baker Hughes which, is now part of the GE group in, late. 2016. We there, was a decision made by the Baker Hughes organization, today best the pressure. Pumping, division, of, Baker. Hughes which, is a hundred and forty-five year old company and so. That's how BJ services riah merged in the market as a new. Startup, company in. In, the oilfield space excellent. I'm. Super, excited about the story I've already I already know all the answer so this is gonna look really staged, but. That. Was Brad. What, were the reasons that you went through the transformation and what is it that you were looking for a new system the thought process and then also. Your. First part of the journey as well what it took you to get there for sure so we, had a very unique opportunities. Not very often that you, have a hundred and forty-five year old company that's, a startup and so, we when we started the organization we, were 50, employees and we quickly grew to 5,000 plays and weird under three billion in revenue right now and the, legacy. Organization. Was actually on an SAT bait though. When we were defining what the I team footprint, would look like for a go-forward basis, for BJ services, there, was a number of decisions that we had to make and so some, of the fundamentals, that we chose, upon were being a high percent cloud focus, so we're 100% cloud, organization, we have nothing on Prem Knoll on Prem data center. We. Also you, know wanted. To do a full integration with the Microsoft, stack and utilize, everything from not, only Dynamics, 365. But office 365. The RBI platform, from business intelligence and so, we thought there were huge value in basically, extracting, all the integration, pieces between the Microsoft, platform and then the third part of our fundamentals. Were basically the partnership, that we formed with emphasis, to. Deliver a, new, model in the marketplace called IDs and basically. What that it is like taking, all of our IT operations in I was showing you and Cisco from an infrastructure, perspective, and, from an ERP deployment, with. The partnership, through emphasis, in a, matter of six months we were able to build out an entire IT organization, so not just the infrastructure. Footprint standing up a network deploying, all of the desktops, and all that for for, 3,000, users but, we were also able to implement an entire ERP, package, in six. Months and migrate, off of s ap platform, with, which. Made our users where they were hesitant because, they were used to the ASAP platform, but coming across to the dynamics, platform it's been a true success story I've been a part of many ERP. Implementations, throughout the years and I'm proud to say that it was probably one of the smoothest. And seamless, cut overs that we had from a legacy system to the dynamics, platform I mean, this this part's phenomenal, for those that have gone through ERP. Implementations, in six months coming from SSP for an organization, that that's big it's. Kind of fun hard off but I think these are the kinds of things that we're listening and kind of helping our customers do in, an efficient basis tell.

The Audience a little bit about the complexity, of the solution, as well and kind of what you have because it's not just finance in operation yeah for, sure so, the, the solution is actually built out of the the sales and marketing dynamics. Piece as well as as the, finance operations piece, we, built a complete. Opportunity. Cash lifecycle, within. The dynamics, platform in that time frame so to. Give you perspective of the legacy, organization. That owned us Baker Hughes they've, built out, specific. Engineering, calculations. Job bidding. Job. Bidding systems, for. Cementing. And fracturing operations within oil and gas and so we were able to take that legacy, system and build it into the dynamics, platform, integrated. In with finance in operations. As well as the the, CRM piece to, basically have an entire opportunity, cash life cycle so it includes supply. Chain and, finance. And and, then as well - we had a bolt-on from Microsoft, through. A partner, called to increase to do the equipment maintenance piece of that as well so, our entire business, is, now, captured in the dynamics, platform which is really exciting because the seamless integration with all the other Microsoft, products Microsoft, the power, bi and then, as well - with the new power apps that have been released we're now developing power, apps so we can input data right, into dynamics, directly that's. Awesome, so we are going to open this up for questions so, if you have questions I to just be thinking of them there's some mics here in the different aisles, I'll ask we, have a scene I'll ask one more question to you while I let you guys warm up on questions hopefully you'll have some. So. Tell the audience about you, know one thing that you're super proud of and you look back in your journey as well as one thing that you learn that, you'd say hey everybody, should think about doing it this, way for. Sure so one thing that I mean just, just the acceleration - to the cloud and the acceleration, of building out an ERP platform in, such, a rapid. Deployment and having, such a success, in terms of cutover and you, know for, many of those those of you who've been a part of ERP go lives the, minute that you you. Flick the switch there's, mass chaos that ensues within the business because, they can't close the books or there's you know there's issues with inventory or warehouse management, and so the, thorough. Process. Designs, that we went through so mapping out all of our business processes, having, ownership from the business a great partnership with emphasis, in helping. Us design this system in partnership and then the partnership, for Microsoft, because we were a very early adopter we were one, of the first, adopters, of Microsoft's. Dynamics, 365. For. Sales, and marketing and for finance and operations we, went, live October, 9th of last, year, so it's just been on just over a year and I'm happy to report that we we just did the upgrade to the version 8 as well and so we're starting to utilize, all that functionality, within 8 as well so, that's one thing that I'm extremely proud of just how the organization. Has been so receptive to it and you know the power that we're getting now through the analytics, piece with power bi has been just awesome.

I Mean you, have to have the business have insight into the, data everyone. Always talks about the value of why you would implement an ERP, and I. Don't think many organizations truly. Get to that end goal where they can see the value being extracted through using the ERP and we're truly getting that now by having visibility, into our business and having the mobile aspect so, we had a model any device you know anytime anywhere, so, now I could pull out my phone or go home pull up power bi, and look at real-time statistics from, from, our operations and that's that's great, from, things that I would encourage people to do when they're when they're implementing. An, ERP. System and you know going to a new version is make sure you have the right partnerships, in place in terms of strategy, the the partnership we have with emphasis, was great and ensuring our success they were awesome in terms of the, resourcing, that they provided to, us. And and their commitment to the project and then also the, the synergies, that we go with the business so, if you don't have a business that's completely, bought in from the top levels from your your sea level so our chief operating officer. Our chief you know financial, officer and from our CEO as well made sure that each one of the business units committed, we called them in the old school, days they call them super users we rebranded it we call them business process, coaches, and. Then we built, a community of those people out in order embrace and they helped you know build, out the business processes, and then get buy-in from our user community to adopt the new system, so I mean an, ERP, is only as great as long as the the organization, embraces, it and uses it it's. Really great any, questions in the audience yes. Yeah. Please if you don't mind. Do. You leverage change, enable. Mention in that process as well did you have that yet team communicators. Or no, you mean like enhancement, of the product itself no no, changed an angel to the company so you said everyone you had buy-in from everybody was that a change in able but managed LED management. LED or was it yeah. So we had we had yet exactly, we had it we had a committee that was put together and, we had like an ocm group you mean yeah so we had so it's part of the emphasis deployment, practice we developed that organ. Elope. That. That, helped us through that transformation and migration, from our CSAP platform. To the new dynamics, platform and then adoption, of that going forward and then the, first thing when we first set up the the system the first deployment was six months we're now I'm happy to report we're on Phase three of our development, lifecycle so, we, just finished, phase two at the end of June we did our upgrade to version eight and, now we have another years. Worth of development so we a phase three will go until the end of September, 19, so the business is embracing it so much that they're saying we want these enhancements, no different than Microsoft receives feedback from their clients we're receiving it from ours we want this one not only embedded in the system we want to bring more feature-rich. Functionality. And so we, have a roadmap that we've outlined now and we're continuing, to live deliver, with emphasis. How. Have you dealt we the fact that there are people that are not adopting, that are, not adopting, they are not adopting at all like they are used to their old. Version. Paper. Bays etc. I mean, I go through, a change management from, an industry yeah and I. Add, seven. Hundred users of, which are, 150, or not you. Get to adopt and that. Has been very, very painful with did we, did the, implementation, the, last part that was. Much, more painful, how. Did you deal with this, kind of situation that's that's a good question I would say that overall adoption was great it's never gonna be perfect so now what we've done actually and it's kicked off from most recently we've established a, BPO. Group so business process, optimization team, that, what they're doing is because you know within a corporate head office I work in the corporate head office work, with a lot of the directors, vice presidents and above you know visibility, to the people, that are actually hands, on the system using it on a day to day basis, in the field so we've developed, this business, process. Optimization. Team that's now taking, and going to each one of our districts, and dealing, with the people and understanding. Where there's gaps and how the system, is being used understanding, where people aren't using the system correctly and starting, to drive the behavior, of that and adoption, into the system and I mean really, so that initiative, was sponsored, through our executive, group as well to get that visibility, right at a granular level because, the people in the corporate head office can't, be in the field all the time and then, as well, the messaging.

Is Coming from above that this is a important. Initiative, you know that, the ERP needs to be continued, to be adopted, and you. Know I mean. You're gonna eventually weed, out those people that aren't gonna that are resisting. Change I mean, that's. Just inevitable so. Yeah, and so driving, having that business process optimization team, and being able to take that time and work because, we deployed in such a quick timeframe in six months we couldn't. Foreseen, that you know it would everything, would be adopted, right from the get-go does that answer your question I think the other things from an adoption perspective. That. That, should. Help is if you make it if. You make them come to the well if they're thirsty like if they can actually get insights, and true data and if it's usable purpose-built which is where they've got a lot of power apps as well so if there's a purpose-built experience, that they can do without actually having to feel like they're getting on ERP or what power bi get the right insight so you can actually if, you make it more valuable for them chances are people would come as well. You. Mentioned some of the benefits. From the partner you brought in what what, advice or specifics. That did you see from the partner that, really. Accelerated, things for, sure so one of the things I found in in the in the dynamic, space is that there's a lack of of, resource. Availability. At, least within the North American market and so, having, a partner that has experience. And has the breadth of people. In. The practice, both, on the onshore and offshore model. They're they're bringing that experience, already in the product, they're, bringing the partnership, with Microsoft. You know because, emphasis, is one of Microsoft's, most. Valued partners in the in the Microsoft, space so they're bringing that to the table, so there's that communication, we, get to have, insight, into what's going on from a development, perspective and, then, it and then as well, you. Know, bringing. I mean emphasis. Has been there done that like do I proclaim, to be an expert at implementing ERPs, know I've done a couple of my my life you. Know but they do them all the time so they bring in the project, teams and the right resourcing, and the right resourcing, mix in order to be able to deliver. A successful project, and bring the methodology, and practices, especially in an organization, that like for us even, though we were new and the people came from backgrounds, they brought that maturity so they brought the process, they brought, their relationships, you know the experience, and the and the end of resources. That. One last question here yeah. I'm gonna kind of cheat and ask, three, but they're all related. Think. You said you had 3,600, employees, yeah, we're, just over 4,000, employees it kind of fluctuates depending on what the oil markets, are doing were you know we're spinning, up and spinning down fleets all the time we within, ERP, we had about 16. Dynamics, and user. Users, okay that was the first. Real question the second is with. Using, Infosys. As, IT. As a service, what's the size of your IT staff. So. And. So this with the model, so, you know I've never certain wasn't, interesting ideas a service interesting model so I thought oh I'm gonna come in this organization everything is completely, run itself and I'm not gonna have to worry about anything, I. Built, a small. Management. Team layer like I have 13, people in, between. Infrastructure, and ERP on the ERP side I have five and so the people on the ERP side they're, all like senior I call them solutions managers, but there's like senior business analysts, so they have knowledge and understanding of the business processes, and they, come from some sort of ERP. Background, most of my folks are actually Oracle, background, and. So they came in and what, they did is they basically act acted, as a translator, or champion between, the business, and emphasis, to take and help drive out requirements. And drive, development, through the lifecycle, so. Oh and on the emphasis, side, between the onshore offshore model, I think there's about around a hundred and ten people and onshore. For, her. And. That's infrastructure. And ERP, for. ERP, folks that are actually on the ground onshore, there's, approximately, 18. To 20 and. Then offshore there's about another probably, 20. To 25, and then the rest of the folks are a part, of the you know SharePoint, practice, the the. Office. 365, practice, the, network practice, and all that but they're not dedicated, this sorry, they're not dedicated, yeah they're fully dedicated, it's our team I mean I really see that's the thing with the whole IT is a service thing not really when I when I look at emphasis it's not I don't really see them as a vendor right they're really it's, my team right so, I have the core group of people that are my employees, but those, people are there just to help work.

In Alignment, with emphasis. To deliver the product, and. The last one is very quick, and yeah oh the size of your BPO team the. BPO team so it's just spinning up. Yeah, the BPO team right now is about 10 people so, we've looked for representation, from all the function functional tracks and then, I'm brought in some different people so we had someone from a few people from the finance organization, a couple from operations, come in a couple equipment, maintenance and then, a couple, from supply chain as well and then we had a couple other business leaders so together that's making up the core BPO team that's going out in the field then interacting, with all those various functions. Right. Thank you so much for coming in thank you Mohammed for having me appreciate it thank you. You.

2018-10-13 13:10

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