1 Strategic Solutions NW Founded in July 2002Most Key Consultants from AA, AC, EY, WillametteKey Firm Competencies IT Strategy, Processes, Governance Package Systems Implementation – JD Edwards, SAP, Lawson, PeopleSoft, etc Custom System Development – Java,.Net IT Project and Program Management Change Management including Training, Communications, Organizational Design Finance, Procurement and IT Process Improvement Compliance & Controls (Sarbanes-Oxley) Key Clients Legacy Emanuel Swedish Plum Creek Standard Insurance Nautilus Holiday Retirement

 Executive leadership & commitment  Communication  Workforce readiness & training  Org design & performance measurements  Application Expertise Dynamics AX JD Edwards Lawson  Business Process Reengineering  IT cost management  Technical integration  Custom development  Application Support Outsourcing  Merger, acquisition, divesture planning & execution  Transition services  Program management  Cost management  Shared services  Supply Chain 2 Our Services IT Governance & Strategy Business Strategy System Selection, Implementation & Optimization Change Management

3 Our AX Practice Today Started AX Practice First AX Client Ran Accounting Center using AX for $450M Company Received Microsoft Gold Certified Partner Status Continued to add AX Clients 15+ Certified Professionals 20+ AX Clients Horizontal solution AX Banking Interface Suite Vertical solution - Timberland Projection Mgmt, Forest Products Solution 2002 Firm Founded

4 Our AX Clients

Dynamics AX 5 Business intelligence and reporting

6 Report and Information Categories On Hand Inventory Shipment list Backlog report … On Hand Inventory Shipment list Backlog report … Profitability analysis Sales analysis Trends … Profitability analysis Sales analysis Trends … Trial Balance Income Statement Balance Sheet Cash Flow Statement …… Trial Balance Income Statement Balance Sheet Cash Flow Statement …… Invoices SO Ack PO Check forms … Invoices SO Ack PO Check forms … Documents/ Forms Financial Reports Operational and Transactional Reports Analytical Reports AX2012 has over seven hundreds canned reports; however, there is a need to create additional reports. These reports need to be categorized as:

7 Documents and Forms Invoices SO Ack PO Check forms … Invoices SO Ack PO Check forms … Documents/ Forms Microsoft has provided a stack of development tools that can be used to develop these reports. These are the most complex reports and must be created and deployed by IT professionals.

8 Financial Reports and Statements Trial Balance Income Statement Balance Sheet Cash Flow Statement …… Trial Balance Income Statement Balance Sheet Cash Flow Statement …… Financial Reports Microsoft has provided Management Reporter as a default financial reporting tool for Dynamics AX. It is a powerful Corporate Performance Management (CPM) solution that provides real-time financial reporting to help you achieve greater visibility across your organization.

9 Transactional Reports On Hand Inventory Shipment list Backlog report … On Hand Inventory Shipment list Backlog report … Operational and Transactional Reports Microsoft has provided SQL Server Reporting Services as a default reporting tool for Dynamics AX. It can be used to create reports or inquiry/forms from real-time data that can be easily exported to Excel or other Microsoft Office tools.

10 Analytical Reports Profitability analysis Sales analysis Trends … Profitability analysis Sales analysis Trends … Analytical Reports Microsoft Dynamics AX 2012 includes a pre-built BI solution with pre-defined SSAS cubes, Reports, KPIs and pre-built Role Centers to suit different personas. While the pre-built solution may meet most of the BI requirements, organizations might want to customize or extend the pre-built solution to include external data or to meet specific BI requirements.

Microsoft Dynamics AX 2012 BI capabilities & tools Ad hoc Reporting Statutory and Financial Reports Charting and Info-graphics Production Reports Microsoft SQL Server ® Report Builder v3 or Excel with Cubes Management Reporter Microsoft Dynamics AX 2012 R2 chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance Indicators Scorecards Ad hoc summarization and exploration Role Center/Business overview web part PerformancePoint Services in Microsoft SharePoint Server Power View, a feature of SSRS Data mash up with Microsoft Excel PowerPivot PRE DEFINED QUERY Operational queries Lists of operational/financial data Print lists of operational/financial data Cues List pages Auto Report Microsoft ® Excel ® add-in for Microsoft Dynamics AX 2012 AD HOC QUERY Query operational/financial data

12 21 Pre Defined SSAS Cubes Accounts payable cube Accounts receivable cube Budget control cube* Budget plan cube* Environmental sustainability cube Expense management cube General ledger cube Human resources cube** Inventory value cube* Payroll cube** Production cube Profit tax totals cube* Project accounting cube Purchase cube Retail cube* Sales and marketing cube* Sales cube Trade allowance management cube*** Workflow cube Demand forecast cube*** Demand forecast accuracy cube*** * Available AX 2012 R2 or later ** Available AX2012 CU 7 or later ***Available AX2012 R3 or later

13 Reporting/BI Methodology Analyze Gather reports inventory Categorize by function Identify report type Determine delivery method Choose toolset Assign ownership Gather reports inventory Categorize by function Identify report type Determine delivery method Choose toolset Assign ownership Prioritize and Consolidate Validate requirements Prioritize – Critical, High, Medium Assign timing (go-live, +5, +10, +month end..) Finalize audience Confirm delivery method Review data source (single source vs. multiple ) Validate requirements Prioritize – Critical, High, Medium Assign timing (go-live, +5, +10, +month end..) Finalize audience Confirm delivery method Review data source (single source vs. multiple ) Design, Develop and Test Write functional design specifications Develop reports Test with current and valid data Obtain sign off Write functional design specifications Develop reports Test with current and valid data Obtain sign off Deploy Repeat for secondary level reports Our reporting and BI methodology is adopted from agile methodology. We will use iterative and incremental development to deliver reports based on business priority. Prioritized list

Business Intelligence in AX Demo

15 Challenges with BI  Requires substantial knowledge of database tables and fields  No ability to change the BI solution directly from within the ERP application. Use of the BI Studio developer tools in SQL Server is required.  No accommodation for data model changes. Any change to the ERP data model will overwrite customizations to a cube.  Inability to access all Dimensions due to missing relations (e.g. inventory cube).  Separate security model: requires separate sign on.