19-20 November, 2008 | Copenhagen

Jesper Lachance Ræbild Sr. Product Manager & Evangelist Microsoft Corporation NAV 02 Morten Holm-Petersen Senior Product Designer Microsoft Corporation

●To take full advantage of RoleTailoring ● Reflect your business in the application ● Your processes ● Your people ● Their tasks ●What’s the effort? ● Assign standard roles to employees ● Align set of List Places with their tasks ● Optional activities ● If you see a benefit in them

●Learn how to: ● Prepare for a quick configuration of users ● Help reduce training ● Help your employees understand your task sequences ● Make your employees more productive ● Help them get an overview and plan their work ● Help them make informed decisions ● Reduce keypresses and navigation ● Be agile in changing task assignments ● Easily add new employees ● Easily change who does what ● Help users rotate or substitute in other areas

Pick Standard “User Profiles” Promote Relevant “Places”

Pick Standard “User Profiles” Promote Relevant “Places” Reflect Processes + People Provide Overview Reduce Nagation Support Task Flow

●Prepare for smooth configuration of users ● Get it right the first time ●Reduced training ● I don’t need to learn where to find my links ●Productivity ● I have single-click access to my data lists ●Easy to adapt to change later ● Add task once to “User Profile” ● Move task from one “User Profile” to another ● Just add new employee to a “User Profile”

●Pick process steps ● From the Customer Model ● Or just list the ones you do

Eduardo Eduardo Alicia Eduardo Alicia Alicia AliciaAlicia Sammy Sammy John John John John Sammy John John

Move product Put-awayPick Pack and dispatch Select carrier Generate ship documents Eduardo Aggregate requirements Plan resource availability Communicate plans Alicia Plan material requirements Identify sources and supply Select suppliers Authorize supplier payment Manage return goods Sammy Inspect return products Schedule warehosue activities Count inventory John EduardoEduardo Alicia Eduardo Alicia Alicia AliciaAlicia Sammy Sammy John John John John Sammy John John

People Warehouse processes Customer ModelUI Process Flow Print picking listPick itemsRegister pickPrint packing slip… Industry/Company “Pick” “Pack” “Ship” Warehouse worker Navigation Window Task Pages Print picking list Register pick Role Center Picking items Packing orders Shipping orders …

Warehouse Worker “Pick”“Pick” “Pack”“Pack” “Ship”“Ship” Job DescriptionUser Profile ●Microsoft Dynamics NAV 2009 groups employees in User Profiles

●How many User Profiles? ● Specialists and managers ● Usually always a separate User Profile for each ● Transaction handlers ● Make a User Profile per job description ● If transaction volume grows, add more people

●Can only identical jobs share a User Profile? ● If 5 warehouse workers do near-identical work ● Let them share one User Profile ● Use personalization to add an extra element for one person

●Productivity ● I see a very simple menu with “places” ● I can see the status of my process steps ● I can better plan what to attack first ● I get one-click access to key records ●Quality ● I can monitor my own performance

Configuration (“Mass-personalization”) Done by power-user (or partner) Hide/show elements for a User Profile Maintain each User Profile to stay aligned with the company processes Personalization Done by user Hide/show elements for me Fine tailor my user experience to fit my way of working Customization Done by partner Builds additional elements and UX building blocks Create new user profiles

Pixel Positions Page Definition Configuration Delta Personalization Deltas -C +D ABD ABC ABC [DE]-A + E BDE Database Client CompanyUser ProfileIndividual

●Increase productivity ● I can see if I selected the right record ● Without opening it ● I can act directly in the List Place ● I see details about the record ● I can decide which action to select

●Show preview of the record ● I can see this is the right record to work on ●Show related information ●I can see enough details to make a decision ●I’m aware of records related to this one.

●Reduce training ● I see the typical sequence of tasks and actions ●Build an agile work force ● I find it easy to help colleagues in other areas ● The work sequence and actions are obvious ● I can grow my skills ● I understand less familiar areas of the application

●Increase productivity ● I see summaries in FastTab headers ● No navigation required for info in Fact Boxes ●Make informed decisions ● Fact Boxes indicate what I need to look at ● Some even show consequences in advance ● I make fewer mistakes

●Promote frequently used actions in the Action Pane ●Group them per task or document status ●Order the actions per group to show the sequence of use ●Make typical or initial actions large ● Smaller ones are less frequently used or alternatives

●Doesn’t need to be a “project” ● Quickly adapt standard user profiles ●You choose the degree of configuration ● Only configure elements that provide you benefit ● You can go back at any time to do more

React to Change Pick Standard “User Profiles” Promote Relevant “Places” List Process Steps + People Provide Overview Show Process Sequence Support Task Flow

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