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•
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•
Gain further insights on Dynamics
AX Industry Solution Offerings
•
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Roadblocks
•
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Business Intelligence
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Risso 6C
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TECHNICAL CONFERENCE 2011
LEARN | INSPIRE | INNOVATE
SESSION CODE : BRK226
IMPLEMENTING DYNAMICS AX –
FUNCTIONAL SOLUTION ARCHITECTURE
.
LACHLAN CASH
PRINCIPAL SOLUTION ARCHITECT
MICROSOFT CORPORATION
Today we will discuss…
Your role in the changing landscape
Minimizing risk, designing for consistency, managing complexity
Teams, role, tools, and activities of the functional architect
Functional patterns
Pains and challenges
Sara, Charlie – Organization Management
• Establish and manage organization goals
Alicia, Purchasing Agent – Business User
• Carry out tasks to meet organization goals
Tim, Chris – IT Management
• Manage systems to support organizational goals
Timelines
How long working with Dynamics AX or other ERP
applications?
Double-entry accounting ~600 years
Relational databases ~40 years
Packaged business apps ~40 years
ERP ~20–25 years
Changing landscape
10
8
6
4
Capabilities
2
0
Time
Changing landscape – Customer Size
10
8
6
Capabilities
4
Customer Size
2
0
Time
Changing landscape – Complexity
10
8
6
Capabilities
Customer Size
4
Complexity
2
0
Time
Changing landscape – Implementation Time
10
8
Capabilities
6
Customer Size
4
Complexity
Implementation Time
2
0
Time
Changing landscape – Budget
10
8
Capabilities
6
Customer Size
Complexity
4
Implementation Time
2
Budget
0
Time
“THE ROLE OF A SOLUTION ARCHITECT IS TO SOLVE A
PROBLEM BY DEFINING A SYSTEM THAT CAN BE
IMPLEMENTED USING TECHNOLOGY.
GOOD ARCHITECTS DEFINE SYSTEMS BY APPLYING
ABSTRACT KNOWLEDGE AND PROVEN METHODS TO A
SET OF TECHNOLOGIES WITH THE GOAL OF CREATING
AN EXTENDIBLE AND MAINTAINABLE SOLUTION.”
PROBLEM DEFINITION
Domain knowledge / Ability to conceptualize
SOLUTION DEVELOPMENT
Technical knowledge / Ability to apply patterns
The Architecture Journal, Journal 15
www.ArchitectureJournal.net
Role of a Functional Architect
So what is it you need to do?
Understand Components of Microsoft Dynamics AX
Understand the business process
Understand the As-Is Systems
Design the To-Be Systems
To-Be
Role of a Functional Architect
Diagnostic
• Lead or play a
part of the team
in the diagnostic
• Requirements and
Process Review
• Proof of Concept
Development
• Output
• Fit / Gap
Analysis
• Solution
Blueprint
• Proof Of
Concept
Analysis
• Functional
Requirements
Analysis
• ISV Analysis
• Output
• Functional
Requirements
• Updated
Solution
Blueprint
• Updated Proof
of Concept
Design
• Systems Design
• Development
Design
• Output
• Functional
Specifications
• Integration
Specifications
• Testing Plans
Development
• Development
Design Review
• Testing
• Output
• Design Changes
• Bugs
Operation
• Roadmap for the
systems
• Assessment of
next phases of the
project
• Output
• Operations
Hand Over
Change
How do you
get 300 people
to change what
they are doing?
Relationship to other roles in the project
Project
Manager
Functional
Architects
Business Users
Communication
FSA
Business
Management
Technical
Architects
Test
Consultant/PM
Developer
Tools of the trade
Diagnostic
• InformationSource
• SureStep
Analysis
• Application
Analysis
• Business Process
Modeling Tools
• BPMN
• Value Stream
Mapping
Design
• Functional Design
Template
• Integration Design
Development
• Design Change
(DCR)
Quiz
How old is double-entry accounting?
• 600 years (give or take)
• So what has changed?
– We still buy and sell products and services
What is the difference?
Small Business
Large Organization
Economies of Scale
• Volume (Product, Service)
• People (No., Location)
Financial and Operational Patterns
Financial
Operations
• Concerned with recording the financial
impact of an event in the system
•
Managing the operational activity of
providing a good or service to a customer
• Financial Organization
•
Operational Organization
– Supply chain organization
– Legal entity structure
• Event
•
– Date, qty, transactional information
– Date, currency, amount
• Documents
Event
•
Documents
– Journal
– Sales Order
– Invoice
– Manufacturing Production Order
Operations and Financial
Financial
Event
Financial
Event
Financial
Event
Financial
Event
Financial
Event
Organization
Functional
Technical
•
Localization Requirements
– Company Structure
•
Instance Strategy
– Accounting Structure Design
•
Database Sizing
•
AOS Sizing
• Financial Organization
• Operations Organization
– Business Units
– Supply Chain Organization
• Geography
• Organization Size
• Transactional Volume
Data Organization
Legal
Entity
US
Legal
Entity
UK
Global
Address Book
(People/
Organization)
COA,
Calendars,
Currency,
Product
Legal
Entity
FR
Other
Master
Data……
Legal
Entity
IE
Administrative
Data, (Users,
Security……)
Legal Entity
Customer
Vendor
Released
Products
Global
Address Book
(People/
Organization)
Sites
Warehouse
Sales Order
Legal Entity
US
COA,
Calendars,
Currency,
Product
Other
Master
Data……
Shipments
Receipts
Invoice
Purchase
Order
Administrative
Data, (Users,
Security……)
Data Lifecycle
Functional
Technical
• Data Take On
•
Migration timeframe/window
• Master Data
•
Parallel Systems
– Who is the owner of master data?
•
Systems Integration
– New Account Code introduced
•
Disaster Recovery Plan
– Number sequence
• Security
• Auditing
Integration Design
Functional
• Master Data Strategy
Technical
•
Development Options
• Schema Design
– Services
• Frequency/Consistency
– .NET Interface
• Transaction Support
•
Disaster Recovery Plan
Business Intelligence
Functional
• Financial Reporting
Technical
•
– Data Warehousing
– Consolidation
• Operational Reporting
Consolidation
•
Financial Reporting Tools
Does the cloud affect the FSA?
Same role, different
implementation and systems
Similar Patterns across Industries
Demo : Implementing AX Technical Architecture using
Solution Accelerators
Persona
Pain Points and Challenges
Features Covered
Results and Benefits
Solution
Architect
Product knowledge deep dive
InformationSource
Core Concepts
Learn about AX 2012
features – Deep dive
Solution
Architect
Data take on organization
Rapid Start
Reduce application
configuration time
Solution
Architect
Understanding AX architecture
& data model
Application Analysis Tool
Data model and sequence
diagram visualization
Top Tips from the Session
• Understand the role of the Functional Solution Architect
– Look at the big picture
– Put things in context
– You are part of a team
– Plan for change
– Understand the patterns
• Tools
– InformationSource
– SureStep
– RapidStart
– Diagraming Tools
– MorphX – Application Analysis Tools
Related sessions
•
BRK201 – Microsoft Dynamics AX 2012: Maximizing usage of the architecture on your implementations
•
BRK225 – Implementing Microsoft Dynamics AX – Technical Solution Architecture
•
BRK226 – Implementing Microsoft Dynamics AX Functional Solution Architecture
•
BRK260 – Microsoft Dynamics AX RapidStart Services
•
BRK219 – Models and the Meta Data Architecture
•
BRK209 – The right tools for the job. Understanding the Business Intelligence Options in AX 2012
•
BRK224 – Performance: Benchmarks, Features and Patterns
•
BRK222 – Deploying and Managing Security using the New Role Based Security Model
•
BRK228 – Managing Financials with Microsoft Dynamics AX 2012
•
BRK242 – Microsoft Dynamics AX Financial Reporting Options including Management Reporter
•
BRK229 – Modeling your Organization
•
BRK230 – Building efficiency in your business with the use of the Microsoft Dynamics AX Global Address Book
•
BRK232 – Product Information Management
•
BRK218 – Utilizing the Workflow Infrastructure to Automate Your Business Processes & Improve Performance
•
BRK240 – Managing the Accounts Payable Process
•
BRK241 – Managing the Accounts Receivable Process from Invoicing to Payments to Collections
•
BRK252 – Project Management and Accounting for Every Industry
•
CHK224 – Solution Architecture Q&A
Q&A
Visit our Focus Rooms
Risso 6A/B
Risso 6C
Risso 7A
Risso 7B
Risso 8A
•
Evaluation of Implementation
Proposals by Dynamics AX R&D
Solution Architecture & Industry
Experts
•
Gain further insights on Dynamics
AX Industry Solution Offerings
•
Resolution Guidance on Solution
Roadblocks
•
Networking
Focus Topic Highlight
Business Intelligence
Tuesday 2.15pm – 5.45pm
Risso 6C
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows 7 and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions,
it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.