Find out how your business can benefi t from… Dynamic Solutions

Then it’s time to think My budget dynamically is the tightest it’s ever been

ERP - Financial, Manufacturing & Supply Chain Management MAKE THEM CRM - Customer Relationship Management } WORK FOR YOU

Business Software for today and tomorrow. Software to help your business evolve. How can Microsoft Here. save you money? There. I reckon I can read your mind. In this time of economic instability and uncertainty, it’s not that hard to do. Everywhere. As a business leader, you are no doubt thinking about ways to save money and improve performance. A little fi scal probity coupled with an increase in productivity will ensure you ride out tough times and emerge as a stronger, more robust and successful business. It’s the right and prudent thing to do.

We’re on the same page. Focus on what you can control lest you get distracted by what you can’t. Manage risk. Control cost. Diversify opportunity. Innovate. Calendar The point of this publication is to show you where Microsoft business software fi ts into that equation – and how Microsoft Dynamics® can help to not only save you money, but Aug 14, 2008 S M T W ThTh F S drive a productivity step-change.

10 Flight 185 to WLG It’s the common thread tying everything together that’s written on the following pages.

11 Microsoft Dynamics is what we at Microsoft call our software products for businesses that depend on the effi cient management of fi nancial, supply chain information or customer 12 Taxi to City Excel Mobile information to turn a dollar. Panel Discussion (101 Lambton Quay) 1 A15 MarchApril May The Dynamics family of products are designed to meet a diverse range of business 12 Medical 250 275 250 requirements; from the retailer through to a manufacturer and everyone in between. 2 13 AutoAuto 300 315 310 3 14 GroGroceriesceries 500 525 510 They are designed to solve pain points that affl ict many New Zealand businesses be it 15 CasCashh 650 650 700 • multiple customer records or the duplication of data entry leading to costly inaccuracies Outlook E-Mail • ‘safe’ paper-based procedures unable to keep up with increased demand Household Buudget • visibility black spots in supply chain management processes 2500 Aside from causing pain, these scenarios not only hit you in the pocket, they increase InboxInbox kgam225 MMarch 2400 April business risk during a downturn and hinder growth opportunities. May 2300 June 2200 LunchLunch totoday?day? WWhere?here? July Microsoft Dynamics aids businesses by integrating smoothly with Microsoft Offi ce and, JackieJJackkiie WangWang Augugug st 2100 because of the way it works – from its form through to its functions – it is familiar to your 200020 people and as easy to use. PlansPlans atattachedtttachhedd fforor ppatioattiio ProgramsProgramsrams0 The point of this publication Improving business productivity levels is in Microsoft Dynamics’ DNA. That’s what it does Patrick O’Neil is to show you where Receipt for your payment – linking back and front offi ce functions to create minute-by-minute effi ciencies, enabling [email protected] Microsoft business software your people to focus on the tasks that add value to your business day-to-day. In the pages that follow, you’ll read about several progressive New Zealand businesses WindowsWindows Media PlayerPlayer Messaging fi ts into that equation – and who have overcome such obstacles to enhance the way their business operates and how Microsoft Dynamics can improve bottom line performance. Microsoft Dynamics is at the heart of each story, and so too are the steps they followed Contacts InternetInternet ExplorerExplorer not only save you money, to achieve improvements in their business. Doing their homework to select the right Microsoft Dynamics product; engaging a technology partner who understood not only but drive a productivity their business, but their unique technology needs; and understanding the areas for step-change. business improvement and where the return on investment will come from. Palm Treo Pro You’ll also read about the products that comprise the Microsoft Dynamics proposition, There’s so much more and how to go about marrying your business need with your technology investment. Most of all, I hope you’re left with a clear impression of how Microsoft Dynamics offers you can do when your you the opportunity to use IT to save you money and at the same time, strengthen and phone runs Windows®. grow your business during tougher times. windowsmobile.co.nz

Available programs, features, and functionality vary by device, Windows Mobile operating system version and version of Exchange Server used. Features and per- formance may vary by service provider and are subject to network limitations. Service plans are required for Internet, Wi-Fi and phone access. ©2008 Microsoft Corporation. Windows Live, Microsoft, Excel, Outlook, Internet Explorer, and the Windows Mobile logo are either registered trademarks of Microsoft Corporation in Stewart Gibbs the United States and/or other countries.

Y&R MIC0091 X 3 Defi ning Dynamics Contents Microsoft Dynamics - Defi ning Dynamics 4 Microsoft Dynamics - business software business software created created so that everyone gets it

Case Study 01: 6 so that Everyone Gets It. Bailey Tanks Dynamics AX meets Bailey Tanks’ thirst for effi ciency • Simplify and automate routine and repetitious functions, Productivity 9 A business intelligence solution for all so your employees can focus on more critical tasks. Connecting people and process to achieve Business success has always relied on access to accurate and ‘last mile’ business productivity timely information to guide decision making processes. Then • Manage fi nancial and other reporting needs more easily the digital revolution came along; increasing the volume and including areas such as regulatory compliance. For many businesses, conquering the Case Study 02: 16 complexity of business information, demanding greater speed and Westland Dairy Products agility to maintain competitive advantage. • Maintain close contact with your customers and prospects, information war has emerged as the manage sales and marketing initiatives and track their results. Supply chain visibility key to business For many businesses, conquering the information war has Identify emerging customer needs early and respond to them difference between success and failure. agility for ambitious dairy company emerged as the difference between success and failure. At the before the competitors do. core of this battle is the transition from paper or manual-based Case Study 03: 20 process to digital, automated process, adding a new dynamism • Connect your entire supply chain in a productive, Orb Communications and competitive edge. fast-moving fl ow Orb Communications: a truly “Co-operative” solution Our experience tells us that overcoming this challenge is vital for - Assess the business value of your vendor and business partner • Microsoft Dynamics® Retail Management System (RMS) companies doing business domestically or in multiple countries relationships to make sure they suit your objectives. offers a complete point-of-sale (POS) solution that can be Case Study 04: 22 – those whose success depends on a clear line of sight when it adapted to meet unique retail requirements. It automates POS comes to what is happening across the business. - Offer sophisticated communicative, collaborative, and self- Rakon processes and store operations and provides centralised control service capabilities to make it easy and compelling for other for multi-store retailers. New release due March 2009 which will Dynamics CRM – A global solution In essence, this is what Microsoft Dynamics is all about: turning companies to do business with you. for a world leader the complex into simple. The delivery of clear, transparent be renamed Microsoft Dynamics POS 2009. business information in a format that you and your people - Increase effi ciencies in distribution to help improve customer • Microsoft Dynamics® CRM is a customer relationship CRM: The tip of the xRM Iceberg 27 understand, to empower confi dent and timely decision making. satisfaction and reduce the cost of doing business. management (CRM) solution that provides the tools and The power of a relationship management capabilities needed to create and maintain a clear picture of solution can extend well beyond how your The Dynamics Extended Family Introducing the Dynamics Product Family business relationships, from fi rst contact through purchase and organisation interacts with its customers. Microsoft Dynamics is the brand name used to collectively describe There is a Microsoft Dynamics product designed to meet your post-sales, or service. Get ready for ‘xRM’... a suite of business software products that enable you to run a specifi c business needs. The success of your company is directly related to the success smarter, more effi cient and ultimately more profi table business. ® Case Study 05: 28 • Microsoft Dynamics AX is a comprehensive business of the people who work for you. Microsoft Dynamics is a line Whether it’s fi nancial, supply chain or customer relationship management solution that provides mid-size and larger Growing up in New Zealand: of adaptable business management solutions that enable your management, there’s a Microsoft Dynamics solution to meet organisations industry specifi c functionality. Microsoft Dynamics the X factor in relationship management people to make important business decisions with greater almost any business need and help you drive business success. AX is also built to make it easier to do business across multiple confi dence. Microsoft Dynamics works like and with familiar Microsoft Dynamics solutions enable you to automate and locations and countries. Microsoft software – easing adoption and reducing the risks Product Directory 30 streamline your business processes, by using technology that ® inherent with implementing a new solution. brings your people and processes together you have the • Microsoft Dynamics NAV is a business management solution Partner Listing 32 opportunity to increase productivity and effectiveness. for mid-size organisations that helps simplify and streamline Read on for more information about who these solutions are for, highly specialised business processes. what they do, and how they could benefi t a business like yours. These key features empower you to respond rapidly to the Last Word 34 ® The case for Microsoft Dynamics changing demands of your business, providing you with more • Microsoft Dynamics GP is a complete and scalable business complete insight across your organisation. In this way, Microsoft management solution for growing and mid-size organisations and includes: intelligence, reporting, budgeting, and forecasting. This publication is for informational purposes only. MICROSOFT MAKES NO WARRNATIES, EXPRESSED OR IMPLIED, IN THIS Dynamics solutions help you: PUBLICATION. 2008 Microsoft Corporation. All rights reserved. Microsoft® Offi ce Professional 2007, Microsoft® Offi ce Communicator 2007, Microsoft® Offi ce Excel® 2007, Microsoft® Offi ce Groove® 2007, Microsoft® Offi ce PowerPoint® • Maintain control of your fi nances and manage them with a • Microsoft Dynamics® SL is a business management solution 2007, Microsoft® Offi ce Outlook® Mobile, Microsoft Dynamics® AX, Microsoft Dynamics® NAV, Microsoft Dynamics® GP, Microsoft Dynamics® SL, Microsoft Dynamics® Retail Management System, Microsoft Dynamics® CRM, are either registered high level of effi ciency. You can make complete, current fi nancial to help project-driven mid-size organisations obtain reports trademarks or trademarks of Microsoft Corporation in the United States and/ or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. information and reports available to anybody who needs it to and business analytics, while increasing effi ciency, accuracy, and perform business planning. customer satisfaction.

4 5 month backlog, further compounding Materials (BOM) of their fi nished products Case Study 01: diffi culties with production planning, through the manufacturing process, Bailey Tanks distribution scheduling and raw materials execute more thorough and reliable procurement. The situation made it nearly production planning and gain more At a Glance impossible for the Bailey Tanks’ team When compared with other visibility into the entire manufacturing Bailey Tanks to provide accurate delivery lead time ERP solutions, Microsoft process from end-to-end. Adaptable information to their customers. Solutions also customised the system Dynamics AX meets Bailey Dynamics AX came up tops to enable the auto-emailing of sales The desire to improve customer documents such as sales order and sales responsiveness and enhance overall with its comprehensive despatch confi rmations to customers customer experience drove Bailey Tanks’ directly from Microsoft Dynamics AX. Tanks’ thirst for effi ciency management to look into a scalable range of functionality that This speeds up the process and enables Enterprise Resource Planning (ERP) system its team to seamlessly communicate this to integrate its back-end processes and is easily customised and information to their customers directly scale with the company in the future. scaled to meet the exacting from Microsoft Dynamics. Industry After evaluating several ERP systems “We are now able to provide more Plastics Manufacturing available in the market, the Bailey Tanks requirements of our accurate lead time information to our management selected Microsoft Business Situation manufacturing business. customers that enhances the overall Dynamics AX, as it met the manufacturing Bailey Tanks needed an integrated service experience and improves customer requirements they were looking for in an system to support its tremendous satisfaction in the long run.” IT solution. growth and enhance production scheduling effi ciency, fi nancial “During our evaluation, we found Centralisation brings effi ciencies reporting and business productivity. Microsoft Dynamics AX also enables Bailey Microsoft Dynamics AX to be a tier above fulfi ll customer orders. Microsoft Dynamics It also wanted to be more proactive Tanks to centralise some of its planning other systems. When compared with AX gives us the capability to effi ciently and improve overall customer processes, the most signifi cant being its experience with more accurate other ERP solutions, Microsoft Dynamics manage the entire production process distribution scheduling process. lead time information. AX came up tops with its comprehensive from the sourcing of raw materials to the range of functionality that is easily shipment of fi nished goods to customers,” “Instead of having one person physically customised and scaled to meet the exact Solution summary says Bailey. onsite at each of our four sales offi ces requirements of our manufacturing Bailey Tanks replaced its to handle distribution scheduling, we manual, disparate systems with business,” says Bailey. Unlike previously, where production have successfully centralised the process scheduling and raw materials planning Microsoft Dynamics AX enabling by managing it remotely from our integration with the day to day Getting on track were done manually, the detailed headquarters. Besides gaining effi ciencies Microsoft Offi ce front offi ce “Even though we had a very tight capacity scheduling within Microsoft from the centralised process, we have solution. A customized Truck timeline for the implementation, we Dynamics helps Bailey Tanks to execute freed up valuable manpower resources for Scheduling module from Adaptable felt assured by the valued expertise and more thorough and reliable production other higher-value functions. Our team has Solutions was also implemented. extensive experience from the Adaptable planning. Using Gant charts, Bailey Tanks’ also become more focused and effi cient Solutions team, headed by Duncan Cox, planners are able to visually assess how Value to business Established in 1974, Bailey Tanks is a in their work. Month-end closure is now Microsoft Dynamics AX its Managing Director. With the past work staff rotations affect their production Effi ciency market leader in the transport and storage a simple half day process, instead of the they have done in the manufacturing schedule. The company also gains more enabled Bailey Tanks to of liquids. Headquartered in Auckland, previous two days.” Centralized distribution the company employs approximately 75 sector, especially in plastics manufacturing, visibility into the entire manufacturing scheduling processes enhance its production people across Australia and New Zealand, we knew that our implementation was in process from end-to-end. Overall business visibility has also been Increased security and good hands,” says Bailey. enhanced since the integration of providing a ‘one-stop shop’ solution for its As Bailey Tanks manufactures the same management controls scheduling and distribution, customers. This includes a comprehensive Microsoft Dynamics. “With Microsoft Bailey Tanks implemented the Foundation product across multiple factories, Adaptable Cut month-end closure from range of water tank and pump products, Dynamics easy-to use drill-down reporting, streamline accounting Pack and Production modules from Solutions also customized Microsoft two days to half day including accessories such as fi ttings, management can now monitor key Microsoft Dynamics AX. With the help Dynamics to support multi-site production. Increased operational and pipes, fi lter systems and valves. performance indices more closely and in processes, improve business of Adaptable Solutions, a Microsoft This helps to simplify production data management visibility greater detail. The ability to drill down by Certifi ed Gold Partner, a Truck Scheduling setup and speed up the processing of visibility and speed up “Expanding into Australia delivered us different regions and product groups gives Module was developed to enable production orders through the system. Microsoft Technology straight into a growth opportunity. With us more insights to make faster and more effi cient distribution scheduling. Microsoft Dynamics AX decision making. It also the announcement of state government During a demand crunch, Bailey Tanks more informed decisions,” says Bailey. The implementation was successfully Microsoft® Offi ce 2007 subsidies of AUD$1,000 for each household is now able to optimise effi ciencies by “This gives managers a broader perspective helped the company completed within four months and went in the South East Queensland region selecting the “next best” alternate resource into the business, enabling them to devise Partner Details live in October 2007. realise a signifi cant growth for the purchase of water tanks to for a production. This helps to save time more effective plans for their areas of Adaptable Solutions cope with the drought situation, our These improvements gave Bailey Tanks otherwise spent waiting for the availability responsibility.” Ph: 09 523 2405 sales skyrocketed overnight, bringing opportunity. the capability to provide accurate delivery of a particular work centre. Bottlenecks can Web: www.adaptable.co.nz our monthly transaction volume from lead time information to their customers now be minimised, if not eliminated, due www.tanks.co.nz approximately 300 in 2005 to 3000 in with increased security and management to better control with the sequence and 2006,” says Bailey Tanks, CEO, David Bailey. controls. With the elimination of manual scheduling functionality which reduces Growth presents IT challenge accounting processes, operational and setup time and enables tight controls over management visibility were also enhanced. the production process. The sudden growth challenged the company’s manual, disparate systems. “Our production planning and distribution Microsoft Dynamics AX support for An overwhelming response to the scheduling accuracy directly impact our serialised products now enables Bailey government initiative generated a six entire supply chain effi ciency and ability to Tanks to accurately track the Bill of

6 7 Productivity

Connecting people and process to achieve the ‘last mile’ in business productivity Bringing your business management and productivity software systems together with Microsoft Dynamics and Microsoft Offi ce will help drive productivity gains in your business.

Enterprise Resource Planning (ERP), maintain, and change. In short, they have • Lack of integration – Employees Financial Management Systems (FMS), caused challenges and business pain. frequently need to transition between IT Supply Chain Management (SCM), and platforms for different work tasks. This has manifested itself in shortcomings Customer Relationship Management that keep business systems from truly Research suggests that organisations (CRM) are synonymous with business enabling organisations to achieve the license only 15 percent of their people to management systems across the world. desired effi ciency and productivity gains use their ERP systems, while 46 percent Broadly speaking, each of these systems they expected. While every business will of these licensed seats go unused1. How promises great benefi ts. They are united have its own unique experience common can these categories of products help by the same broad value proposition – by factors which have an impact include: transform companies when only three smartly defi ning and automating your in 20 employees actually use them? As a • Low adoption rates. Employees are most important business practices, you can result, further complexity is added, the reluctant to adopt new, complex systems. work more effi ciently, reduce overheads, opportunity for benefi t remains unrealised The more complex the system, the increase agility, and improve business insight. and the pain lingers, as companies rely on more resistance. makeshift, non-integrated systems making To a great extent, these promises have • Incomplete adoption. Despite companies’ information diffi cult to fi nd and access, been realised for many of New Zealand best efforts to fully defi ne and streamline consequently lowering productivity levels. businesses and organisations. Like processes, many employees use only their counterparts the world over, Kiwi the basic functions and do not take full companies experienced the benefi t of advantage of the system. replacing out-dated business technologies, automating paper-based systems; and • Long training periods. Complex systems integrating once disparate applications often require many weeks to learn, and Research suggests that and processes to eliminate duplication of may take more than a year to master. effort and increase consistency as well as Due to the diffi culty factor, those few organisations license only accuracy of business information. employees who learn to use the system 15 percent of their people can end up spending so much time assisting These gains haven’t been achieved colleagues that they end up losing the without diffi culty. Whether its Financial to use their ERP systems, ability to move the business forward. Management, Supply Chain or Customer while 46 percent of these Relationship Management, many of these • Low penetration. Initial goals of extending solutions have been more expensive to access to everyone in the organisation licensed seats go unused. acquire than initially envisaged and taken often evaporate in the face of the daunting longer to deploy than planned. They may level of specialisation required to operate have also proven diffi cult to defi ne, create, and support these systems.

1 AMR Research Market Analytix Report: Application Spending Series, The Enterprise Resource Planning Spending Report, 2005–2006, by Bob Locke, Jim Shepherd, and Wendy Davis 9 Connecting People and Systems Meet Sara - Chief Financial Offi cer

One of the primary barriers to high specialist who needs to process complex Realigning systems to refl ect the Sara is a CFO for a mid-sized New Sara prefers to see data in a graphical recent emails, best practices and process adoption of business management payroll routines, a marketing manager way your people really work Zealand manufacturer. As CFO Sara format. On the fi nancials page, she can documents relating to this decision. systems within an organisation is the who primarily relies on collaborating with To gain a better perspective of the specifi c develops the fi nancial plan and goals use the charts to view overall customer Because she has the ability to analyse the highly specialised processes these systems others, and a salesperson who needs to benefi ts delivered by the integration of for the organisation and constantly balances, general ledger cash account issue from several angles all within the represent. Because of their nature, access customer and product availability Microsoft Dynamics with the Microsoft monitors performance against them. balances, and payables and receivables key portal, Sara has the details she needs for these systems require a high degree of information, as well as to record sales. Offi ce products you use everyday, here’s a Others rely on her to assess the performance indicators. her upcoming meeting with the CEO. commitment, training, and constant IT-based business processes don’t exist series of hypothetical scenarios detailing fi nancial viability of opportunities. It’s also important for Sara to understand interaction in order for an individual to be Managing the in isolation or solely in a single offi ce. how Microsoft Dynamics and Microsoft Real-time executive dashboards give how the organisation is performing against profi cient in using them, and as a result, Budgeting Process They are embedded in your business and Offi ce could be used to provide a unifi ed, Sara visibility into every department, budget. She can easily select any account only a small fraction of specialists are ever As CFO, a major aspect of Sara’s job is deeply connected. Most importantly they streamlined approach to improving providing the company data she needs within the account list, which automatically given the time to focus their job efforts on the annual budgeting process. Microsoft are dependent on people using them – if business practices. to make better business decisions. updates the related web parts and charts learning and using these systems. Dynamics makes it easy to build a baseline your people and your processes are not based on the account balance and Each role within your organisation has Instead of burning valuable time in budget by copying the current–year connected your business won’t be either. budgeted amounts. An unfortunate side-effect of this barrier its own special information needs and meetings or wasting time creating and data into the new budget template and to usage is that the majority of people For instance, a sales order clerk spends business processes they interact with. To give running endless reports, Sara uses her Access to Financial Reports export it to Offi ce Excel. After verifying within an organisation who rely on time creating documents, searching the a few examples of how different these needs executive dashboard to monitor the users and permissions, Sara can attach In addition to the snapshot KPIs, Sara information captured by these systems, or web, corresponding with customers by are, let’s take a look at three roles: the Chief company’s key performance indicators the Excel-based budget to an email and also has the ability to review the detailed who have a “non-central” relationship to email, collaborating with co-workers using Financial Offi cer, the Operations Manager, (KPIs). She can quickly see her company’s send it to each budget manager, along fi nancial statements published by her team the processes, are forced to gather data instant messaging tools and attending and the Sales and Marketing Manager. real-time fi nancial position, cash position, with instructions for completion. When to the Intranet. These are accessible by all or provide input using communication virtual meetings with team members who expenses by period, gross profi t and gross each budget manager has completed executives and board members through their routes that exist outside these systems. may be on the road. That same individual profi t margin. This helps Sara quickly their portion of the budget, they can send role-based SharePoint pages. Everyone has As a result, a vast amount of business spends time using a transactional business spot trends as well as current or potential it back to Sara who will work with her access to the specifi c information they need intelligence stays locked away from the system to enter and view orders, print problem areas, and helps her make better budgeting staff and senior management to make informed, intelligent decisions. people who need it to perform their reports, and so on. decisions and better investments which will to ensure all budgeting decisions are made daily duties, and processes that could help grow her organisation intelligently. Today employees should be empowered Collecting the Details in alignment with corporate objectives. be streamlined are instead chopped up, Once complete, the approved budget to move seamlessly between their business Sara’s executive dashboard is set up the Sara’s company is working to bring spread across working groups, and require can be imported from Offi ce Excel into a process software and personal productivity way she wants to run her company. In expenses in line with revenue forecast, heavy IT investment to integrate the results. Microsoft Dynamics solution, to serve as software. Microsoft Dynamics integrates addition to news feeds from external services, and one area that has been targeted is the the foundation for the following year’s Individuals throughout an organisation fl uidly with Microsoft Offi ce, helping Sara can see the fi nancial comparisons she new plant expansion. Sara wants to review fi nancial measurements. need to have a user experience that truly overcome these challenges and bridging needs, and can drill down directly from her all the relevant details, so she searches represents the way they work. Consider the the gap between business applications dashboard with confi dence. from within the portal to review the information requirements of the following and personal productivity software and different roles; a fi nance director who needs enabling your company to realise its full deep access to fi nancial information, a payroll productivity potential.

Sara has the ability to analyse the issue from several angles all within the portal.

Please note the people, companies and examples used to illustrate these roles are fi ctitious. 10 11 Meet Vince - Operations Manager Meet Julia - Sales and Marketing Manager

As Sales and Marketing manager, Julia views the history, and sees that there has lead list. Nicole, the marketing assistant, needs to be able to put her hands on been no activity in the past two weeks. sees the new task created by Julia and any aspect of the sales and marketing Using Outlook, she quickly schedules a schedules a live meeting with members of Vince populates the operations in her company. In addition follow-up call between the prospective the marketing and creative team. Nicole to pipeline and sales analysis, she customer and their account manager, builds the email campaign letter, and required form using needs to be able to troubleshoot on Michael, and makes it due today. launches the email campaign via Microsoft deals, drive new leads, direct marketing Dynamics CRM. Microsoft Word and data Michael receives the notifi cation on his campaigns, and see the results of the Windows Mobile device and calls the pros- company’s sales and marketing efforts. Qualifying Leads from within his ERP system, pective customer, schedules a meeting for the When customers call in, the in-bound Seeing the Big Picture next day, and completes the task. Michael telesales department uses Microsoft eliminating the need to changes the close rate for the opportunity At the beginning of each day, Julia can Dynamics CRM to capture, track and to an improved 70% score on the forecast. shuffl e through paper easily see the key measurements she has manage customer requests, buying set up to track daily and weekly sales, as Preparing Forecasts preferences, and purchase history to forms or manually enter qualify the lead. The telesales team well as sales by product line, using the Julia now goes back to the opportunity qualifi es the leads in Microsoft Dynamics Windows Vista Gadgets she has set up list, exports it to Offi ce Excel, and builds a the required company and CRM and sends actionable leads to the on her desktop. fast, easy PivotTable with data visualisation. shipment information. appropriate account manager. Analysing Opportunities Satisfi ed with the updated forecast, Julia uploads the document to the SharePoint Using an InfoPath form, the telesales people Because Microsoft Dynamics CRM works record detailed customer information. The ® ® site and shares it with her team. with Microsoft Outlook 2007, Julia results are then published in Microsoft can access all the sales operations and Marketing Effectiveness – Dynamics CRM. information she needs directly from From Lead to Close Outlook. Nearing the end of the month, Julia has just returned from a tradeshow Closing the Deal Julia needs to keep a sharp eye on closable and needs to record the leads and David, an account manager, accesses leads. She opens Outlook, and accesses her opportunities she captured. She opens Microsoft Dynamics CRM on his Windows Vince is an operations manager for a relevant documentation to the Customs which provides real time ability to Microsoft Dynamics CRM Opportunities Outlook and imports her lead list from the Mobile device, and receives a task on cut fl ower wholesaler in New Zealand, offi cials in time for the shipment to be manage deliveries. Using Microsoft Offi ce page. By building an advanced fi nd to see tradeshow, and while doing so imports his activity list indicating he needs to exporting fl owers to Asia, Europe and loaded, he risks losing the new customer Communicator, Vince communicates with everything closing this month, including it into a new Microsoft Dynamics CRM follow up with a highly qualifi ed lead. other parts of the world. They have built and potentially the inventory of fresh the stalled delivery driver to determine expected close percentages for each deal marketing list. To follow up with her new He contacts the customer and closes the up a reputation of delivering quality cut cut fl owers. Let’s see how a solution that the current situation. The driver responds in the pipeline, Julia is able to see the contacts, Julia creates a new email campaign deal. David creates an order in Microsoft fl owers to their retailers in record times bridges business process software and that he is missing the proper Customs opportunities sorted by the expected using her marketing list from the tradeshow. Dynamics CRM, which automatically close date. She can quickly identify which replicates the order in the company’s - often the lead time between growers personal productivity software can help paperwork and asks whether Vince can Building a Campaign and retailers is two days so that the resolve the situation. fax the required form to the offi cials opportunities have a high probability for Microsoft Dynamics ERP system. With a Julia adds a task to Nicole’s task list to fl owers are as fresh as possible when at the airport. Vince believes they’ve closing this month, as well as those that streamlined and automated process like schedule a meeting, using Microsoft® this, the company saves time by avoiding they fi nally make it to the end customer. Notifi cation and used a form like this before, so from his may need additional attention. Offi ce Live Meeting, with the team to duplicate entry and minimising risks for Access to Information portal, he uses the search capability to Like many professionals in mid-sized Troubleshooting Opportunities create a targeted, personalised email data entry errors. The order is approved Vince is coming in to work on early identify documents within Microsoft businesses, Vince is often involved in Julia opens up an opportunity at risk, letter for each of the contacts on the and processed the same day. Monday morning and sees an email Dynamics (his company ERP system) and the day-to-day running of the business, notifi cation on his desktop. Upon viewing, documents that are stored in his portal dealing with issues and resolving Follow-through he can see that an order is delayed at the that are related to this topic. Seeing that problems. For instance, the company is The business process creates a phone call airport, and he can see information such as his company has fi lled out this paperwork in the process of exporting New Zealand activity in Microsoft Dynamics CRM for the order number and where it is actually previously, Vince populates the required fl owers to a customer in Japan. This is Lisa, the customer service representative delayed. This takes him to his portal, which form using Microsoft Word and data from a new customer and a very important asking her to follow-up with the customer is generally Vince’s “home page” when he within his ERP system, eliminating the one because if this trial shipment goes in three days to ensure satisfaction of is in the offi ce. He has full visibility of the need to shuffl e through paper forms or the order and delivery service. Lisa calls well then they expect to get a great critical business areas he has chosen to manually enter the required company and the customer at the appointed time. She deal of regular repeat business from this track, such as vendor delivery (where he shipment information. Using the Internet records the notes from her conversation to customer year round. But today there is a can see via scorecards which vendors are fax capabilities of his system, he sends the ensure all information is centrally available. problem. Vince has received notifi cation not supplying) he might see that, based on proper documentation to the Customs that the latest shipment is currently sitting order volume, the reliability of vendors is offi ce and has assurance that the issue Campaign Results Reporting at Auckland International Airport but actually declining. has been resolved. Julia reviews her campaign report from can’t be loaded onto the plane to Japan Microsoft Dynamics CRM at the end of without the required Customs export Because of the time sensitive nature of Later on, Vince receives an alert, generated the month and builds a Microsoft® Offi ce documentation - paper work that should the fl oral delivery, Vince’s company has from Microsoft Dynamics, that the shipment PowerPoint® 2007 presentation justifying have been sent directly to Customs before implemented a sophisticated tracking has been delivered and the order has tradeshow investments of money and the delivery truck arrived. This is a time system that uses a tablet PC connected been processed. resources by showing how much revenue critical issue because if Vince can’t get the via satellite connection to the Internet resulted from the event.

Please note the people, companies and examples used to illustrate these roles are fi ctitious. 12 13 one system to track opportunities, their jobs more effectively. It may seem Solutions for Driving appointments, communications and that some software applications have Business Process tasks, without having to learn a separate been developed for an ideal world, where set of processes. tasks are neatly separated and people are Productivity always at their desks and connected to • Extend Access: Microsoft Dynamics the network. In the real world, systems Microsoft Dynamics is a line of integrated, works with Microsoft Offi ce Excel 2007, need to work together, and people need adaptable business management solutions Microsoft Offi ce Word 2007, Microsoft to access the latest data through different for automating and streamlining fi nancial, Offi ce Outlook 2007 and Microsoft Offi ce applications or devices, even when they customer relationship and supply chain SharePoint Server 2007 making it easy to are away from their offi ces or working processes. share the right business information with from different locations across the globe. each person in your organisation who Designed to give users a consistent, familiar needs it, helping everyone make better- Microsoft Dynamics and the Microsoft look and feel similar to Microsoft Offi ce, informed decisions more quickly. Offi ce system work together more intuitively your people can get up and running quickly and more completely than ever before to and focus on critical business issues. Microsoft • Collaborate: All individuals and teams help workers reach the information and Dynamics brings together people, processes connected to a specifi c business process people they need to be productive and and technologies, helping to increase the can easily share and receive vital deliver excellent customer service. The productivity and effectiveness of your business, business information centrally, improving integration of Financial Management, and helping you drive business success. the sharing of business intelligence Manufacturing, Supply Chain and Customer throughout your organisation. Bringing your business management and Relationship Management systems across productivity software systems together with • Adapt: Microsoft Dynamics solutions your organisation combined with the Microsoft Dynamics and Microsoft Offi ce support your current business practices, capabilities of Microsoft Personal can help you achieve the following benefi ts: and surround those processes with highly Productivity software including collaboration, adaptable Microsoft Offi ce solutions messaging, mobile, and server products • Increase Adoption: Microsoft Dynamics to capture and standardise improved can give your people the tools they need is designed to give users a consistent, business practices. to succeed in the real world. familiar look and feel similar to Microsoft

Offi ce. Microsoft Dynamics CRM, for As you evaluate your business This article is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESSED OR IMPLIED, IN THIS ARTICLE. The example companies, organisations, products, domain example, works within Microsoft Offi ce management solution options, think names, email addresses, logos, people, places, and events depicted herein are fi ctitious. No association with any real company, organisation, product, domain name, email address, Outlook, enabling salespeople to use about the tools your people need to do logo, person, place, or event is intended or should be inferred.

14 But it wasn’t always that way. Westland Milk production site in Hokitika and distribution Case Study 02: Products’ disparate systems and processes centre in Christchurch can now be re- Westland Dairy Products were impacting the company’s ability to focused on activity that adds value to the maximise returns to shareholders. At the business. Furthermore, the effective use of At a Glance same time, a change in the co-operative’s From an employee’s Microsoft Offi ce SharePoint Server 2007 Westland Dairy Products business model from producer-only to one perspective, the benefi ts of gives employees shared responsibility for that encompassed an end-to-end market information and data transfer between Supply chain visibility supply chain meant its IT environment was the new infrastructure were locations. simply not able to keep up with new levels “From an employee’s perspective, the of demand. visible straight away. benefi ts of the new infrastructure were key to business agility for “The company has always had good visible straight away,” says IS/IT Manager, manufacturing expertise, but when we Darren Wilson. started marketing and exporting products, “For our people, it meant that several ambitious dairy company processes were developed as they were repetitive tasks were removed. At the required. These were largely paper-based end-to-end Microsoft solution, including same time, Microsoft Dynamics CRM and and at the time that worked for us,” an integrated customer relationship Microsoft Dynamics NAV are not only explains Darren Wilson, IS/IT Manager for Industry management system with Microsoft easy to use, but enable confi dent decision Westland Milk Products. Dairy Dynamics CRM and an automated making. This in turn creates a more “As we grew and our business model management system with Microsoft positive working environment.” Business Situation evolved, it became clear that the systems Dynamics NAV. Microsoft Offi ce 2007, a He says the new IT platform tightened Steady growth of Westland Milk we had weren’t supporting our business. Microsoft SQL Server database management Products meant the company had ® ® up administrative processes, improved We didn’t have standard processes, or a solution and Microsoft Offi ce SharePoint outgrown its IT infrastructure. communication throughout the company single source of truth when it came to Server 2007 were also included. Disparate information systems and and enabled more accurate reporting. All retrieving company intelligence. This was lack of visibility across the business “An integrated Microsoft solution provided this delivered Westland Milk Products the frustrating for the senior management were impeding the company’s Westland Milk Products with an excellent accurate and timely business intelligence team who refer to sales forecasts and growth and productivity. foundation to support the core business it needed to thrive. fi gures regularly and often had to wait for processes and drive performance,” says Solution summary employees to email their updates through.” “The success to date reinforces the Intergen’s Richard Malloch. Westland Milk Products decisions we made to remain independent. “As a small ambitious player, there is no room implemented a complete solution The benefi ts of the upgrade were soon IT investment means we now have a for ineffi cient processes that may hinder based on Microsoft providing an apparent. Wayne Leach, Chief Financial competitive edge that enables us to be growth. We knew we needed to upgrade excellent foundation to support the Offi cer at Westland Milk Products, says the more productive as an organisation and to maintain our agility, which is the source core business processes and drive deployment has been hugely benefi cial, ultimately more profi table for our farmer of our competitive edge,” says Wilson. performance. with all employees now operating from shareholders.” one central source of data. Value to business IT investment CFO Wayne Leach agrees. “To remain Improved business processes sooths growing pains “We have achieved bottom line competitive we need to be agile and Having made the decision to undergo a improvement in a number of areas across nimble. To do that, you not only need Streamlined supply chain planning complete IT upgrade, Westland engaged the business, from production planning accurate data, but end-to-end visibility Faster and easier access to Gold Certifi ed Partner, Intergen, as its through to improving the accuracy of across your supply chain. Microsoft company intelligence To maintain its niche Independent co-operative technology partner to manage the customer order processing. Dynamics CRM and Microsoft Dynamics Integrated management, fi nancial outgrows IT Infrastructure and reporting service deployment. “The ability the business now has to NAV deliver that.” position and continue Located in Hokitika on New Zealand’s operate from one source of data has West Coast, Westland Milk Products is an “Westland required an IT solution that Microsoft Technology to grow its presence in driven much of this improvement. We have www.westland.co.nz independent New Zealand co-operative provided them with business intelligence Microsoft Dynamics CRM reduced the amount of time involved in dairy company that trades with more than and support for its whole supply chain domestic and international reconciling data across systems, as well Microsoft Dynamics NAV 400 South Island farmers to produce a decision making, from storage of materials as reducing the reliance – and risks – Microsoft Offi ce 2007 markets, Westland Milk range of milk products for nutritional, food and work-in-progress inventory through associated with siloed business spreadsheets. Microsoft SQL Server 2005 and beverage applications. The company’s to completing transactions with customers. Products targeted the vision is to deliver better value to local Microsoft products were an obvious choice “We now have singular visibility of the whole Microsoft Offi ce SharePoint improvement of its data farm supplier shareholders and be the fi rst to provide Westland exactly what they supply chain. All of these improvements Server 2007 choice in dairy. needed,” says Richard Malloch, Business deliver a fi nancial benefi t,” says Leach. management processes as Development Manager for Intergen. Partner Details Today, an IT platform incorporating Single view of data Intergen Wilson also identifi ed that an integrated a way to improve business Microsoft Dynamics CRM and Microsoft drives bottom line results Ph: 03 964 0017 Dynamics NAV delivers greater system was needed to drive more effi cient Web: www.intergen.co.nz An enhanced IT infrastructure based performance. visibility of business information across business processes, provide timely on the Microsoft solution stack means the company’s supply chain – from milk information to decision makers and Westland Milk Products is able to instantly collection, manufacturing, research and support the supply chain planning process. update employees and management development through to transport, export “We wanted to own and drive our own across its supply chain, while providing shipping and sales and logistics. The result Integrated IS strategy,” says Wilson. visibility at all times. is enhanced workfl ow management and the delivery of greater customer and Together over 12 months, Westland, with Employee time once spent chasing shareholder value. the assistance of Intergen, deployed an documents and reports between the

16 17 Financial and Business Management software everyone can use

For demos, special offers and complimentary trials call 0800 934 384 [email protected] or email us at

Effective business management software (ERP and CRM) is key to timely and insightful business decisions. Microsoft Dynamics works like and with Microsoft software your people already use. See what business can be like when everyone gets it. Did you know that 46%* of employees licensed to use business management Visit www.everyonegetsit.co.nz today. software never use it?

Financial Management Supply Chain Management

*AMR Research Market Analytix Report: Application Customer Relationship Management Spending Series, The Enterprise Resource Planning Spending Report, 2005–2006, by Bob Locke, Jim Shepherd and Wendy Davis. everyone gets it. Orb Communications is a co- Additionally, Orb are making smart use Case Study 03: operative of 25 independently-owned of their new-found access to fi nancial Orb Communications telecommunications solutions providers, information. “We’re looking to set up a operating more than 40 stores from Kaitaia benchmarking KPI report that we can At a Glance to Bluff. As Premium Telecom Partners, Orb Olympic Software used their share with members immediately. Previously, Orb Communications stores offer everything telecommunication it would have taken us a month just to related from mobile phones to PDAs; PABX expertise with other clients collect the data!” enthuses Kinzett. Orb Communications: systems to GPS tools. on a co-operative business The integration of point of sale with Although all member stores hold equal model to design an Dynamics GP has clarifi ed structures and a truly “Co-operative” solution shares in Orb, they operate independently. processes and now information is recorded This independence can be a two-edged innovative ‘template-based’ in a way that can be easily tracked and sword: on one hand it ensures Orb monitored and all payments receipted customers benefi t from a wide range project methodology that and accounted for. Since implementing of expertise. Unfortunately, it can also Dynamics GP stores have improved their make reconciling and managing fi nancial reduced costs considerably. ability to track and manage their information across the group diffi cult. business income. Industry Telecommunications A streamlined, unifi ed solution One team, one goal solutions providers Orb’s earlier business process review As a co-operative Orb is challenged to Business Situation had identifi ed a major issue around the ensure that its many members are unifi ed Orb’s member stores all used different way member stores reconciled their According to Olympic National Consulting in their thinking and their approach to fi nancial systems, which made day-to-day transactions with Telecom’s Manager Bernard Wong, “The key was business. Aligning structures and processes reconciling with Telecom’s dealer dealer payments system. Orb’s Chief to create the integrations and roll the in the group’s businesses through Dynamics payment system diffi cult. Orb Financial Offi cer, Dayle Kinzett, recalls the system out to the fi rst stores, then use this GP has helped Orb’s members to work management also saw an opportunity frustrations of having “multiple business initial roll-out to create implementation more closely as one team sharing one goal. to create value by integrating with units, using multiple systems and methods templates. Those templates could then the point-of-sale system. Looking to the future, Kinzett envisions for payment processing, across no less be used in the next stores to create a 95 that implementing a Dynamics CRM than 17 different accounting platforms. percent fi t to each store’s requirements Solution summary solution will enable Orb to build on the Reconciliations were mostly manual, which ahead of time.” Implementation and training for a success they’ve seen with Dynamics GP. had huge potential for error.” store-by-store rollout of Microsoft Once the template methodology had been “As a customer focused business we need Dynamics GP. The implementation The logical solution was to move member established, Olympic created an intensive to better understand and get closer to our used an innovative ‘template-based’ stores to the same fi nancials system training and mentoring programme that customers and Dynamics CRM seems like model that enabled trained Orb staff to Telecom used – Microsoft Dynamics GP. would transfer necessary implementation a logical step towards moving forward complete most of the roll-out in-house. Since the stores were going to implement skills through to Orb personnel. “Orb’s strategically in that direction.” the new system regardless, Orb wanted willingness to take responsibility for learning Value to business to take advantage of Microsoft Dynamics how to implement the new system was a www.orb.co.nz “Dramatic savings” in the usual GP’s extensibility by both integrating the key factor in reducing costs,” says Wong. cost of a roll-out achieved through implementation model. Orb Communications needed to quickly and cost- system with their point-of-sale system, and This meant that once the fi rst stores had Number of staff throughout the effectively deploy Microsoft Dynamics GP across its using it to manage fi nancial information been successfully deployed, trained Orb on a group-wide “shared services” basis. country required to manage staff could step in and continue rolling out fi nancial tasks expected to halve member stores. While the roll out was intended to help The catch was that the roll-out of all this the system to remaining stores in-house. from 15 down to 7 stores reconcile more effi ciently with Telecom’s existing functionality needed to be completed All of which, created a “dramatic saving in Ability to easily set up KPI reports quickly and on a budget too tight for costs,” says Kinzett. and share them with member stores dealer payments system, it also offered a chance to standard implementation methodology immediately (data collection would to manage. Integration brings effi ciency previously have taken at least integrate the new fi nancials and point-of-sale systems, and productivity a month). and introduce a ‘shared services’ model. A template for change To date, Orb has rolled out Microsoft In a standard IT project, the provider Dynamics GP to 30 of the 40 participating Microsoft Technology generally fi rst installs the solution and then member stores, with a further four to Microsoft Dynamics GP trains users. If Orb’s provider had done this complete deployment in the near future. Microsoft Offi ce 2007 for each of their 40 participating member And so far, the implementations have gone stores, however, the project cost would “seamlessly,” Kinzett reports. Partner Details have been astronomical. Olympic Software “While Olympic’s expertise and support Ph: 0800 465 967 Microsoft Gold Certifi ed Partner Olympic was critical in the early stages of the Web: www.olympic.co.nz Software was able to provide Orb with a project Orb staff are now highly skilled in streamlined, cost-effective solution. the implementation process themselves.” “Olympic Software used their expertise Meanwhile, the integrations are bringing with other clients on a co-operative business new levels of effi ciency to Orb members’ model to design an innovative ‘template- day-to-day lives. Financial information based’ project methodology that reduced that used to take 15 staff nationwide to costs considerably”, says Kinzett. manage will now take only seven.

20 21 New Zealand based team of six in 2004 Case Study 04: to a global team of 50 in 2008. As Rakon Rakon grew, its customer base also became larger and more diversifi ed and Rakon needed to fi nd a fl exible, customisable We were looking for a technical implementation partner who could also do a lot customer relationship management of the business analysis and project management – we just didn’t have resource system that could grow with their business. Dynamics CRM – A global Additionally, as a global business Rakon to do that. OA Systems did the business analysis, the project scoping and then needed to streamline communications and share knowledge within the team the implementation. We’ve been very happy with OA Systems and their ability solution for a world leader effi ciently working across multiple locations, time zones, currencies and cultures. to understand our business. An investment that ticks all the boxes Before deciding on Microsoft Dynamics CRM, Rakon had specifi c criteria to fi nd Streamlined Communication A partner who the right solution for their needs, explains Dynamics CRM didn’t just fi t Rakon’s understands the business Rakon’s Marketing Manager, Justin Maloney. systems, it also fi tted with their culture, With the help of Microsoft Certifi ed Gold “When we were looking for a customer says Maloney. Partner, OA Systems, Rakon started rolling relationship management solution ease out version four of Microsoft Dynamics “A big thing in our culture is being of use was top of our list. If it’s not easy to CRM in March 2008. streamlined and nimble so we’re always use you waste your investment. very focused on doing things effi ciently “We were looking for a technical Number two was value – and value wasn’t and quickly. In order to capture the growth implementation partner who could also just the dollars we were paying for it, but we were experiencing we had focused do a lot of the business analysis and also productivity – how much we get out very much on streamlining and needed project management – we just didn’t have of our investment in both time and money. to increase the sharing of information resource to do that. OA Systems did the We had to do something that we were without it becoming onerous or a burden. business analysis, the project scoping and going to get a lot out of for the We’ve got a lot of people out there in then the implementation. We’ve been very minimum investment. the fi eld - 50 sales people based all over happy with OA Systems and their ability to the world. We’ve got a lot of knowledge understand our business,” says Maloney. Finally, it had to be able to integrate making. “You can’t underestimate the about our markets and our customers but with our existing business processes”. value of having information available when “OA Systems did a very good job of talking it’s very hard for us to share that without For Rakon, Microsoft Dynamics was the you’re dealing with thousands of accounts us through options, giving advice on best a good information system underpinning solution that ticked all of these boxes. with hundreds of people involved in practice and telling us when the direction it. And that’s where Dynamics CRM really “When we weighed everything up collecting information pertaining to those we were heading in would cause us more came in without impacting on our ability including cost – the cost of licensing, the accounts. With all of that information problems than it would solve. At the end Dynamics CRM provided Founded in Auckland in 1967, New to be nimble.” Zealand Company Rakon is a world leader server, the infrastructure – we decided that stored centrally we can communicate more of the day we’ve got a better product technology leader, Rakon, in the development of high performance the Dynamics solution was going to be the It is this kind of agility that delivers effectively with the sales force so they can installed because of that. We’ve changed quartz components. Specialising in one that best fi tted that bill”. Rakon its distinct competitive advantage. be much more aware of what’s going on some of our business practices thanks to with a fl exible, customisable frequency control solutions for GPS and The ability to react quickly and change inside the company.” their advice and so far it’s all been great.” CRM not YAT customer relationship positioning, Rakon has led the way in according to customer requirements means the GPS industry since the early 1990s. Another important requirement for Rakon Rakon can develop and deliver products to management system to Today Rakon outsells competitors from was that their solution needed to fi t with market well ahead of its competitors. Japan, the United States and Europe with existing systems and processes and be keep up with a growing Rakon products being found in the world’s easy to use. Shared knowledge, more effective decision making leading mobile phones and GPS systems. “Our business operates on email and customer base and global “Dynamics CRM integrates well with Outlook is our email client. So we wanted Rakon is a truly international company Outlook which is our main communication sales force. something that would work well with with manufacturing operations in New tool. It moves us towards having a pull Outlook, that would integrate with it Zealand, China, the United Kingdom, France system for delivery of information. Rather and be seamless to the sales guys so we and India and applications and customer than pushing out every piece of weren’t giving them ‘Yet Another Tool’ support offi ces in Auckland, Beijing, information on the entire business through (YAT) to use. YATs are the nightmare of Chicago, Frankfurt, London, Paris, Penang, email distribution lists, if I need to know salespeople, so it needed to be something Shenzhen, Shanghai, Taipei and Tokyo. something I can go and pull it out. Now that was simple for them to use, intuitive we don’t need those email distribution Over the last few years Rakon has grown and integrated with their existing business lists; the information lives within CRM and rapidly, achieving an impressive average practices. With Microsoft CRM our sales I can search for that information, run a unit shipment growth of 52 percent guys don’t need to open up a different quick report and have it up in front of me per annum – a 30.6 percent increase in tool or go to a different website, they in minutes,” says Maloney. revenue in New Zealand dollars in FY08. can do it within their normal everyday Combining this with the acquisition of working environment - click a button here The ability to share knowledge more a major European competitor in 2007, and a button there and it’s all sent off and effi ciently and with greater transparency Rakon’s sales force expanded from a shared,” says Maloney. has enabled more effective decision

22 23 At a Glance Standardising the way we do things has been a real benefi t; Rakon we don’t have every offi ce doing things different ways. We’ve been able to put everything in CRM and everyone is working with the same information.

Industry Technology Business Situation To keep up with a growing customer base and global sales force, technology leader Rakon needed a fl exible, customisable customer relationship management system.

Solution summary Rakon implemented Microsoft Dynamics CRM, a system that has streamlined communications and knowledge sharing, increasing effi ciency and enabling Rakon to maintain the competitive advantage that has made them a world leader.

Value to business Streamlined communications Standardisation and increased effi ciency Faster and easier access to The benefi ts of Building on the success Rakon has had company intelligence a common platform with the implementation of Dynamics Enabled more effective decision making Although Dynamics CRM has only recently CRM, they’re already looking at possible been implemented, already Rakon is integration with their SharePoint website Microsoft Technology seeing results. The centralised system and document management system in the Microsoft Dynamics CRM 2007 future and possible integration with their has made information more accessible Microsoft Offi ce 2007 and provided a central platform for ERP system in the long term. Microsoft SQL Server 2007 introducing new procedures or systems. Maloney is enthusiastic about the decision Microsoft Exchange 2007 This common platform has also improved to implement Dynamics CRM; “Our Microsoft Offi ce SharePoint general communication, says Maloney. experience with Microsoft Dynamics CRM Server 2007 “Standardising the way we do things has has been great. It’s a very fl exible system, been a real benefi t; we don’t have every it accommodates changes and it’s good Partner Details offi ce doing things different ways. We’ve value for money.” been able to put everything in CRM OA Systems Microsoft Certifi ed Gold Partner and everyone is working with the www.rakon.com Microsoft Dynamics CRM Certifi ed same information.” Software Advisor As Rakon’s Marketing Manager, Maloney Ph: (09) 522 2370 uses CRM in a way that is specifi cally Web: www.oasystems.co.nz targeted to his role within the business. With the structured, unifi ed database that CRM has enabled Rakon to build, Maloney is now developing targeted marketing strategies and communicating with customers on an individual basis, only delivering the information that’s relevant to their needs.

24 CRM: The tip of the xRM Iceberg

The power of a relationship management solution can extend well beyond how your organisation interacts with its customers. Get ready for ‘xRM’...

Take the “C” out of “CRM” and you‘re left Because it was built as a platform, The Agile Organisation with Relationship Management – and Microsoft Dynamics CRM had to be Choosing a platform isn’t just about What’s your take on the economy? that’s the right way to think about your metadata-driven. While the application solving today’s problems. It’s about CRM solution. portion of the system includes a Sales building for the future. module, a Marketing module, and a An effective CRM shouldn’t be just about Service module, the underlying database The platform you choose will be with you sales and marketing. It’s a platform for simply contains a set of entities, each for some time to come, so you need to developing line of business applications with certain characteristics and make sure you have a solid foundation on – applications that manage and track which to build your business – one that is We know it’s hard to see the bright side of uncertain times, especially with the relationships. information and processes around real- able to respond as the business changes. global markets proving to be so unpredictable at the moment. For this reason, many world objects. What is called an “opportunity” in the It’s critical these days that businesses application and is used to track potential The object could be a customer, but respond quickly to change. Therefore, New Zealand businesses are looking for ways to reduce costs and brace themselves sales opportunities could just as easily be it could also be a grant, building, or a organizations prefer not to spend years called a “proposal” and be used to track potential candidate for hire. The key developing a line of business (LOB) for whatever may come. proposals and manage grant applications. question is: “Do I need to track the application. What is called a “contact” could be a But before you go to extremes or do nothing at all – take a look at the proactive information and activities related to patient in a health and human services Solutions need to be implemented in this entity?” If the answer is “yes,” then system. In fact, the platform allows you to months, not years. You can’t spend a year steps you can take to leverage your existing business investments and enable your you should be thinking xRM, where the change the names of these core entities to roll out a CRM system. You can’t spend ‘x’ might represent ‘supplier,” ‘channel,’ people to work smarter. It might not solve all your worries, but it may get you on a to accommodate the function they will a year to roll out an asset management ‘partner,” or some other term. perform in your business. system. Selecting a platform that allows better path. Interactive marketing and technology for rapid development and an iterative Business applications typically track consultancy Ascentium Corporation process is one of the keys to building a Fact is, it doesn’t always require major investments or sacrifices on your part to information about people, money, recently published a white paper which successful long-term LOB strategy. The products, or services; the activities and improve your IT infrastructure and efficiency. At Microsoft, we’re committed to helping examined the example of one widely-used right platform helps ensure business agility. communications done around them; and CRM solution, Microsoft Dynamics CRM, the relationships between them. Microsoft One of the unanticipated benefi ts of our customers make the most of what they’ve got. as an xRM platform. Dynamics CRM was designed to capture having Microsoft CRM as your platform We don’t want to get technical here, but we can show you a better way to utilise exactly that kind of information. is that it facilitates reuse. Code you used The Power of the Platform in one application can be reused or what you have – from the server room to your desktops. And whether you’re a small Imagine that Microsoft Dynamics CRM The people Microsoft Dynamics CRM repurposed to serve the needs of your is an iceberg. The part you see, the CRM tracks may all be internal to your latest application. You‘ll soon have a business or large organisation, our network of partners can help you make the most application itself, sits above the water organization, rather than customers. Or collection of code and tools that you can and represents only about a fi fth of the they might be citizens coming to your of your Microsoft investment. leverage for new LOB applications. total size of the iceberg. But 80 percent public sector agency. Or a combination Not to mention the fact that your business of the power and potential of Microsoft of patients, doctors, and staff. It doesn’t applications all reuse the same data. Contact your Microsoft Partner today or visit microsoft.co.nz/economy Dynamics CRM lies beneath the surface – matter. They are people with relationships * Ascentium Corporation’s white paper, Microsoft Dynamics CRM in the platform layer and the and around whom actions are being as a Business Application Platform, can be downloaded from: application framework. performed and tracked. www.ascentium.com/capabilities/crm.aspx

27

Y&R MIC 0118 storing their information and managing Leading the way Case Study 05: ongoing relationships with participants As the project evolves, Microsoft Dynamics Growing up in New Zealand and service providers. will evolve with it, allowing for exciting At a Glance “We wanted something that was We have staff who don’t future developments such as integrating Growing up in established, had good back up and was CRM with a text messaging service to keep likely to last,” says Peter Tricker, Data have a lot of experience in touch with pregnant mothers. This will New Zealand & Systems Manager for Growing Up also give both parties a more fl exible way Growing Up in New in New Zealand. “I was impressed by with using computers but to communicate as it won’t require either the capabilities of Microsoft Dynamics party to be available at a specifi c time and CRM, how user friendly it was and how because the team already offer an alternative method for staying in Zealand: the X factor in confi gurable it was compared to systems touch for those who prefer to text rather I’d worked with before. And with a fi xed use Microsoft Outlook and than talk. budget and go live date, Microsoft Microsoft Offi ce they were Complete Solutions successfully met the relationship management Dynamics CRM enabled fast and effi cient challenges of a fi xed budget and go live implementation and the reassurance familiar with the look and date, by delivering on both. The team of continued support and product at Growing Up in New Zealand were development.” feel of the system so it was delighted with this result. “I’ve worked in IT for years and I don’t think I’ve ever worked Microsoft Dynamics CRM very easy for them to pick up. on an implementation that was on time offers xRM fl exibility and on budget,” says Tricker. Additionally, To implement Microsoft Dynamics CRM, the team’s use of Microsoft Dynamics has Growing Up in New Zealand utilised captured the attention of many other Industry Complete Solutions’ experience in groups within the University who are Social Research implementing customised CRM solutions. keenly interested in their deployment of a Complete Solutions’ Brian Biggs explains: with service providers and partners and solution that has been readily adopted by Business Situation “With Growing Up we were using the same take that into consideration with the the study team, painless to implement and Growing Up in New Zealand needed functionality associated with traditional solution we designed,” says Biggs. fl exible enough to meet all the project’s a relationship management system CRM systems but applying it to a different needs, today and in the future. that was easy to implement and use kind of relationship. Microsoft Dynamics Although Growing Up in New Zealand relied on Complete Solutions to develop and fl exible enough to be confi gured CRM is fl exible enough to work in a variety to fi t the needs of the study. It also a solution specifi c to their unique needs, www.growingup.org.nz of organisations, without the need for a needed to track and manage custom solution. “ Peter Tricker says he’s been delighted to participants over a 20-25 year period. fi nd that they have not been completely An out of the box but fully reliant on Complete Solutions to make Solution summary confi gurable solution confi guration changes. “There are many Growing Up in New Zealand With a unique set of requirements, the things we can do to make the solution implemented a Microsoft Dynamics Microsoft Dynamics CRM is not just about expectation for many organisations is that meet our needs without involving the CRM solution confi gured to suit Growing Up in New sales and marketing - it’s a platform for only a custom built system would meet vendor. For example, we have various their needs on time and on budget. developing a line of business applications drop-down lists that we use to group Zealand’s use of Microsoft their specialised needs. However, with Value to business – applications that manage and track a background in CRM systems himself, information. To fi nd out that we could just Familiar and easy to use Dynamics is a great information and processes around real- Growing Up in New Zealand’s Data and go in and change that pick list ourselves world objects. Known as xRM, ‘x’ in the Systems Manager, Peter Tricker knew the rather than raise an IT request was Flexible example of a business case of Growing Up in New Zealand is the pitfalls of a bespoke solution. “Custom absolutely brilliant. It allows us to make Interfaces with the systems of smaller changes ourselves and keep the capitalising on the relationship with mothers and babies - but built solutions can be expensive to change service providers and partners it could equally be a supplier, a patient or and very infl exible. If the company that system more fl exible.” Long term development and support

Microsoft Dynamics CRM any relationship a business wants to track. you deal with goes out of business, you’re User friendly and easy to adopt left with a legacy system, and with a long Microsoft Technology Growing Up in New Zealand is a new study Once the system had been confi gured, platform to create a term study we weren’t prepared to take Microsoft Dynamics CRM of New Zealand-born children, led by the Complete Solutions introduced the that risk. As a start up it was easy to make Microsoft Offi ce 2007 University of Auckland. The project aims Growing Up in New Zealand team to the powerful Relationship our processes fi t with Microsoft Dynamics to gather across-the-board information Microsoft Dynamics system, training a and minimise the need to lift up the Partner Details Management solution covering all aspects of children growing up few ‘super-users’ to become the internal bonnet and tinker with the insides.” Complete Solutions tailored to their own needs. in 21st century New Zealand. champions and deliver training to other Ph: 09 309 5691 Complete Solutions worked with Growing team members who use Dynamics CRM. A group of 7,800 children will participate Web: www.completesolutions.co.nz Up in New Zealand to establish the “This has the benefi t of reduced costs and Known as xRM, ‘x’ in the in the study from before their births specifi c confi guration requirements for also up-skills users so there’s less reliance until they are adults. Their experiences case of Growing Up in New the project, build a system prototype and on us going forward. People tend to pick will give researchers and policy makers a develop interfaces to work with the data it up easily because it sits within Outlook, better understanding of New Zealand’s Zealand, is the relationship systems used by District Health Boards, uses Microsoft shortcuts which are well- family structures and help them develop the Ministry of Health and the research known, and has fi elds that are relevant to with mothers and babies. programmes to improve the lives of children. company that carries out participant their role. Every piece of functionality was The Growing Up in New Zealand team interviews. “It wasn’t just a case of tailored specifi cally for Growing Up and needed a tool to manage the process understanding their expectations, we had their requirements, so acceptance was of referring and signing up participants, to identify how they wanted to transact high,” says Biggs.

28 29 Product Directory

Products /Services

Microsoft New Zealand Ltd Industries Head Offi ce, Level 5, 22 Viaduct Harbour Microsoft Dynamics AX is a comprehensive Microsoft Dynamics GP is a complete Mining, Construction & Engineering, Microsoft Dynamics CRM is a fl exible Avenue, Auckland business management solution that and scalable business management Wholesale, Retail & Hospitality, Transport customer relationship management (CRM) Phone: 0800 TO GET IT (0800 864 384) provides midsize and larger organisations solution that helps growing and midsize & Logistics, Finance & Business Services. suite with marketing, sales, and service Email: [email protected] end-to-end industry specifi c functionality, organisations get up and running quickly. Public Administration & Community Services, capabilities suitable for businesses of all sizes. Web: www.microsoft.co.nz/dynamics Microsoft Dynamics AX is also built to Small Business, All - general purpose Designed with a single unifi ed code Looking for business software make it easier to do business across Functions base for both on-premise and hosted your people can (and will) use? multiple locations and countries. Asset / Service Management, Cash deployments, Microsoft Dynamics CRM Management, Integrated Accounting/ enables customers to choose the right Microsoft Dynamics is a line of integrated, Functions General Ledger / Costing / Project deployment model for their specifi c business adaptable business management solutions Asset / Service Management, Cash Management, Debtors & Creditors, Microsoft Dynamics Retail Management and information technology (IT) capabilities. that enable your people to make Management, Integrated Accounting/ Planning & Forecasting, Payroll, Human System (RMS) offers retailers a complete important business decisions with greater General Ledger, Costing / Project Manage- Functions Resources & Training, Reporting, Business point-of-sale (POS) solution that can confi dence. Each solution works like and ment, Debtors & Creditors, Manufacturing, Intelligence, Sales / Contact Management, be adapted to meet unique retail Asset / Service Management, Reporting, with familiar Microsoft Offi ce software- Planning & Forecasting, Human Resources Supply Chain Management, Customer requirements. This software package Business Intelligence, Sales / Contact easing adoption and reducing the risks & Training, Reporting, Business Intelligence, Relationship Management, Enterprise automates POS processes and store Management / Customer Relationship inherent with implementing a new solution. Sales / Contact Management, Procurement, Resource Planning operations, provides centralized control Management, Marketing Automation, Inventory & Distribution Management, Event Management, Analytics, E-Service Financial Management: Customer Relationship Management, Industries for multi-store retailers, and integrates with Microsoft Offi ce system programs, Portal, Enterprise Search, Extended Maintain control of your fi nances and Product Confi gurator Mining, Construction & Engineering, Microsoft Dynamics GP, and other Sales Forecasting, CRM Notifi cations, manage them with a high level of Industries Wholesale, Retail & Hospitality, Transport Microsoft applications. A new release is Business Productivity, Sales Methodologies effi ciency. You can make complete, current & Logistics, Finance & Business Services, Mining, Construction & Engineering, due March 2009 which will be renamed fi nancial information and reports available Public Administration & Community Industries Wholesale, Retail & Hospitality, Microsoft Dynamics POS 2009. to anybody who needs it to perform Services, All - general purpose All - general purpose Transport & Logistics, Finance & Business business planning. Simplify and automate Functions routine and repetitious functions, so your Service, Public Administration & Community Services, Process & Discrete Reporting, Business Intelligence, Sales / employees can focus on more critical tasks. Manufacturing, Retail, Apparel and Textile Contact Management, Point of Sale Use Microsoft Dynamics to create the required fi nancial and other reporting needed for Microsoft Dynamics SL is a business Industries regulatory compliance. management solution specialised to help Wholesale, Retail & Hospitality, project-driven midsize organisations obtain All - general purpose Supply Chain reports and business analytics, while Management (SCM): Microsoft Dynamics NAV is a business management solution for midsize helping increase effi ciency, accuracy, and Connect your entire supply chain in a organisations that help you simplify and customer satisfaction. With solutions for productive, fast-moving fl ow. Assess the streamline specialised business processes. professional services, operations, fi eld services business value of your vendor and business and construction management Microsoft partner relationships to make sure they Functions Dynamics SL gives you the tools to help suit your objectives. Offer sophisticated Asset / Service Management, Cash ensure projects are estimated correctly, communicative, collaborative, and self- Management, Integrated Accounting / completed on time, and meet your service capabilities to make it easy and General Ledger / Costing / Project customers’ requirements. compelling for other companies to do Management, Debtors & Creditors, business with you. Increase effi ciencies in Manufacturing, Planning & Forecasting, Functions distribution to improve customer satisfaction Payroll, Human Resources & Training, Asset / Service Management, Cash and reduce the cost of doing business. Reporting, Business Intelligence, Management, Integrated Accounting / Sales / Contact Management, Supply Chain General Ledger / Costing / Project Customer Relationship Management, Customer Relationship Management, Debtors & Creditors, Management (CRM): Management, Enterprise Resource Planning Planning & Forecasting, Payroll, Human Maintain close contact with your Resources & Training, Reporting, Business customers and prospects, and manage Industries Intelligence, Sales / Contact Management, sales and marketing initiatives and track Mining, Construction & Engineering, Supply Chain Management. their results. Microsoft Dynamics can Wholesale, Manufacturing Retail & also assist you in identifying emerging Hospitality, Transport & Logistics, Finance customer needs early and respond to them & Business Services, Public Administration before the competitors do. & Community Services, All - general purpose.

30 31 Partner Listing

Adaptable Solutions Ltd Designertech Integral Technology Group Limited Olympic Software Limited Simpl Topaz Solutions Phone: +64 9 523 2405 Phone: +64 9 571 1450 Phone: +64 9 970 3831 Phone: 0800 465 967 Phone: 0800 477 467 Phone: +64 4 472 1308 Location: Auckland Website: www.designertech.co.nz Website: www.integralgroup.co.nz Website: www.olympic.co.nz Website: www.simpl.co.nz Website: www.topazsolutions.co.nz Website: www.adaptable.co.nz Location: Auckland Locations: Auckland, Wellington and Locations: Auckland, Wellington and Locations: Auckland, Wellington and Location: Wellington Products: Microsoft Dynamics AX Product: Microsoft Dynamics CRM Christchurch Christchurch Melbourne Product: Microsoft Dynamics NAV Products: Microsoft Dynamics AX, Products: Microsoft Dynamics AX, Product: Microsoft Dynamics CRM Microsoft Dynamics CRM Microsoft Dynamics CRM, Microsoft Altair Computer Systems Eclipse Computing New Zealand UCMS Solutions Limited Dynamics GP Phone: +64 9 309 4049 Limited Solution Partners Ltd Phone: +64 9 302 1730 Website: www.altair.co.nz Phone: 0800 472 962 Intergen Phone: +64 9 366 3920 Website: www.ucms.co.nz Locations: Auckland and Wellington Website: www.eclipsecomputing.co.nz Phone: +64 9 966 3070 (Auckland) Quadrant 2 Website: www.solutionpartners.co.nz Location: Auckland Products: Microsoft Dynamics AX, Locations: Auckland, Sydney, Melbourne, Phone: +64 4 472 2021 (Wellington) Phone: +64 9 373 8924 Location: Auckland Product: Microsoft Dynamics CRM Microsoft Dynamics CRM Brisbane, Adelaide and Perth Phone: +64 3 964 0017 (Christchurch) Website: www.yourCRMpartner.com Product: Microsoft Dynamics AX Products: Microsoft Dynamics AX, Phone: +64 3 477 5648 (Dunedin) Location: Auckland Microsoft Dynamics CRM, Microsoft Locations: Auckland, Wellington, Product: Microsoft Dynamics CRM Avanti Solutions Ltd Theta Systems Ltd Dynamics GP, Microsoft Dynamics NAV Christchurch and Dunedin Phone: +64 9 623 6020 Phone: +64 9 356 7227 Website: www.intergen.co.nz Website: www.one.co.nz Savio Website: www.theta.co.nz Products: Microsoft Dynamics AX, Location: Auckland Enabling Technologies Phone: 0800 728 467 Location: Auckland Microsoft Dynamics CRM, Microsoft Product: Microsoft Dynamics NAV Phone: 0800 ENABLING Website: www.saviosolutions.com Product: Microsoft Dynamics NAV Dynamics NAV Website: www.enabling.co.nz Location: Auckland Locations: Auckland, Wellington, Product: Microsoft Dynamics CRM Business Mechanix Christchurch and Dunedin Koorb Consulting Ltd Phone: +64 9 920 3085 Products: Microsoft Dynamics AX, Phone: +64 9 361 1304 Website: www.business-mechanix.com Microsoft Dynamics CRM Location: Auckland Locations: Auckland and Hamilton Website: www.koorb.com Product: Microsoft Dynamics CRM Product: Microsoft Dynamics AX Fujitsu New Zealand Phone: +64 9 921 8093 CAD Advanced Solutions Limited Website: www.fujitsu.co.nz Magnetism Phone: +64 9 526 1400 (Auckland) Locations: All major centres Phone: +64 9 438 4942 Phone: +64 4 471 4086 (Wellington) Products: Microsoft Dynamics CRM, Website: www.magnetism.co.nz Website: www.cadadvanced.co.nz Microsoft Dynamics NAV Locations: Whangarei and Northland Locations: Auckland and Wellington Product: Microsoft Dynamics CRM Product: Microsoft Dynamics NAV Gen-I Phone: 0800 694 364 Northcom: Innovative Complete Solutions Limited Website: www.gen-i.co.nz Communications Phone: +64 9 309 5691 Locations: All major centres Phone: +64 9 470 0606 Website: www.completesolutions.co.nz Product: Microsoft Dynamics CRM Website: www.northcom.co.nz Locations: Auckland and Wellington Location: Whangarei Products: Microsoft Dynamics CRM, Product: Microsoft Dynamics CRM Microsoft Dynamics SL Hewlett-Packard Phone: +64 9 918 9555 Website: www.hp.co.nz/mms OA Systems Datacom Locations: Auckland, Wellington and Phone: +64 9 522 2370 Phone: +64 9 303 1489 (Auckland and Christchurch Website: www.oasystems.co.nz Christchurch) Product: Microsoft Dynamics CRM Location: Auckland and Wellington Phone: +64 4 460 1500 (Wellington) Product: Microsoft Dynamics CRM Website: www.datacom.co.nz Locations: Auckland, Wellington and IGA Systems Christchurch Phone: 0800 662 590 Products: Microsoft Dynamics CRM, Website: www.igasystems.co.nz Microsoft Dynamics GP Location: Auckland Product: Microsoft Dynamics CRM

32 33 Last word

The case for Microsoft Dynamics

One of the objectives of this guide was It should be that simple. Two decades of employee morale lifts. Your people’s jobs to unravel a few myths and start an innovation and software evolution have become better, more rewarding, as front open conversation about the value that delivered business software that simply, and back offi ce functions become better Microsoft Dynamics can deliver to your gets the business done. The growing pains connected. Empowering your people with organisation. that many businesses have experienced smart technology tools that deliver on – painful back-up processes, applications improved decision making ability can It’s a conversation we hope you continue that don’t talk to each other, cumbersome also help reduce turnover and increase with our technology partners, equipped and costly upgrades, siloed information job satisfaction. with enough knowledge to make an and vital business knowledge held with informed decision. If you do, we’ll have And then there’s the future. In a world too few people – can be minimised. succeeded in our goal. of pervasive connectivity and rapid While, there are several business software innovation, future-proofi ng your business Business software is a business discussion, tools you can choose from, Microsoft technology environment is essential to Get a Microsoft Dynamics solution, with Microsoft Financing not a technology one. Your technology Dynamics is unique in several ways. keep pace with the demands of your partner can and will talk in language you customers and key partners. We’ve got understand about the unique business You have the fl exibility to choose from one that covered too. challenges you face. Selecting the right of the many Microsoft technology partners For your business to be the best you need Microsoft Financing is a unique fi nancing Whether your budget is $3,000 or business software toolset is as important who have invested in the business and Predictive modelling technologies, RFID, to be able to invest in IT solutions like a solution that enables you to invest in $1,000,000, by using Microsoft Financing as choosing the right offi ce location, technology expertise to help you arrive mobile technologies and collaborative Microsoft Dynamics, to give your business software, services and hardware in a simple you can increase your IT spend so that you accountant or distribution partner – at the right decision with confi dence. It’s tools that take their lead from social the competitive edge. and affordable manner, when you need it can have the complete IT solution you need. indeed we’d argue more so in many cases. likely that the partner you choose will networking platforms like Facebook will all and within budget parameters. Business software is not an add-on. As have developed an understanding of your have an impact on the way you transact It is a fact that the vast majority of IT Get the Microsoft Dynamics the businesses we’ve profi led will attest, it industry over several years and be capable with customers. purchases are cash transactions that require Unlike other fi nanciers’ options, the solution you need now! resides at the heart of your business with of delivering broader business insight. hefty upfront payments. Using Microsoft Microsoft Financing program offers total Without foresight, they will disrupt your Contact Microsoft Financing on: the potential to touch every line item on Financing can help eliminate upfront costs IT solution fi nancing for various scenarios The Microsoft Dynamics product family business. With vision, they will unlock a Phone: 0800-876-432 your income statement. and spread the payments in predictable including; 100% software or 100% software is the result of a rich research and new world of opportunity. Email: msfi [email protected] instalments over the life of the IT investment. and services, as well as providing fi nancing for We passionately believe that a prudent development programme, and combines Or visit www.microsoft.co.nz/fi nancing investment in business software can unlock some of the best business software tools other vendors products and partners services, the growth potential of New Zealand that have emerged over the past decade. where there is a Microsoft component. organisations. Orb, Rakon, University of It has longevity backed by a support Auckland, Bailey Tanks and Westland Dairy programme that is comprehensive and Zero payments - Six months Products are examples of organisations designed based on customer feedback. Stewart Gibbs The Smartpay promotion from Microsoft Financing can help get the Microsoft Dynamics Solution you need today. Smartpay enables that have created effi ciencies and bottom Microsoft Dynamics’ compatibility with the you to purchase a complete IT solution and make Zero payments for the initial 6-month promotional period, with the loan and interest line results following the strategic Microsoft productivity suite is another key then paid in regular monthly instalments aligned with the term of the loan agreement. Valid 7 July 2008 to 30 June 2009. deployment of Microsoft Dynamics. Each To fi nd out more visit attribute. Integration with Microsoft Offi ce now has an IT infrastructure which enables www.microsoft.co.nz/dynamics and Microsoft SharePoint, for instance, them to be more focused on core business Contact us directly on lends familiarity and confi dence – not to SmartPay Promotion Terms and Conditions and better geared to manage growth. • During the initial six-moth deferral period, no payments are required. Interest applies for • All Microsoft® products and licenses are eligible for the promotion, In addition, Partner • Deferred payment options not available to businesses trading less than two years. 0800 TO GET IT (0800 864 384) the duration of the loan including the six-month deferral period. services and other products required to implement a Microsoft technology solution are • This offer may be combined with other Microsoft Financing or Microsoft® product offers mention effi ciency – among your people. • After the initial six-month deferral period, the loan balance and interest is paid in regular eligible, including Microsoft Software Assurance and Dynamics Service/Enhancement unless those offers specifi cally restrict the combing of offers. or email [email protected] monthly instalments for the remaining 36 months, or 30 months for licensing agreements. Plans. Microsoft Financing requires that you have at least one Microsoft component in • The Microsoft Financing Program is administered by De Lage Landen and fi nal loan contracts The key to Microsoft Dynamics’ success • For Enterprise Agreements (EA) and License and Software Assurance (L&SA) products, the total fi nanced solution to be eligible. are signed with De Lage Lenden. Potential employees will choose up-to-date call for a quote on loan structure and specifi c agreement terms. The overall term of the • This offer is valid only for qualifi ed customers that are registered business entities. Customer • Offer valid between 7 July 2008 and 30 June 2009. in delivering business results lies in a A list of Microsoft Dynamics Certifi ed contract must match the term of the volume licensing agreement. eligibility subject to credit approval. • Direct Debit is required. technology tools over tired legacy systems, • Interest rates may vary and are subject to change. technology platform that evolves as adding value to your employment brand. Partners is included in this guide on your business changes: a technology pages 32 and 33. environment that can be confi gured to We know from talking to businesses that Microsoft Financing 0800 876 432 msfi [email protected] www.microsoft.co.nz/fi nancing your changing demands. have deployed Microsoft Dynamics that © 2008 Microsoft Corporation. All rights reserved. Microsoft is either a registered trademark or trademark of Microsoft Corporation in the United States and/or other countries.

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