Tridea Health Check for Microsoft Dynamics GP

Does your Microsoft Dynamics GP solution need a health check?

Does Microsoft no longer support your Dynamics GP solution?

Are your users struggling to access critical information?

Is your solution incompatible with your current hardware?

Have your business processes recently been modified?

Are you missing out on the newest features of Dynamics GP?

If you answered “yes” to any of these questions, your Microsoft Dynamics GP solution could use a Tridea Health Check.

Over time, your business strategies, resources and needs change, ultimately affecting your technology solutions. Tridea Health Check allows you to take a proactive approach to ensure optimum productivity and availability of your line of business systems. Tridea will assess your Microsoft Dynamics GP system and the associated business processes to identify functional optimization opportunities.

Tridea health check includes:

Functional check-up:

  • Interview of key users and business area leaders within the organization to analyze how the solution is being used, current business needs and requirements.
  • Review of various solution parameters to assess whether the solution is configured in the most optimal way, based on the interviews with the staff and how they are processing within the solution.
  • Review your current GP version to see if you can benefit from a newer release of Microsoft Dynamics GP.
  • Review of how the organization is staffed and what processes are in place for providing support to their user community, for the purpose of recommending efficiency-gainers or cost-savings.

If interested in setting up a Tridea Health Check for your organization, visit our website submit the form below to get started!

vlawson@trideapartners.com www.trideapartners.com

5 reasons discrete manufacturers struggle to maximize the use of assets

Discrete manufacturers struggle to maximize the use of assets

Yet again, the discrete manufacturing industry is under pressure. With increased competition and a more demanding customer base forcing many manufacturers to look for new ways to increase their bottom line, it’s no surprise asset life extension is a popular topic.

Manufacturers can enhance their success by creating a proactive asset management culture, taking a more sophisticated approach to maintenance that optimizes asset performance and value. This is crucial for businesses to ensure that they can meet demand and reduce production costs.

Below are 5 common scenarios found in many discrete manufacturing organizations where maximizing the use of assets is a difficulty.

1. Reactive maintenance
Reactive maintenance is characterized by poor equipment performance, unpredictable breakdowns and ongoing minor plant stoppages. The poor condition of the equipment results in quality defects and stoppages, which in turn leads to unexpected production losses and overspend of the maintenance budget. Together, these can cause deficits that run into millions.

2. No proactive maintenance
When very little or no proactive maintenance exists, a “fire fighting” maintenance regime results, whereby temporary repairs or “band-aid” solutions are regularly applied to keep the equipment running.

3. Limited planning and scheduling
When planning and scheduling is reactive, it is often the planned activities that get dropped from the daily work schedule. Proactive strategies seem to be of little value to an organization struggling to meet the pressure to keep the plant running. It is hard to move into “asset management” mode and accurate equipment history is often not available.

4. Maintenance vs production mentality
When maintenance and production teams aren’t working together – or, worse, are in conflict – then any impetus for positive change soon dries up. Maintenance personnel are blamed for failures, morale is low and staff are too busy fixing things to conduct any inspections or preventative maintenance.

5. Lack of support
To improve asset performance, you need the strong support of leadership and management teams in order to stop the fire fighting and target long-term sustainable asset management. The journey must start at the top of the organization.

Good leadership is critical to the team’s overall success. Your leader should be able to articulate the common sense of purpose, and unite all members of the team so that you are working towards this purpose. The asset management team should be seen as a force to be reckoned with, yet should remain approachable and open. All site employees should be aware of the team’s existence and know how to contact them with any ongoing plant issues or frustrations.

How to successfully maximize the use of assets
The goal in improving asset performance is simple. To enhance the overall operations of the plant or facility and improve business performance.
More specifically, there are three key success factors for any asset improvement program:

Loss elimination
This involves tracking production losses and assets with high maintenance costs, and then finding ways to reduce those losses or high costs. Efforts should be focused on the largest and most critical opportunities.

Risk management
Better manage the risk of your strategic objectives in the areas of Health, Safety and Environment (HSE), quality, production and reputation. Common tools to identify and reduce risk include:
• FMEA – Failure modes and effects analysis
• FMECA – Failure modes, effects and criticality analysis
• VAA – Vulnerability assessment and analysis
• RCM – Reliability centered maintenance
• RBD – Reliability block diagram

Life cycle asset management
Studies show that as much as 95% of the total life cycle cost (LCC) of an asset is determined before it is put into use. With this in mind, the Reliability Engineer (if you have someone in this role) should be involved in the design and installation stages for new assets and modification of existing assets.

The discrete manufacturing series
Our series focuses on five common problems discrete manufacturers are currently facing, and how to solve them, including case study examples of where discrete manufacturers have implemented our solutions and seen success.

In our tip sheet ‘How manufacturers can maximize the use of assets’, we explain various steps that you can take to ensure you’re leveraging the use of existing assets to generate maximum ROI. You can download a copy of the tip sheet here.

For more information or to contact us visit Tridea Partners website.

Microsoft Dynamics 365 for Operations – Have it your Way!

With Microsoft Dynamics 365 you now have options to deploy the applications for your business. Based on your needs you can now deploy D365 for Operations via the cloud, a hybrid instance (cloud and edge) or on-premise (local business data).

In this blog, we will take a closer look at each of these options enabling you to decide which deployment option is right for your organization:

Cloud

D365 for Operations has been available for nearly a year as a full Cloud offering and Microsoft is seeing an unprecedented global adoption of cloud business. There is no doubt that the future of business processes lies in the cloud and that Microsoft can provide customers with the best value with our cloud services.

 

Cloud and Edge

Businesses require uninterrupted execution of some of their mission critical business processes i.e. a manufacturing facility where workers need to keep the production line humming and avoid production delays, especially in lean manufacturing scenarios. Also, some geographies require that transactions and personal information be captured and stored locally.

Microsoft recently announced the plans for a hybrid cloud deployment meant to accommodate these specific scenarios, so that organizations can combine the best of both worlds – cloud and local. Dynamics 365 for Operations plans to enable organizations to run their business processes from application servers at the edges, meaning that transactions are supported by local application services and business data is stored locally.

The Microsoft cloud connection ensures data aggregation, financial reporting, intelligence, and more. The cloud instance also provides the local installation with data failover in the Microsoft cloud, automated deployment and continuous updates, and elastic compute capacity to infuse “intelligence” into the business process when needed.

This deployment option, “cloud and edge”, is a true differentiated option that combines the power of cloud and on-premises in a unique way to offer scale, continuity, and intelligence.

Local business Data

Meanwhile, some organizations simply are not ready to store their company’s mission critical data in the cloud. This requirement, in many cases, is due to industry regulations, country or geographic cloud adoption, recent data center investments, or an organization’s enterprise standards. For these customers, Microsoft has announced a new deployment option that will not require their business data to be stored in the cloud. This deployment option, “local business data,” will support running your business processes on-premises, supporting local transactions and storage of local business data, without replication of your business data to the Microsoft cloud. In these cases, the typical replication of business data in the Microsoft cloud (referenced in the cloud and edge scenario) is simply switched off. With this option, customers now have choice – an option to turn ON or turn OFF cloud synchronization of their business data. If customers turn OFF cloud synchronization, no business data leaves their trustee’s boundaries. Also, functions like, embedded Power BI, Aggregated Views and Azure Machine Learning services based efficiencies are not available when Cloud Data synchronization is turned OFF. Customers can choose to take advantage of the embedded intelligence functions by simply turning ON data synchronization to the cloud.

For the “local business data” deployment scenario, the application servers and SQL database will run in a customer’s (or its partner’s) data center.

Choosing the right deployment option

You should select the deployment scenario that makes sense now but also have the flexibility to change later. You can move in either direction depending on your business needs. For example, you might start with a local data center and move to the cloud when it’s time for your hardware refresh.

From both a technology and licensing perspective, Microsoft strives to provide choice and flexibility:

  • New and existing customers will have paths forward to license both local business data and cloud and edge deployments. Existing investments will continue to be accounted for in our licensing.
  • Customers can license local business data deployments via a Dynamics 365 for Operations license with Software Assurance/Enhancement Plan or a subscription model.
  • Customers with active Microsoft Dynamics Enhancement Plans or Software Assurance, may upgrade to local business data as they remain entitled to access new versions and updates.
  • Transitions to Dynamics 365 cloud subscriptions are available to customers with active Microsoft Dynamics Enhancement Plans or Software Assurance.
  • Cloud and edge software and services will be licensed under the existing Dynamics 365 cloud subscription licensing model.

The following table shows a side-by-side comparison of the planned scenarios, including use cases, components, and strengths:

The scenarios “cloud and edge” and “local business data” are planned for release in the summer of 2017.

To learn more about how Tridea can help you get the most out of your Microsoft Dynamics 365 solution, contact us at info@trideapartners.com .

 

 

Microsoft Dynamics AX Advanced Favorites

One of most widely used features in Microsoft Dynamics AX, is the ability to perform powerful searches on any of the AX grid pages. What many don’t realize is you can save these searches or filters as part of your favorites. This functionality is also available in Dynamics 365 for Operations as part of the workspaces. This article will show you how to add these filters as favorites in Dynamics AX 2009 or Dynamics AX 2012.

First, configure an advanced filter, in one of the grid screens. In this example, all sales order grid was used.

Dynamics AX Advanced Favorites

In this example, we’ll create a filter to show us all unconfirmed sales orders, created in the last 100 days.

Dynamics AX Advanced Favorites

Once you put in the filter criteria, click on the modify and “Save As” and save your query.

Dynamics AX Advanced Favorites

Now you can use this query as the default for a menu item you add to your favorites. To do this, right click on the “All Sales Orders” menu option on the left hand navigation, and click “Add to favorites..”

Dynamics AX Advanced Favorites

Give your favorite a name “Sales Orders Unconfirmed last 100 Days” and select the query you want to save with the favorite.

Dynamics AX Advanced Favorites

Now, when you click on the favorite, it will open already filtered based on your query.

Dynamics AX Advanced Favorites

This post was written by Jason Federspiel, AX Functional Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

4 Ways Cloud Benefits Life Sciences Businesses

What can your Life Sciences Company Accomplish in the Cloud?

In our new guide we’ll share the 4 reasons why life sciences and the cloud belong together!

In a life science business, there is no lack of data related to product development, clinical trials, production (in-house and contract manufacturing), quality assurance, costing, the supply chain and other areas of the operation. How do you make sense of it without investing in compliance, data processing and analytical technologies?

In the cloud, life science companies can take advantage of the most powerful analytical tools available today. The cloud also supports your growth with cost controls or profit erosion. As leading life science companies are undergoing transformation into digital business and other are preparing for transformation initiatives to become compliant, more relevant and more competitive, the cloud is the single most important enabling element.

Get your copy of A Guide to Transformation in the Cloud, here

To learn more about how Tridea can help you get the most out of your Microsoft solution in the cloud, contact us at info@trideapartners.com