Workflow Management Solutions

Automating key business processes helps to ensure your processes are conforming to industry best practices and that key business tasks aren’t falling through the cracks. Microsoft Dynamics AX workflow automation tool utilizes an embedded workflow engine built on Microsoft’s Windows Workflow Foundation technology to automate the creation, routing, and approval of critical information within the context of your key business processes.
 

Workflow Automation Tool Leverages Pre-built Workflow Templates

While literally any business process can be encapsulated within a workflow routing, common examples of standard workflow templates include:

• New Project Requests to request and approve new projects for setup
• Project Budget Updates to approve changes to the project budget
• Timesheet Approvals to route and approve project, admin, and PTO time
• Expense Approvals to route and approve expense reports
• Invoice Proposals to approve pro forma invoices before sending them out
• Journal Approvals to approve journal entries before they are posted

And with the purchase of our Workflow Template Package, you can gain access to nearly 50 additional workflow templates for activities like New Customer or Vendor Setup, New Employee Setup, and more.

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Quickly create workflows using templates. Use out-of-the-box templates to quickly configure workflows for common business tasks and activities without the need for developer assistance.

For more information about the embedded Workflow Automation tools in Microsoft Dynamics AX, please call 877-877-2266 ext. 703, or send us an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it. ,or submit our Contact Us form.

Enterprise Risk & Compliance Management Solutions

Today’s business environment requires that many organizations address complex regulatory requirements such as Sarbanes Oxley Compliance, ISO Certifications, Government Audits, and other mandated compliance initiatives. With Microsoft Dynamics AX, maintaining your internal controls environment is no longer a hassle.
 

A One-Stop-Shop for Enterprise Risk & Compliance Management

Microsoft Dynamics AX includes a series of tools to help your organization address its compliance requirements. Utilizing the integrated Microsoft SharePoint platform, our compliance management solution includes features to help your firm:

• Store and access all compliance related information in a single place
• Model internal controls to define accountability and segregation of duties
• Define and track risks to your internal controls
• Easily generate business process documentation
• Store and manage business documents including process documentation
• Access audit trail reports and audit workflow routines
• Monitor progress towards your compliance goals using graphical indicators

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Manage your audit policies and segregation of duties with a built-in internal controls platform.

For more information about our embedded Compliance Management solutions, please call 877-877-2266 ext. 703, or send us an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it. ,or submit our Contact Us form.

Business Intelligence & Reporting Tools

Having up to the minute information about the performance of your business and your projects is the key to maximizing the profitability of your firm. By using business intelligence tools to quickly assess how their business area is performing, your managers and key stakeholders gain the insight to make informed business decisions and keep your firm performing at the highest levels.
 

Real-time Insight through Self-Service Business Intelligence Reporting

Microsoft Dynamics AX leverages powerful Microsoft SQL Server-based reporting and analytics technologies that are powerful, yet easy to use. Microsoft Dynamics AX offers a series of standard reporting and business intelligence features including:

• Hundreds of standard reports spanning all areas of the system
• Auto-Excel exports and dynamic pivot table generation for ad hoc analysis
• Integration with SQL Reporting Services for modifying or building new reports
• SQL Analysis Services integration offering 11 pre-built data cubes and nearly 200 standard KPI metrics

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Gain fast access to personalized business intelligence (BI) information using familiar, easy-to-use tools provided by Microsoft Dynamics AX.

For more information about our Business Intelligence Reporting , please call 877-877-2266 ext. 703, or send us an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it. ,or submit our Contact Us form.

ProjAX Extensions

A key element of Microsoft’s industry strategy for Dynamics AX is the ability for industry-focused partners to further extend the native Dynamics AX features to deliver additional functionality out-of-the-box. With our ProjAX extensions for Dynamics AX, we’ve enhanced many existing features and built entirely new modules that make Dynamics AX an even better fit for project-driven organizations.
 

More Functionality and Value for Your Dynamics AX Implementation

When you choose Systems Advisors Group for your Dynamics AX implementation, you gain access to a series of extensions to Dynamics AX that no other partner can offer. This includes dozens of enhancements such as:

• A new Project Quoting module that brings a new level of usability to the project estimating process.
• A new Resourcing model that follows industry best practices for resource scheduling and forecasting.
• Qualification tracking for producing qualification-based proposals.
• Enhanced cost and bill rate management tools
• Improved utilization analysis features
• A number of new reports that are critical to managing project profitability and delivery
• And much more!
  
   

For more information about ProjAX entensions and Microsoft Dynamics Implementaion, please call 877-877-2266 ext. 703, or send us an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it. ,or submit our Contact Us form.