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Support & Implementation Plan for Business Central & D365

Introduction : Trident Help Desk Enterprise Solutions – ERP, CRM, BI, and Business Portals – yield business benefits only when consumed efficiently by the uses As businesses grow and scale up, these systems require adaption, enhancements, occasional technical support and the users require access to consultant’s time and mindshare.  This document provides the various standard support plans available to Trident customers. Being on one of the support plan brings to a customer the following advantages: Dedicated support & service delivery engineer. Dedicated Project Manager who’ll be working directly with your team Fast issue diagnosis and resolution recommendation Incident tracking in Jira Automatic response when a new incident is created Optimization of the existing processes Answering ‘How to’ ERP related questions Improving work practices through SOPs Automation of recurring tasks Release management & DevOps automation Additional services charged separately System Health Check & report System Performance review & optimization On-site visit for support & training Enhancement and Customization New Report Development New Module Implementation  Support Plans  Trident offers various Support Plans to customers to choose from – based on the needs of the customer. Following are our standard plans for customers who are Indian organizations, for their Indian operations. Plan A: Full Time Dedicated Resource A dedicated resource is allocated for the customer who remains available 100% to provide the needed support. The scope of this plan includes addressing both Support needs as well as handling Change Requests. If a certain change request requires more resources (over and above the 1 dedicated resource), prior approval is taken from the customer for the additional effort and cost. The customer will be invoiced for the additional effort spent immediately. Under this model a named resource is available to the customer. Minimum tenure for this plan is 1 month. Plan B: Shared Resource Under this plan the customer commits to a minimum 5 days of support need per month. The need may come up at any time during the month, in one or more instances. In case the customer does not utilize all of 5 days during a particular month, the balance days are carried forward to the next month, but lapse at the end of every quarter (March, June, September and December). The scope of work in this case includes both support and change requests. If the work identified requires more than the balance number of days for that month/ quarter, Trident informs the customer and takes prior approval for the additional effort and cost. This additional cost will be immediately invoiced. In this model the Trident consultant is shared with another Trident customer. Minimum tenure for this plan is 3 months.  Plan C: Time Package In this model the Customer commits to 200 hrs of support need over a period of 12 months. Response time would be 1 business days after logging of the issue. The support resource will remain a shared resource. The contract period will fall due for renewal either at the end of 12 months period or utilization of hours budgeted. Tenure for this plan is 12 months Scope of Support These Support Plans entitles the customer to avail support during normal business hours (Monday to Friday): 9.30 AM to 5.30 PM (excluding Trident/ public holidays). Support is predominantly from Trident offices and would be provided via e-mail/ Chat. Onsite support may be provided if the situation so demands – based on the merit of the issue – and on mutual agreement. Methodology For Shared Support and Time Package Support Activities for Level1, Level-2 and facilitation for Level-3 Service Request (SR) Logging SR Request Diagnosis Resolution Conceptualization and Solution Build Review and Testing User Acceptance and SR Closure Reporting and Continuous Improvement Trident Customer Support Portal All support plan customers are required to use the Trident Customer Support portal for logging requests, and tracking progress. A single customer login is created and authorized users from the customer can log the issues directly on the site. Both the user and the support team will get informed through email about the issue logged. Tracking of the issue is done through the portal. User can specify the priority and severity of the issue and can also attach screen shots. We can generate periodic reports to monitor the status of various issues.

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Manufacturer unifies data and gains agility in finance and supply chain with Dynamics 365

Bel Fuse designs, manufactures, and markets electronic circuits products at 24 manufacturing locations across North America, Europe, and Asia. The company’s existing enterprise resource planning solution was highly customized and expensive to maintain, so it decided to deploy Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management. Bel Fuse unified data and can now more easily manage its supply chain operations and finance processes, gaining more agility to respond quickly to changes in the market or its suppliers. “With Dynamics 365, we save nearly USD2 million per year in IT service and support fees compared to our previous, highly customized solution.” Mark Hodkinson: Vice President of Finance for the Bel Power Solutions Group Essential step in the supply chain A typical consumer might interact with Bel Fuse products and not even know it. The manufacturer makes the components that power, protect, and connect electronic circuits in products we use every day. Bel Fuse is usually in the middle of the supply chain, relying on smaller parts from its suppliers before passing components on to the manufacturers that create finished products. Founded in 1949, the company has grown significantly in the last 20 years through acquisitions. It has seven business groups, including Bel Power Solutions, which it acquired in 2014. Bel Power Solutions makes the power conversion products for server and storage networks at large server farms and in industrial products like the power sources in hybrid electric vehicles and trains. To manage its enterprise resource planning (ERP) processes, Bel Power Solutions used a legacy version of Oracle that was highly customized and difficult to update. The version was outdated and the month-to-month costs and support for the solution were expensive. With different business units using different ERP systems, Bel Fuse wanted to find an affordable solution to unify the company’s finance and operations processes, starting with Bel Power Solutions. Bel Fuse also needed a solution that would support its material requirements planning (MRP) process, a production planning, scheduling, and inventory control system to manage its manufacturing processes. “Our MRP processing goes in both directions—we require a full dataset and forecasting of what’s coming to us and what’s going out,” says Scott Hasterlik, Director Global IT at Bel Fuse. “We have power assets with 500 components and 65,000 SKUs, so we needed a robust solution to share nonstandard information quickly.” An integrated solution for finance and operations After careful evaluation, Bel Fuse found that Microsoft Dynamics 365 had the right capabilities at the right price for the company’s needs. With Dynamics 365, Bel Fuse had a single system for the first time, the ability to report globally, and a solution that was intuitive to use and easy to add users. Bel Fuse uses Dynamics 365 Finance to automate its financial operations, monitor performance in real time, predict future outcomes, and make data-driven decisions. For operations, the company deployed Dynamics 365 Supply Chain Management, which includes an MRP function and AI to improve visibility across its global supply chain and to improve manufacturing productivity. To aid the quick, seamless deployment process, Bel Fuse worked with Flintfox, a Gold competency member of the Microsoft Partner Network. “Flintfox jumped in, understood what we wanted to accomplish, and helped us move forward on budget,” says Hasterlik. “Flintfox has been a fantastic partner and is still our partner of record.” A wide range of Bel Power Solutions employees now rely on the Finance and Supply Chain Management business applications. Users include staff in customer service, quality assurance, demand and product returns, manufacturing and supply chain ordering, accounts payable, accounts receivable, and engineering. “From decision makers to factory floor managers, everyone is working in Dynamics 365, staying connected and accessing valuable data,” says Stefan Naude, General Manager, Slovakia, at Bel Fuse. Reduced costs, disparate systems eliminated Bel Fuse accomplished its central goal—to reduce the high costs of its previous ERP system while bringing data together in one solution. The company built the capacity it needed without a lot of customizations, helping ensure that the solution would stay flexible in the future. “With Dynamics 365, we save nearly USD2 million per year in IT service and support fees compared to our previous, highly customized solution,” says Mark Hodkinson, Vice President of Finance for the Bel Power Solutions Group at Bel Fuse. Bel Fuse also reduced costs because it now has the tools to fulfill more of its own finance needs internally. For example, a Bel Fuse engineering and distribution site in Italy previously paid an outside firm to do its accounting. “It was easy to move the Italy site into Dynamics 365 and transfer all that work internally to our team in Slovakia,” says Hodkinson. “Now our own team manages the facility’s day-to-day finances even though they aren’t located in Italy. With a common system, we have better access to our own internal talent.” Increased visibility and agility With Dynamics 365, Bel Fuse gained a more global view of financial data and can perform more accurate forecasting. “I always view orders and revenue from a global perspective because the locations are all connected and have so many intercompany transactions,” says Hodkinson. “I rely on Dynamics 365 to help me make sense of complex financial histories to stay on top of complicated billing and payment processes at multiple sites.” With ERP data now centralized and easy to access in the cloud, Bel Fuse can respond with more agility to complex, changing circumstances. When employees in Italy, China, and other countries needed to work from home during the COVID-19 crisis, the company was able to effectively run remote finance and supply chain operations. “We kept all our finance functions moving forward even though we don’t have anyone physically in the office,” says Hodkinson. “We were impressed that our team was able to get everything done while working from home for the first time, and I think that speaks to how intuitive Dynamics 365 Finance was for our team.” As a mid-chain supplier, Bel Fuse is committed to continuing its operations on time and not

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Why Business Central – Migrating to Dynamics 365 Business Central

The launch of BC has posed this question to all the users of Navision as ERP what is the future?  Should they upgrade or stay on the current version? Upgrading brings up thoughts of cost, pain, business disruption, and maybe even limited reward for all the effort. But it’s still something that one will have to evaluate as currently  NAV solution might be still meeting the needs now, however eventually support for the version will end, there will be more challenges around integrating with other applications and systems as they advance, and one can  fall behind the competition because they’re taking advantage of the latest technology has to offer. Stability, Performance and Security Data security is top-of-mind for most IT professionals. The Microsoft Cloud is synonymous with security and stability. With over 3,500 cyber-security professionals on staff, Microsoft is an industry leader when it comes to protecting, detecting, and responding to cyber threats. With so many IT experts in your corner, your IT staff can become more productive without having to worry about managing servers and ever-changing security regulations. Cost Effective Essentially, moving to the cloud is a financial shift that reallocates ERP spend from infrastructure, costly servers, and upgrades to licensing fees. In fact, transitioning from Dynamics NAV to Dynamics 365 is the final ‘upgrade’ you’ll ever have to pay for. Once you have implemented Dynamics 365, updates happen frequently, and at no cost, ensuring you’re always on the most recent version. Integrated Modern Platform Dynamics 365 Business Central features an intuitive look and feel that will help reduce training and ramp-up time for users because it’s easy to use and similar to other Microsoft solutions. Additionally, Business Central can be accessed anywhere, at any time – giving users the flexibility to work no matter where they are. The deep integration with the Business Central Cloud solution and O365 is the best starting point on your journey to consider the move from NAV to Business Central Cloud creating best work from Home Solution. Digital Transformation With Dynamics 365, businesses can easily embrace the benefits of Machine Learning and Artificial Intelligence to become more efficient and reduce manual processes. Machine Learning can help with equipment monitoring, spam filtering, ad targeting, image detection, forecasting, and much more. Microsoft’s Power Platform, made up of Power BI, Flow, and Power Apps, gives you better data that is more accurate and timely to help you make better business decisions.

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Are you managing your IoT devices’ software in the right way?

Enterprises today are part of a new world: a software-driven world. And while this new world has brought many great innovations, it is also forcing organizations in all industries to rethink their software development practices, to deliver new features and offerings faster. Those entities that will embrace and incorporate change most effectively, will be the winners. In a world where industry disruptors set new market conditions, new standards for product delivery and customer satisfaction, industry incumbents are faced with two options: either continue using their existing approaches and tools, with the risk of lagging behind the competition, or adapt to the “new normal” and deliver products and applications faster, with less resources. As it pertains to the “new normal” DevOps standards, organizations now face many challenges such as cost overruns, software development projects that don’t scale in line with the enterprise growth, and increased market demands for speed. On top of that, the available outdated testing tools don’t offer visibility to ensure the right specifications get tested in the right time. Lean and agile principles So, how can you make sure your organization is ready to manage unexpected changes, and deal with any dependencies that you already have under the hood? How do you ensure a strong balance between the existing business and the new development? Many of you may already be familiar with lean and agile principles and have probably even tried applying them in smaller teams. But what we’ve seen so far in the market is that many of you struggle to apply these principles across the entire organization. Lean and agile principles can help you reach your goals in today’s hyper-competitive world of digital product delivery. By becoming a lean and agile enterprise your organization will be able to adapt faster to the needs of the market by improving internal collaboration and communication. You will be able to learn in real-time from your clients to ensure that you are producing the prioritized set of features that drive economic value. By managing test labs, test planning, and ensuring the tight linkage between product demand and delivery, your organization will be able to reduce waste (time, effort, resources), while ensuring that your business strategy is aligned with the investment and development goals. Client successes Let’s have a look at a few examples of what some of the industry leaders have achieved, using lean and agile processes. 50 percent reduction in time to market because of increased efficiency. 80 percent reduction and software defects through earlier testing and easier detection of discrepancies. 50 percent decrease in user time to acceptance of software releases. 57 percent development cost reduction. Nationwide achieved 50 percent improvement in code quality and 70 percent reduction in system downtime by applying lean principles to transform the software delivery lifecycle. Diagnostic Grifols, a world-leading healthcare enterprise headquartered in Barcelona Spain, increased the efficiency of development documentation by 30 percent—facilitating compliance, ensuring consistency of records across all product lines, and reducing operational costs.    Photo: Experience the benefits of collaboration and agile development Time to transform It’s time to transform your organization into a lean and agile enterprise. It’s time to ensure that your firm can adjust to any market change, predict the unpredictable, keep costs low, deliver new features and offerings faster, and never lose a beat with your customers. If you would like to learn more, let’s get connected! Our IBM solution enables companies to improve visibility and transparency across the product delivery lifecycle by providing a single source of truth. It also enables enterprises to define a process custom to each organization, and it ensures quality and compliance. All using lean and agile processes.

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