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Challenge

Enterprise resource planning (ERP) software, like Microsoft Dynamics AX, is a critical tool many businesses use to manage day-to-day functions. It allows integration to a single database and interface and customization to industry- and company-specific data and applications.  

This leading oil cooperative implemented Dynamics AX to create an environment where internal users (employees) and external users (clients) could operate within an enterprise application. But after the implementation, the organization quickly recognized that their return on investment (ROI) was not as they expected — because they weren’t maximizing the solution with the proper licenses and correct role assignments.  

They were ready to reap the full benefits of their investment and knew they needed a partner with expertise in Dynamics AX implementation and customization. They turned to Fusion. 

 

Solution

The first step was to assess the existing installation, configuration, and customization of the current Dynamics AX implementation. We simultaneously collected usage information and reviewed customizations, a crucial factor in a successful platform. By interviewing key staff members, Fusion was able to understand better how they utilized Dynamics AX daily and create an outline of prioritized next steps.  

Now we were ready to tackle the licensing. We discovered that their existing licensing was set up so that many employees (system users) were given higher, more comprehensive levels of licensing than were required for their roles. For example, many employees that only needed role-based access for a particular function were assigned a full enterprise license. Not only was there a significant cost difference for the full enterprise license, but the company was spending additional time and resources to try and tailor the comprehensive licenses to the limited roles. 

Once Fusion discovered the incorrect licensing issues, we created a detailed license matrix that maximized the distribution of enterprise, functional, task, and self-service licenses.

Outcomes

After reviewing Fusion’s assessment and matrix, this client was armed with the information they needed to optimize Dynamics AX. With a better understanding of the software customizations and role-based licensing guidelines and after completing the recommended actions, our client could renew their licensing agreement with Microsoft at a much lower cost, saving them around $100,000.  

Because of the highly customizable nature of Dynamics AX, companies need to understand what their options are within the platform to maximize their ROI and business processes. By bringing in Fusion, this company was able to look at their implementation, applications, and usage more objectively and make changes that ultimately benefited their bottom line significantly.  

$100,000 savings on licensing costs
$100,000 savings on licensing costs
Maximized usability for employees and customers
Maximized usability for employees and customers
Improved understanding of current usage patterns and needs
Improved understanding of current usage patterns and needs

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