AX-Solutions was recommended to Hagler Systems to help implement Dynamics 365. We started before Microsoft Dynamics 365 was not officially released yet and part of Technology Adoption Program (TAP) and Rapid Deployment Program (RDP).

AX-Solutions and Hagler Systems understood that we both would be learning Dynamics 365 new features as well as limitations, however, would get significant advantage being early adopters.

AX-Solutions, brings proven methodologies:

• AX-Solutions project methodology aligns with Microsoft Dynamics Sure Step Methodology.
• A consistent and repeatable process utilized on all AX-Solutions projects.
• Scalable for all product lines and project sizes. 
• Reduces risk.
• Focuses on critical business issues.
• Promotes ownership from all levels & areas of the organization.
• Client resources fulfill significant role in project activities.
• Early and repeated client involvement in the process.
• Facilitates ownership using an iterative process approach.
• Delivers consistent quality for a “World Class” services provider.

As part of this implementation, we did a phased roll-out using our project methodology to manage risk and gain insight of new functionality starting with Finance followed by Logistics, Engineering, Manufacturing, and Projects. As part of this implementation a project lifecycle management (PLM) integration between PTC Windchill and Microsoft Dynamics 365 was done which is optimized for concurrent engineering and a high level of flexibility in creating complex BOMs. This is an integrated Engineer-to-Order PDM-ERP solution with a 2-way interface where PDM is providing the full life-cycle view of each designed and delivered solution and ERP provides project planning, W.A. costing, mixed-mode manufacturing, Inventory and warehouse management for each project and across projects. This includes traceability of revision, serial and Lot numbers in both systems to comply with the NQA-1 nuclear quality standard.

See Implementation for more information.

Also, a Visual Project Planning extension was deployed which helps Hagler Systems to manage their projects more effectively. This Microsoft Dynamics add-on:

• Enables project managers to create a Work Breakdown Structure and plan the activities effectively
• Enables project planners to plan activities and/or (sub)tasks for workers and resources and retain insight into their capacities
• Is an integrated enhancement to standard Microsoft Dynamics 365 Project that integrates project supply chain (purchase orders, sales orders, item requirements and production orders) with the task planning
• Unites all of its powerful elements in a simple visual GANTT chart overview, which is fully integrated with supporting information
• Supports planning baselines and multi-scenario views, enabling an easy comparison between potential planning options, with full visibility of work-breakdown structures
• Gives the project manager visual alerts of non-conformities in the planning
• Gives the project manager insight into the progress of the project based on posted hours

Most recently, we upgraded Hagler Systems to Microsoft Dynamics 365. See Upgrades for more information.