Enterprise Mobility Services on Microsoft Dynamics AX

Business Impact

  • Many industries have started adapting digitalization to replace repetitive and mundane tasks that often undermine productivity.
  • A global survey found that repetitive operations like data entry and file management can occupy up to 60 hours per month of working time.
  • E-procurement solutions streamlines the purchase requisition process for faster approvals, operation transparency, improved spending visibility, paperwork replacement, and minimal errors.
  • OptiSol & a Leading North American provider of environmental services have maintained a strong partnership for the past eight years and built web and mobile platforms for running their services smoothly.
  • They worked together in developing a mobility solution built using Microsoft Dynamics AX.
  • This mobility solution smoothens the appropriate workflow actions of Purchase Order and Purchase Requisition.
  • This Automated purchase requisition processing helped cutdown bottlenecks and labour costs, streamlined purchase order operations, and improved overall efficiency.

The Digital Driver

  • Review and take appropriate workflow actions (Approve, Reject, Request Change, Delegate, Submit, Recall) for both Purchase Order and Purchase Requisition.
  • Allow users to access and view real-time data from Dynamics AX 2012. Receive or cancel product receipts for purchase orders, and also view the list of suppliers.

Trusted and Proven Engagement Model

  • A nondisclosure agreement (NDA) is signed to not disclose any sensitive information revealed over the course of doing business together.
  • Our NDA-driven process is established to keep clients’ data and IP safe and secure.
  • The solution discovery phase is all about knowing your target audience, writing down requirements, and creating a full scope for the project.
  • This helps clarify the goals, and limitations, and deliver quality products & services.
  • Our engagement model defines the project size, project development plan, duration, concept, POC etc.
  • Based on these scenarios, clients may agree to a particular engagement model (Fixed Bid, T&M, Dedicated Team).
  • The SOW document shall list details on project requirements, project management tools, tech stacks, deliverables, milestones, timelines, team size, hourly/monthly rate cards, billable hours and invoice details.
  • On signing the SOW, an official project kick-off meeting shall be initiated.
  • Our implementation approach, ecosystem, tools, solutions modelling, sprint plan, etc. shall be discussed during this meeting.

Business Value

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Purchase Order

Users can manage the purchase order along with verification of the order details and approval process anywhere and anytime
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Purchase Requisition

User can view the list of purchase requests received along with the details of requesting client or vendor details. They shall have option to accept or decline request.
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Quote Management

User can analyze the approved purchase requests for working on quotes and send across finalized quotes to the respective vendors along with option to update quote status.
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Vendor Management

Enables users to manage the vendors and their details along with the option to view selected vendor details, view their orders history and status
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Real Time notifications of tasks in queue

User gets alerts on actions such as new purchase requests approvals, rejections with reason, order status, etc.
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Seamlessly integrated with MS AX

Mobility solution is integrated seamlessly with the existing Microsoft Dynamics application via a secure API service for the mobile application to communicate with legacy application.

Tech Stack

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