Enterprise Planning

We are specialist implementers of Microsoft Dynamics™ NAV - an integrated Enterprise Resource Planning (ERP) solution designed for growing mid-market companies.

Theta has one of the most experienced Microsoft Dynamics™ NAV implementation teams in New Zealand. If you want the freedom to focus on your business, Microsoft Dynamics™ NAV (formerly Microsoft® Business Solutions-Navision®) can help you to integrate critical financial, operations, customer, distribution and e-commerce data into one solution you can implement rapidly, learn and use easily and fully customize and maintain with minimal disruption to your business.

 

Learn more about how Theta and Microsoft Dynamics™ NAV can help you to take the pressure of your today’s business demands.

 

Theta is a Microsoft Gold Certified Partner with Microsoft Dynamics™ NAV competency.


Microsoft Dynamics NAV - Overview

Today's demands put a lot of pressure on your business. In order to outpace your competitors, you need to stay in touch with your customers and partners, you need to find ways to empower your employees so they can be more productive, and you need to stay in control of finances.

The reality may be that your current business software no longer fits your needs and modifying it is impossible or at least very expensive.  Your system may not give you a clear picture of your financial situation, or perhaps your suppliers or customers are demanding a different set of technologies than you currently have.  As importantly, your employees could be wasting a lot of time working around the shortcomings of the system - bending to its rules and whims, rather than the other way around.

Whatever you do can't disrupt your daily business, because we all know that just a few days of downtime can spell disaster for any business.

 

Integrated Functionality

Microsoft DynamicsTM NAV (formerly Microsoft® Business Solutions-Navision®) is an integrated Enterprise Resource Planning (ERP) solution designed for growing mid-market companies that want the freedom to focus on their business.

Microsoft DynamicsTM NAV integrates critical financial, operations, customer, distribution, and e-commerce data into one solution you can implement rapidly, learn and use easily, and fully customise and maintain with minimal disruption to your business. 
 
With an integrated ERP system you will eliminate interfaces between different systems and lower the maintenance. With more standardised data you will earn easier and greater reporting capabilities.

Theta Systems can implement Microsoft DynamicsTM NAV much faster using the Rapid Implementation Methodology (RIM).

The strength of Microsoft DynamicsTM NAV is its unique and highly flexible architecture which integrates the available modules seamless. You still have the choice of the modules you need:

 

  • Financial Management. Manage your general ledger, payables, receivables, inventory, sales process, purchasing, fixed assets and cash flow. Perform bank reconciliation and collections.
  • Inventory Management and Forecasting. Having the right goods stocked with the right quantity to fulfil or exceed your customers’ expectations is the key for Efficient Inventory Management. Let the system suggest you when and what to buy based on sales history. The Inventory Forecast module will also identify trends, seasonality and sporadic usage.
  • Warehouse Management can help you manage goods and space more effectively, reduce costs and waste, and gain control over warehouse operations. Tightly integrate order processing, manufacturing, and warehouse functionality to help optimise layout and space utilization.
  • Analytics & Reporting. Manage budgets, create and consolidate reports and look for trends and relationships in any part of your business.
  • HR Management. Manage your human resources, from skills mapping, recruitment and employee registration, to skills development.
  • Project Management. Manage your resources, forecast your costs and budgets, track time and expenses, and manage contracts and billing.
  • CRM. Manage customer groups, create and launch marketing campaigns, track customer activity, manage sales and after-sales.
  • Field Service Management. Set up and manage service contracts, enter and track service calls, view schedules and optimise workloads across resources.
  • Manufacturing. Manage your entire manufacturing process from product configuration, supply and capacity requirements planning, to scheduling and shop floor.
  • Supply Chain Management. Manage single or multi-site warehouses and handle order promising, demand planning and online collaboration with suppliers.
  • Retail Management. Manage retail operations from point-of-sale to delivery, increase customer flow and cash-in, speed up lines and tasks, control inventory, and automate purchasing.
  • E-Commerce. Let customers and suppliers do business with you anytime through Web sites or by connecting their system directly to yours.

 

Value Added Services

Software alone won't solve all your company's business challenges. However, Microsoft DynamicsTM NAV can deliver a key competitive advantage, by integrating your business knowledge and practices directly into your final business management solution. The open and easily adaptable Microsoft DynamicsTM NAV architecture allow us to build in your own "best practices" along with other customised functionality for limitless system options.

As a Microsoft Certified DynamicsTM Partner and business consultant specialist, Theta Systems understands the needs of medium-sized companies like yours. After discussing your requirements we can leverage the strength of the solution to create a vertical and customised version which meets your company's specific requirements.

Our services include:

  • Project Planning. Design an efficient implementation strategy for Microsoft DynamicsTM NAV and plan how it can be managed into the future to obtain maximum value.
  • Integration. Integrate Microsoft DynamicsTM NAV safely and effectively with your existing technology systems.
  • Testing. Design and implement an effective test strategy to ensure that there are no surprises, now and into the future.
  • Training. Transfer the knowledge and skills to your staff, so that they understand how the application works and can therefore make maximum use of its potential.
  • Support. Obtain online support throughout the lifecycle of your application.

 

Add-ons for Microsoft Dynamics NAV

We have developed a series of add-ons to extend the capabilities of Microsoft Dynamics NAV:

  • Advanced Landed Cost - precise accounting for costs associated with importing goods
  • Consignment Management - streamlined parcel management, from labelling, manifests and dangerous goods to tracking of shipments and costs
  • EFT - electronic funds transfer, remittance advice and reporting

 

Business Intelligence Dashboard for Microsoft Dynamics NAV

Business Intelligence Dashboard for Microsoft Dynamics NAV compliments Microsoft Dynamics NAV by adding a fast and affordable BI solution.

Theta Systems has developed a fast track implementation using QlikView to deliver a working BI solution in just one week!

It provides an easy and immediate solution to help management make business critical decisions quickly and effectively.

To view a demo video click on the image below:

(01:46 min/2.6MB)

BI Dashboard provides the following benefits:

  • Rapid Deployment – BI Dashboard is completely configurable allowing deployments to be measured in days not weeks reducing implementation costs.
  • Easy-To-Use - QlikView applications are easy to learn, for developers and end-users reducing adoption time and increasing employee productivity from the start.
  • No Data Warehouse required - QlikView pulls data direct from Microsoft Dynamics NAV and non-Microsoft Dynamics NAV sources.
  • Analysing and running reports does not effect the performance of the operational users  

Example. View your KPIs including top customers based on sales whilst also plotting their margin and margin %. You can quickly view this information in a number of ways over time, whilst also analysing trends. You can also easily switch dimensions to view the information by Product, Category, Region or your specific Microsoft Dynamics NAV Dimensions. See below: 

 

 

Example. View KPI’s including warehouse volume capacity. You can view daily or weekly receipts by volume including bin capacity in each location allowing management to plan workloads. You can also view the quantity and available quantity to pick for each bin. See below:

  

Please contact us to find out how QlikView can unlock the value of your data to help you make better decisions and accelerate your business.

Upgrading to Microsoft Dynamics NAV 2009

Users of Microsoft Dynamics NAV 4 or a previous version are most likely aware that Microsoft will end the support for Microsoft Dynamics NAV 4 SP3 mid January 2010. Support has already ceased for earlier versions. 

 

For those wishing to retain or recommence support, or to simply take advantage of increased functionality and ease of use, upgrading to Microsoft Dynamics NAV 2009 would be a very good next step. You will benefit from the new 3-tier architecture and the use of WebServices for easier integration with your other systems. And the newly introduced RoleTailored Client gives you a completely new user experience as shown below. 

 RoleTailored Client for Microsoft Dynamics NAV2009

RoleTailored Client for Microsoft Dynamics NAV2009

 The NAV team at Theta Systems can help you upgrade to the latest version of Microsoft Dynamics NAV, train your users on the new features and functionality and bring your system integration to another level by using the new WebServices interfaces.

 

For further information or a demo of Microsoft Dynamics NAV 2009 contact the NAV team.

Smart Move to Microsoft Dynamics NAV

'Smart Move' is a package for organisations who want to move to a new Financial Management and Enterprise Resource Planning (ERP) system with the minimum fuss at a very economical guaranteed fixed price.

 

What is included?

The ‘Smart Move’ package includes licences for 5 concurrent Microsoft Dynamics NAV users and our services to implement the system for a fixed price.

 

What does it cost?

The ‘Smart Move’ package for five users has a fixed price of $39,900 (excl GST).

 

What do I get?

  • We will install the full Microsoft Dynamics NAV Business Essential edition on your server. We configure and setup the Financial Management module, which includes General Ledger, Account Payables and Account Receivables.
  • We help you with setting up your own Chart of Accounts, Posting Groups and User permissions.
  • We will provide you with data migration templates and run the data import for you.
  • We will perform more than standard training. The training for your users will be tailored for your processes and your needs.
  • We also provide a Project Manager for the time of the project.
  • We will be on site for the first week after Go Live to help you get started smoothly.
  • We will throw in an EFT bank add-on for online banking.

 

What else do I get?

We have included the Business Ready Enhancement Plan for the first year, which gives you:

  • Unlimited online training via E-Learning (online courses) and Learning Plans
  • Unlimited download of training material
  • Access to the Knowledge Base database
  • Entitles you to
    • Version and Product Upgrades
    • Service Packs and Hot Fixes
    • Tax and Regulatory Releases
  • Protected List Price
  • Transition Investment Credits for:
    • Product Transition
    • Edition Transition
    • License Model Transitions

 

What happens if I need more concurrent users or functionality?

Tell us how many users or which modules (e.g. Sales, Purchasing or Inventory Management) you need and we apply the same package discount for these licences. There may be additional services costs, e.g. additional training classes. We will also offer fixed price implementation for the additional modules you choose.

 

How can I get it?

Contact us either via email or phone today. This campaign is only available for a limited time.