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, inventory 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.

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


Microsoft Dynamics NAV - Overview

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.

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.

Turn to Microsoft Dynamics NAV
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 seamlessly. 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 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
  • QlikView Connector - flexible, intuitive business intelligence for advanced reporting and analysis

Click the links below to find out more about our Microsoft Dynamics NAV add-ons.

Advanced Landed Cost for Microsoft Dynamics NAV

Accurately capture and apportion landed costs with Advanced Landed Cost for Microsoft Dynamics NAV.  This add-on allows precise accounting for landed costs – including shipping, handling, import fees and duty – which is essential for any business that imports goods.

Full integration with Microsoft Dynamics NAV
Advanced Landed Cost enhances the Item Charge functionality, making it quicker and easier to capture all extended supply chain costs within the familiar Microsoft Dynamics NAV environment.

Accurate inventory valuation and reporting
Landing costs are automatically apportioned to goods based on quantity, volume, weight, duty or value.  Item-specific charges like special handling or duty can be easily set up.

Improved productivity and error minimisation
Because the Advanced Landed Cost add-on handles landed costs in a more automated way, with default allocations and the ability to assign multiple receipts to multiple Item Charge lines in one go, there’s less time spent on repetitive tasks and less room for error.

Find out more
For more information about how Advanced Landed Cost can help your business, contact us.

Consignment Management for Microsoft Dynamics NAV

Centralise the labelling and tracking of all parcels you send with Consignment Management for Microsoft Dynamics NAV. This add-on automates your dispatch and tracking process, increases productivity and reduces handling costs  - including dangerous goods validation.

Seamless integration with Microsoft Dynamics NAV
Manage all aspects of consignment - from printing certified labels to shipping agent choice - within the familiar Microsoft Dynamics NAV environment. Parcel information is connected to shipping and invoice data. Manifests are generated and sent automatically.

Centralised cost control
Consignment Management will calculate costs based on your parcel service contract.  The add-on supports unlimited price breaks per zone and break type (e.g. weight or volume), and makes it easier to analyse your shipping costs.

Dangerous goods compliance
Consigment Management will validate the dangerous goods content of your parcels, print Dangerous Goods Declarations and choose the best shipping agent based on dangerous goods restrictions.

One-click parcel tracking
Track all parcels by content, lot and serial number, with just one click from your Microsoft Dynamics NAV system.

Find out more
For more information about how Consignment Management can help streamline your dispatch process, contact us.

EFT for Microsoft Dynamics NAV

Add electronic payment capability to your Financial Management system with EFT for Microsoft Dynamics NAV.  This add-on automates electronic funds transfer to streamline your banking.

Seamless integration with Microsoft Dynamics NAV
Manage electronic payments at the push of a button.  Use "Suggested Vendor Payments" to fill in the payment journal, and then use the new "Generate EFT File" function to create a file for upload to your bank. When you post the payment journal, remittance advice documents are automatically generated.

Supports multiple banks and bank accounts
EFT for Microsoft Dynamics NAV is pre-configured for all major banks in NZ and Australia.  It accomodates multiple banks and accounts, and can be easily configured to work for any bank, anywhere in the world. 

Personalised electronic remittance
Send personalised emails to vendors with remittance advice attached as a PDF - all from within Microsoft Dynamics NAV.  It's possible to re-send remittance advice on a payment or per vendor basis, and remittance advice can be printed too, for those customers who prefer hard copies.

Reporting options
View your entire electronic funds transfer history, and report on planned payments. 

Find out more
Contact us to find out how EFT for Microsoft Dynamics NAV can help your business manage electronic payments.

QlikView Connector for Microsoft Dynamics NAV

Add business intelligence capability to your ERP system with QlikView Connector for Microsoft Dynamics NAV.  This add-on makes it easy to harness the power and usability of QlikView business intelligence software to generate advanced reporting and analysis – all within the familiar Microsoft Dynamics NAV interface.

Unlock the value of your data
Adding QlikView capability to Microsoft Dynamics NAV makes the data you already have work harder, by transforming it into rich business information that can be visualised, analysed and reported.

User-driven business intelligence
The QlikView interface is click-driven, visual, flexible and intuitive.  Once the QlikView Connector for Microsoft Dynamics NAV is in place, users can change and customise reporting to suit their own requirements, without IT support.

Quick and easy for QlikView developers to implement – in any language
Finding, selecting and renaming fields can be cumbersome and time-consuming tasks for QlikView developers, especially in a non-English environment.  With QlikView Connector for Microsoft Dynamics NAV these tasks become quick and easy.  The Connector sits within the NAV interface and allows user-friendly data selection by using:

  • local language captions rather than SQL Server field names
  • option values in clear text and local language, rather than SQL Server integers
  • dates converted in local time automatically
  • individual alias names for tables and fields

 

In just 4 steps, your NAV data is accessible in the QlikView dashboard


Find out more
For more information about how QlikView Connector for Microsoft Dynamics NAV can help your business, contact us.

Business Intelligence Dashboard for Microsoft Dynamics NAV

Business Intelligence Dashboard for Microsoft Dynamics NAV complements 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.