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Project Management & Accounting Solutions from Microsoft

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The May event of APMHK was held at United Centre, Queensway on 21 May 2013. The presentation entitled Project Management & Accounting Solutions from Microsoft was delivered by Mr. Jeffrey Goldstein, Managing Director, Queue Association Inc.

By background, Jeff is a Solomon Certified System Engineer, A Solomon Certified Customization Programmer, and a member of the Independent Computer Consultants Association. He has 18 years of experience in information technology, providing consulting services to a variety of manufacturing, pharmaceutical and financial services organizations.

The presentation began with a short introduction by Mr. Rex Wu who was working in Microsoft Dynamics Division. He briefly illustrated the customer relationship between processes and people followed by the discussion of the integration of processes with Microsoft Dynamics. Jeff then illustrated how Microsoft Dynamics AX2012 with Microsoft Enterprise Project Management was a total solution that integrated customers, projects, and resources and financial management. It was a solution that addressed the project and accountant needs. For instance, project managers needed to know what had been billed against the project, and project accounts needed to the synchronization of project tasks, team members and actual work.

Jeff then introduced some Microsoft products to the audience, focusing on two major areas: the Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems. Organizations needed the ERP and CRM software to help their people to drive business processes, make timely decisions and make the best use of their assets and resources. With Microsoft Dynamics ERP and CRM, one could accomplish mission-critical tasks across the organization, reducing costs and improving customer services. It could be achieved by streamlining the supply chain, planning by making comprehensive financial reporting, identifying potential issues, and taking timely remedial action. Jeff highlighted the benefits for Government contractors. They were solutions that could manage multiple contracts and cost pools, integrated time and expense to financials, web-based access for remote employees and earned value management capabilities. Turning to the benefits for construction and engineering, Jeff added that benefits included improvement of customer relation, management and tracking of customer-facing activities through multiple channels and accessing a unified view of customer information using a familiar desktop interface.

According to Jeff, Connecting Microsoft Office Project Server with Microsoft Dynamics helps you to run your projects efficiently to deliver higher quality results to your customers and increase profitability. Jeff also demonstrated the application of Microsoft Project Professional and Microsoft Project Server. The presentation concluded with a discussion of the needs of discipline of people in using the systems and the ways of validating information in the Questions and Answers session.


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