A PROJECT REPORT ON

ENTERPRISE RESOURCE PLANNING (ERP)

By:-

Manish Ranjan Singh

MBA General
Division B
Roll No- 65
 ACKNOWLEDGEMENT

The submission of project report is a very

hard work and it is not possible under improper
guidance and suggestions and this project report
itself is an acknowledgement to the sincere
efforts of all individuals who have contributed to
it for its completion. I would like to acknowledge
our sincere thanks towards our institute, and its
faculties for their valuable guidance and
suggestions that have resulted in the successful
completion of the project.

I want to give my deep

appreciation and regards to all those who have
directly or indirectly helped me in completion of
the project.

Manish Ranjan Singh

2
 CONTENTS
1.Introduction
..4
2.What Is
ERP?.......................................................................
....6
Advantages of

ERP.....................8
Disadvantagesof ERP.
9
3.Structure of the ERP
System..........11
4.Need Of
ERP
12
5.Features Of
ERP
.12
6.Components Of
ERP.........14
7.Benefits Of
ERP......
.14
8.Microsoft Dynamics
ERP17
Competitors

.......18
Microsoft Dynamic

NAV.19
3
9. Why Choose Microsoft Dynamics
NAV..29
10. System Requirements for Microsoft Dynamics
NAV..32
11.
Screenshots
33
12. Microsoft Dynamics NAV
Customers.39
o Sharda
Motors
40
o Career
Launcher
..44
o Other
Clients
..48
13.
References
..49

4
INTRODUCTION

5
 ERP (Enterprise Resource Planning)

Introduction

Information technology offers many options to opti

mize business processes. To succeed in todays highly c
ompetitive environment, there is a
need to manage business processes as efficiently as po
ssible. ERP
Systems are integrated business transaction. Processin
g and reporting
system that focuses on business processes. They are m
odular application software related to areas of customer
order management, manufacturing, planning and execu
tion, purchasing and financial management and accoun
ting. Which enable business to increase their productivi
ty of critical component?

ERP is a structured
approach to optimizing a companys internal value
chain. The goal of ERP is to support one
time entry of information
at the point of creation and to make available to all the
participants within organization.
It was significantly complex since no system was
originally
designed to share information with other system.

6
ERP systems are becoming a fact of business life
considering that even
small organizations are increasingly installing
them. The adoptions of such a system contribute to a
more efficient operation of
the company and to the removal of faults from multiple
registrat-ions supporting all intra and inter business pro
cesses. There is no longer any distinction between an IT
project and a business initiative.

IT is a key component of the products and services

provided by different companies. So even top
executives and managers must learn how to apply
information system and technologies to their unique
business situations. The field of information systems
encompasses many complex technologies, abstract
behavioral concepts and specializes applications in
countless business and no business areas. Business
professionals rely on many types of information
systems that use a variety of technologies. For example
some information systems use simple manual hardware
devices and informal communications channels but
some are complex. The business applications of
information systems have expanded significantly over
years. Until the 1960s, the role of most information
system was simple. Then another role was added, i.e. a
trial to develop an integrated management of business
as a whole, from the view point of the effective use of
management resources, to improve the efficiency of an
enterprise. There came ERP as a solution.
Originally, ERP packages were targeted at the
manufacturing industry and consisted mainly of
functions for planning and managing core business

7
such as sales management, production management,
accounting and financial affairs. However, in recent
years, adaptation not only to manufacturing industry,
but also to diverse type of industry has become
possible and the expansion of implementation and use
has been progressing on a global level .ERP software is
designed to model and automate many of the basic
processes of a company, from finance to shop floor,
with the goal of integrating information across the
company and eliminating complex, expensive links
between computer system that were never meant to
talk each other.

What is ERP?

The initials ERP originated as an extension of

MRP (material requirements planning
then manufacturing resource planning). ERP
systems now attempt to cover all basic functions of
an enterprise, regardless of the organizations
business or charter. Nonmanufacturing
businesses, nonprofit organizations and
governments now all utilize ERP systems.
8
The term ERP is typically reserved for larger
broadly based applications. The introduction of an
ERP system to replace two or more independent
applications eliminates the need for external
interfaces previously required between systems,
and provides additional benefits that range from
standardization and lower maintenance (one
system instead of two or more) to easier and for
greater reporting capabilities (as all data is
typically kept in one database).
ERP acts as the central nervous system. As a
fully integrated system, ERP automates all
departmental information in to a single relational
database. As the entire quotation through shipping
process uses the same information from a single
dataflow, data is entered only once which
improves accuracy and reduces cycle time.
Information is retrieved quickly and easily for real
handson decision making. ERP breaks the
information bottleneck and provides uptothe
minute information to the right person at the right
time.
Examples of modules in an ERP, which formerly
would have been standalone applications,
include: Manufacturing, Supply Chain, Financial,
Customer Relationship Management (CRM), Human
Resources, Warehouse Management and Decision
Support System. (Source: Wikipedia)

9
Figure 1: ERP FLOW DIAGRAM

10
Advantages of ERP

In the absence of an ERP system, a large manufacturer

may find itself with many software applications that
cannot communicate or interface effectively with one
another. Tasks that need to interface with one another
may involve:
Integration among different functional areas to
ensure proper communication, productivity and
efficiency
Design engineering (how to best make the product)
Order tracking, from acceptance through fulfillment
The revenue cycle, from invoice through cash
receipt
Managing inter-dependencies of complex
processes bill of materials
Tracking the three-way match between purchase
orders (what was ordered), inventory receipts
(what arrived), and costing (what the vendor
invoiced)
The accounting for all of these tasks: tracking the
revenue, cost and profit at a granular level.

ERP Systems centralize the data in one place. Benefits

of this include:
Eliminates the problem of synchronizing changes
between multiple systems
Permits control of business processes that cross
functional boundaries

11
 Provides top-down view of the enterprise (no
"islands of information")
Reduces the risk of loss of sensitive data by
consolidating multiple permissions and security
models into a single structure.
Some security features are included within an ERP
system to protect against both outsider crime, such as
industrial espionage, and insider crime, such as
embezzlement. A data-tampering scenario, for
example, might involve a disgruntled employee
intentionally modifying prices to below-the-breakeven
point in order to attempt to interfere with the
company's profit or other sabotage. ERP systems
typically provide functionality for implementing internal
controls to prevent actions of this kind. ERP vendors are
also moving toward better integration with other kinds
of information security tools.

Disadvantages of ERP

Problems with ERP systems are mainly due to

inadequate investment in ongoing training for the
involved IT personnel - including those implementing
and testing changes - as well as a lack of corporate
policy protecting the integrity of the data in the ERP
systems and the ways in which it is used.
Disadvantages

Customization of the ERP software is limited.

Re-engineering of business processes to fit the

"industry standard" prescribed by the ERP system
may lead to a loss of competitive advantage.

12
 ERP systems can be very expensive (This has led
to a new category of "ERP light" {Expand section}
solutions)

ERPs are often seen as too rigid and too difficult to

adapt to the specific workflow and business
process of some companiesthis is cited as one of
the main causes of their failure.

Many of the integrated links need high accuracy in

other applications to work effectively. A company
can achieve minimum standards, then over time
"dirty data" will reduce the reliability of some
applications.

Once a system is established, switching costs are

very high for any one of the partners (reducing
flexibility and strategic control at the corporate
level).

The blurring of company boundaries can cause

problems in accountability, lines of responsibility,
and employee morale.

Resistance in sharing sensitive internal information

between departments can reduce the effectiveness
of the software.

Some large organizations may have multiple

departments with separate, independent
resources, missions, chains-of-command, etc, and
consolidation into a single enterprise may yield
limited benefits.

The system may be too complex measured against

the actual needs of the customers.

13
 ERP Systems centralize the data in one place. This
can increase the risk of loss of sensitive
information in the event of a security breach.

14
Structure of the ERP system

Ideally, ERP delivers a single database that

contains all data for the software modules, which
would include:

Manufacturing
Engineering, Bills of Material, Scheduling, Capacity,
Work flow Management, guality Control, Cost
Management, Manufacturing Process,
Manufacturing Projects, Manufacturing Flow

Supply Chain Management

Inventory, Order Entry, Purchasing, Product
Configurator, Supply Chain Planning, Supplier
Scheduling, Inspection of goods, Claim
Processing, Commission Calculation

Financial
General Ledger, Cash Management, Accounts
Payable, Accounts Receivable, Fixed Assets

Projects
Costing, Billing, Time and Expense, Activity
Management

Human Resources
Human Resources, Payroll, Training, Time &
Attendance, Rostering, Benefits

Customer Relationship Management

Sales and Marketing, Commissions, Service,
Customer Contact and Call Center support

15
Data Warehouse
Various SelfService interfaces for Customers,
Suppliers, and Employees.

Figure 2:ERP Structure

Need for ERP

Most organizations across the world have realized that
in a rapidly changing environment, it is impossible to
create and maintain a custom designed software
package which will cater to all their requirements and
also be completely up-to-date. Realizing the
requirement of user organizations some of the leading
software companies have designed Enterprise Resource
Planning software which will offer an integrated
software solution to all the functions of an organisation.

16
Features of ERP
Some of the major features of ERP and what ERP can do
for the business system are as below:
o ERP facilitates company-wide Integrated
Information System covering all functional areas
like Manufacturing, Selling and distribution,
Payables, Receivables, Inventory, Accounts, Human
resources, Purchases etc.,
o ERP performs core Corporate activities and
increases customer service and thereby
augmenting the Corporate Image.
o ERP bridges the information gap across the
organisation.
o ERP provides for complete integration of
Systems not only across the departments in a
company but also across the companies under the
same management.
o ERP is the only solution for better Project
Management.
o ERP allows automatic introduction of latest
technologies like Electronic Fund Transfer(EFT),
Electronic Data Interchange(EDI), Internet,
Intranet, Video conferencing, E-Commerce etc.
o ERP eliminates the most of the business
problems like Material shortages, Productivity
enhancements, Customer service, Cash
Management, Inventory problems, Quality
problems, Prompt delivery etc.,
o ERP not only addresses the current
requirements of the company but also provides the

17
 opportunity of continually improving and refining
business processes.
o ERP provides business intelligence tools like
Decision Support Systems (DSS), Executive
Information System (EIS), Reporting, Data Mining
and Early Warning Systems (Robots) for enabling
people to make better decisions and thus improve
their business processes

Components of ERP
To enable the easy handling of the system the ERP has
been divided into the following Core subsystems:
o Sales and Marketing
o Master Scheduling
o Material Requirement Planning
o Capacity Requirement Planning
o Bill of Materials
o Purchasing
o Shop floor control
o Accounts Payable/Receivable
o Logistics
o Asset Management
o Financial Accounting
Benefits of ERP

18
The benefits accruing to any business enterprise on
account of implementing are unlimited. According to
the companies like NIKE, DHL, Tektronix, Fujitsu,
Millipore, Sun Microsystems, following are some of the
benefits they achieved by implementing ERP packages:
o Gives Accounts Payable personnel increased
control of invoicing and payment processing and
thereby boosting their productivity and
eliminating their reliance on computer personnel
for these operations.
o Reduce paper documents by providing on-line
formats for quickly entering and retrieving
information.
o Improves timeliness of information by
permitting, posting daily instead of monthly.
o Greater accuracy of information with detailed
content, better presentation, fully satisfactory for
the Auditors.
o Improved Cost Control
o Faster response and follow up on customers
o More efficient cash collection, say, material
reduction in delay in payments by customers.
o Better monitoring and quicker resolution of
queries.
o Enables quick response to change in business
operations and market conditions.
o Helps to achieve competitive advantage by
improving its business process.
o Improves supply-demand linkage with remote
locations and branches in different countries.

19
o Provides a unified customer database usable
by all applications.
o Improves International operations by
supporting a variety of tax structures, invoicing
schemes, multiple currencies, multiple period
accounting and languages.
o Improves information access and management
throughout the enterprise.

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 MICROSOFT
DYNAMICS

ENTERPRISE RESOURCE
PLANNING(ERP)

21
 Microsoft Dynamics is a line of enterprise
resource planning (ERP) and customer relationship
management (CRM) software applications developed by
Microsoft. Microsoft Dynamics applications are
delivered through a network of reselling partners who
provide specialized services. There are 300,000
businesses that use Microsoft Dynamics applications
and 10,000 Microsoft Dynamics reselling partners
worldwide. Microsoft Dynamics is a line of enterprise
resource planning (ERP) and customer relationship
management (CRM) applications.

Microsoft Dynamics offers ERP and CRM solutions for a

range of industries. Solution providers build on the
standard functionality in Microsoft Dynamics ERP and
Microsoft Dynamics CRM applications to deliver
industry-specific solutions through a network of channel
partners. Industry solutions for Microsoft Dynamics ERP
address needs for the following industries:
Construction
Distribution
Education
Financial services
Government
Healthcare
Manufacturing
Not for profit

22
 Professional services
Retail

Microsoft Dynamics ERP is an enterprise resource

planning application primarily geared toward midsize
organizations as well as subsidiaries and divisions of
larger organizations. Microsoft Dynamics ERP includes
five primary products:
Microsoft Dynamics AX (formerly Axapta)
Microsoft Dynamics GP (formerly Great Plains
Software)
Microsoft Dynamics NAV (formerly Navision)
Microsoft Dynamics SL (formerly Solomon IV)
Microsoft Dynamics C5 (formerly Concorde C5)
Also included are retail solutions: Microsoft Dynamics
CRM is a multi-lingual customer relationship
management application from Microsoft that provides
sales, service, and marketing capabilities, and includes
Microsoft Dynamics CRM Online.

Competitors
SAP Business One is integrated ERP software that
targets the business requirements of small and midsize
enterprises; it competes with Microsoft Dynamics
globally.

23
SAP Business ByDesign is a hosted solution which is
based on the SAP R/3 core. It is marketed towards small
to medium enterprises (SME) who require an ERP and
CRM solution that can grow with the business. Prices
start from $149 USD per user per month.

Sage Business Solutions provides end-to-end financial

accounting software, ERP software, CRM software, and
business intelligence (BI) software solutions to small,
midsize, and large businesses.

NetSuite is a vendor of on-demand, integrated business

management software suites for mid-market enterprises
and divisions of large companies.

Epicor develops enterprise software targeted at mid-

market companies primarily in the manufacturing,
distribution, retail, hospitality, and services industries.

Blackbaud develops a suite of financial management

products designed towards higher education and non-
profit organizations.

MICROSOFT DYNAMICS NAVISION

Microsoft Dynamics NAV is an enterprise resource
planning (ERP) software product from Microsoft.

The product is part of the Microsoft Dynamics family,

and intended to assist with finance, manufacturing,
customer relationship management, supply chains,

24
analytics and electronic commerce for small and
medium-sized enterprises. Value-added resellers (VAR)s
can have full access to the business logic source code,
and it has a reputation as being easy to customize.
Microsoft Dynamics NAV delivers powerful
comprehensive business management capabilities that
provide the increased control, streamlined operations,
and insight you need to improve profitability and,
ultimately, support your business as it grows.

Comprehensive business management

capabilities
Microsoft Dynamics NAV delivers powerful core business
management capabilities for:

Financial management
Manufacturing
Business intelligence and reporting
Supply chain management
Sales and marketing
Human resource management
Purchase and payables
Service management
Integration with System

25
 Figure 3:A comprehensive cost-effective ERP solution from Microsoft

FINANCIAL MANAGEMENT

Microsoft Dynamics NAV ERP System provides

Accounting and Finance solutions to help you track and
analyze your business information. With end-to-end
integration, you can efficiently manage:

General Ledger
Payables
Receivables
Inventory
Analytical Accounting
Fixed Assets
Cash Flow
Bank Reconciliations and collections

You can also manage your financial processes across

multiple currencies, locations, or companies. The key
benefits of using Microsoft Dynamics NAV ERP System -
Financial Management module are:
Gives comprehensive, up-to-date financial
information makes it easier to spot trends and gain
insight into your business activities, so you can

26
 capitalize on your knowledge and identify new
opportunities.
Provides control to manage a broad range of other
business areas according to your particular needs.
You can add functionality as you need it and grow
at your own pace.
Helps reduce the time and effort your people
spend on accounting tasks, monitor fiscal
performance, and meet business and regulatory
requirements.
Facilitates to control and manage the entire life
cycle of your fixed assets - from acquisition to
disposal - to maximize the value of your business
investments.
Assists to drive efficiency and maximize cash
resources with flexible, integrated accounts
payable capabilities.
Optimizes cash flow by streamlining accounts
receivable processes and tracking customer
payments.
Gives multicurrency support to help expand into
international markets with confidence and reduce
the complexity of global transactions.

MANUFACTURING

Microsoft Dynamics NAV ERP System - Manufacturing

Module provides tools to help businesses plan, manage,
and execute a world-class manufacturing operation.
Organizations can boost operational efficiency and
effectively manage production, including production
orders, bills of material, supply planning and capacity
requirements planning. It helps to manage entire
manufacturing process from product configuration,
supply, and capacity requirements planning to
scheduling and running the shop floor. Microsoft
Dynamics NAV - Manufacturing Module also facilitates
to manage a broad range of other business areas
27
according to organization's particular needs. You can
add functionality as and when required and grow at
your own pace. The key benefits of using Microsoft
Dynamics NAV - Manufacturing Module are:

Streamlines your manufacturing processes and

adapt quickly to changing demands.
Satisfies demand with multiple planning options
and tracking of utilization and materials costs.
Microsoft Dynamics NAV ERP System can help you
implement production decisions quickly, make last-
minute order changes, and offer customers
satisfactory exceptions.
Helps you integrate kits and kit resources into your
sales, inventory, accounting, and pick-and-pack
operations.

BUSINESS INTELLIGENCE

Direct access to real-time, business-critical information

and a wide range of analytical tools can help manage
budgets, create and consolidate reports, and look for
trends and relationships. Microsoft Dynamics NAV -
Business Intelligence Module helps organizations make
smart business decisions quickly and with confidence.
With Microsoft Dynamics NAV - Business Intelligence
Module organizations get a good overview of their
business with the ability to dig into details. It is built on
industry-standard Microsoft technology and easily
integrates with other Microsoft business intelligence
products and technologies. Therefore, businesses can
start with the basic modules and Microsoft Office Excel
and then add functionality and tools as and when
required by them. It also delivers meaningful insight
across your organization with powerful business
intelligence capabilities.

28
SALES AND MARKETING

Microsoft Dynamics NAV - Sales & Marketing Module

also helps organizations in managing a broad range of
other business areas according to their respective
particular needs. Businesses can add functionality as
and when required and grow at their own pace. The key
benefits of using Microsoft Dynamics NAV - Sales &
Marketing Module are:

Equips people in organization to manage contacts,

opportunities, and campaigns efficiently while
building customer relationships that help drive
sales and encourage loyalty.
Facilitates people in organization to respond
quickly to customer service requests and use
information from across your business to make
profitable decisions about the costs, inventories,
workloads, and financial returns of your service
operation.
Assists people in organizations to manage contact
information, organize sales campaigns, identify
sales opportunities, automate sales tasks, set up
automatic reminders and document approval.

SUPPLY CHAIN MANAGEMENT

With Microsoft Dynamics NAV - Supply Chain

Management Module businesses get the tools they
need to respond quickly to customers, rapidly pursue
new market opportunities, and improve profitability by
working efficiently with trade partners. You can tighten
distribution processes and improve inventory
management for single- or multi-site warehouses, as
well as handle order processing and demand planning.
The key benefits of using Microsoft Dynamics NAV -
Supply Chain Management Module are:
29
 Assists in managing a broad range of other
business areas according to particular needs.
Organization can add functionality as and when
required and grow at its own pace.
Optimizes cash flow by streamlining accounts
receivable processes and tracking customer
payments.
Helps drive efficiency and maximize cash resources
with flexible, integrated accounts payable
capabilities.
Matches the goods organization has on hand with
customer demand while reducing inventory and
distribution costs.
Integrates Warehouse processes with the rest of
the business to manage goods and space more
effectively and reduce costs and waste.
Satisfies demand with multiple planning options
and tracking of utilization and materials costs.
Helps to implement production decisions quickly,
make last-minute order changes, and offer
customers satisfactory exceptions.
Ensures fuel productivity throughout organization's
supply chain and responds quickly to shipment
delays, order changes, and low inventory.
Increases the speed of critical documents through
sales and purchasing, standardize approval
workflows, and enforce approval limits.

PURCHASE AND PAYABLES

Using Microsoft Dynamics NAV - Purchase and Payables

Module organizations can:

Apply a payment to as many invoices and credit

memos as they like. For greater control,

30
 organizations can choose how to apply customer or
vendor transactions by specifying the amounts to
apply to individual documents. This can be
especially helpful when customers make partial
payments. If you choose the "Apply-to-Oldest"
method, the system can automatically apply
receipts to the oldest invoices for specific
customers
View detailed information about the amounts that
will be posted to the general ledger prior to
posting, such as payment discounts and rounding
amounts
Un-apply or "reverse" all postings and changes
related to an application of customer and vendor
transactions so they can be applied correctly
Set a tolerance level (in local or other currency) on
an invoice in order to apply and fully close the
invoice and payment entries, even if the payment
amount is less or more than the invoice. Tolerance
can be automatically allowed or decided on a case-
by-case basis
Set a tolerance level of several days to apply and
close an invoice and payment, even if you receive
the discounted payment later than the discount
date specified by the payment terms. Discount
tolerance can be automatically allowed or decided
on a case-by-case basis.

31
INTEGRATION WITH SYSTEMS

Microsoft Dynamics NAV ERP System is designed to

work smoothly with other Microsoft products such as
Microsoft Office 2003, Microsoft SQL Server 2005 and
Microsoft Windows Vista and XP. For example,
documents written with Microsoft Word can take data
from the Microsoft Dynamics NAV database and
incorporate that information into a customer letter.
Workers can use Microsoft Excel to create reports with
up-to-date figures imported from Microsoft Dynamics
NAV ERP System. Commerce portal capabilities also
allow a company to create a Web site to work easier
with customers and partners. In addition, Microsoft
Dynamics NAV can also be integrated with a wide range
of other software products, so even if a small business
that already has substantial IT infrastructure, it can be
used with Microsoft Dynamics NAV ERP so that a
business makes the most of its IT investment.

32
Figure 4:INTEGRATE MULTI-SITES WITH MICROSOFT DYNAMICS NAV ERP
System

33
 Figure 5: Microsoft Dynamics NAV - Technologie

Microsoft Dynamics NAV is fully integrated and easy-to-

use business software that enables you to connect all
areas in your mid-sized company, such as financial
management, marketing and sales management,
purchasing, sales, warehouse and logistics, production
planning and control. Microsoft Dynamics NAV is
modular. The modules are fully integrated with each
other and provide the capabilities for all business
processes of SMEs. Your advantage: The software
provides all aspects of your business - working in
different systems and the laborious search for data
belonging to the past.

Microsoft Dynamics NAV gives the freedom to focus on

your business by providing an efficient way to
streamline your business and increase productivity.
Microsoft Dynamics NAV lets you replace your existing
system with a single fully integrated solution that
connects everyone in your organization to your

34
customers, suppliers, and partners through the Internet
any time, anywhere.

Key Benefits:

Increase your productivity

Sharpen your competitive edge
Grow your business
Connect with your employees, customers, and
partners

35
Figure 6:Microsoft Dynamics NV Architecture

36
Figure 7:MS Dynamics NAV Architecture

37
Why choose Microsoft Dynamics NAV?

38
Get up and running fast
Moving to a new business management system might
seem overwhelming, but Microsoft Dynamics NAV
simplifies the process with a solution that is designed to
get you up and running quicklywithout expensive
development or increased manpower.
Deploy on-premises or with partner-hosted cloud
solutions that require low up-front investment.
Microsoft Dynamics NAV is highly scalable and
compatible with the technology you already use so
that it delivers long term value without high costs
down the road.
Our ongoing commitment to innovation means you
are investing in a business platform that will
always keep you in the forefront of whats ahead.

39
Product availability and localization

Microsoft Dynamics NAV is localized, translated, and

supported by Microsoft and made generally available in
select countries and languages.

In addition, Microsoft channel partners may make

partner-created localizations and/or translations of
Microsoft Dynamics NAV available in countries where
Microsoft does not provide a localized or translated
version.

Figure 8:MS Dynamics mobile-server Components

40
In addition to using Application Server, Microsoft
Dynamics Mobile - Server Components can also use
Web services integration to handle the integration
between Microsoft Dynamics NAV 2009 and mobile
devices.

System Requirements for Microsoft

Dynamics NAV
Operating system Microsoft Dynamics NAV 2009 SP1 runs on 32-bit and 64-bit
operating system editions. On 64-bit (x64) editions,
Microsoft Dynamics NAV runs in WOW64 emulation mode.

Windows 7 Professional, Ultimate, or Enterprise

Windows Server 2008
Windows Server 2008 R2
Windows Vista Business, Enterprise, or Ultimate with
SP1 or SP2
Windows Server 2003 SP2
Windows Server 2003 R2 SP2
Windows XP Professional SP3
Hardware resources Hard disk space:

Minimum 30 MB
Memory:

Minimum 1 GB
Additional software Microsoft .NET Framework 3.5 SP1, which is
automatically installed by Microsoft Dynamics NAV
2009 Setup if it is not already present.
Microsoft Office Communicator 2007 is required for
instant messaging and TAPI.
Microsoft Office 2007 or 2003 is required for e-mail
logging, Outlook client integration, budget importing,
Office XML, SharePoint links, and budgets in Excel.
Collaboration Data Objects (CDO) are required for
mail merge and e-mail logging.

41
SCREENSHOTS

42
Figure 9: NAV Screenshot 1

43
Figure 10: NAV Screenshot 2

44
Figure 11: NAV Screenshot 3

45
Figure 12: NAV screenshot 4

46
Figure 13: NAV Screenshot 5

47
Figure 14: NAV Screenshot 6

48
 MICROSOFT
DYNAMICS NAV
CUSTOMERS

49
 SHARDA MOTORS
Sharda Motor Industries Limited is a fast
growing automotive manufacturing company. With multiple
disparate systems running across 12 manufacturing plants, it
was becoming increasingly difficult for Sharda Motor to
effectively manage its business. Time and resources were
wasted duplicating data entry efforts, which often resulted in
inaccurate data. Additionally, inventory was kept high to ensure
complete orders. The company needed a flexible enterprise
resource planning system that could handle complex
manufacturing requirements and scale to meet growing
demand. After a thorough search, Sharda Motor opted to
migrate to Microsoft Dynamics NAV 4.0 with SP3 to enhance
its business processes. Microsoft Certified Partner, Trident
Information Systems assisted the company in implementing the
same. Today, the company is using Dynamics NAV to
standardize its operations on a common technology platform,
helping to improve inventory tracking and make more informed
business decisions in real-time.

SITUATION

Sharda Motor, a diversified, multi-product group of companies,

believes in satisfying its customers by meeting their needs
promptly and accurately. The company maintains the highest
quality standards with state of the art manufacturing facilities
with continuous focus on new product, innovation and
technology up gradation. Under the dynamic leadership and
vision of Shri N.D.Relan, Chairman and Shri Ajay Relan, the
Managing Director, Sharda Motor has a successful track record
and today is an industrial force to reckon within the automotive
supplier industry.

With presence spread from Haridwar to Chennai, Sanand to

Pune via Nashik, the company is in the process of expanding its
manufacturing capabilities and technology to become the

50
leader in automotive exhaust systems and independent front
suspensions by 2010.

Sharda Motors was using Tally to manage all its core accounting
and financial tasks. This legacy system was however, inept to
cope with the inventory, manufacturing, and job work
processes; and control them at the same time to maintain a
record. It also lacked the ability to integrate and compile data
in real time. Another dreary job at Sharda Motors was to
maintain the detailed data from all its 12 plants spread across
the country. Again, the legacy system was unable to do so. Nitin
Vishnoi, Company Secretary, Sharda Motor explains, Until now,
all our plants were using different applications for managing
their operations. With these disconnected systems, we had no
control over the plants leading to lack of visibility to real time
information. We needed to exert more control over these so
that real time updated information was always available
instantly.

The company foresaw that these issues were posing a threat to

its expansion plans. It recognized the need for a single
integrated system that could be cost-effectively tailored to
streamline core business functions - a system that would
manage not only accounts and finance but overall business
processes.

To overcome all the existing issues and enable smooth and

efficient working of the company, we decided to streamline our
workflow with a reliable Enterprise Resource Planning (ERP)
solution that will tighten workflow integration, and also
enhance information flow across business functions, says Nitin
Vishnoi.

SOLUTION
After a thorough research and a detailed analysis of all the
technology options available in the market, Sharda Motor
decided to focus its software development on the Microsoft
Dynamics NAV platform. We wanted a system that was
reliable, affordable, easy to use and most importantly, easily

51
scalable to our future computing requirements, says Nitin
Vishnoi. Microsoft Dynamics NAV 4.0 with SP3 matched all
these requirements. It was an integrated solution and could be
customized to fulfill all our requirements. Thus with the help of
Microsoft Certified Partner, Trident Information Systems, Sharda
Motor implemented Microsoft Dynamics NAV 4.0 SP3.

Apart from being rich in functionality, Microsoft Dynamics NAV

4.0 with SP3 is flexible enough to adapt to the companys
changing business needs. It integrates all locations by
delivering a single, real-time view into all information. This
easy-to-access information provides employees with greater
insight into business processes.

The solution was implemented across all locations in April 2009.

The modules implemented were Finance, Sales, Purchase,
Inventory, and Manufacturing.

All the standard features of the ERP system were implemented

along with some unique customizations applicable to the
automotive manufacturing industry. One of the main
customization done was the Job Work module. Niranjan Kumar,
Technical Head ERP, Sharda Motor explains, The biggest
asset in implementing Dynamics NAV is its ability to adapt the
system to our specific processes and this has been vital to our
continued growth. Earlier we could see only one item per bill.
Now with the new solution, we can see 4-5 items per bill.

Material is send to vendors through Delivery Challan. The

consumption is based on Delivery Challan against which vendor
has sent the material and their consumption is based on actual
quantity. All this activity is captured in the Job Work module.

After implementing the new business solution, various unique

features are functional in the organization. Inventory planning
and control are some of the most important functions that have
reduced the cost.

Additionally, auto manufacturing reports are being created

based on daily sales log. This automatically creates Released
Production Order and their consumption for regular items thus

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reducing booking output times. Gate Entry and RGP module are
separately developed to capture moving in and out of material.
This results in smooth activity as per the companys needs.

The new environment resulting in a centrally managed

solution that spans the entire company has strengthened us,
says Nitin Vishnoi. The flexible technology platform prepares
us to scale for future computing standards. We are now better
positioned to increase operational efficiencies and ensure
sustained business growth.

Looking ahead, Sharda Motor wants to further enhance its

effectiveness by using the solution for MIS report generation.

BENEFITS

With Microsoft Dynamics NAV, Sharda Motor enjoys new

business efficiencies. The solution provides real time visibility
into the companys operations resulting in greater operational
efficiency. The greatest benefit of the new system is the
consolidation of data across its manufacturing plants.
Allows Inventory Planning, Reduces Inventory Costs

The new ERP solution plans and controls inventory such that
inventory pileups are reduced. This improves stock
management as the right stock is always available whenever
needed. Tight inventory management helps to increase
operational efficiency across the organization and also improve
customer service.

Because Microsoft Dynamics NAV provides instant access to

inventory levels, vendors, customer balances, and chart of
accounts at any instance, were able to plan our purchasing,
profit loss statement, find lost making components for analysis,
and keep inventory to minimum, says Nitin Vishnoi. With
access to real time information and increased visibility about
inventory levels, we have reduced the total cost of its inventory
by 3 percent in the 1st year of complete implementation.
Enhances Visibility, Enables Faster Decision Making

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A key advantage of the solution is the availability of more
detailed, real-time information that is accessible to all users.
With a centralized repository for all business information, the
company is able to make quick decisions in a fast-paced
business environment.

Niranjan Kumar explains, With real-time access to accurate

information, our management is now assured of making
smarter and better-informed decisions. The centralized
database also helps us make faster decisions to better control
our costs.
Bestows Cost-Effective and Easy to Use Solution
Sharda Motor wanted a simple solution that would be easily
accepted and learnt within the organization, without adding
huge capital expenditure on software and services. Microsoft
Dynamics NAV provides a simple, familiar, and intuitive
interface that is user friendly and is easy to train users. The
system is so easy to use that with just one day of training, our
employees were ready to use it, says Nitin Vishnoi.
Exerts Greater Control Over all Locations
The new business solution integrates all the 12 manufacturing
plants. This helps the company to have total control and
monitor everything from the head office. It helps to analyze and
conduct sound business planning.

Nitin Vishnoi, Sharda Motor states, With the legacy system, we

were not able to exert full control over our manufacturing
plants. By the time, information reached the head office, it was
old. But with the deployment of new solution, working
atmosphere of the company has improved. It connects
processes and information with people. The integrated and
centrally controlled robust database and automated inter-
company processes help employees to accomplish any task
from any location.

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 CAREER LAUNCHER
Established in 1995, Career Launcher India
Limited (CL) offers focused career-oriented
training and preparatory education to school and college
students for different entrance examinations.Administrationof
all the divisions across centersand consolidating the financial
data had traditionally been time consuming manual activities at
CL. To overcome the challenges, Tectura, a Microsoft Certified
Partner, implemented Microsoft Dynamics NAV 5.0. With
Dynamics NAV, CL hasstandardizedits accounting and financial
environment, that is also easy-to-use. Besides it improves
administrative and operational efficiency and reduces
overhead, and thus cost by INR 10,00,000 (U.S.$ 20,000).

SITUATION

Established in 1995, Career Launcher India Limited

(CL)provides educational services in over 195 locations
acrossIndia, Middle East, and United States. It offers guidance
and test-preparation services for school and college students to
gain admission to professional courses. It publishes magazines
and academic material, offers career advisory services, tutoring
and training services.

CL is actively involved in mainstream education through its

chain ofplay schools,secondary and K12 schools. It also
operates formal vocational and skill education schools. It is
based in New Delhi, India. With more than 400 academicians
and professionals around the world, CL grooms over 100,000
students annually.By acquiring POWERMath in the United
States, CL has entered the math tutoring and SAT Test Prep
market in the country. It generated the revenue of U.S.
$20million in financial year 2009-10.

The IT infrastructure at CL consisted of Tally to manage

accountingrequirements. An in-house developed Oracle based
application was installed at each of the 195centers to manage
students enrollment, receipts and outstanding information.

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Both being standalone applications,couldnt be linked for data
transfer. Lack of common financial management system posed
issues in consolidating data and reports, and share information
across 20divisions.Hence on time availability of financial data
was a major limitation in the existing system.

CL database consists of approximately five million entries. The

existing system could neither cope with the growing volumes of
data, nor hold the detailed information about its students and
customers. Thus there were multiple storage locations which
often resulted in ambiguity.

Each school and center managed its individual financials which

barred information sharing and resulted in multiple versions of
same information. Ithindered standardized reporting and
slowed processing times. As a result, there was ineffective
decision-making, lack of flexibility and inefficient use of
resources.

With increasing number of schools and training centers, CL

identified the need of a standardized enterprise resource
planning (ERP) solutionthat could be simultaneously
implementedat all the locations.The Oracle based application
used at CL was developed over years to define the unique
features and functionalities. Thus its seamless integration with
the new ERP was one of the prime requirements of the
organization.

High cost incurred to implement and maintain standalone

applications at multiple locations; disparate budgeting,
analysis, and reporting that didnt integrate prompted CL to
adopt a globally acceptedERPsolution. We wanted one
common integrated solution to serve the needs of all our
divisions. It also had to be quick to deploy in various
geographical locations, states Abhishek Sapra, AssistantVice
President (Finance), Career Launcher.

SOLUTION

56
We chose Microsoft Dynamics NAV because of its versatility,
scalability and flexibility, says Abhishek Sapra, Assistant Vice
President (Finance), Career Launcher.We can tailor it to
develop new features to meet the requirements of
oureducational institution and help streamline our accounting
procedures.

CL used the expertise of Microsoft Certified Partner Tectura

for the implementation. After the successful deployment of NAV
4.0, NAV 5.0 was released and Tectura assisted CL in smooth
With all the essential features present in the solution, Tectura
minimally customized the solution to include the integration
with the Oracle-based application that manages students
enrollment, receipts and outstanding information.The
application is used at more than 195 centers of CL. 2.5 lakh
(2,50,000) students data and transactions were migrated to
Dynamics NAV. During this migration, it was business as usual
for CL as the environment wasnt affected. The solution is
alsotailored to enable online banking. It facilitates CL to use the
Commodity Broking Services (CBS) account and electronically
transfer funds through National Electronic Funds Transfer
(NEFT) and Real Time Gross Settlement Systems (RTGS). Once
transactions are completed, system generated emails are sent
to vendors to update the status via this new system. Hence lots
of time, administrative cost and paper work is spared.

BENEFITS
The new ERP solution enables users to share information and
work collaboratively. In addition, managers now enjoy enhanced
business insight, with quick access to up-to-date management
information.

Reduces Administrative Costs by INR 10,00,000

Microsoft Dynamics NAV supports the entire business at all the

locations with a single, integrated solution. It reduces barriers
between admin and finance departments.Transparent operating
cost, automatic billing and reporting features have reduced the
number of administrative tasks performed by staff.We now

57
operate with 30 percent fewer employees in finance, reducing
the administrative cost by INR 10,00,000 (U.S.$
20,000),commentsAbhishek Sapra, Assistant Vice President
(Finance), CL. Manual planning and reporting using
spreadsheets is a thing of past.

The solution not only reduces the administrative cost but also
supports and improves e-business requirements. Online
banking transactions have made life easier for the accounts
team.Quick online paperless transactions save100hours every
month.
Increases Operation Efficiency by 70 Percent

Abhishek states, With centralized information such Enrollment

Details, Outstanding Balance, Fixed Assets available, processes
are accelerated. This has enhanced our operational procedures
and increased efficiency by 70 percent.

Allows Seamless Integration

It is also seamlessly integrated with the organizations Oracle

based application that is accessed over web at multiple
locations. Data flows freely between the two. We had put lots
of efforts into developing an application to meet our specific
requirements and we want to continue using it, says Abhishek.
Since NAV is smoothly integrated to it, we need not spend
time, energy and money in re-developing and customizing the
application to define our needs.
Consolidates, Analyzes Data for Decision Making

Earlier each centre or school managed its own set of accounts

which made it impossible to compare expenditures and derive
profitability, says Abhishek. It used to take us 15 days to
consolidate financial information from all the locations; we can
now do it in 2 hours. Without Dynamics NAV, it would have
been impossible to close the accounts in desired time
frame.Now file balance, individual accounts, consolidated
data, budgets etc. are all updated and timely available in head
office for review.

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Enhanced efficiency with reduced expenditures allows us to
focus our time, energy, effortsand money on providing the best
options in education. We need not worry about administration
and financials,concludes Abhishek. In addition, it presents us
with the option to scale up with future growth, thus providing a
better performing and reliable solution for the business
applications.

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 Federation of Indian
Chambers of Commerce

and Industry
(FICCI)

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 REFERENCES

www.microsoft.com/casestudies
www.wikipedia.org
www.scribbd.com
www.realsoft.net

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