This document outlines the journey of Astrup Fearnley IKT in moving their ERP system from AX2009 to Dynamics 365. It discusses the initial goals, challenges faced, and changes in plans due to Microsoft roadmap changes. Over multiple project plan versions, the key tasks of automating integrations, implementing new modules, and eventually migrating to Dynamics 365 online were refined. While some goals have been achieved, the project has faced delays from Microsoft and third parties. Success factors included involvement from all stakeholders, open communication, and flexibility throughout the multi-year process.

1. Astrup Fearnley IKT
How to ensure a safe and successful implementation
of Dynamics 365
- From AX2009 via AX7 to Dynamics 365
Moving from the safe and known into
the new and unknown

2. Astrup Fearnley IKT

3. Astrup Fearnley IKT
Who am I
• Work
– Astrup Fearnley since 2007, Solution Architect Dyn365
– Proact (1 år)
– Elkem (5 år)
– Unitor (now Wilhelmsen ship service) (5 år)
– Scan-Fact (3 år)
– NILF (3 år)
• Education
– Bachelor in Computer science @ UIO (1988)
– Executive Master of Management @ BI (2014)

4. Astrup Fearnley IKT
Status 01.09.2015
• Admin wanted to upgrade AX 2009
• Technical upgrade
– Support for EHF
– AX2009 have been running since 2011
– New solution to be released in 2016
(AX7)

5. Astrup Fearnley IKT
Situation 01.09.2015
AX2009+Pmax Fearnbiz
Datanova
Probroker
Medius
H L lønn og reise
Syntero
Qlikview
Tazette
Adra Match
Maestro Cantor

6. Astrup Fearnley IKT
Challenges
• A lot of manual Integrations
– Time consuming
– Poor data quality
• Manual invoice registration from the shipping contract
system, Fearnbiz
• Manual, time consuming processes in Fearnley
Offshore
– Long term contracts managed and invoiced in in Excel
– Forward book managed in Excel

7. Astrup Fearnley IKT
Planning the Project
• My Project mandate:
– Build a solution for the future
– Keep progress on project milestones
– Cost control
– Have a 360o degree overview of the solution

8. Astrup Fearnley IKT
Project team
• All departments that will use the new
solutions is represented
– Accounting competence
– Property management (FlexProperty – CGI IP)
• Partner (CGI)
– High competence
– Dynamics 365 – new area & product..

9. Astrup Fearnley IKT
Projectplan Version 1 and 2
03.09.2015 30.03.2017
01.10.2015 01.01.2016 01.04.2016 01.07.2016 01.10.2016 01.01.2017
03.09.2015
Startup Analysis 14.12.2015
Accept analysis report
31.12.2015
Plan for delivery
11.01.2016
Startup Main project
01.11.2016
Finalize solution
27.03.2017
Acceptance/Live
03.09.2015 - 14.12.2015
Analysis
11.01.2016 - 30.04.2016
Prepare/customize AX7
02.05.2016 - 01.11.2016
Installation and testing of AX7
01.11.2016 - 27.03.2017
Acceptance period
01.09.2015 01.07.2017
01.10.2015 01.01.2016 01.04.2016 01.07.2016 01.10.2016 01.01.2017 01.04.2017
01.09.2015 - 31.12.2015
Analysis
20.01.2016
Report delivered
20.01.2016 - 01.07.2016
Improvement
15.06.2016
Automation finished
02.05.2016
Projectmodule eccepted
31.12.2016
Medlemssystem klart
01.09.2016
ExFlow in prod
08.08.2016 - 01.07.2017
AX7 preparation and startup
01.07.2017
AX7 w/FlexProperty in Prod
Tasks
• Automation of integrations
• Project module
• Implement ExFlow
• Member system for the Museum(CRM)
• FlexProperty implementation
• Prepare and install AX7

10. Astrup Fearnley IKT
Status 20.01.2016
• AX7 available Q2 2016
• AX7 only in the CLOUD
• Revised plan
– Improve existing solution
• Automate integrations (BizTalk)
• Replace Medius with ExFlow (invoice)
• Replace Pmax with FlexProperty
• Project module for Offshore
• Evaluate: Member system for the Museum
– Planning for AX7 implementation

11. Astrup Fearnley IKT
What happend with AX 7?

12. Astrup Fearnley IKT
Microsoft Roadmap

14. Microsoft
Sales
Customer
Service
Field Service
Project Service
Automation
Operations
Financials
Marketing
+ Adobe

15. Astrup Fearnley IKT
New Challenges
• AX7 is suddenly rebranded to Dynamics 365 Enterprise
• Only in the Cloud (SAAS)
• Timeframe adjustment
• Impact on organizations and plans
• Microsoft is suddenly a Partner in a whole different way
– LCS (Lifecycle service)
– Approval of customization
– Change of License model
• FlexProperty only in new solution
• Integration with POS system in the Museum not good enough
– > AFM should replace POS with a compatible system
• AFM member system must be integrated with App, but developer cannot
deliver

16. Astrup Fearnley IKT
Project plan Version 3.0 (01.01.2017)
Tasks
• Finalize customizations
• Implement ExFlow (new version)
• Finalize member system for Museum(CRM)
• New App vendor
• FlexProperty implementation
• Install and test D365O
• Option: Replace Museum POS with D365O retail POS
01.09.2015 31.12.2017
01.10.2015 01.01.2016 01.04.2016 01.07.2016 01.10.2016 01.01.2017 01.04.2017 01.07.2017 01.10.2017
20.01.2016
Report delivered 01.10.2016
Projectmodule released
09.11.2016
EXFlow released
15.06.2016
Automation finished
01.11.2017
D365 in production
31.12.2017
POS solution delivered
01.04.2017
D365 Environment
ready
01.08.2017
Customization
Ready
01.09.2015 - 31.12.2015
Analysis
20.01.2016 - 09.11.2016
Improvement
02.01.2017 -
01.04.2017
D365 prep
03.04.2017 - 01.08.2017
Customization
01.08.2017 -
01.10.2017
Pilot
01.06.2017
Membersystem ready 01.08.2017
APP relaesed
12.10.2017
Pilot accepted

17. Astrup Fearnley IKT
New Challenges again
• Dynamics 365 release (PU8) is delayed from Microsoft
– FlexProperty delayed due to Microsoft delay
• App is delayed due to security concern
• Decided to replace POS with MS retail
– Module integrated with D365O

18. Astrup Fearnley IKT
Projectplan version 4.0 (30.08.2017)
New POS for AFM
01.01.2017 31.12.2017
01.04.2017 01.07.2017 01.10.2017
01.01.2017 - 29.03.2017
Define D365 Environment
29.03.2017
D365 Env.defined
03.04.2017 - 20.09.2017
Design and customizatioin
20.03.2017
UAT enviroment established
01.07.2017
test env established, testing done
20.09.2017
Design and cust. finished
11.10.2017
-
20.10.2017
Acceptance
testing
01.10.2017
Platform upgrade
20.10.2017
Solution accepted
01.11.2017 -
30.11.2017
PILOT
01.12.2017
Full Production
11.09.2017
Design ready
02.10.2017
Basic setup ready
06.11.2017
Integrations and cust ready
13.11.2017
Training finished
04.12.2017
Pilot accepted
11.12.2017
POS in production
Tasks
• Finalize App
• Install and test D365O
• Go live with D365O
• Install D365O retail POS
• Integrate POS with member system and Portals for access
• Go live with POS

19. Astrup Fearnley IKT
Results so far
• Automation finished
– Estimated 72 hours saved per month
– Manual errors reduced
– More accurate and better data from Fearnbiz
– Project module gives better reports and control
– Better integration with Exflow than Medius
• User interface not so good in AX2009 version.

20. Astrup Fearnley IKT
Results …..
• Membership solution in production
• App finally released
• D365O customizations in test
• New POS for Museum must be in place before
31/12
• Integrations is updated to support D365O
• Pilot is delayed with one month due to Microsoft
delay

21. Astrup Fearnley IKT

22. Astrup Fearnley IKT
Key success factors
• «Include everyone»
• Good and open dialogue
• Senior project Management from both parties
• Cooperation
– Progress more important than distribution of blame
• Fixed weekly meetings/demos/workshop
• All changes is cost estimated before approval
• Good Cost control
• Flexibility during the process
• Open discussion about uncertainties (risks)

23. Astrup Fearnley IKT
Questions?