Navision Axapta Business

Overview: Process Management

Setting goals is only one step in implementing your
Business Process Management in Navision business plan. Following through with a plan of action
Axapta enables companies to develop and comes next. But how do you know if your company is
manage business processes by identifying and on the right track to achieving its goals?
monitoring actions, which best support their
business strategy. Business Process Management helps companies

monitor the progress they are making in achieving the

goals they’ve set. The functionality in Business

Key Benefits:
Process Management helps companies leverage
• Implement effective action planning
experience and human resources so it’s easier to stay
which supports your company’s focus
on track and achieve the company’s goals. With
on goal achievement
Navision Axapta Business Process Management, you
• Execute your company’s strategy
can:
effectively

• Help strategic processes become a

• Implement effective action planning which
natural part of every employee’s daily
supports your company’s focus on goal
work
achievement

• Execute your company’s strategy effectively

• Help strategic processes become a natural

part of every employee’s daily work

Effective Planning and Action-Oriented

Information
Making a decision and taking the appropriate action is

easier when employees have a goal or strategy in

mind. Goals and strategies are often summarized by

action-oriented information. Action-oriented

information makes individual and or company goals

clear. It also describes the best method of achieving

Fact sheet, 06.07.2001, v 2,5

1
the goals. Action Template
Process design can be implemented by using action
In addition to supporting action management,
templates. This way a process can be supported
Business Process Management provides an excellent
optimally as best practice. An action template gives
tool that can be used by management to communicate
you an unlimited choice in the number of actions that
key strategies and progress to employees. In this
can be created simultaneously with distribution to the
respect, the solution provides both high-level and
responsible people. The selection is based on the
detailed views of progress in easy to understand
definition defined by you.
terms.

For example, process design can be used to create a

Furthermore, the response to planned actions is an
checklist in connection with a recruitment process or
important contribution to management information.
an instruction procedure for preparing new

employees.
Flexible Action Management
The Business Process Management solution enables
Response and Tracking
any Navision Axapta user to establish and manage
It is easy with Navision Axapta Business Process
tasks. Tasks ensure employees are following a
Management to respond to actions, create diverted
standard structure, which includes follow-up as a
actions, and require actions between employees. You
natural part of planning.
can set up the system so that a given response

automatically suggests a new action. This ensures

Actions
consistency and gives you the ability to control
Using Business Process Management’s structured
procedures.
and intuitive tools, any employee can define
personalized actions. An employee can set his / her
Every action and response has an identification that
own priorities and select and sort various types of
ensures a structured and measurable follow-up, along
information, such as project status, responsible
with tracking of dependencies.
persons, date intervals and so on.

Effective Action Planning

It is easy for the manager or person responsible to
Action planning helps your company stay focused on
connect with information in an employee’s
set goals. You decide which data in Navision Axapta
personalized system that is needed for analysis and
is used to create the foundation for an action-oriented
job management.

Fact sheet, 06.07.2001, v 2,5

2
effort such as campaigns, customer satisfaction, Contact Your Partner
employee performance reviews, recruitment tasks and To learn more about Navision Axapta, contact your

administration of other resources, for example, local Navision Solution Center. They have the

machinery. expertise necessary to meet your specific business

needs.

Easy and flexible planning allows you to control which

tasks are delegated to which employees. You can About Navision

define characteristics, such as qualifications and Navision a/s is a leading global provider of cost-

organizational or physical location, and use the criteria effective and adaptable integrated business solutions

to filter choices for various responsibilities. that help companies in their quest to grow. The

company has more than 127,000 customers

Effective Management of Your worldwide, a global network of more than 2,200

Company’s Strategy and Vision partners, and 1,065 employees in 26 countries. The
Navision product line consists of Navision Axapta,

Strategic Planning Navision Attain/ Navision Financials, and Navision

You can use a strategic plan to identify, control and XAL. Navision a/s was created through the merger of
monitor the progress of your company’s overall Navision Software a/s and Damgaard A/S in

strategy or an employee’s development plan. A plan is December 2000. Its shares are listed on the

set up as a main plan or a sub-plan with Copenhagen Stock Exchange (CSE: NAVI). The

accompanying references. It is updated with start and company is headquartered in Vedbaek, Denmark. You

end dates, responsible employees, organizational can learn more about Navision a/s on the Internet at

units and a classification of which type of plan it is. www.navision.com

From the initiation of a plan until the end result is

Copyright © 2001 Navision a/s (NavisionDamgaard a/s), CBR No. 76 24 72 18. The trademarks referenced
TM
herein and marked with either or ® belong to Navision a/s (NavisionDamgaard a/s) or Navision
achieved, responsibilities must be delegated and Development a/s. The names of actual companies and products mentioned herein may be the trademarks of
their respective owners. No part of this document may be reproduced or transmitted in any form or by any
means, whole or in part, without the prior written permission of Navision a/s. Information in this document is
tasks fulfilled - all of which can be controlled and based on Navision Axapta version 2.5 and subject to change without notice. All rights reserved.

monitored by the action management module.

With the strategic planning module you can ensure

that the strategic processes become a natural part of

every employee’s daily work. This ensures you get the

most value from resources. It also creates a shared

understanding of the organization’s focus and goals.

Fact sheet, 06.07.2001, v 2,5

3
Fact sheet, 10.07.2001, V.2.5

4
 Data Summary Sheet
Key Features Description

Action Management • Easy administration

• Effective follow-up on initiatives and results
• User-friendly action and response functions
• Traditional information on responsibilities, time, priorities and status, as well as other relevant detailed
information
• Structures response with notes for feedback
• Tracking and dependencies
• Effective generation of diverted actions
• Generic auto-action system for structuring user-friendly operations
• Process integration
• Actions can be sent as email or created as tasks in Microsoft Outlook
• Emails can be sent to those responsible for actions, contact persons regarding actions, or both
• The field content in Navision Axapta that is used as email or tasks is indicated in the set up for individual
action types
• Process design can be implemented by using action templates. This way, a simple process can be
supported optimally as best practice.
• An action template includes an unlimited choice in the number of actions that can be created
simultaneously with distribution to the responsible people from within the definition

Action Planning • Action planning with advanced employee assignments.

• Able to use for marketing campaigns, customer satisfaction surveys, employee discussion, recruitment
task

Strategic Planning • Support for principles behind “The Learning Organization”

• Identification of current reality and end results
• Ongoing documentation of conditions with the most recent news
• SWOT (Strength, Weaknesses, Opportunities, Threats) analysis to support the current reality
• Breakdown of visions with intermediate goals and milestones
• Planning and follow-up with actions on initiatives
• Risk analysis
• Best practice for advice on building upon strategic plans
• Templates as models, for example: project or quality control, production flow and other process
implementation or as a tool for employee discussions on personal goal setting
• For instructions in “best practices”, the user is helped step-by-step through the creation of a strategic
plan with all the features that normally make up such a plan
• Strategic planning is integrated with the organization module in Human Resource Management and
Balanced Scorecard

Reports and • Strategic plan and status reports

Statistics • Action statistics

Fact sheet, 10.07.2001, V.2.5