Kerstin Sieckmann

Recent Posts

The Best Way to Allocate Service Orders to Resources in Dynamics NAV

Posted by Kerstin Sieckmann on Sep 7, 2016 8:57:50 AM

The customer is king - this slogan is of upmost priority to all service-oriented companies.

Knowing the customer’s needs in advance, executing orders in a competent way and in time – these are the challenges a good customer service is confronted with. The service module in Microsoft Dynamics NAV offers every function to optimize the service management. Really every function? What is missing is the good old planning board for staff scheduling, helping to keep track of the complete team’s work and to allocate service orders manually.

This is why this blogpost is about a simple way of closing the gap: by using a Gantt add-in.

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Improve Service Quality in Dynamics NAV - Allocate Preferred Resource

Posted by Kerstin Sieckmann on Jul 20, 2016 2:00:00 PM

The Service Module of Microsoft Dynamics NAV supports equipment manufacturing and other service-savvy companies in planning their service orders. Usually, long-term recurring maintenance contracts are also part of service orders. Due to their precise knowledge of the customers’ specific requirements, many service technicians mostly serve the same customers. This is why NAV allows to allocate apreferred resource“ to a Service Item.

Read in this blog post how visualizing the service data in NAV simplifies allocating the preferred technician to the Service Item Line and helps the dispatcher to gain more agility.

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View skills to optimize resource allocation in NAV service module

Posted by Kerstin Sieckmann on Jul 14, 2016 3:52:25 PM

Service orders often require specific product know-how not every staff member has at their disposal. So, dispatchers who are in charge of organizing their service team’s deployment have to know which specific skills are needed for the service orders and which staff members have these specific skills. This is the reason why Microsoft Dynamics NAV uses information about skills for resource allocation.

The Visual Service Scheduler is a Gantt chart add-in being used as interactive, visual dispatch board in NAV and accessing the standard NAV data. Symbols let the dispatcher see which service employee has the required skills for a service item line. This way of visualizing helps to find the appropriate employee for specific customer orders faster and safer. Read more in this blog.

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Avoid Double Resource Allocation in NAV Service Module

Posted by Kerstin Sieckmann on Jul 12, 2016 1:30:00 PM

The Visual Service Scheduler (VSS) is a dispatch board for Microsoft Dynamics NAV Service Module allowing to easily plan and control service orders. It is designed as add-in and as such directly accesses the standard NAV data. Since the resources table is also used by Jobs and Assembly orders, it would certainly be useful to display resource allocations coming from these areas also in the VSS. This is why the VSS offers an option to show double allocations.

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7 Visual Scheduling Best Practices

Posted by Kerstin Sieckmann on May 10, 2016 2:48:00 PM

The basic idea of visually-led scheduling approach is to enable the user to plan and schedule in a very agile manner. When developing our Visual Scheduling Suite for Microsoft Dynamics NAV we defined some kind of cornerstones or basic principles of any visual scheduling approach. In total, they can get summarized as the 7 visual scheduling best practices. They are described in this blog post.

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Dynamics NAV Gantt Add-in for Windows, Web and Tablet Client

Posted by Kerstin Sieckmann on Mar 17, 2016 4:00:00 AM

"Mobile-first, cloud-first": The future direction of Microsoft Dynamics NAV is to provide customers with a streamlined user experience across all clients and mobile devices. To follow this strategy, we started to re-build our visual scheduling add-ins based on HTML5/ JavaScript technology. Hence, since last year we offer a fully integrated, interactive HTML5/ JavaScript Gantt add-in for visual production planning and scheduling.

This blog post gives a short overview of our proven .NET version of the Visual Production Scheduler and the JavaScript version, outlining functional differences.

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Reduce Information to Ease Decision Making in Microsoft Dynamics NAV

Posted by Kerstin Sieckmann on Feb 29, 2016 1:30:00 PM

Big Data – that’s one of the slogans of these days. Data is constantly being collected from all areas of a company and is getting analyzed - amongst others - for making production ever more efficient and faster, while individually meeting the customers’ wishes. Pouring this sheer amount of data over every employee working, whether on the shop floor or those responsible for maintaining the production schedule, will drown them. The art of ERP (and related software) systems lies in correct data preparation.  Provide each employee with exactly the data that is relevant to them so that they can check, control and optimize their area of responsibility.

A few years ago, Microsoft completely changed the user experience of Dynamics NAV from a "one-size-fits-it-all" approach and introduced the so called role-tailored clients that provide reduced, and narrowly targeted data for defined roles in the company. This first type of filtering data can be further refined to accelerate the decision process while planning. This blogpost shows how this is done.

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Visual Production Scheduling with Multiple Resources

Posted by Kerstin Sieckmann on Feb 16, 2016 3:30:00 PM

Naturally, a the complexity of production planning increases with the number of resources used. If only one machine is needed for finishing off an order, planning will be easy: Bringing forward an urgent order will postpone all other orders accordingly. Changing pre-planned orders will become a bit more difficult, however, when planning e.g. the manufacturing of products requiring several resources such as machines, staff members and tools, since the different allocations have to be taken into account. In such cases, visual production scheduling will be helpful.

This blog post mainly addresses manufacturing companies who need to plan production orders, manage delivery time commitments and have to allocate multiple resources to one order or to dedicated operations of one job. Learn from this blog post how a graphical planning board helps visualizing the results of an automatic remote control with several resources and in addition supporting the manual control of orders by immediately showing conflicts when an order is moved.

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