Working in a Role Center

The RoleTailored user experience supports the roles your people play – to fit your organisation. Whether it’s for a bookkeeper or a warehouse worker, each user profile can have its own Role Center that helps users:

• Perform tasks effectively and comfortably by choosing the level of complexity that best fits the way they work
• Take effective action by easily finding and using the information they need
• See the positive contributions they make by seeing the tasks they’ve worked on and the work ahead of them in the context of the company’s workflow.

NEW RoleTailored Client

In Microsoft Dynamics NAV 2009, pages replace forms as the main way to display and organise data. Pages are displayed in the RoleTailored client, which offers users a visual experience more closely aligned to Microsoft Office and Windows.

In the RoleTailored client, every user has a Role Center page, tailored to their individual needs and tasks they perform. The RoleTailored Client offers greater integration of reporting functionality with easily reachable Business Intelligence (BI) tools.

Rich customisation allows users to personalise their own user experience (RoleTailored Client). Using the Chart Pane, for example, users are able to add multiple dynamic charts to their Role Center, allowing them to monitor the KPIs for their specific role.

The user's Inbox also sits within their unique Role Center screen eliminating the need to constantly switch between applications.

The key elements of Role Centers

• The Navigation Pane shows you the lists and application areas you see the most.
• Microsoft Outlook interface gives you a quick overview of appointments, tasks and emails without having to leave Microsoft Dynamics NAV
• Activities displays your work ahead in stacks-of-paper- icon to help you plan your work.
• My lists enables you to list useful items, such as your customers or vendors, to help you find the information you need quickly
• My notifications allows you to see important information about a document from a colleague
• Graphs and Charts enables you to set up charts that show performance metrics and promote informed decisions in your organisation.

A unique user experience

Microsoft Dynamics NAV is a business management solution that can be tailored to the role of the user. It offers a unique user experience – one that promotes efficiency and high productivity. So let’s take a look at what Susan the Order Processor has gotten out of her Role Center.

Susan only sees what is relevant to her job. Her Role Center pushes the tasks she needs to focus on to fulfil her role in the company. Not only does it help her focus on her activities, but it also lets her:

• Get an overview of the work ahead so she can prioritise tasks.
• Receive notifications from colleagues about urgent issues
• Monitor her performance over time to see how her work affects each order as it moves through the company
• Feel connected to her colleagues and to her company

A high degree of task focus

Every Role Center promotes a high degree of focus. For example, Susan might break off from a task to get a coffee. She returns to her desk with a steaming cup and picks up exactly where she left off. How?

When she begins a task she opens a new window. The task name is clearly shown. And when she’s done, she closes it. One glance at the pop-up window she left open when she went to get a coffee tells her exactly where she let off. And she can resume her work right away.

Greater simplicity for greater productivity

Business management software has simplified business processes. But the RoleTailored approach takes this one step further: it promotes simplified processes for each individual in your company. For example, in the Role Center, the “Activities” tab displays each process you are involved in at that particular moment, giving you a constant overview of the work process.

The result? Increased productivity and greater job satisfaction – a nice, positive feedback loop to have as an integral part of your work processes.

Easy to personalise for maximum agility

The benefits are clear. You can personalise Role Centers, lists and task pages very quickly to reflect changes in staff, shifts in employee responsibilities or an expansion in your company’s activities – without having to use a member of your IT department, or pay an external programmer.

You get a solution which is easy to use. It provides people with tools and information that can unleash their individual potential and in turn, fuel new levels of business performance.