AX Audit & Review

Unavoidably, as your organization grows, the technology needs and strategy requirements of your business will change. Over time, these changing business needs can affect the health and performance of key components within your technology environment, especially your Microsoft Dynamics AX (Dynamics AX) ERP system and its supporting hardware. It is for these reasons that it is necessary to conduct a comprehensive audit and health checkup of your Dynamics AX system and hardware.

Good Time for a Health Check-up? 

Determining when and why it is appropriate for your organization to undergo a thorough system audit and health checkup can be complicated. In some instances, a business may not have the proper resources or expertise to conduct a system analysis. However, even if this isn’t the case, we often still find that business decision makers and managers within an organization are liable to overlooking critical issues and process gaps because of their close proximity to the business operations.

The AX Doctor Is In 

SEILAX prescription for a comprehensive system assessment is comprised of a three-split approach that includes the following:

  1. System Audit: evaluate system performance and resources
  2. Setup & configuration Audit: identify process gaps within the system
  3. Development Audit: identify problems with custom coding and interface logic

System Audit  

Our System Audit for Dynamics AX consists have there been changes in business requirements due to organizational growth, employee turnover of a thorough analysis of various process-related activities and system hardware and resources to identify the source of performance problems. Here are some of the common culprits of performance issues that we look for in our analysis:

  • Inadequate hardware resources
  • Improperly configured hardware resources
  • Bad network architecture
  • Inadequate bandwidth
  • Poorly written system customizations
  • Inefficient processes causing table locking
  • Setup & configuration Audit 

A Setup & configuration Audit is designed to identify and resolve setup and data problems that could cause improper or inconsistent operation of the Dynamics AX ERP System. Upon Go-Live, these problems, if not corrected, could lead to critical system issues. Another great reason to conduct a Setup & configuration audit is that it will isolate financial posting issues, which will make the task of closing out the first month easier. This Setup & configuration Audit process is very effective in helping to identify system readiness and assess risks:

  • Module wise Setups
  • Organization & policies
  • Review for Completeness – isolate any inconsistent or incomplete setup information
  • Parameters – review for completeness and best practices
  • Master Data Review
  • Migration Effectiveness – check for incomplete and inconsistent field setups
  • Financial Posting
  • Validation – verify integration and effectiveness of account integration with dimensions for consistency and integrity
  • Posting – review all of the posting profiles and postings for consistency and accuracyc. Dimensions – review financial dimensions to ensure consistent setup
  • Manufacturing
  • Bill of Materials (BOM) and Routings – review of BOMs and routings to isolate potential data and architecture problems
  • Costing sheet
  • Inventory Closing Problems
  • System Review
  • Conduct a review of all findings and recommendations. This will also be an opportunity for users to ask questions about any other aspects of Dynamics AX.

Due to the common occurrence of setup issues, a Setup & configuration Audit  is necessary for isolating and correcting problems that lead to an inefficient system. This process involves identifying known inconsistencies and comparing the underlying business model and processes against industry best practices setting up any system and using it properly is a challenge. A system that is poorly designed and improperly set up can cause the following types of problems:

  • Inaccurate and inconsistent financial posting
  • Inconsistent operations
  • Failed or incomplete processes
  • Time-consuming and inefficient workarounds
  • Interface problems
  • Execution inefficiencies
  • Development Audit

There is not a one-size-fits-all ERP system, which means that most systems require some type of customization in order to provide functionality that is not natively available. There are also cases where a system requires customization for the optimization of critical business processes. Inevitably, there are poor customizations and code alterations that negatively affect a system.

Customizations will usually involve some level of changes to the software code, whether adding to or editing standard Dynamics AX code. When the coding process is done quickly or casually, this leads to problems that directly affect the risks and long-term costs associated with operating the system. Here are some typical problems that are strong indicators of an improperly coded system:

  • Inefficient querying techniques that lead to large resource consumption
  • Inaccurate code that causes inconsistent and unreliable results• Substandard coding techniques that leave fractured data structures
  • Poorly organized development projects
  • Improper documentation and processes
  • Inadequate training
  • Vertical processes that break other processes
  • Improper use of standard objects
  • Our Prescription for a Healthy ERP System
  • Your Dynamics AX ERP system is an important investment that is central to the efficiency and profitability of your business. As with any business, as new initiatives emerge, technology needs evolve that will require your organization to make changes to its Dynamics AX system. These changes often put more strain on a system with regard to data integrity, hardware requirements or customizations to the code. If your organization is experiencing any of the aforementioned hardships, then now is a good time to consider a Dynamics AX System Health Checkup to ensure that your ERP is performing optimally and operating efficiently.