Award-winning Microsoft Dynamics® AX Specialists

Are you an organization with global needs? Whether your needs include multi-locations, multi-currency, multi-language or scalability, RSM asks the right questions and identifies the best solution for your business.

From core financials and best of breed solutions to vertical industry solutions like Manufacturing, Multi-Channel Retail, Public Sector or Professional Services, Microsoft Dynamics® AX can help you compete globally in this agile market.

RSM is a proven Microsoft implementation leader serving the ERP community for more than 30 years. Our experienced professionals not only understand the issues facing your industry and provide fresh insights with tailored services, they also are Certified Microsoft Professionals for Dynamics AX 2012.

Why Choose RSM for your Microsoft Dynamics® AX Implementation?

Unparalleled Experience

Our team of Microsoft Certified Professionals maintains current Dynamics certifications and regularly participates in on-going training programs.

RSM is ranked in the U.S. as the fifth largest provider of accounting, tax and business consulting services. Our Technology and Management Consulting practice operates out of 16 offices with 270+ consultants.

RSM’s Technology and Management Consulting practice has achieved its Gold Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) Competency in the Microsoft Partner Network. This competency means RSM has consistently demonstrated the ability to meet Microsoft customers’ evolving needs in today’s dynamic business environment and has completed a set of rigorous tests to prove their level of technological expertise. Additionally, we are required to retain the high number of Microsoft Certified Professionals and submit customer references.

The RSM leadership team is a seasoned group with implementation experience in financial, customer relationship management and enterprise resource planning solutions.

Industry-Specific Expertise

RSM consultants have a high level of technology experience across a number of industries. This means we spend less time getting to know your industry and more time helping you find cost-effective ways to address your business technology needs.

We handpick each project team to ensure strong experience in your industry and the technical skills to meet your needs. Consultants have extensive experience in:

  • Health Care
  • Government and Education
  • Manufacturing
  • Not-for-Profit
  • Government Contracting
  • Professional Services (project based organizations)
  • Wholesale Distribution

Efficient Implementation Methodologies

Our team of Microsoft Dynamics implementation specialists utilizes a unique implementation methodology which allows us the time to understand how each business operates and to provide a solution to best fit the needs of our clients.

The RSM implementation methodology consists of five phases that span the project lifecycle. These phases are consistent across all our engagements though the specific tasks and deliverables are dependent on the business objectives, project constraints and engagement scope. Project management stretches over all phases of the engagement to keep the project on schedule and provide quality assurance of the product delivered to the client.

Implementation Phases:

  • Phase 1 — Initiate
    The Initiate phase is critical to the ultimate success of the project; during this time, we plan the implementation and ensure that all team members have a clear understanding of the project goals, expectations and timelines.
  • Phase 2 — Analyze and Design
    The Analyze and Design phase quickly follows the Initiate phase, typically happening on the same day as the Project Kickoff Meeting. During this phase, the RSM project team develops detailed insight into your organization’s needs and how the new system will be configured to best support them.
  • Phase 3 — Build and Validate
    Using the design document as a blueprint, configuration of the new system begins. A working model of the production system is prepared, and the process flows, data conversions, reports and customizations are tested.
  • Phase 4 — Deploy
    Once agreement is reached that the system is ready for deployment, the configuration is migrated to the production environment, end-user training is conducted and final Go-Live preparations are completed.
  • Phase 5 — Operate
    Once the system is operational for 30 days, a project closing process is completed to confirm that the application was delivered as expected and that the terms of the engagement were fulfilled.

National Resources, Individual Attention

With technology practices throughout the country, we have the resources of a national organization while maintaining personalized service and hands-on involvement.

RSM is a national firm, ranked as one of the largest providers of accounting, tax, and business consulting services to middle-market companies.

Our size allows us to attract and retain exceptional people, tools and technologies, while still offering a local, personal touch with significant value at a fair price.

We have local practices throughout the country including Massachusetts, New Jersey, Pennsylvania, New York, Maryland, Virginia, Illinois, Minnesota, South Dakota, Iowa, Colorado, and Arizona.

Awards & Recognition

RSM consistently ranks as a top Microsoft Dynamics® partner in the country. Other recognitions include:

  • Gold Enterprise Resource Planning (ERP) Competency in the Microsoft Partner Network – demonstrates our capabilities in developing Microsoft Dynamics business management solutions through our skills, expertise and resources to deploy financial and supply chain management solutions matching our clients’ needs.
  • Gold Customer Relationship Management (CRM) Competency in the Microsoft Partner Network – showcases our proficiency in deploying solutions built on Microsoft Dynamics CRM and related applications.
  • Silver Hosting Competency in the Microsoft Partner Network – distinguishes RSM as a hosting expert.
  • Inner Circle. This recognition acknowledges RSM as being among the top 1% of Dynamic Partners in the US.
  • President’s Club. This ranking is based on last year’s sales and is in recognition of exceptional business success.

Microsoft Dynamics® AX for multi-channel retailers

Multi-channel retailers demand a robust enterprise software system that can successfully manage the entire spectrum of functions across the merchant’s operation. Multi-Channel Retail (MCR) is a powerful end-to-end integrated software solution developed to meet the evolving needs of multi-channel retailers. Built on the scalable, flexible and proven Microsoft Dynamics AX platform, MCR delivers cross channel order and inventory management and improves customer loyalty.

Order Management and Customer Service
Delivering excellent customer service is paramount to increasing customer lifetime value. Order entry and customer service modules that are easy to learn and provide extensive information about the customer, items, promotions and order status are key requirements for providing effective customer service.

Promotions and Pricing
MCR provides flexible tools that allow your marketing team to effectively create and track promotional campaigns and special pricing.

Warehouse and Fulfillment
MCR provides full WMS features to manage your inventory logistics.

Financial Management
While other systems require you to integrate to a separate financial package, MCR has Microsoft Dynamics AX built in, offering a set of robust features including full General Ledger, Accounts Payable and Accounts Receivable functions.

Supply Chain Management
Knowing which products you need to meet customer demand is critical to your success. MCR and Microsoft Dynamics AX provide a robust set of tools to handle the management of your entire supply chain.

An integrated web store allows users to set up item and pricing data just once and makes it available to all channels efficiently.

Business Intelligence and Reporting
Through seamless integration with SQL Server Reporting Services and SQL Server Analysis services, data analysis and reporting options are extremely powerful and flexible.

CASE STUDY: Osmotica Pharmaceutical

As a US-based manufacturer of specialty pharmaceuticals, Osmotica Pharmaceutical implements Microsoft Dynamics AX for management of their global operations, including FDA compliance and consolidated reporting. With headquarters based in Wilmington, NC and operations in Marietta, GA, Buenos Aries, Argentina, and Budapest, Hungary, they were looking to move from a traditional model where each operation was accounted individually to a consolidated model where financial statements are readily available in real time and information is shared across locations. The availability of the system to perform seamlessly in a multi-language and multi-currency environment was a key factor in selecting Dynamics AX as the locations around the globe all compliment a single manufacturing process. Their implementation has allowed them to operate, report, and analyze their operation on a day-to-day basis rather than waiting for an end of the month reporting package to be developed.

Another concern was regulation and compliance. They had specific needs around the FDA Validation process on all aspects of the implementation, from the RSM-hosted server cluster to the installation of the software, to the implementation of each of the functional areas. Through a clearly defined implementation methodology and a tried and tested documentation procedure, Osmotica is able to meet and exceed all government expectations.

We are a regulated industry – the FDA here in the United States, the Ministries of Health all around the world. The technology base had to be solid, it had to be ironclad and it had to meet the stringent requirements that the FDA and other like institutions had for us. Going with a company like RSM with their world wide reputation in accounting helped me bridge to a very quick trusting relationship with our partners. What RSM did for me, it wasn’t just about installing a module, it wasn’t about a project plan, it wasn’t about an implementation. It was about delivering solutions.”

– Michael Gesser, Vice President Finance and Treasurer, Osmotic Pharmaceuticals

Microsoft Dynamics® AX for public sector

Government organizations demand technology solutions to address their sophisticated and complex financial and constituent needs. RSM’s public sector team has worked with cities, counties, states and authorities to help them implement solutions which streamline their operations, improve performance and increase efficiency, all while understanding the pressures and politics facing public servants.

Our experienced professionals will help provide answers to the issues facing your organization, including:

  • Management by exception
  • Flexible accounting and reporting
  • Comprehensive procurement and grant management

RSM Services for Microsoft Dynamics® AX

Implementation Services

These services vary depending on many aspects of the implementation, including data conversion, additional software options and training methodology. Implementation services include:

  • Business Process Review and System Design
  • Software Installation and Configuration
  • Data Conversion
  • Integration Configuration and Testing
  • System Training and Go Live Support
  • Report Writing and Analytics
  • Post-Implementation Review

Project Management

Effective project management is critical to the success of any software implementation. Our project management practices focus on effective communication, issue management and risk management.

Software Enhancements

Periodic updates of the software will be provided through the vendor’s Enhancement Program. The updates incorporate new features and major enhancements to the application. Unique requests and specialized plans will be considered by RSM and the software vendor to provide you with a service and support plan that is tailored to suit your specific concerns.


RSM offers customized training. We will work with you to determine the appropriate training plan. Our goal is to educate your staff to the point where they are independently capable of operating the system on a daily basis. Training for staff in remote locations can be accommodated by on-site training, training in a RSM training facility or via an Internet connection (web meeting) for simple training needs.

Ongoing Support

One of the benefits of being a RSM client is the availability of the RSM Partner Resource Desk. This provides you with direct access to our qualified, dedicated help desk.

Additional support options, including extended support hours, are available from Microsoft.

Quarterly User Groups

RSM holds Microsoft Dynamics® user groups several times per year throughout the United States at our local offices. These groups are attended by many clients from our community of over 1000 Dynamics® users.

16 Offices to Serve Your Needs

Our Technology Consulting practice operates out of 16 offices with 270+ consultants throughout the United States. RSM’s local offices are located within Massachusetts, New Jersey, Pennsylvania, New York, Maryland, Virginia, Illinois, Minnesota, South Dakota, Iowa, Colorado, and Arizona.

Extending Microsoft Dynamics® AX with Accelerators

Multi Channel Retail Accelerator

Multi-channel retailers demand a robust enterprise software system that can successfully manage the entire spectrum of functions across the merchant’s operation. Multi Channel Retail Accelerator (MCR) is a powerful end-to-end integrated software solution developed to meet the evolving needs of multi-channel retailers. Built on the scalable, flexible and proven Microsoft Dynamics® AX platform, MCR delivers cross-channel order and inventory management and improves customer loyalty.

Take Advantage of New Features in AX 2012 R3

Warehouse Mobile Data Module will allow for radio frequency (RF) devices to display real-time transactions including: receiving, putting away, picking, staging, loading and cycle counting. Previously a third party ISV was required for this functionality to be deployed with a Microsoft Dynamics AX instance.

Transportation Management will include rate shopping capability as well as route and load planning. This functionality is imperative for distribution businesses to be competitive.

Omni-channel commerce and mobile retail management will include a Windows 8-based tablet Point of Sale (POS) solution that will provide customers and retailers a very unique shopping experience when deployed. Integration with online stores, loyalty programs and other features essential to a successful online shopping experience, will also be available in this release of Microsoft Dynamics AX 2012.

Demand Forecasting will also be a new feature in the Microsoft Dynamics AX 2012 R3 release. This functionality will provide a lightweight but powerful demand planning tool that will allow users to forecast demand based on historical order data found in Microsoft Dynamics AX 2012 R3 and then adjust the demand, and import the information into Microsoft Dynamics AX 2012 forecast models. It will have a feature to disqualify outliers as well. Large one-time orders that would skew the forecast can be removed from the forecast with this feature.

The Application Lifecycle Management toolset has been improved in several areas including the Business Process Modeler as well as creating and managing support cases and providing the appropriate knowledge management article or hotfix.

Master Data Management functionality will help to keep data synchronized across multiple environments and manage conflicts as well as provide a batch scheduling execution engine for this functionality.