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SOLUTION OFFERING PRESENTED TO

Ramen Nagi

Proponent: Genie Technologies, Inc.

Unit D, 7/F Alphaland Southgate Tower Building
#2258 Don Chino Roces Avenue Corner EDSA
Makati City, Philippines 1231
(632) 8461239

Attention:

Submitted by: Elisa Galang

Business Unit Head, Microsoft Dynamics
Genie Technologies, Inc.

Date: 25 July 2019

©2018 GENIE TECHNOLOGIES CORP.

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

2258 Don Chino Roces Ave., corner EDSA, Makati, Philippines 1231 Page 1 of 42
JAKARTA, INDONESIA: Menara Kuningan Fl 1, Unit H Jl HR Rasuna Said Kav
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25 July 2019

Mr. Frank Vibar

CIO
Starbucks Coffee Philippines
G/F Urban Bldg. 405 Sen. Gil Puyat Ave.
Makati City, Philippines

Dear Mr. Vibar

Genie Technologies, Inc. is pleased to submit this proposal for implementation services of Microsoft
Dynamics NAV 2018 to Starbucks Coffee Philippines.

The solution that we offer is one that allows your business to get up and running quickly using Microsoft
Dynamics NAV 2018 as the platform that integrates the enterprise, linking relevant processes, monitoring
compliance, and consolidating information for statutory and management reporting. NAV 2018 provides
businesses an adaptable, scalable system with familiar tools to help improve productivity, automate
business processes, enhance software familiarity, adoption and usability, achieve the insights needed to
drive success, and manage changes and growth.

We believe that Starbucks Coffee Philippines has much to gain by leveraging on our huge understanding
of the retail industry and our actual collective knowledge and experiences in ERP implementations using
Microsoft as technology platform.

Enclosed is our solution footprint and investment brief for your in-depth evaluation. We will be glad to
entertain any questions or clarifications regarding the proposal at any time most convenient to you.

Very truly yours,

Elisa Galang
Business Unit Head-MS Dynamics
Genie Technologies, Inc.

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

2258 Don Chino Roces Ave., corner EDSA, Makati, Philippines 1231 Page 2 of 42
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Confidentiality and Disclaimer

This proposal is presented on the understanding that it is a confidential document due to its proprietary
content to GTI Technologies, Inc. (GTI) and those of our technology and solutions partners.

The content of this document remain the property of GTI and shall be kept confidential within authorized
personnel for the purpose of evaluation. No part of this document shall be reproduced, or its contents be
disclosed to any party, in part or in whole, for any purpose without the express written consent of GTI.

The materials and recommendations for equipment, programs, and services contained in this proposal are
estimates based on information that has been furnished to us and on our evaluations. While we believe
our estimates to be sound, the degree of success with which such equipment, software programs, and
services can be applied to data processing is dependent on numerous factors, many of which are not under
the control of GTI. Therefore, our estimates as to the results to be obtained must not be regarded as
expressed or implied warranties.

The information described in this document are not to be used or disclosed except to the recipient’s
employees, officers, and agents or contractors engaged in evaluating this proposal and who are subject to
appropriate written undertakings consistent with these confidentiality and usage restrictions. Note that
expressed information in this document is for information purposes only. GTI disclaims all warranties,
express or limited, including, but not limited, to the implied warranties of accuracy and fitness for a
particular purpose.

Trademarks

Every effort has been made to identify trademark information in the accompanying documents. However,
this information may unintentionally have been omitted in referencing particular product(s). Product
names that are not noted are registered trademark or trademarks of their respective holders.

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

2258 Don Chino Roces Ave., corner EDSA, Makati, Philippines 1231 Page 3 of 42
JAKARTA, INDONESIA: Menara Kuningan Fl 1, Unit H Jl HR Rasuna Said Kav
5 Block X-7, Karet Kuningan, Setiabudi South Jakarta, Indonesia 12940
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DOCUMENT CONTROL

Date Author/Contributor Version Reference

8.20.2018 Elisa Galang, Business Unit Head, Genie Technologies, Inc. 1 Initial copy
8.31.2018 Elisa Galang, Business Unit Head, Genie Technologies, Inc. 2 Revision 1
7.25.2019 Elisa Galang, Business Unit Head, Genie Technologies, Inc. 3 Revision 1

Date Reviewer Version Reference

Mahesh Gopinath, CEO, Genie Technologies, Inc. 1 Initial copy

Date Distribution Version Reference

Mr. Frank Vibar 1 Initial copy

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

2258 Don Chino Roces Ave., corner EDSA, Makati, Philippines 1231 Page 4 of 42
JAKARTA, INDONESIA: Menara Kuningan Fl 1, Unit H Jl HR Rasuna Said Kav
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TABLE OF CONTENTS
1 EXECUTIVE SUMMARY ................................................................................................................ 6
2 PROJECT OBJECTIVES .................................................................................................................. 7
3 PROJECT SCOPE.......................................................................................................................... 8
3.1 Architecture and Functional Scope....................................................................................... 8
3.2 Scope of Services .............................................................................................................. 12
3.3 Post Implementation Support ............................................................................................ 15
4 PROJECT PARTNER: GENIE TECHNOLOGIES, INC. ........................................................................ 16
4.1 Our Solution Offerings:...................................................................................................... 16
4.2 Our Partners and Affiliations:............................................................................................. 17
5 METHODOLOGY: MICROSOFT DYNAMICS SURESTEP .................................................................. 18
5.1 Sure Step Methodology 5 Implementation Phases: ............................................................. 18
5.2 Sure Step Methodology Project Types: ............................................................................... 19
6 PROJECT PLAN AND TIMELINE ................................................................................................... 21
6.1 Milestones and Timeline ................................................................................................... 21
6.2 Work breakdown Structure ............................................................................................... 21
6.3 Project Organization ......................................................................................................... 22
6.4 Project Risk Management.................................................................................................. 24
7 INVESTMENT DETAILS............................................................................................................... 28
8 TERMS AND CONDITIONS ......................................................................................................... 30
9 INTELLECTUAL PROPERTY PROTECTION ..................................................................................... 32
10 ACCEPTANCE ........................................................................................................................ 33
11 APPENDIX A: SYSTEM REQUIREMENTS ................................................................................... 34
11.1 Dynamics NAV Server Components .................................................................................... 34
11.2 Dynamics NAV Windows Client Requirements .................................................................... 36
12 APPENDIX B: ANNUAL MAINTENANCE ................................................................................... 39

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

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1 EXECUTIVE SUMMARY
Genie Technologies, Inc. (hereinafter known as ‘GTI’) is pleased to present to Starbucks Coffee Philippines
(hereinafter known as ‘Client’) a proposal to implement Microsoft Dynamics NAV 2018 solution.

Client, a member of the Rustan Group of Companies is the authorized licensee of Starbucks Retail Business
in the Philippines. The first Starbucks store opened on December 4, 1997 at 6750, Ayala Avenue. Since
then, over 300 stores have opened with its continuous commitment to offer customers the world’s best
coffee and the finest coffee experience.

The primary objective of this proposal is to consult, implement and provide post implementation support
services for Dynamics NAV 2018 standard modules including POS-Interface requirement and potential
customizations specifically suited to automate the following processes:

o Procurement
o Inventory
o Warehouse
o Financial Management
 Payables
 Receivables
 Cash Management
 General Ledger
 Fixed Asset
o Materials Requirements Planning
o Bill of Materials
o Statutory and Management Reporting
o Integration with Store Point of Sale Operations System (LS NAV)

All integration and customization requirements not identified in this proposal will require collaboration
and approval between both parties to identify whether billable or not before carrying out.

This implementation of Dynamics NAV 2018 applies to an on premise set-up for 1 company, one physical
server and location and one production database. Any additional configuration not described herein will
require collaboration and approval between both parties to determine impact to timeline and budget
before execution.

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

2258 Don Chino Roces Ave., corner EDSA, Makati, Philippines 1231 Page 6 of 42
JAKARTA, INDONESIA: Menara Kuningan Fl 1, Unit H Jl HR Rasuna Said Kav
5 Block X-7, Karet Kuningan, Setiabudi South Jakarta, Indonesia 12940
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2 PROJECT OBJECTIVES
This proposal aims to:

Optimize the full capabilities of Microsoft Dynamics NAV to complement the operational
requirements of Company.
 Recommend available features within Microsoft Navision that GTI has determined to be either
essential, useful or optional to the operations of the company
 Recommend “work-around” configurations on where standard configuration is not available in
the current Microsoft Navision version but has an alternative approach within the standard
configuration of the system
 Provide customizations on where company has deemed to be a necessary feature/ function

Exercise the best practice implementation approach and effectively recommending various Business
Process Re-Engineering
 Recommend standard procedures and system configurations within the Microsoft Navision
 Minimize enhancement and customization to the “must have” items and functionalities
whenever available and applicable
 Recommend the optimum IT infrastructure acceptable to company in relation to performance
vis-a vis cost effectiveness

Develop a sustainable solution footprint and IT Roadmap that would support the needs of the business
both in the present and foreseeable future.

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

2258 Don Chino Roces Ave., corner EDSA, Makati, Philippines 1231 Page 7 of 42
JAKARTA, INDONESIA: Menara Kuningan Fl 1, Unit H Jl HR Rasuna Said Kav
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3 PROJECT SCOPE
3.1 Architecture and Functional Scope

Microsoft Dynamics NAV 2018 is the chosen solution of Client for their ERP implementation requirement.
Dynamics NAV is multi-language, multi-currency business management solution that helps small and mid-
size companies worldwide manage their accounting and finances, supply chain, and operations.

Microsoft Dynamics NAV will be configured for Client on premise, for one company, in a single physical
server, single database platform where access from local area network and, if required, from different
remote locations will be made possible via internet connection. It has to be emphasized in this case that
productivity and efficiency of use of the system may be affected by the corresponding availability of the
internet band-with.

This scope of work identifies and documents as many of the customer’s high-level requirements as
possible, Functional and Non-Functional (i.e. technical) and any Integration and Interface requirements
that will be important factors of consideration for the customer’s evaluation and decision on their ERP
solution. The scope of this project is derived from the following:

 A high level scoping activity conducted that is intended to examine the as-is processes selected
for potential implementation, to ensure that the chosen Microsoft Dynamics product can support
those processes. Highlighted from this activity is the discovery of below challenges with the
current NAV set-up:
• Tedious process in ordering and consolidation using excel templates.
• Cost of Goods Sold is being computed manually outside NAV.

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

2258 Don Chino Roces Ave., corner EDSA, Makati, Philippines 1231 Page 8 of 42
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• Use of other systems outside of NAV resulting to disparate solutions for Financials,
Supply Chain & Sales despite having an ERP system in place.
• Subsidiary Ledger is not equal to General Ledger.
• Limitation of the lower version of NAV system resulting to users experiencing table
locking when posting transactions simultaneously.
• Posting of transactions takes a very long time to process.
• Deficient system controls with the use of various uploading tools that are directly
updating the NAV tables and with all users having full access to all areas of the system
• No ranking or prioritization method being used for warehouse let down process
• Replenishment of regular orders are done manually

 Reply to the Request for Proposal (RFP) document provided by Client. However, items identified
as requiring customization in the RFP will require further understanding and analysis and is not
included as part of the scope of work of this engagement nor in the commercial details of this
document.

Establishing the scope of work on the 2 above considerations, Microsoft Dynamics NAV will be
implemented base on a centralized back-office system configuration which means that Client will have a
centralized access to standard NAV 2018 modules with features and function configured to serve as basis
of information for:

 Financial Management. Gain a comprehensive view of financial data across the organization with
end-to-end integration. Modules covered are:
o General Ledger and Budgets
o Accounts Receivables and Collection
o Accounts Payables and Disbursements
o Bank Management and Reconciliation
o Debit and Credit Memos
o Fixed Asset Management
o Allocations and Periodic Entries
o Periodic and Year-End Closing
o Financial Reporting – Statutory (BIR) and Management

 Supply Chain. Provides inventory management for single or multi-site warehouses in addition to
handling order processing and demand planning. Goods on hand can be matched to customer
demand while reducing inventory and distribution costs. Warehouse processes can be integrated with
the rest of the customer business to better manage goods, space, and costs. Demand can be satisfied
with multiple planning options and tracking of utilization and materials costs. Manage requisition
through purchasing by deploying standardized processes, including approval workflows with enforced
approval limits. Modules covered are:
o Sales Order Management

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o Purchase Order Management

o Inventory Management
o Locations
o Warehouse Receiving – Receipt and Put-away
o Warehouse Shipment – Pick and Ship
o Transfer Orders
o Item Budgets and Forecast
o Bin Movements
o Item Journals
o Cycle Count and Physical Journal
o Inventory Closing Procedure
o Item Charges – Importation and Landed Costing
o Inventory Costing Methods and Calculation

 Manufacturing. Microsoft Dynamics NAV manufacturing can be deployed to manage production

orders, bills of material, supply planning, and capacity requirements planning. Through additional
components, agile manufacturing can be deployed to quickly respond to changing customer
demands (for example, by planning rush orders, making exceptions, and making last-minute changes
to processes and planning). In addition, the customer implementing Microsoft Dynamics NAV
manufacturing may wish to deploy additional components to incorporate the features for version
management, machine centers, demand forecasting, and finite loading. Modules covered are:
o Materials Requirements Planning
o Bill of Materials
o Consumption and Output Journals

 Interface. Part of the scope of work and solution footprint also includes transfer of sales and
inventory transactions from the point of sale system to back office ERP Microsoft Dynamics NAV via
Navision Interface Manager (NIM). The NIM allows the automatic transfer of POS transactions from
Aloha to equivalent NAV financial entries including Sales and Payments (different Tenders), Sales
Returns and Exchange, Cost of Sales, Production Entries. The interface covers:

o Data movement:
 Data from stores is assumed to be consolidated in the Aloha database at
headquarters.
 From the Aloha database at HQ, data is sent to the Navision Interface Manager
(NIM) where set-up for the interface is configured and data mapping process
transpires.
 From NIM, data is sent to NAV Staging table for validation then posted to the
Sales and Item Journals with the option for automatic posting to update
subsidiary and general ledgers immediately.

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

2258 Don Chino Roces Ave., corner EDSA, Makati, Philippines 1231 Page 10 of 42
JAKARTA, INDONESIA: Menara Kuningan Fl 1, Unit H Jl HR Rasuna Said Kav
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o Interchange of Information:
 Between Aloha and MS Dynamics NAV
 Automatic and unattended interchange
 Manual interchange available
 Aloha and MS Dynamics NAV databases updated directly
 Duplicates automatically avoided

o NIM Configuration:
 Determine which Aloha POS transactions go to which table in MS Dynamics NAV
including identification of Journals, Store Dimension, Posting Set-ups and GL
Account mapping
 Define frequency of interchanges

Below is an illustration of the macro level solution footprint recommended to Client for this project:

 Business Forms and Reports Inclusion. The Standard forms and reports available in NAV
2018 is recommended to be utilized. It is also recommended that Account Schedules and
Analysis by Dimensions be maximized as a reporting tool and be used to generate financial
reports unique to Client. Any business form or report not standard in NAV 2018 or not
identified to be part of customization covered in this documentation is going to be treated
as a separate and engagement and will be billable to the client.

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

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 Statutory Reporting. The scope of work and commercial details covered in this engagement will
include objects and implementation services for BIR CAS Compliance Pack for NAV 2018 nor services
to migrate the BIR Objects from the company’s existing version of MS Dynamics NAV to NAV 2018.
The GTI BIR Pack should it be decide to be part of the engagement includes the following:

o Expanded Withholding Tax forms:

 2307
 1601E
 1601E Alphalist
 1601E DAT File
 1604E
 1604E Alphalist
 1604E DAT File

o Value-Added Tax Forms

 2550M
 2550M Alphalist
 Purchases
 Sales
 Importation
 2550M DAT File
 Purchases
 Sales
 2550Q
 2550Q Alphalist
 Purchases
 Sales
 Importation

o Books of Accounts
 Purchase Journal  Cash Disbursement Journal
 Purchase Book  Cash Receipts Journal
 Sales Journal  Inventory Book
 Sales Book  Credit Memo
 General Journal  Debit Memo
 General Ledger

3.2 Scope of Services

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 Installation. One time installation of Microsoft Dynamics NAV 2018 application in three (3)
environments – Test, Development and Production is included in this engagement. Reinstallation
regardless of cause or reason is billable.

 Training. GTI will provide a one-time training base on the included functional scope of work
including:
o System Administration – Installation, Data Migration, Security Roles and Permissions
o Core Team Training where users will be trained for the management and utilization of the
configured system.
o Assistance during End User Training where Core Team members are expected to prime the
activity and configure the training according to the to the needs pf their end users and assess
their readiness as internal champions of the system.

GTI assumes that Client will provide the facilities and equipment for the success of the training
activities:
o Training Facility
 Training Room
 White Board with markers and eraser
 Multi-media Projector and screen

o Training Equipment
 Workstations for the attendees
 Workstation for the instructor
 Network access
 Printer and paper

 Customizations. The following list of items were identified as part of customization requirements
included in this engagement. The customizations are categorized into: Business Forms, Report,
Logic, Utility and Module
 Business Forms. Client has the option to align data to existing pre-printed forms
or create an entirely new report layout to be printed directly from the system
1. Purchase Requisition
2. Purchase Order
3. Warehouse Receiving Report
4. Sales Invoice
5. Delivery Receipt
6. Official Receipt
7. Acknowledgement Receipt
8. Billing Statement

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9. 1 Check Layout each for Metrobank and Security Bank

10. Fixed Asset Transfer Form
 Reports
1. Total Volume Report
2. Variance Report
3. Consolidated Picking Report
4. Warehouse Label
5. Sales and Discount Report
6. Top Mark-out Items Report
7. Food Mark-out Report
8. Inventory Report
9. Purchase-Non Countable Item
10. Month End Variance Report
11. Store Order Report
12. Transaction Activity Report
13. Gross Margin Report
14. Half Hour Sales Report
15. Net Sales Report
16. Net Sales Report by Store
17. GL Report
18. Store Mark-out Report
19. Cost Allocation Report
20. Delivery Order Report
21. Item Report
22. Inventory Balance Report
23. Usage Report
24. Receipt Report
25. Store Credit Report
 Logic
1. Replenishment parameter based on number of weeks of historical data,
minimum and maximum inventory set-up and inventory on hand.
2. Function to consolidate multiple store requisition into one Purchase
Order
3. Add permission based on User Set-up and associate the User with store
location or store dimension down to purchase requisition and transfer.
4. Add store type on location Master level.
 Utility
1. Text File Exporter for Security Bank electronic fund transfer

MANILA, PHILIPPINES: 7th & 10th Floors Alphaland Southgate Tower,

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2. Text File Exporter for Metrobank electronic fund transfer

3. Text file Importer for Check Payment Outsourcing
4. Uploader during receiving of items based on packing list information
which will include Batch Tracking details
 Module
1. Contract Management Module

3.3 Post Implementation Support

This engagement includes local support services commencing immediately after Go-Live and valid
only for a year. GTI SLA includes a limited number of call, email and onsite man-hour visits which
may be allocated to address reported incidents, annual system health check or training:

Total number of combined call and email incidents reported 40 incidents per year
Total number of combine call and email inquiries reported 20 inquiries per year
Total number of onsite visit 96 hours per year*

*Minimum of 4 hours per visit. Please see Appendix B under “GENIE TECHNOLOGIES SERVICE LEVEL
AGREEMENT (SLA) DETAILS’ for further information.

For additional support service requirements other than what is described above, client may opt to
avail of any of the following GTI SLA packages:

Package Inclusion Price

Standard  50 combine call and email incidents Php 450,000/year
 160 man hours onsite visit (minimum 4 hours/visit)
 24 man hours for Annual Health Check
 16 man hours Training (minimum of 8 hours)
Premium  60 combine call and email incidents Php 750,000/year
 248 man hours onsite visit (minimum 4 hours/visit)
 24 man hours for Annual Health Check including report
 40 man hours Training (minimum of 8 hours)

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4 PROJECT PARTNER: GENIE TECHNOLOGIES, INC.

Established in 1999, primarily offering a retail management software solution for the Retail Industry in
the Philippines, Genie Technologies Inc. (GTI) has grown and is now recognized as a highly-specialized
Information Technology Company providing world-class business solutions, consulting and support
services to a number of small, mid-sized and large enterprises from various industries in Southeast Asia
(SEA).

Today, GTI provides an end-to-end, comprehensive, and fully integrated business solutions, along with
the industries’ best practices, to maximize its clients’ business growth. Over the years, it has successfully
implemented hundreds d distribution industries, but in other industries such as Food and Beverage,
Hospitality, Consumer of projects, not just in the Retail goods, Financial Services, Utilities, Public Sector,
Manufacturing, among others.

4.1 Our Solution Offerings:

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4.2 Our Partners and Affiliations:

GTI stands at the frontline of global technology, bringing the latest solutions designed to suit business
needs. We partnered with the following world class solutions – Microsoft, RetailPro, NCR, Qlik, JDA, and
Ramco, covering industry needs such as Retail, Hospitality, Consumer Goods, Financial Services, Utilities,
Manufacturing, among others. Our strategic partners also include HP, Epson and Philippine Retailers
Association.

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5 METHODOLOGY: MICROSOFT DYNAMICS SURESTEP

Sure Step Methodology can be used for projects encompassing large, medium, and small end-to-
engagement. The methodology provides different project types to suit implementation engagement, as
well as optional offerings to assist during Diagnostic and Optimization.

Sure Step Methodology offers 5 different project types and has six phases.

5.1 Sure Step Methodology 5 Implementation Phases:

The Analysis, Design, Development, Deployment and Operation phases represent the five implementation
phases of the Sure Step Methodology.

 Analysis Phase. In this phase the project is kicked off and the baseline scope is established. The
Functional Requirements Document gets signed off in this phase and the Final Fit Gap Analysis is
also completed.
 Design Phase. This phase features the initiation of Design documents for the Solution, including
any customizations.
 Development Phase. Majority of the work is done in the Development phase, which culminates
with the completion of solution setup and configuration, as well any customization of the solution.
All customization code is frozen for deployment at the end of this phase.

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 Deployment Phase. Key activities in the Deployment phase include User Training, User
Acceptance Testing, and the Go-Live of the solution.
 Operation Phase. Finally, in the Operation phase, the solution is stabilized during the immediate
post go-live period, and the solution is transitioned to Support.

5.2 Sure Step Methodology Project Types:

The Sure Step Methodology offers the following project types:

 Standard. The Standard project type is a lean approach for implementing Microsoft Dynamics
solutions at a single site.
 Rapid. The Rapid project type depicts an accelerated approach for implementing Microsoft Dynamics
solutions with minimal or no customizations.
 Enterprise. The Enterprise project type represents a standardized approach for implementing
Microsoft Dynamics solutions in complex single-site deployments, or in global/multi-site organization
wherein country/site specific unique business needs have to be factored on top of a core solution.
 Agile. The Agile project type represents a flexible and collaborative approach to implementing
Microsoft Dynamics Solutions at a single site requiring specific features and moderate-to-complex
customizations. While the Standard, Rapid, Enterprise and Upgrade project types are waterfall-based,
the Agile project type uses the Sprint cycle approach to solution deployment.
 Upgrade. The Upgrade project type describes the approach for bringing an existing Microsoft
Dynamics solution to a subsequent release of that solution. This approach starts with a Technical
Upgrade to address moving existing functionality to the subsequent release. Any new functionality
desired is then deployed using the above project types, Rapid, Standard, Agile or Enterprise.

The Standard, Rapid, Enterprise, and Upgrade project types are waterfall-based, and have all five phases.
In contrast, the Agile project type does not have any distinct phases for Analysis thru Development – it
does include Development and Operation phases however.

STANDARD project type will be applied in implementing Dynamics NAV to Client which applies to a project
to be implemented at a single site and requiring specific features and moderate-to-complex customizations.

The standard project type is typically used in implementation projects where one or more of the
following circumstances exist:
 Customer specific features
 Moderate-to-complex customizations
 ISV Solution included
 Simple-to-complicated infrastructure
 Customer specific integrations or interfaces to third-party systems
 Simple-to-complex data migration
 Medium-to-large number of users

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The foundation for the Standard implementation scenario includes the activities in the Diagnostic
phase. Activities such as Requirements and Process Review, Fit Gap and Solution Blueprint, Architecture
Assessment, and Scoping Assessment result in a clear understanding of the customer requirements and
success factors, which forms the basis of the implementation.

This methodology consist of a proven approach to implement Dynamics NAV is not intended to form a
rigid structure that leaves the client no room for flexibility. It is a guide to raise the success factor of the
project while still taking into consideration the specific need of the client and the project team.

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6 PROJECT PLAN AND TIMELINE

6.1 Milestones and Timeline

The project is estimated to be completed within 6-8 month. The Project plan below is an initial guide and
projection of the activities and may be subjected to possible changes. Actual dates will be finalized
immediately after the project kick-off including target start and go-live date with the latter having
dependency on the agreed frequency of meetups and availability of the identified project team members.

6.2 Work breakdown Structure

The major activities in each implementation phase are described below. A sign-off at the end of each
milestone is required before moving to the next phase of the implementation. This ensures that the
project stays within the agreed scope, timeline and budget.

Implementation Phases and Tasks

Phase 1: Analysis
Project Planning
Business Process Review - Client Presentation of the Business Process
Gap-Fit Analysis
High Level Solution Overview
Analysis Phase Complete: Steering Committee Meeting & Phase 1 Sign-off

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Phase 2: Design
Installation of Sandbox and Production Environments
System Configuration and Provisioning for Customization Requirement
Design Integration and Interfaces Components
Upload Subset of Data for Prototyping
Prototyping
Presentation of Initial Design
Documentation - Functional Requirements Document (FRD)
Design Phase Complete: Steering Committee Meeting; Phase 2 Sign-off
Phase 3: Development
Develop Custom Requirements
System Configuration resulting from prototyping
Preparation for Core Team Training
Conduct Core Team Training
Recalibrate Sandbox for User Acceptance Testing – First Pass
Conduct UAT First Pass
Recalibrate Sandbox considering results of UAT First Pass
Conduct UAT Second Pass
Configure Sandbox base on Result of UAT Second Pass
Development Phase Complete: Steering Committee Meeting & Phase 3 Sign-off
Phase 4: Deployment
Configure Production Environment base on UAT Final Pass
Final Data Migration-Master files
Execute Core Team Lead End User Training
Go-Live Readiness Check: Go or No Go
Final Data Migration to Prod - Beginning Balances
Back up Prod Environment
Deployment Phase Complete: Steering Committee Meeting
Phase 5: GO-LIVE Operation Handholding
Handholding Activities
First Month post Go-Live Closing Activities
Project Closure Documentation and Transition to Support

6.3 Project Organization

Before engaging with the project, it should be clearly defined who is allocated to the required roles from
both the consulting organization and the customer. This will eliminate potential conflicts over
responsibilities and subsequent misunderstandings as the project progresses. The skill sets of the

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proposed team should be reviewed to ensure that all skill requirements are met. Any additional skills
required should be noted, and a training and/or recruitment plan should be defined accordingly whenever
necessary.

Consulting Roles:

Role Name/s Responsibility

Executive A senior level executive who will monitor the Microsoft Dynamics
Sponsor implementation project to ensure a high level of customer
satisfaction is achieved.
Engagement Responsible for building and maintaining a healthy customer
Manager relationship; managing the customer’s product, license, and service
issues. Responsible for the proper positioning of implementation
services before a project begins. During implementation, this
individual will have overall responsibility for ensuring the quality and
timeliness of the services.
Solution Responsible for planning and designing the overall Microsoft
Architect Dynamics solution, including technical and functional aspects.
Project Responsible for project delivery. This individual has approval
Manager authority for all project-related charges. Responsible for managing
the 30-Day Sprint Cycle, ensuring that progress is maintained,
managing risks, resolving issues, and ensuring that all team
members follow the Sprint rules and practices.
Technical Lead Responsible for the installation and configuration of the
environment for full version control across the project. Responsible
for ensuring quality and timely delivery of all development
requirements and bringing together all parts of the development
process and generating a daily build that can be easily deployed to
any environment. Responsible for managing and troubleshooting all
technology-related items. Core activities include planning the
infrastructure and required upgrades to hardware and software.
Application Responsible for configuring and customizing the Microsoft Dynamics
Consultant application to achieve the customer’s business requirements.
Responsible for the design of modifications to the Microsoft
Dynamics standard application and design of integrations to the
customer’s existing systems.
Support Responsible for keeping the users of the Microsoft Dynamics system
Engineer productive by making sure the system is operating smoothly and as
designed. Responsible for planning and executing the test strategy,
including unit tests, integration tests, data migration tests, and user
acceptance tests.

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Technical Responsible for the development of modifications to the Microsoft

Consultant Dynamics standard application and interface requirements to the
customer’s existing systems.

Customer Roles:

Role Name/s Responsibility

Executive A senior level executive who has accepted ownership of
Sponsor investigating and investing in a Microsoft Dynamics solution and
will promote funding and staffing for the project.
Decision Represents the CEO or a group of managers at the customer that
Maker have the power to make strategic decisions in relation to the
implementation project.
Project Responsible for project delivery. This individual has approval
Manager authority for all project related charges. Most important tasks are
assigning customer resources to the project and coordinating
communication within the customer’s organization.
Business Responsible for analyzing, modeling, and documenting both the
Analyst existing and planned business processes.
IT Manager Responsible for keeping the network and server applications
running smoothly and making the company more profitable
through positive ROI on IT purchases. The IT Manager is commonly
the owner of the IT budget.
IT Team Contributes to a wide variety of project activities. Typically an ideal
Member supporter and influencer for technical and functional decisions.
Key User Responsible for communicating the detailed business
requirements and the existing business processes to the
consultants. The Key Users are also responsible for acceptance and
sign-off of deliverables from the dedicated project phases.
Test Lead Responsible for planning and executing the test strategy, including
unit tests, integration tests, data migration tests, and user
acceptance tests.
End User Responsible for using the finalized business system as designed.
The End User participates in the Microsoft Dynamics training
sessions. When necessary this individual supports the Key User
during the implementation of the new business system.

6.4 Project Risk Management

Before the project kicks off, project guidelines referring to resource management, standard of
communication, issue management, time and cost management, and conditions of satisfaction must be
set and agreed to avoid implementation creeps.

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Project Team Members. Customer shall provide resource for every required project role. Changes to the
project organizational structure or team member’s unconstructive attitude and indecisiveness towards
the project may impact the successful completion of the project.
 It is imperative that everybody in the team has a comprehensive view of the background of the
project, the business reasons for undertaking the implementation, and any other valuable
information regarding Business Processes—high-level Functional, non-Functional (IT), and
Integration and Interface requirements.
 It is also very important that the team have a good understanding of the current Information
Services/Information Technology (IS/IT) landscape, as well as the short- and long-term IS/IT
strategies. This will help to get the buy in of the team and the users and avoid misaligned
recommendation and other problems.
 The client’s project organization structure is expected to remain intact for the duration of the
project. Team members are expected to be available throughout the duration of the project to
assist GTI with functional and technical requirements and design validation, attend project
meetings, participate in issue resolutions, review and validate documents for sign-off. They may
even be required to be pulled out of their daily tasks to concentrate on their implementation
duties and deliverables. The team member’s project assignment and activities may be recorded
as additional skills in their 201 file for commendation or even additional incentive to encourage
and foster positive results to the project.
 It is the responsibility of the Core Team to train additional resources or retrain old users. GTI shall
provide full training to the Core team member by assigning one trainer and 2 assistants for 8
attendees for each functional area. GTI shall provide 1 application consultant to assist the Core
Team during End-user training. Any additional resource or services beyond this shall be billable.
 GTI will provide a project team consisting of experienced consultants who will do the project
according to a detailed project plan that will be agreed upon with client.
 GTI shall address fully and in a timely manner all issues referring to consultant’s performance or
attitude GTI shall investigate and take corrective measures as deemed necessary.

Technical Resources. Although the scope of work has been identified, there may be requirements and
deliverables outside the project scope that may affect the success of the project. This includes the
availability of hardware and other software required to run the application. If customer requires GTI to
manage these out of scope activities, GTI shall bill Client separately.

 Appropriate hardware and software for the development, testing and production environments,
including facilities and equipment, must be available in time for use in the project activities where
they will be required.
 Client will assume responsibility for implementation and maintenance of network environment,
communications, operating system, SQL database, application and database servers.
 Safekeeping of all software licenses, maintenance and upkeep of hardware, network and
database shall be the responsibility of the client.

Change Management. The crucial part of any project is with defining and controlling what is in scope and
what is out of scope. It is helpful to plan and document how project scope will be defined, verified,

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managed and controlled by the project management team. Clear and precise scoping leads to customer
acceptance and satisfaction.
It is a known fact that Issues can arise any time after starting the project. Critical issues would affect time,
scope, budget or quality of the project and need to be resolved in an appropriate time frame. The project
team needs to be proactive in managing issues rather than reactive. A solid issue management can make
the difference between project success and failure.

A formal issue management process should be used to handle important issues and to synchronize with
scope, time and cost management. Planning and managing of issues should be part of the overall project
management and it should be in agreement with the Customer Project Manager.

Important aspects for the management of issues are:

 Managing issues proactively is key. If issues are ignored or not resolved in the timeframe needed,
this could have further negative impacts to the project.
 Make issues visible to the appropriate team members and stakeholders for an understanding and
to get the required support.
 Consider the impact of issues on legal and contractual requirements.
 Consider the impact of issues on the projects scope, timeline and budget.

Ay issue arising that is identified to be out of scope or any additions, deletions, modifications which has
risen from a decision or milestone that has already been signed-off will require in writing a Change Order
Request. GTI will have no obligation to render additional services or execute any Change Order Request
by the client’s designated Project Manager unless the rationale behind the request has been established,
a technical and functional impact assessment done and both parties has come to an agreement on the
impact affecting commercial and timeline. Both parties shall follow below procedure and use the Change
Order Request Document (CORD):

1. Customer shall Identify and use the CORD to document the request
2. GTI shall communicate functional and technical impact of each CORD
3. Both parties shall assess and prioritize all CORDs submitted.
4. GTI shall provide estimated man-day and cost required for the effort of each CORD
5. Both parties shall sign the CORD before execution indicating approval to execute and charge for
the additional services.
6. Deliver, test, and report progress
7. Accept, deploy and communicate change resolution.
When the change resolution has been provided for testing, client has the obligation to update GTI in
writing within 3 days of receipt indicating acceptance or requirement to revise the change resolution,
otherwise GTI will deem the resolution as accepted and shall proceed to bill the client.

Data Management. Migration of data from the source or legacy systems is the final critical phase of the
project and is the key to success as well as user adoption. Data migration should not be underestimated

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as this is the most common set-back of system implementation. Data migrated into Production has to be
timed accurately so as to ensure that users see the most recent data when the system is available to them.

 Client will be provided with the template for uploading the data into NAV.
 Client has the sole responsibility to prepare, scrub, update and validate the data that goes into
the template as well as when it has been uploaded into the system. It is assumed that the data
provided is accurate. GTI personnel will not be held responsible for the accuracy or validity of the
data.
 An initial migration of data into test environment shall be provided by the client for training and
UAT activities. For purposes of testing, initial set of static data (Master-files) and one-month of
transactional data will be required.
 An initial migration of data into the production environment will be performed post UAT
acceptance to avoid overloading the systems over the go-live weekend and is typically done a
week before the actual go-live. This data typically includes static data or what are commonly
referred to as Master-files. These typically includes:
o Chart of Accounts
o Banks
o Customer
o Vendor
o Item
o Set-up data requirement such as Dimensions, Posting Groups, Payment methods, etc.
 The final data migration is done over the weekend prior to go-live. Since most of the initial data
is already loaded before go-live, the final data load will take into account final beginning balances
only. This concept expedites the migration process and eliminates last-minute glitches that can
jeopardize the cutover. It is mandatory to lock the system from end users while the final data
migration tasks are being performed.
 For both the initial and final data migration, a sign-off document will be required. Any additional
services for data migration once sign-off has been rendered shall be billable.

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7 INVESTMENT DETAILS
The investment details covers implementation services for functional scope of work described in this
document. The implementation services is based on a fixed scope and fixed price and do not include any
license or post implementation services component.

A. LICENSES TOTAL in PhP

BIR Pack 375,000
B. Standard Implementation Including BIR CAS TOTAL in PhP
Analysis 1,215,000
Design 1,890,000
Development 2,430,000
Deployment 945,000
Operations 405,000
Add: Project Management 1,890,000
Sub-total Standard Implementation: 8,775,000
C. GTI SLA 450,000
subtotal: 9,600,000
Add: 12% VAT 1,152,000
GRAND TOTAL: PhP 10,752,000

Important Notes:

 The Annual Microsoft Business Ready Enhancement Plan (BREP) which is equivalent to 16% of the
undiscounted license list price is not part of this engagement’s commercial details. Obligation to
provide post implementation support services will require Client to renew with and pay GTI the MS
BREP which may require Client to accomplish a Change Partner Agreement in favor of Genie
Technologies, Inc. and submit to Microsoft.

 GTI Service Level Agreement which is an agreement for customers to avail of GTI’s post
implementation support services is included as part of the scope of work and the commercial details
of this engagement. The GTI SLA will commence from the Go-Live date and is consumable within 1
year period

 Implementation services commences 5 to 10 days from receipt of signed agreement and settlement
of first billing.

 Prices stated herein are all VAT INCCLUSIVE and valid only for a period of thirty (30) days from the
date of proposal. Applicable VAT % and other government mandated taxes shall be applied
accordingly whenever mandatory and settled by the client.

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 Above pricing details do not include values for Hardware and other Operating Systems required to
run the applications described.

 All payments must be in US dollars otherwise customer shall use the GTI provided foreign exchange
rate which is slightly higher than prevailing exchange rate.

 Payment Terms:

Type Details/Milestones Value PhP VAT INC

License BIR Pack - 100% Upon PO 420,000.00
GTI SLA due after Go-Live 504,000.00
Services 30% DP Upon PO 40% 3,931,200.00
Services Phase 1 Signoff 15% 1,474,200.00
Services Phase 2 Signoff 15% 1,474,200.00
Services Phase 3 Signoff 10% 982,800.00
Services Phase 4 Signoff 10% 982,800.00
Services Phase 5 Signoff 5% 491,400.00
Retention 3-months after Go-live 5% 491,400.00
TOTAL PAYMENTS: 100% 10,752,000.00

GTI has the right to pull out services if sign-off documents are not refused without warrant or payment
for previous phase is not received on due date. If client decides to delay a specific activity in a particular
phase or in extreme cases the entire project, client would still need to execute a conditional sign off and
still liable to pay completed phases including the man-days for activities performed in the phase where
project was cut-off. Client can only withhold payment for rendered services that are not rendered.

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8 TERMS AND CONDITIONS

Cancellation
Any cancellation of a confirmed service contracts shall be communicated to GTI in writing within seven
(7) business days. Any amount already paid to GTI shall not be refundable, while any amount due and
payable to GTI at the time of cancellation for professional services rendered or goods delivered shall be
paid immediately to GTI not later than seven (7) business days from the date of invoice

Overdue Payments
Client shall promptly pay GTI the amount invoiced in accordance with the Payment Terms as set above. If
full payment is not received within seven (7) business days from the date of receipt of invoice (counter
date), Client agrees to compensate GTI with a late payment fee of two percent (2%) per month calculated
from the invoice date until the date the payment of invoice amount is received in full.

Property
The Client agrees that upon signing and installation it is only licensed to the use of the software
applications. All ownership and intellectual proprietary rights to all appropriate application and program
codes shall remain the sole property of their respective authors.

Warranty
Warranty is not covered in the scope of this engagement nor in the commercial details of this document.
However, if the software program product was purchased from GTI including MS BREP and GTI SLA, it is
delivered with a combined one (1)-year maintenance warranty from Microsoft and services from GTI
which shall commence from the date of System Acceptance and end one (1) year after. Software
Warranty will cover bugs fixes and/or enhancements.

The following services are covered during the Warranty Period include:
• On-Site Support;
• Telephone Support;
• E-Mail Support; and
• FNAV -Support.

Services do not include out-of-scope consulting works, additional training, data migration and encoding.

Out-of-Pocket Expense
For implementations and post implementation support activities, out-of-pocket expenses covering all
mode of transportation, accommodation, per diem of consultant if outside the Philippines (depending on
country), food allowance, and laundry (whenever applicable) will be shouldered by client otherwise are
chargeable to the client on a cost reimbursement basis and invoiced separately.

Start of implementation
Implementation activities shall start between five (5) to ten (10) days from receipt of first payment.
Corresponding Purchase Order must be provided to GTI to commence work.

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Project Suspension
Should the implementation schedule be delayed due to circumstances particular to the Client like delays
caused by in unavailability resource staff or absence of required equipment or inability to make scheduled
payments, etc., and such delay resulted in there being no implementation work possible for more than a
month, then GTI shall ask the Client to sign a Work Suspension Order. At the resumption of the project,
GTI will bill the Client for re-mobilization costs equivalent to five (5) man-days based on prevailing rate at
the time of resumption of implementation.

Working Hours
Working hours for onsite project implementation will be Monday to Friday, 9am to 6pm only. Any work
on weekends or beyond official working hours shall be communicated and included into the man days, if
it’s not yet included in the project plan. Additional work beyond the official working hours will be billable
to the client including overtime pay whenever applicable.

Additional Man-days
Any additional man-days / scope of work, not outlined, will be charged additional based on prior approval
of the client and acceptance by GTI. This includes both onsite and offsite activities.

Non-Hire
Both parties shall not hire personnel from the other party during the subsistence of the contract and for
a period of two years from the date of any of the personnel on either organizations leaving their respective
companies.

Interruption of Work
Delay in work due to reasons extraneous to Genie Technologies Inc. (e.g., non-availability of personnel or
required infrastructure etc.), which leads to proportionate extension of the project duration, will be
chargeable extra.

Force Majeure
Genie Technologies Inc. will not be responsible for the delays due to Acts of God, violence, strikes, civil
commotion, war, floods etc., that have direct impact on execution of the project.

Project Completion
Upon implementation, Client and Genie Technologies, Inc. will sign a Joint Project Completion document,
thereby signaling the end of the project.

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9 INTELLECTUAL PROPERTY PROTECTION

 As part of this contract, Genie Technologies Inc. executes an NDA (Non-Disclosure Agreement)
with the client, undertaking that all information received and deemed to be confidential will be
maintained in confidence. Genie Technologies Inc. and Company will strive to maintain strict
confidentiality on discussions held, documents, information and reports exchanged. Each party
undertakes, at all times to hold in confidence for the other party and not to print, publicize or
otherwise disclose to any third party confidential information of the other party.
 Genie Technologies Inc. further executes similar Service Level Agreements on behalf of Microsoft
with the client.
 The client and Genie Technologies Inc. will mutually indemnify each other against breach of any
third party IP in the course of conducting work under the proposed agreement.
 Parties agree that all articles mentioned herein delivered by Genie Technologies Inc. to Client, is
not for the purpose of resale Client.
 If there is any payment delays/ invalidation of the issued cheques etc, GTI reserves the right not
to renew the cancel date or extend the cancel date beyond the stipulated period.
 Buyer agrees to pay as penalty an interest of 25% per annum on all unpaid accounts.
 All sums arising out of this transaction shall be tried within the exclusive jurisdiction of the
appropriate courts of Philippines

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10 ACCEPTANCE
Microsoft Dynamics NAV software licenses including maintenance there upon, are non-refundable and
non-returnable. Client ownership of the licenses and all obligations deemed thereof takes place upon
delivery and installation of the licenses by GTI’s authorized representative at the Client’s provided physical
server regardless of the completion of the software implementation. Client must ensure and maintain the
favorable condition of the physical server as Genietech will not be held responsible for the maintenance
of the hardware as well as the retrieval or provision of a copy of Software and Licenses for re-installation.

Genie Technologies, Inc. will not be held responsible for the safekeeping of the customer licenses nor the
refund of the investment value of software licenses in case Client decides to terminate the use of the
software.

The software is deemed up and running after the Handholding Phase and Client starts generating actual
transactions. An Acceptance Document will be signed by both parties, Genietech and Client.

If any intermediate system or document is submitted for sign-off/approval, objections, if any, should be
raised within 5 working days; failing which, it will be treated as, such a system or document, is accepted
by the Client.

By signing this document, Company confirms that all information are correct and presented in accordance
to their requirements and is endorsing an affirmative reply to this proposal by awarding the project to
Genie Technologies, Inc.

Conforme:

___________________________
Mr. Frank Vibar
CIO
Starbucks Coffee Philippines

Noted:
___________________________
Mahesh Gopinath
Chief Operations Officer
Genie Technologies, Inc.

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11 APPENDIX A: SYSTEM REQUIREMENTS

11.1 Dynamics NAV Server Components

A. Dynamics NAV Server Requirements. The following table shows the minimum system
requirements for Microsoft Dynamics NAV Server.

Supported  Windows 10 Pro, Enterprise, or Education (64-bit edition).

operating  Windows 8.1 Professional or Enterprise (64-bit edition).
systems  Windows Server 2016 Standard, Essentials, or Datacenter.
 Windows Server 2012 R2 Standard or Essentials (64-bit edition).
 Windows Server 2012 Standard or Essentials (64-bit edition).

Hardware  Hard disk space: 500 MB.

resources  Memory: 2 GB.

Additional  Microsoft .NET Framework 4.7.

software  Windows PowerShell 3.0.

Additional  Dynamics NAV Setup installs the following software if it is not already
information present on the target computer:
o Microsoft .NET Framework 4.7.
o Windows Identity Framework.

B. Dynamics NAV Web Server Components Requirements

Supported  Windows 10 Pro, Enterprise, or Education (64-bit edition).

operating systems  Windows 8.1 Professional or Enterprise (64-bit edition).
 Windows Server 2016 Standard, Essentials, or Datacenter.
 Windows Server 2012 R2 Standard or Essentials (64-bit edition).
 Windows Server 2012 Standard or Essentials (64-bit edition).

Web server  Internet Information Server 10, Internet Information Server 8.5, or
Internet Information Server 8.0.

Additional  Microsoft .NET Framework 4.7.

software  Windows PowerShell 3.0.

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Additional  Dynamics NAV Setup installs the following software if it is not

information already present on the target computer.
o Microsoft .NET Core 1.0 Windows Server Hosting. This is
installed by Dynamics NAV Setup if not already present.
o Microsoft .NET Framework 4.7.
o Internet Information Server 10, Internet Information Server
8.5, or Internet Information Server 8.0, depending in the
operating system, with the required features enabled.

C. Dynamics NAV Database Components for SQL Server Requirements

The following table shows the minimum system requirements for Dynamics NAV database components
for SQL Server.

Supported  Windows 10 Pro, Enterprise, or Education (64-bit edition).

operating systems  Windows 8.1 Professional or Enterprise (64-bit edition).
 Windows Server 2016 Standard, Essentials, or Datacenter.
 Windows Server 2012 R2 Standard or Essentials (64-bit edition).
 Windows Server 2012 Standard or Essentials (64-bit edition).

SQL Server  Microsoft SQL Server 2017 Express, Standard or Enterprise.

 Microsoft SQL Server 2016 Express, Standard or Enterprise.
 Microsoft SQL Server 2014 Express, Standard or Enterprise.
 Azure SQL Database V12 Standard and Premium service tiers.

Service Packs and Unless explicitly stated, all released Service Packs and Cumulative Updates
Cumulative of the above Microsoft SQL Server versions are supported. It is
Updates recommended to always be on the latest released Service Pack and
Cumulative Update.

Additional Dynamics NAV Setup installs the following software if it is not already
information present on the target computer:

 SQL Server 2016 Express (64-bit edition).

If the operating system on the target computer does not support
SQL Server 2016 Express, Setup displays a pre-requisite warning. In

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this case you should exit Setup and then update the operating
system on the computer to one that does support SQL Server 2016
Express. Then run Setup again.

D. Dynamics NAV Help Server Requirements

The following table shows the minimum system requirements for the Dynamics NAV Help Server.

Supported  Windows 10 Pro, Enterprise, or Education (64-bit editions).

operating  Windows 8.1 Professional or Enterprise (64-bit edition).
systems  Windows Server 2016 Standard, Essentials, or Datacenter.
 Windows Server 2012.
 Windows Server 2012 Essentials.

Hardware  Hard disk space: 500 MB.

resource  Memory: 2 GB.

Web server  Internet Information Server 10, Internet Information Server 8.5, or
Internet Information Server 8.0.

Additional  Microsoft .NET Framework 4.7.

software

Additional  Dynamics NAV Setup installs the following software if it is not already
information present on the target computer.
o Microsoft .NET Framework 4.7.
o Internet Information Server 10, Internet Information Server 8.5,
or Internet Information Server 8.0 depending on the operating
system, with the required features enabled.
 Windows Search must be enabled on the computer that you install the
Dynamics NAV Help Server on. If you install on Windows Server 2012,
and Windows Search is not enabled as a file service, Dynamics NAV
Setup adds the service. However, the changes do not take effect until
the computer has restarted.

11.2 Dynamics NAV Windows Client Requirements

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The following table shows the minimum system requirements for the Microsoft Dynamics NAV Windows
client.

Supported operating  Windows 10 Pro, Enterprise, or Education (32-bit and 64-bit

systems editions).
Important: Windows 10 S is not supported.
 Windows 8.1 Professional or Enterprise (32-bit and 64-bit
editions).
 Windows Server 2016 Standard, Essentials, or Datacenter.
 Windows Server 2012 R2 Standard or Essentials (64-bit edition).
 Windows Server 2012 Standard or Essentials (64-bit edition).

Hardware resources  Hard disk space: 200 MB.

 Memory: 1 GB.

Reports  For editing RDLC report layouts:

o Report Builder for SQL Server 2016 or Visual Studio 2017
with Microsoft Rdlc Report Designer for Visual
Studio installed.
 For editing Word layouts:
o Microsoft Word 2013 or later

Instant messaging and  Microsoft Lync 2013 or Microsoft Lync 2010.

Telephony API

Outlook client  Microsoft Office 365, Microsoft Office 2016, Microsoft Office
integration and mail 2013 Service Pack 1 (SP1), or Microsoft Office 2010 Service Pack
merge 2 (SP2).

Import and export with  Microsoft Office 2016, Microsoft Office 2013 SP1, Microsoft
Microsoft Excel and Office 2010 SP2, or Microsoft Office 365.
Office XML, and
SharePoint links

Editing in Excel using the  Excel 2016.

Excel Add-in

OneNote integration  Microsoft Office 2016, Microsoft Office 2013 SP1, or Microsoft
Office 2010 SP2.

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Email logging  Active Directory and Microsoft Exchange Server 2010 or

Microsoft Exchange Server 2013.
 Microsoft Exchange Online, or Exchange Online as part of an
Office 365 subscription.

Additional software  Microsoft .NET Framework 4.7.

Additional information  Dynamics NAV Setup installs the following software if it is not
already present in the target computer:
o Microsoft .NET Framework 4.7.
 The Microsoft Dynamics NAV Windows client is available in a
32-bit version and 64-bit version. On a 32-bit Windows
operating system, the 32-bit version is run. On a 64-bit
Windows operating system, the 64-bit version is run by default;
however, you can also run the 32-bit version if it is required.
 Dynamics NAV Setup can only install the Excel Add-in if Excel is
present on the target computer.
 Outlook synchronization is not supported on 64-bit versions of
Office.

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12 APPENDIX B: ANNUAL MAINTENANCE

MICROSOFT BUSINESS READY ENHANCEMENT PLAN [BREP]*
*(not included in this engagement nor in the commercial value described in this document

Your annual Business Ready Enhancement Plan is part of your relationship with Microsoft and provides
the foundation level of service for your Microsoft Dynamics solution. It enables you to realize the full
potential of your solution throughout your lifetime as a Microsoft Dynamics customer. Through the broad
range of benefits (including important software updates, knowledge bases and training benefits), you can
increase your Microsoft Dynamics solution value, protect your investment, and drive greater productivity
as you plan, deploy and use your solution.

 Customer Source It is your one-stop resource for your Business Ready Enhancement Plan benefits.
Microsoft’s goal is to help you get the most out of your software investment. Customer Source is
particularly easy to navigate and you can quickly find valuable information at your convenience
24 hours a day. After which, be sure to visit the ‘Customer Source Help and How-To Resources’
page where you can learn how to take advantage of the resources made available to you.
 Version Upgrades and Product Updates
 Service Packs and Hot Fixes
 Customer Source
 Knowledge Base
 Online Training Content (including E-Learning, training materials and learning plans)
 Investment Protection (formerly called Transformational Assurance)
 Transition Investment Credit
 Microsoft Support Lifecycle
 Protected List Price

GENIE TECHNOLOGIES SERVICE LEVEL AGREEMENT (SLA) DETAILS:

A. Includes limited onsite and offsite support service man-hours.

Total number of combined call and email incidents reported 40 incidents per year
Total number of combine call and email inquiries reported 20 inquiries per year
Total number of onsite visit 96 hours per year*

Client may utilize the 96 hours for onsite visit for any of the following activities:
1. On-site issue resolution (minimum of 4 hours)
2. Refresher Training (minimum of 8 hours)
3. Mid-year or End of Year System Audit (minimum of 8 hours)

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* For on-site support visits in excess of the free 96 man-hours, client may opt for additional support man-
hours on an on-call basis.

* For clients outside the Philippines, for onsite man-days for support activities, client will have to shoulder
all out of pocket expenses including but not limited to airfare and airport transfer travel expenses, hotel
accommodation and per diem.

B. GTI Online Ticket Request System (OTRS Webtac)

This is an automated system used to handle queries and reporting in simplified manner. It is a
centralized helpdesk system that manages support requirements as well as “Client-GTI”
interaction internally.

Features include:

 Support Ticketing System - Creates a ticket number for every customer incident
 Web Online. - Clients can access the system anywhere, anytime
 Email Interface - Client can use their favorite email account to respond and get updates from
Webtac
 Group Managed Client
 Ticket deadlines and escalations
 Ticket attachments

C. Reporting Support Cases

Support Cases must be reported to GTI via the dedicated support telephone number 846-1239
loc. 839 or email address dynamics.suport@gti.com.ph. Only authorized and assigned Technical
Contact from the Client may report Support Cases.

D. Response Times

GTI will respond, within the maximum Initial Response Times set forth in the table below, to any
Support Case reported by a Technical Contact in accordance with Reporting Support Cases policy.
Response time is at regular working hours from Monday to Friday 9:00am – 6:00pm. Special
considerations will be given for cases given on weekends.

E. Severity Level

GTI will determine the severity level of any Support Case in its reasonable discretion and convey
this to client to set expectations.

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“Support Case” means a single, reproducible issue or problem with the operation of the Software.
Examples of Support Cases include, without limitation, Errors and problems encountered as a
result of improper installation, configuration or operation of the Software.

- Severity 1 Support Case – within 2 hours – off-site

- Severity 2 Support Case – within 2 hours – 1 day – off-site
- Severity 3 Support Case – within 2-3 business day – on-site

F. Escalation.

GTI will use commercially reasonable efforts to resolve Support Cases reported by a Technical
Contact as soon as reasonably practicable. In addition, GTI provides for escalation to Microsoft,
depending on the severity level of the reported Support Case and the length of time the Support
Case remains unresolved following GTI’s initial response.

A Support Case is resolved upon the earlier of the following:

 the issue or problem is resolved;

 if the issue or problem is the result of an Error, the provision of a Fix or Error Correction;
 GTI is able to provide a reasonable and mutually acceptable alternative solution;
 GTI confirms that the issue or problem is not due to any Error or deficiency in the Software;
 GTI confirms that the issue or problem is in fact the result of a multi-vendor issue, and the
End User agrees to transfer the problem to the third-party vendor for resolution;
 the End User’s Technical Contact requests that GTI close the Support Case, or;
 the Support Case has been left open for five (5) consecutive business days, during which
period GTI has not received a response from a Technical Contact.

MAINTENANCE & SERVICE GENERAL EXCLUSIONS

The following are NOT covered by warranty and are chargeable to the client’s account:

1. Man-days for new and additional customizations with Change Order Request Document (CORD)
will be charged separately at $350 per man-day plus 6% SLA Fee prorated to GTI SLA anniversary
date.
2. Repair of Non-GENIE TECHNOLOGIES, INC. provided hardware or software.
3. Repair of damaged / corrupted data or reinstallation of software due to the following reasons:
a. Virus infection
b. Improper use and/or shutdown of the system including power failures and fluctuations
c. Accidental deletions of system files or data
d. Unauthorized modifications

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e. Any problem caused by software not installed by GENIE TECHNOLOGIES, INC. authorized
personnel
f. Enhancements and modifications of the system after acceptance
4. In case the user was not able to back up files, GENIE TECHNOLOGIES, INC. will not be liable in case
of data loss due to viruses and file corruption due to power failure and improper operations.

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