Evaluation & Planning Phase
Solution Proposal
We will help you determine whether Microsoft Dynamics is the right fit for your organization. During this evaluation process, we will work together to gain a thorough understanding of your business processes. This collaborative approach ensures our proposed solution will be configured for optimal success, maximizes its ROI and best aligns with your goals.
Planning & Design
The foundation of any successful project is its planning and design. Our Implementation Planning Study (IPS) begins with in-depth meetings to analyze and validate your business processes, document operational requirements, and identify potential risks. Pairing this process with our stellar project management team ensures successful projects from start to finish.
Statement of Work
The SOW is a mutually agreed upon plan that establishes expectations and timelines before the implementation begins. Ensuring all parties have a clear understanding of the project's scope, deliverables, and responsibilities, it serves as a roadmap that provides a structured framework to guide the project from start to finish while minimizing the risk of misunderstandings or scope creep.
Implementation Phase
Collaborate & Configure
While we set up and configure the solution, our clients are never out of the loop and stay updated through weekly status calls and design sessions as needed. We follow a collaborative model for implementations and work closely with your team while we configure, customize, and integrate the solution according to the guidelines set in the signed SOW.
Data Migration
No key business data is left behind as we work together to determine the right information and amount to import. We provide import templates for master files. You are responsible for supplying clean data, and we ensure the data remains unchanged during import. For smaller data sets, such as a chart of accounts, we may recommend manual entry as a learning opportunity.
Reporting
Defining your financial and operational reporting requirements starts at the beginning of a project when we gather the organization's KPIs and required managerial reports. The system is then configured to report on these KPIs and operational reports are delivered throughout the project. Financial reports are provided soon after the new system’s Go-Live date.
Training & Go-Live Phase
User Training
Whether training is done on-site, remotely, or in a classroom, we will provide the method that best fosters your staff's understanding and user acceptance of the Microsoft Dynamics solution.
User Acceptance
Working together with your team, we will jointly define a series of testing scenarios to be created and run. Typically, these scenarios are based on your business routines.
Go-Live & Closing
Launches are stressful, which is why the project team is always available during the Go-Live period. After the project closing meeting, all support is handled through our help desk, ensuring tickets are logged and completed in a timely manner.
The Ultimate Guide
Are you ready to streamline your business operations and boost efficiency? ERP implementation can be a game-changer—but only if done right. Check out our Ultimate Guide to ERP Implementation for expert insights, practical tips, and strategies to ensure your ERP journey is a success.
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