Simplifying Microsoft Dynamics Technologies

The Analysis phase of the project represents the official start of the implementation. We begin this process by compiling together a Fit Gap analysis spreadsheet, matching your business’s requirements with Dynamics’ functionality and identifying any gaps where customisation is needed. Off the back of this work, our team will then put together a functional requirements document that helps us develop detailed requirements by role and function. To set expectations and keep the project on track, we capture milestones, accountabilities and roles within a central project plan.

In this phase, we also put together a series of communications and training plans, helping us establish communication channels and types of training for different stakeholders within your business. Our team will also put together a future state business workflow, stating how your core business processes will be accomplished with your new solution.

In the Design phase, we will configure the solution and design customisations needed to perfectly meet your business’s requirements. Using proven management institute processes, we will identify, work though and avoid any risks or issues. We will also create test scripts by role and function, to ensure the solution meets your critical business process requirements. Following this, we will map out the process that will be used to migrate the data from your current solution to your new solution.

In the Development phase of your project, your complete solution will be built and configured. We will firstly determine security roles in your company, and discuss the different types of access to specific functionality the people in your business require. We will then determine the detailed settings for all system configuration screens, and then complete any customisations you need to meet your unique requirements.

Following this, we then ensure we conduct acceptance training, to make sure your business is happy with its new system, and then begin to plan detailed process and timing of data migration to your new solution.

All of our teamwork comes together in the Deployment phase, making the transition to your new Microsoft Dynamics solution. We firstly conduct some end user training to prepare all your business’s employees who will be using the new solution, and then prepare final system readiness, planning for the go-live. Our system of final acceptance testing ensures all of your business’s requirements are met allowing us to determine specific timing of go-live cut-over and ensure all system data is migrated to the new solution.

We then move into the official go-live, when you’ll be running totally on your new solution.

In the Operation phase, we’ll close the project and identify any ongoing support and transition assistance you’ll need. The first instance will be to provide continuing post go-live support in the month after initial go-live. The next stage will be to review deliverables against the statement of work and close out the project. We will then establish an ongoing and testing strategy, and conduct a disaster recovery test for security purposes.