Discovery phaseĭuring the discovery phase the implementation team focuses entirely on understanding and documenting the company’s requirements. At the end of the initiation and planning phase, you do a kick-off meeting with your team. You establish the overall project goal and scope, you develop the budget, do a risk assessment and finally you document all project parameters in a project charter. These are just the common steps you perform at the start of any project: You nominate a project leader – both from the implementation partner as well as from the business side. In the following paragraphs I’ll walk you through the overall structure of the plan, and I discuss some of the key activities and potential pitfalls you need to be aware of. The project plan is meant as a reference to speed up the planning and help you build a solid schedule for your company in less time. To help you understand what steps you need to take, I have built a realistic project schedule for a typical Microsoft Dynamics 365 Business Central rollout.Īctually, I had it built by an experienced Microsoft implementationPartner with tons of rollout experience. And once the requirements are clear, the system has to be prepared and tested carefully before you can celebrate go-live. However, there is quite some effort required to understand how your current processes can be migrated to the new web-based ERP system. Yes, it’s a cloud-based system and thus the processes and overall system structure are more or less set. Unfortunately, switching to a new ERP system such as Dynamics 365 is not a piece of cake and not a project you can accomplish in a matter of weeks. Their current systems (sometimes they have been in operation for more than 10 years) often have severe limitations in terms of integration and performance, and thus are a key obstacle to the company’s ability to serve their customers in the best way possible and meet the needs of the digital age. Wherever you look, you see companies replacing their current ERP systems with the cloud-based ERP suite from Microsoft. Microsoft Dynamics is a hot topic these days!
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