One of our newest clients just completed their implementation of Microsoft Dynamics® GP very successfully. We would like to share with you how they very effectively managed their project and kept it within scope, on time, and on budget.
Our client is a small financial investment firm who was
1. Follow The Statement of Work Timeline and Deliverables
Because our client was able to dedicate time and resources to the project, miscommunications were limited, allowing us to focus on the project at hand. We were not bogged down with the tasks of sending reminders or following up on deliverables.
The next tip ties in closely with
2. Complete your Homework
With any implementation, you will need to spend time preparing the data you want transferred into your new system. The TM Group’s Consultants are dedicated to keeping the process simple and have developed import templates for clients to use when transferring over their chart of accounts, general ledger balances, vendor, customer, inventory and fixed asset records, and other information including open invoices. This client went the extra mile by delivering those formats on time and in detail. This client was savvy with Microsoft Excel and even cleaned up and updated their chart of accounts. From there, it was very easy and quick for us to import into Microsoft Dynamics GP.
Following tip # 1 and 2 better prepares you for tip # 3:
Our client prepared for training by reviewing the system and preparing questions ahead of time. We completed training in 2 days and they were up and running on the target date.
Following the three tips above is a great way to ensure your implementation project goes as planned, but we have one more valuable tip for you and that is: Walk before you run!
This client started with no customizations, implementing Microsoft Dynamics GP completely out of the box with the basic modules General Ledger and Management Reporter. This client chose to break their implementation into phases and add on as they move forward. This approach keeps it as simple as possible, lessens the budget outflow, and also allows employees to get fully up to speed. We recommend this strategy for businesses and would love to discuss your specific implementation project. Please contact us for more information on how to
By The TM Group, a