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Ken Jacobsen, The TM Group Inc.

Walk Before You Run: Tips to a Successful Microsoft Dynamics GP Implementation


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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 switching over from Sage BusinessWorks to Microsoft Dynamics GP. Once we created the Statement of Work (SOW) and timeline for the implementation, our client appointed 2 people within their company to head up the project. They were great at setting aside time out of their day to review key deliverables. They were proactive in asking questions of us as we went through the process and they stuck to the tasks assigned to them to ensure the timelines were met; which brings us to tip #1:

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 following SOW timeline and deliverables:

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:

3. Prepare for Training and Lesson Plans
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 ensure a successful implementation of Microsoft Dynamics ERP products.

By The TM Group, a Michigan Microsoft Dynamics Partner for Microsoft Dynamics GP, Microsoft Dynamics SL,  Microsoft Dynamics NAV,  Microsoft Dynamics CRM and Microsoft SharePoint.

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