Four Steps to Successful Microsoft Dynamics 365BC Implementation

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If you are considering upgrading to Microsoft Dynamics 365 Business Central (365 BC), you may be a bit overwhelmed at the prospect. An excellent way to begin is to choose a Microsoft Gold-certified partner such as BroadPoint that has the experience, skill, and methodology to assure a successful implementation.

Our experts at BroadPoint have performed enough Microsoft Dynamics 365 BC implementations to know what works, and we have identified best practices for the four major steps that lead to success: kickoff, discovery, design and build, and deploy.

Step 1: Kickoff

The kickoff meeting is the first step of a successful implementation project. It usually takes two or three days, and it involves your internal ERP team and our experts from BroadPoint. The fact that many of us are working remotely these days will not slow down the process. We can present sessions virtually using screen share apps and sticking to a well-defined and effective agenda.

You’ll work with a dedicated BroadPoint project manager and delivery team. The project manager will review the project plan, introduce the team, clarify project expectations, and schedule a preliminary inspection of your business, plant, or warehouse. Customized documents will be drawn up based on the consultation and review. Documents may include a business scenario register (using cases and test cases), a report register, and data migration templates.

Step 2: Discovery

In the second step, our project team manager will facilitate discovery workshops. They will spend dedicated time with your key stakeholders and critical users to thoroughly understand how your organization uses its current system and what you hope to accomplish with your new system. We will examine daily activities, documents, processes, and requirements.

With the information gathered, the project team will prepare a requirements document and gap assessment worksheet. They will include Visio diagrams and a supportive narrative about your business’ processes. The gap and scope assessment will show what needs to be accomplished, so a proposal of work and process flows can be drawn up and given to you for approval.

Finally, the team creates a setup checklist to guide the environment’s data migration and configuration.

Step 3: Design and Build

At the start of this step, you’ll get a chart of accounts, customers, vendors, items, locations, bill of materials, routing instructions, and the work centers or machine centers used to produce the items.

Then the project team will lead workshops, taking you and your power users through a deep dive of your business processes using data gathered from the experts in your organization. Some organizations prefer fitting their business processes to the software solution to avoid customizing. Others choose to customize the system to meet their unique needs. The project team can accommodate either preference, yet as a true business partner, our team will challenge requests as needed to ensure benefits outweigh costs in the long run.

The project team will then build process flows and technical designs, present plans to your team, and make any necessary tweaks. Once you’ve approved the design and signed off on the plan, our team will begin development, finalize setup and configuration, complete data migration, perform unit testing, and create a user training plan.

Step 4: Deploy

In the final step, our project team will train and prepare your users for deployment through acceptance testing. Depending on the number of users and complexity, the project team will train your users or train your trainers so they can train other users. Issues will be documented and remediated. The team will prepare a cutover checklist and conduct a mock cutover.

You’ll be able to pilot your new system in a controlled setting before going live. Once your user training is complete, and all the items on the list have been checked off, the project team will execute a final data conversion, and the system will be ready for widespread company adoption.

Partner with BroadPoint for Business Central Implementation

BroadPoint has more than 20-years of experience working with companies to implement Microsoft ERP solutions. Our track record has improved over time and adjusted to continuous changes in the solution and overall technology. BroadPoint can provide value to your implementation team through our intimate knowledge of best practices and our consultants’ ability to apply this process to your unique needs. Contact us today to learn more.

By BroadPoint,

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