Systems Implementation - Microsoft Dynamics Sure Step Implementation Methodology

A Safe Pair of Hands - Microsoft Dynamics Sure Step

With experience in well over 100 business systems implementations across the practice principles eSavvy represents a “Safe Pair of Hands” into which you can entrust your business system implementation. All our project managers are PMI Certified and carry their PMP designation.

Having participated in the development of the Microsoft Dynamics Sure Step Methodology, eSavvy have been engaged in every style of implementation from Rapid Implementations to Standard Implementations to multi-site and multi-national. In all these cases we seek to truly exceed client expectations and achieve your objectives.

Microsoft Dynamics Sure Step - Diagnostic phase

The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents:

Project Charter - sets the high-level scope for your project
Budget Estimate - establishes an initial, high-level budget
Requirements and Business Process Review - assesses your core business processes and essential requirements
Fit Gap and Solution Blueprint - compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution
Architecture and Scoping Assessments - assesses your IT infrastructure and determines high-level scope of architecture changes required for your project
Upgrade Assessment - assesses the data and components within your infrastructure that will be upgraded

Microsoft Dynamics Sure Step - Analysis phase

The Analysis phase represents the official start of the implementation. Key activities and deliverables include:

Fit Gap Analysis Spreadsheet - compares your requirements with Microsoft Dynamics functionality and identifies any gaps where customizations are needed
Functional Requirements Document - involves in-depth checklists that help us developed detailed requirements by role and function
Project Plan - captures milestones, accountabilities, roles, etc., to set clear expectations and keep us on track
Change Control Plan - determines how we’ll identify, review and approve any scope or requirements changes
Communications and Training Plans - helps us establish communication channels and the types of training we’ll need for different key stakeholders and broad users
Development, Quality & Testing Standards - establishes standards for how we’ll ensure the quality of customization development and solution design to meet your requirements
Future State Business Process Workflows - documents how your core business processes will be accomplished with the new Microsoft Dynamics solution

Microsoft Dynamics Sure Step - Design phase

In the Design phase we will configure your solution and design customizations needed to meet your requirements. Key activities and deliverables include:

Risks and Issues Management—using proven Project Management Institute processes to help us identify, work through and avoid risks and issues
Core Team Training—on new solution processes, including how their processes will change
Create Test Scripts by role and function—to ensure the solution meets your critical business process requirements
Conduct Feature Testing—to ensure your critical business processes are complete and streamlined in the new solution
Create Technical Design Document—to capture detailed requirements for any customizations that need to be developed
Begin Data Migration Design—to map out the process that will be used to migrate data from your current solution to your new solution

Microsoft Dynamics Sure Step - Development phase

In the Development phase, your complete solution will be built and configured. Key activities and deliverables include:

Determine Security Roles—to define which roles in your company have different types of access to specific functionality
Complete System Configuration and ISV Solution Setup—to determine detailed settings for all system configuration screens
Finalize Customization Code--to complete any customizations you need to meet unique requirements
Conduct Acceptance Testing—to ensure your new solution meets your functionality requirements
Begin Developing Data Migration Scripts—to plan detailed process and timing of data migration to your new solution

Microsoft Dynamics Sure Step - Deployment phase

In the Deployment phase, all our teamwork comes together in the transition to your new Microsoft Dynamics solution. Key activities and deliverables include:

End User Training—to prepare all employees who’ll be using the new solution
Final System Readiness—to plan for go live
Final Acceptance Testing—to ensure all requirements are met
Plan for Go-Live Cutover—to determine specific timing of go-live cutover
Final Data Migration—to ensure all system data is migrated to the new solution
Go-Live—when you’ll be running totally on your new solution

Microsoft Dynamics Sure Step - Operation phase

In the Operation phase, we’ll close the project and identify any ongoing support and transition assistance you need. Key activities and deliverables include:

Provide Post Go-Live Support
Review Deliverables against SOW and Close Out Project
Establish Ongoing Quality and Testing Strategy
Conduct Disaster Recovery Test

To find out more about our Systems Implementation Capabilities call us on 1300 799 723 or email info@esavvy.com.au