Getting a Microsoft Dynamics 365 Implementation done is never easy. The process can be quite complicated, with so many variables involved. A lot of planning and strategy goes into it, as one integrates both front-end and back-end processes and systems into one common platform, one that becomes a shared platform amongst all the teams working across an organization. More importantly, there are other factors that go into the implementation such as the size of the organization, the complexities involved in the current setup, the total number of users, transfer of data from legacy systems, all of which contribute together towards the duration and expense of the process.
Given below is a well-knit and researched guide on executing the ideal Microsoft Dynamics Implementation in Australia, which will not only turn out to be a fruitful one but also get things rolling as fast as possible in terms of business and day-to-day operations:
- You must prepare and plan well: The first thing you must do is put together a team of high priority and management employees from all teams within the organization. They must be involved in the implementation process as they will be the ones working on the solution post-implementation and must be made aware of how things will affect day-to-day operations once work on the new solution gets underway. After identifying current business practices, one must find out which processes can be improved and automated by the new solution. Accordingly, one must determine the goals and scope of implementation.
- Review the entire procedure: The project team working on the company’s ERP must be brought into action to conduct a thorough review of all the features and capabilities of the new Microsoft Dynamics solution. They must be given ample time to identify proficiencies and skill gaps. It is very important that when the implementation process is underway, all your teams are there on-site to review what is happening and what has already happened. Not only does this make them aware of the implementation process but also prepares them better for what is about to follow.
- Prepare your data well: This is one of the most important aspects of a Microsoft Dynamics Implementation in Australia, as data from the old solution must be moved to a new solution and in the process, outdated information must be weeded out. The company getting the implementation done must locate source documents to ensure that the data is accurate and not clogged with inaccurate facts. After this, spreadsheets must be created to collect and filter out useful data from the not-so-useful data and should be re-arranged into tables.
- Test and train colleagues properly: You must first get your project team to practice on a test database with real transactional data for an entire week to validate system output, improve accuracy and ensure seamless integrations and easy-to-work-on interfaces. Additionally, the project team must also be trained to work on it and get accustomed to it, by creating something such as cheat sheets and process documentation. There are multiple things one can achieve by doing this. Tech-savvy staff must be trained and made aware of low-level user issues so that when they arise in real-time, the IT team is not unnecessarily bothered and gets to focus on larger issues. Segregating the entire process into various parts amongst colleagues can increase healthy competition amongst colleagues. Offer incentives to your colleagues so that they finish their training on time and become equipped to work on the solution at the earliest.
- Prepare yourself for rollout: As soon as the Microsoft Dynamics 365 Implementation is about to get over, there are certain things you must prepare yourself for. These include system testing post-go-live, scheduling and budgeting for staff in case they clock in extra hours, taking system downtime into consideration, speed of the network, and data backup for processes. Leads of all project teams must take their respective teams through the process and if necessary, the IT team must be put on standby mode in case of last-minute changes and adjustments. Post the rollout stage, the entire organization must sit together to evaluate the solution’s output against set goals and objectives.
Since the process is so complicated, it generally requires the expertise of a different kind altogether. Thus, it is suggested that a Microsoft Dynamics Partner be consulted to get a near-perfect implementation done.
Summary: These steps given above must be followed to get a successful Microsoft Dynamics Implementation done.