Expert Dynamics AX to Dynamics 365 1-WK Migration Assessment

Microsoft no longer offers any kind of support for Dynamics AX 20212 R3 and all other AX versions. It’s strongly advised by Microsoft that it’s critical for your business to move to the latest Microsoft Dynamics solutions for ongoing support and access to new features. However, it requires a comprehensive migration strategy. So, is your company ready for the cloud?

Folio3, 1-WK Migration Assessment provides a comprehensive evaluation of your current Dynamics AX system and a clear roadmap for a successful transition to Dynamics 365. Our assessment will equip you with the insights and strategy needed to make an informed decision about your ERP future.

What's Included in the Assessment? Our expert consultants will work closely with your team to:

• Understand Your Business: We'll start with a deep dive into your current business processes, identify pain points that could affect your upgrade path, and explain why they'll cause you problems
• Technical Evaluation: Analyze your existing Dynamics AX customizations, integrations, and ISV solutions to determine their compatibility with Dynamics 365 and the efforts required to achieve a similar to more desirable resulting state post-migration.
• Data Migration Strategy: We'll assess your data and provide recommendations for a secure and efficient data migration process and Provide an estimate of effort to address each issue & execute the migration strategy
• Future State Envisioning: We'll help you envision how Dynamics 365 can transform your business, with live demos of new features and functionalities.

Our Assessment Plan We follow a structured, 4-week engagement to ensure every aspect of your potential migration is thoroughly evaluated. This methodical approach provides a complete picture of the effort, costs, and benefits, empowering you to make the best decision for your business.

Week 1: Discovery and Envisioning The initial phase is focused on understanding your business and setting a strong foundation for the assessment.

• Kickoff Meeting with Stakeholders -- We conduct workshops to map your business taxonomy, legal entities, organizational structure, and critical business functions. -- Document current challenges, operational pain points, and the desired business outcomes you expect from a migration to Dynamics 365. -- Overview of your current Dynamics AX setup, including servers, networks, and hardware, and evaluates the data volume and complexity within the existing system.

Week 2: Functional Assessment This week is dedicated to a deep dive into how your organization uses Dynamics AX on a day-to-day basis.

• Business Process Analysis: We analyze all key business processes currently supported by Dynamics AX, from finance and operations to supply chain and HR.
• User Persona and License Mapping: We identify key user personas across your organization, documenting their roles and current license utilization to plan for future needs.
• Gap-Fit Analysis: We identify functional gaps in your current system and highlight areas for immediate improvement and optimization within Dynamics 365.
• Data Requirement Scoping: We begin identifying the critical data required for migration, taking into account volume, relevance, and historical significance for a clean transition.

Week 3: Technical Assessment We shift focus to the technical underpinnings of your AX environment to plan the heavy lifting of the migration.

• Customization Analysis: We conduct a thorough analysis of all customizations in your Dynamics AX environment to assess their business criticality and relevance in Dynamics 365. Then we evaluate whether to migrate, re-implement, or retire each customization.
• Integration Review: A complete review of all integrations with other systems and applications is performed to map dependencies and plan for re-connection or replacement.
• Data Structure and Reporting Evaluation: We assess your current data structures, custom entities, and reporting needs to ensure a seamless transition and continuity for business intelligence.
• Data Migration Strategy: Our team formulates a preliminary data migration strategy, which includes plans for data cleansing, preparation, and validation to ensure data integrity.

Week 4: Findings, Presentation, and Recommendations The final week is dedicated to consolidating our findings and delivering a clear, actionable plan.

• Consolidating Findings: We analyze all the data gathered during the assessment to build a comprehensive report to share our findings.
• Final Presentation to Stakeholders: We present our findings, analysis, and strategic recommendations to your project stakeholders in a clear and concise final presentation.
• Delivery of Final Assessment Report: You receive a complete deliverable package that empowers you to move forward.

Our Deliverables Upon completion of the assessment, you will receive:

• A Detailed Assessment Report
• A High-Level Migration
• Risk & Mitigation Strategy
• A Business Case for Migration