Dynamics 365 Business Central Implementation

Many organizations using ERP solutions such as NetSuite, QuickBooks, or even Excel for their financial management and accounting operations are encountering significant challenges that impede their efficiency and growth potential. These challenges include outdated technology, limited scalability, and a lack of modern features. Consequently, these organizations struggle to adapt to evolving business needs and remain competitive in today’s dynamic market environment.

By migrating to Microsoft Dynamics 365 Business Central, organizations can overcome these issues and unlock numerous benefits to drive their business forward. This migration supports Digital Transformation initiatives, enabling businesses to modernize their operations and leverage advanced technologies. Additionally, it facilitates scaling business operations, ensuring that the ERP system grows alongside the organization. As your trusted advisor, Technology Management Concepts (TMC) can help your organization leverage the advantages of this product with our comprehensive migration offering.

Deliverables

The following approach provides a structured approach to properly implement Microsoft Dynamics 365 Business Central. We will work to ensure a successful deployment aligned with your organization’s business objectives. Our implementation of Microsoft Dynamics 365 Business Central includes, but is not limited to the following phases:

Assessment Phase

• We will evaluate your current ERP’s setup, including data structure, customizations, and integrations.
• Identify key stakeholders and gather requirements for the migration, as well as assess the compatibility of existing data and processes with Dynamics 365 Business Central.
• Assess the compatibility of existing data and processes with Microsoft Dynamics 365 Business Central.
• Create and deliver documentation of processes and a list of recommendations to the client.

Planning Phase

• Our team will develop a detailed migration plan outlining timelines, resources, and milestones.
• We will determine the scope of the migration including data migration, customizations, and user training.

Data Preparation

• Cleanse and validate data in the current system to ensure accuracy and integrity.
• Identify data mapping requirements between your current ERP and Microsoft Dynamics 365 Business Central.
• Extract, transform, and load data from your current ERP into Microsoft Dynamics 365 Business Central.

Customization and Configuration

• Analyze existing customizations in your current ERP and assess if they aren’t required based on existing functionality available in Business Central, can be met with an existing 3rd party app/add-on, or need to be redeveloped into extensions (customizations for BC that live outside the code base and allow you to easily upgrade twice a year).
• Reimplement customizations where needed in Microsoft Dynamics 365 Business Central using appropriate development tools.
• Configure Microsoft Dynamics 365 Business Central to meet the specific needs of the customer organization, including chart of accounts, workflows, and user permissions.

Integration Setup Phase

• Identify any third-party applications or systems integrated with your current ERP.
• Configure integrations between Microsoft Dynamics 365 Business Central and other systems using available connectors or APIs.
• Test data flow and synchronization between Microsoft Dynamics 365 Business Central and integrated systems.

Testing and Quality Assurance

• Perform comprehensive testing of all migrated data, configurations, and customizations.
• Conduct user acceptance testing (UAT) to ensure the system meets the requirements and expectations of stakeholders.
• Address any issues or discrepancies identified during testing and make necessary adjustments.

Go-Live and Post-Implementation Support

• Execute the migration plan, transitioning users to the new Microsoft Dynamics 365 Business Central system.
• Develop training materials and documentation for end users.
• Offer post-implementation support, addressing user inquiries and issues promptly.
• Monitor system performance and stability post-implementation for seamless operation.
• Conduct post-implementation reviews, gathering feedback for continuous improvement.
• Document all migration aspects, including configurations and integrations.