Bus Central + Data Migration: 12-Wk Implementation image

Bus Central + Data Migration: 12-Wk Implementation

TrimaxSecure

Launch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.

This package is ideal for businesses that want to get up and running quickly in the cloud with 1 year of historical transaction data.

Deliverables

  • Provision and activate Business Central
  • License, configure, and assign security rights for Business Central users (first 25 users)
  • Create 1 Company to be used for production
  • Design Chart of Accounts
  • Set up import templates for Chart of Accounts, Customer, and Vendor master records
  • Import Master records (Customers, Vendors, Items, Chart of Accounts)
  • Set up Sales and Receivable
  • Set up Purchases and Payables
  • Implement Inventory
  • Set up Location
  • Configure Prices and Discounts
  • Create Power BI reports
  • Create Tax Area and Jurisdiction setup
  • Set up Bank and Credit Management
  • Provide Business Process go-live training

Assistance with

  • Company creation (1 production and 1 test environment)
  • Initial System Configuration
  • 2-4 hours base system training
  • Initial Training Package
  • 2-hours assessment for business needs related to historical data migration
  • 2-hours post launch needs assessment
  • Historical data migration (previous 1 year)

Assumptions

  • TrimaxSecure must be the digital partner of record and the Cloud Solution Provider for the licensing

Available at additional cost:

  • Additional Training packages available to help current and new team members
  • Provisioning for additional users (beyond initial 25)
  • System analysis
  • System modifications
  • Integrations
  • Cost Accounting and Cash Flow Forecasting modules
  • Fixed Asset depreciation books
  • Historical data migration (additional years)

At a glance

Snapshot 1 of Bus Central + Data Migration: 12-Wk Implementation
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