5-Step Dynamics 365 Business Central Implementation

Qualysoft's implementation process is a refined strategy developed over time

 

March 27, 2023 | Read time: 6 min

Introduction

Microsoft Dynamics Business Central is an enterprise resource planning (ERP) software designed to sustain small, mid, and large-sized businesses to automate and streamline their processes, from financial, sales, purchasing, and inventory, to operations management.

Integrating front-end and back-end systems and processes into a unified platform can take between six months to two years, depending on various factors like the size of your organization, the complexity of your current setup, the number of users, and the transfer of data from legacy systems. These factors contribute to both the duration and the total cost of the implementation process.

To ensure a successful implementation, it's important to have a well-defined process that covers the following stages: process and requirement assessment, design and documentation, system customization and development, user training, and Go Live support.

In this article, we will cover each stage and also focus on Qualysoft’s implementation of Microsoft Dynamics Business Central.

1. Process and Requirement Complete Assessment

The first step in any successful implementation of an ERP system is to conduct a complete process and requirement assessment. This helps us identify the business processes that will be impacted by the new system and also gather valuable information about the company's conditions for the software. During this stage, Quaylsoft works closely with the client to understand their business processes, identify pain points, and map out workflows. By assessing current business practices we pinpoint areas that could be enhanced or automated using the new ERP system. This information is the backbone of a custom implementation plan that meets your specific needs and helps you achieve business goals.

2. Design and Documentation

After completing the process and requirement assessment, Quaylsoft's team of experienced ERP consultants will work with you to design a system that meets your custom needs. We conduct an extensive review of the features and capabilities of your new ERP software and create a detailed project plan that outlines the implementation timeline, milestones, and deliverables. During this stage, our seasoned consultants create a functional design plan that outlines the system's functional requirements and how they will be implemented.

3. System customization and development

Once the design and documentation stage is complete, our team of developers will work closely with you to configure the system and develop any customizations required to meet your specific needs. This may include custom reports, workflows, and integrations with other software systems. Quaylsoft uses best practices and follows Microsoft's recommended guidelines to ensure that the system is stable, reliable, and scalable.

4. User training, user manuals

After we finish testing the new system, Quaylsoft's team of consultant provide you with comprehensive user training to ensure that your employees are comfortable using the new system. We create cheat sheets and process documentation for company-wide training. Training is conducted both onsite and remotely and covers all aspects of the system, including navigation, data entry, and reporting. In addition to user training, we provide full user manuals and documentation to help everyone quickly find the information needed.

5. Go Live support

The final stage in the implementation process is Go Live support. Our team of consultants keep providing support during the critical period when the new system is launched. This includes monitoring the system to ensure that it's running smoothly, troubleshooting any issues that arise, and providing ongoing support to ensure that the client's employees are comfortable using the new system.

Tip: We perform periodic audits to compare ERP solution output to benchmarks to determine whether the solution is adding value and improving it.

Save time, money, and frustration by hiring a solution provider

Working with a Microsoft Solutions Partner in your ERP implementation increases your chances of success and helps you avoid common hazards and mistakes.

As Microsoft Solutions Partners we are committed to excellence in Microsoft technologies and maximizing the benefits clients receive by expertly implementing their solutions. We continuously develop the expertise of our staff and strive for total client satisfaction. As a recognized leader within the partner community, we have the capabilities to provide consultative expertise, implement and deploy Microsoft solutions to the best-in-class standards, offer Microsoft-based IT services and products, and provide continuous customer support while staying ahead of the latest updates and news.

We also offer innovative training tools and programs to ensure our clients are fully equipped to utilize Microsoft technologies to their fullest potential. Working with us means getting the best solution tailored to meet your exact business requirements.

 

As Microsoft Solutions Partners we are committed to excellence in Microsoft technologies and maximizing the benefits clients receive by expertly implementing their solutions.

We continuously develop the expertise of our staff and strive for total client satisfaction. As a recognized leader within the partner community, we have the capabilities to provide consultative expertise, implement and deploy Microsoft solutions to the best-in-class standards, offer Microsoft-based IT services and products, and provide continuous customer support while staying ahead of the latest updates and news.

We also offer innovative training tools and programs to ensure our clients are fully equipped to utilize Microsoft technologies to their fullest potential. Working with us means getting the best solution tailored to meet your exact business requirements.