What to expect when you are implementing Dynamics GP! 5 steps to success!
“Luck is the residue of design” – Branch Rickey
All too often, the initial decision for
Here are the 5 steps in a successful implementation of your new accounting system:
- Analyze, Plan and Understand – Start at the beginning. The first step in the implementation process should begin with a thorough review of your business requirements and processes, to identify what is working well and which aspects of your business that may need improvement and refinement. These business requirements will then be mapped into your project plan, which will drive the remainder of the implementation.
- Design, Develop and Build – Using the project plan produced in Step 1, your implementation team will next proceed to build your pilot system. This is used to validate those business processes and system functionality detailed in the project plan.
- Train, Test and Accept – Building on the lessons learned in the pilot system and using test data migrated from your previous system, Step 3 includes teaching your staff the best practices and procedures to deliver the required functionality. Results from this testing and training period need to be reviewed and a sign-off should be secured, stating that the progress made to date is acceptable and in line with the overall goals of the implementation.
- Implement and Go-Live – Working from the knowledge obtained in Steps 2 and 3, your new accounting system should now be complete. Your legacy data is migrated a final time to the new system and all of the experience and resources of the project team are on-site and ready to make the final transition to the new system.
- Ongoing Support – With the successful launch of your new system, your technology partner should now continue to provide on-going support. This can be delivered through a help-desk, along with the application of any new updates. Many consulting companies can also provide free webinars and user group sessions.
As these 5 implementation steps are carried out, beginning with a broad-based and all-encompassing perspective of both your internal and external operating environments, the focus of the implementation project is then continuously narrowed to produce exactly the system that is required to meet and exceed the business objectives that have been defined.
These five steps represent distinct phases of the implementation project, and they move in succession. Equally important, however, are those ongoing activities and functions that a successful implementation must include. These are:
- Project Management – All aspects of the ERP implementation must be tracked by the Project Manager, whose responsibilities include task assignments, resource availability, project documentation, budget and timeline oversight, and communication among all of the project team members.
- Systems Support – Before your project can get underway, a thorough review of the existing infrastructure must be completed. This review of the current systems infrastructure will ensure that the optimum delivery of data and analysis is met. Systems support also provides specific recommendations for the required hardware and software infrastructure.
- Consulting Services – Be sure to focus on all of the aspects of your business, including Business Process Review, recommendations for Best Practices, detailed delivery of training and procedures, testing of the pilot and production systems, development of custom reports. A complete examination of your business environment me identify additional opportunities for improvements.
- Development Services – Creation, testing and support for custom enhancements and applications, coordination of integrations to existing legacy systems and planned interfaces to other Line of Business systems, custom reporting, dashboards and internal websites.
The successful implementation of your