One of our favorite roles in a Microsoft Dynamics project is when we can be the end-users advocates. When we can participate in your project as if we were employed in your company. If you bring us in on your project then you have all our expertise at your service, even if you only have one expert on your team.
Of course we would recommend that we help you on your project from the beginning to the end, as we this way can prevent that the project is going in a wrong direction. But often we are not coming in until the project has already taken a wrong turn or one of the three keys (on target, on time or on budget) as already failed.
But you can bring us in during any phase of your project.
Not many end-user companies have much experience in selecting a new ERP system or a partner to help them during the implementation.
Dynamics Experts can help you to do a pre-analysis of your company in a way so that the analysis can be used in a RFQ (request-for-quotation) when contacting the different partners. Besides the process and roles analysis the work can include a ballpark estimate done by the Dynamics Experts, including estimated license costs.
We can also help you evaluate the different quotations and suggestions received by the partners.
After the partner has been selected the Dynamics Experts can continue on the project as company's own experts on the steering committee and has the internal project managers working closely together with the implementing partner. Through our many years of experience we know what it takes to make a successful project plan.
Dynamics Experts pride us with our ability to understand both the customer and the partners, thus being able to communicate with both. In the analysis phase we are using this ability to evaluate the analysis work done by the partner to make sure that their analysis covers everything.
Managing the development and the customizations of the project is properly one of the most difficult phases. And even if you have an implementation partner that you trust very much, then unless they know your company exactly as you do. The fact is that most customizations can be done in many different ways. And the way your partner wants to do it might not be the wrong way. But it might just not be the right way for your company.
Training the users how to use the system is often done ok by most partners. But if you need more than just standard product training then it's not all partners who are able to provide you that. Often you are changing much more than just your system. To get the most return on your investment you should also adjust your organization so that it
Testing your new Dynamics system basically sounds like an easy phase. But in fact this is one of the most underestimated phases. Dynamics Experts can help you to create your test cases and manage the test.
Going live is by many seen as the most important phase. Especially the partners like this date, as this is normally the day they can be invoicing the last money. And yes it's a happy day when you can get the system to print out that first real sales invoice. But the go-live phase isn't really over until you have done your first month-end closing.
The key content of the post go-live phase as recommended by the Dynamics Experts is really that you 1-2 months after the go-live have a project follow-up conference, where the whole project is evaluated. An important thing here is to make clear what didn't work and especially what was promised by the partner, but has still not been delivered.