Dynamics 365 Business Central Implementation Plan

Continuing in our blog series on Dynamics Business Central, today we’re going to discuss and go through its standard business central implementation plan. We hope to provide to ensure a successful implementation and point out areas of work responsibility.  Meaning identifying the work the partner completes versus engagement and feedback necessary from the customer side.

Main Stages in a Business Central Implementation

1. Internal Review of Current ERP System

In this initial stage this is where company executives and or directors have identified the need to enhance the current ERP systems due to various reasons.  reasons such as process improvement initiatives, digital transformation, out-of-support, like resources available in the marketplace who know the product, and finally terrible user experience.

2. ERP Requirements

Once company executives have decided that the current ERP system needs to be replaced then comes the ERP requirement stage.  In this stage to have a success, it is recommended to begin a companywide interview process with the key users.  In the interviews, review the processes, discuss proposed enhancements (both functional and reporting), proposed ERP solutions.  the main deliverable in this step should be a company-specific ERP requirements document that is responded to by various publishers so the company can find the best ERP fit.

3. Invite ERP Publishers and/or ERP VAR to respond to RFI

At this point the RFI is then sent to multiple ERP VARs to review and provide demo on best functional fit.  In this stage, the ERP partner should first go through the RFI with complete focus to ensure the functional points described in the RFI are reviewed and feedback is given, such as, “system needs needs”, “system needs to be customized in this area”, “system gap, can be filled with 3rd party solution”.  Once this is completed and reviewed then this should be submitted back to the ERP VAR/Publisher to review.

4. Get a pointed demo with your processes

Finally, getting to the main part of the sales process, the DEMO!  At this point, the customer should coordinate schedules internally and schedule a demo with the ERP VAR/publisher.  On the ERP VAR side, if they are Acumatica, Dynamics Business Central, Etc… they should prepare a pointed demo based on the requirements document.  In the demo, it is recommended that be a collaborative meeting where questions are asked during the demo so the demonstration is geared towards the user’s interest.  However, there is a fine line to not derail the demo at this stage but to ask questions that will benefit the whole group.  If there are questions that cant be attended to during the demo then those questions should be “parking lotted” so those questions can be answered in a follow-up session.

5. Go through the statement of work with a fine comb

As the famous line goes, “Show me the money”, this step is where the ERP publisher/VAR has completed their due diligence about the engagement and will now present licenses and services estimate to complete the implementation.  Furthermore, in this step, the first and second-phase roadmap is defined.  The second phase ERP implementation plan may be loosely defined but it should be mentioned in the statement of work.

6. Identify the project team on both sides (partner and customer)

Assuming the statement of work is agreed upon and approved.  The customer will sign off on the new ERP implementation project and the project team from both sides (ERP VAR and customer) will arrange a “kick-off” call to commence the ERP implementation.  In this call, the training plan, project plan and project charter are reviewed and adjusted as necessary.

Getting a new ERP system such as Acumatica or Dynamics Business Central can be an exciting time but the proper due diligence must be completed by both sides to ensure the best fit, best plan and a cooperative and collaborative implementation for the highest return on investment.  In future blog posts we will break out the implementation plan in detail.  If your company is interested in learning more about Acumatica or Dynamics Business Central then call us today so we can provide a no-obligation demo and discovery session.Dy

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Industry Specific Edition

Acumatica cloud ERP’s Industry-Specific Editions are a unique combination of Acumatica cloud ERP functionality and functionality specific to a particular industry or industry segment.

For example, the Manufacturing Edition includes both manufacturing and distribution modules, as well as modules for field service and general business use. The Distribution Edition includes only distribution modules.

The Industry-Specific Editions include all of the core Acumatica cloud ERP functionality including:

  • Core Accounting
  • Core Billing & Invoicing
  • Core Business Management  (including project management and portfolio management)
  • Core Data Modeling & Validation  (using the same data model used in the Core Accounting module)
  • Core Enterprise Resource Planning  (including CRM integration)
  • Core Human Resources & Payroll  (HRIS integration with HR applications such as Zenefits)
  • Core Inventory Management  (including barcode scanning technology that can be used to identify inventory items based on their UPC codes or SKU numbers.)

Retail Commerce Management

Deliver a consistent customer experience across all your sales channels with full integration between your online, mobile, kiosk, and in-store service.

  • Reduce stock-outs and back orders 
  • Speed up order processing and fulfillment 
  • Streamline returns and exchange 
  • Provide an omni-channel experience 
  • Offer a world-class eCommerce presence 
  • Integration with web stores and POS systems

Project Management

Streamline project management: The project accounting suite enables you to track project costs, carry out planning and billing, and manage time and expenses while completely integrating with the fundamental accounting operations like general ledger and accounts payable.

Customer Relationship Management

Set up customer relationship management: CRM is an important tool for any business that wants to build strong customer relationships and retain customers. With Acumatica, you can set up a customer relationship management system that works for your business.

The CRM feature includes:

  • Customizable reporting dashboards
  • Powerful business intelligence capability
  • Service and support automated workflows
  • A customer self-service portal

Service Management

Maximize dispatching and boost revenue by scheduling the right people at the right time, and see real-time data for work taking place in the field.

  • Single version of the truth
  • Multi-dimensional reporting
  • Security by role
  • Custom reports and personalized dashboards
  • Multiple display options

Construction Management

Provides a complete, mobile-enabled cloud-based construction and accounting software solution.

  • Instant data access in role-based dashboards 
  • Native AI and ML for automation and data processing 
  • Superior compliance management 
  • Flexible drop-shipping to project sites 
  • Real-time connection among workers-field, office, and remote.

Sales Improvement

Acumatica’s sales management features can help businesses increase their sales and revenue.

Utilize Business Intelligence

You may gather crucial data from various sources and show it in reports made for quick decision-making with Acumatica cloud ERP. This software includes analytical tools for monitoring the state of your business. It identifies problems before they substantially harm your company.

Warehouse Management

Streamline warehouse operations and transaction to reduce errors, automate processes and increase productivity.

  • Reduce errors 
  • Increase customer satisfaction
  • Automate data capture 
  • Simplify tracking
  • Prioritized, direct picking 

Inventory Optimization

Optimize inventory: Acumatica’s inventory management tools can help businesses reduce inventory costs and improve stock levels.

Manufacturing Management

Built for make-to-stock, make-to-order, engineer-to-order, project centric, job shop, batch, repetitive manufacturing, and more.

  • Complete, multi-site cloud manufacturing control and planning system
  • Improve efficiency with intuitive, award-winning UI
  • Empower collaboration with cross-module workflows 
  • Create business resilience with our future proof design 

Order Processing

Use order processing: Order processing is another key feature of Acumatica ERP software. With this feature, you can streamline your order process and keep track of orders as they move through the pipeline.

Improve financial management

There are a number of ways businesses can make the most out of Acumatica’s features. For example, businesses can use Acumatica to:

– Improve financial management: Acumatica’s financial management tools can help businesses save time and money by streamlining accounting and financial processes. This functionality includes:

     General ledger incorporating real-time analysis fully integrated with all other features

     Accounts receivable and payable

     Cash, currency & tax management solutions

     Fixed assets

     Recurring revenue management