Represents the official start of a project. The analysis phase is geared toward defining your business’ functional, data migration, and integration requirements. Deliverables include a project charter and plan, functional requirements document, project team training, and a data migration plan.

The design phase involves planning solution implementation to meet all the functional requirements defined in the analysis phase. In this phase, our team will also map and design data migration processes. Deliverables include a design document that will detail the Microsoft Dynamics/Dynamics 365 solution’s configuration as well as necessary customizations and integrations, the requirements for reports, and a test plan.

The development phase is focused on building the customizations, integrations, and data migration processes defined in the design document.

In the deployment phase, the solution is transitioned from a test environment to a production environment. Our team will prepare user training materials, execute data conversion, and ultimately allow the system to go live. Post-implementation, we monitor the usage of the application features and overall performance of the new system to ensure it is fully operational and delivers the intended functionality.

Along with providing hands-on project management, our team also helps you prepare your employees for transition to the new ERP/CRM system through effective change management. We design risk mitigation strategies, identify training needs, and highlight communication issues to ensure smooth adoption of the new technology within your organization.