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Microsoft SureStep Method
microsoft dynamics nav implementation project plan
microsoft dynamics sure step
As Microsoft Partners, we use the Microsoft SureStep Methodology for project planning any implementation of NAV. We will only use the parts of the project plan appropriate to your installation; however using the SureStep method provides a repeatable and smooth implementation in a proven manner. This also ensures a minimal impact on your day to day running; the navision implementation on site will take days not weeks!
Phase 1: Kickoff Meeting
navision project: Phase 1
Kickoff Meeting
It is the first phase of our navision implementation. The meeting is held by the IWebSquare NAV project management implementation team together with the IWebSquare sales team. Project Manager, as well as Project Sponsor, will be part of this meeting from the client's end.
The Deliverables You'll Receive After This Phase Are:
  • Goals of the project
  • Guiding group
  • In-depth Project Plan that will get developed along with the Client's Project Manager.
  • Project Team
  • The arrangement of project resources as well as infrastructure for the project.
  • Project Charter Sign off
Phase 2: System Need Study Along With Concept Demo
NAVISION PROJECT: PHASE 2
System Need Study along with Concept Demo
At this point, we find, evaluate, and focus on the business operations along with pain points. Business processes are documented by recognizing business events as well as defining the actions that a customer takes to react to those events. These processes get arranged into business situations that capture the client's organization needs. During the period of Study, along with Concept Demo, primary users are anticipated to discover the transactions to detect GAP elements (new demand, fields, Transactions, as well as process flows ).
 
The Deliverables You Are Going To Possess After This Phase Are:
  • Client's Project team members should get identified
  • Sign off for Project Charter
The Stages Of This Particular Phase Are As Follows:
  • Fundamental research of organization scenarios.
  • Concept Demo of Standard Database.
The Deliverables In This Phase Are:
  • FRD-- Functional Requirement Document (Organization Structure NAV Viewpoint, GAP aspect.
  • GAP Fit/ Analysis Document.
  • Signoff document format for the System Need Research with Concept Demonstration
  • Client to provide Sample Master Data as well as document print formats.
The Client End Preparation For The Upcoming Phase:
  • Submission of Sample Master Data
  • Approval of GAP components for modification.
Phase 3: Key User Training As Well As Practice
NAVISION PROJECT: PHASE 3
navision training - Key User Training as well as Practice
We offer Key User Training at an early stage. We keep the faith in Training the Trainer approach. Although IWebSquare will be accountable for training the primary user, the client's Primary User Team would be responsible for Training the end user. Presence of the client's Project Manager is mandatory throughout the primary user training to help with the training session between the IWebSquare team and primary users.
 
Pre-Requisites:
  • Receipt of Final Master Data
  • Server readiness
  • Installation and configuration of MS

    Dynamics NAV

    in Server
After This Phase, The Deliverables Are:
  • User Manuals
  • Sign off Key User Training
Client End Preparation For The Subsequent Phase Is As Follows:
  • A user needs to engage in numerous business situations
  • Department-wise test cases to get forwarded to IWebSquare
Phase 4: Conference Room Pilot
NAVISION PROJECT: PHASE 4
Conference Room Pilot
Your user community takes on the ownership of the new systems along with the acceptance testing by confirming the built solution fulfills the needs. We assist you in training your primary users to ensure that they can utilize the new system successfully. The presence of Finance Manager and Project Manager is mandatory at the time of the CRP to recognize the scheme of entries and different business scenarios.
 
Pre-Requisites:
  • Department-wise test cases to be obtained from the client.
  • The user needs to be well versed in the business transaction.
At The End Of This Particular Phase, The Deliverables Are:
  • Acceptance of your users to the new solution constructed.
  • Opening Template for the closing balance
Client End Readiness For The Upcoming Phase Is As Follows:
  • Submitting of Sample Master Data
  • Submission of Reconciled opening balances according to the template offered.
Phase 5: Go Live Readiness
NAVISION PROJECT: PHASE 5
Phase 5: Go Live Readiness
During the MS surestep Go-Live Prep Work, the Project Team releases the final data with opening balances into the actual environment at the client's end.
 
Pre-Requisites:
  • Reconciled Opening Balances
The Important Deliverables Concerning This Phase Are:
  • Deployment of Live database at the client's end
  • Sign off on Reports of Opening Balance Upload.
  • Sign off of Go Live.
Phase 6: Go Live and Assistance
NAVISION PROJECT: PHASE 6
Phase 6: Go Live and Assistance
Your organization processes are maintained on the new system with two weeks onsite along with two weeks' off-site assistance. The effectiveness of the new system mainly is dependent on how proficiently users can run the system. We work with your people to ensure the system works perfectly during production.

Pre-Requisites:
  • Reconciled Opening Balances
The Important Deliverables Of This Particular Phase Are:
  • Production system assisting the functions of the business
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