Global Template for Dynamics 365: 5-Month Assessment

Calsoft Systems

Calsoft proven global template ensures successful Dynamics 365 rollouts and enhances standardization by incorporating superior practices from global subsidiaries.

The Calsoft global template service offers comprehensive solutions tailored to empower businesses in deploying global ERP systems effectively. By aligning with business goals, project objectives, and technical requirements, Calsoft ensures successful implementations by understanding the unique characteristics of each entity involved.

Our approach involves 10 distinct phases, beginning with meticulous planning to establish a solid foundation for success. Flexibility is emphasized in the initial phases to accommodate varying needs, while subsequent phases focus on execution guided by experts, standardized processes, and refined strategies to maintain quality and minimize risk.

Calsoft distinguishes itself by not only establishing a proven global template but also dynamically enhancing operational standardization by incorporating superior practices from global subsidiaries. This commitment to continuous improvement extends the benefits of ERP implementation to all levels of the organization.

With accolades such as Microsoft Partner of the Year and a wealth of experience across diverse industries, including Wholesale Trade, Transportation, Manufacturing, and Professional Services, Calsoft's global template service equips businesses with the tools they need to achieve their objectives efficiently and effectively.

Scope of work

Step 1

  1. Project Management / Project Management Office
  2. Project Preparation and Kick off a. Project Charter, RFQ Prep, Document Review, Kick-off Meeting

Step 2

  1. Capturing Cross-Company Common Requirements a. Assessment Interview; Functional Requirement, Management Report i. HQ: Top management, Global Roll-out Team, IT, Compliance ii. Selected group company (Subsidiaries B): Sales, Purchase, Warehouse, Logistics, Accounting (AP/AR), IT, Compliance, Buffer

  2. Fit & Gap Analysis (MSD) and High-level Feasibility Study a. 20 High priority Requirement by Department from 5/6 Departments b. Or, < 100 High priority Requirements

  3. Company Wide Standardization Requirement Discussion (Requirement Gathering, Explanation, Follow up) a. Requirement and Operation Flow Discussion (2 Hours x 3 Session) b. Master Management Policy (2 Hours x 3 Session) c. Development Policy (2 Hours x 3 Session) d. Security Policy (2 Hours x 3 Session)

  4. Deliverables a. Company-wide As-Is Flow Diagram b. Company-wide Functional Requirement, IF and Management Report List c. To-be Draft Standard Flow Diagram d. Finalize Draft Standardization Requirement List/To-Be Draft Standard Flow Diagram e. Master Management, Development Policy, Security Policy Documentation

Step 3

  1. Project Time line and Scope Finalization Discussion a. 2 Hours x 3 Sessions (Explanation, QA, Finalization)

  2. Deliverables a. Project Time-line b. Set Priority into the Finalized Standardization Requirement List/To-Be Standard Flow Diagram c. Budget

*See "Company Use Case" in Images for details on scope for estimated pricing. Duration could range between 4.5-6 months, depending on project scope.

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