Tally to Dynamics 365 Business Central migration: 1 week assessment

Advaiya Solutions Inc.

An extensive migration assessment service that evaluates the feasibility, benefits, and approach for transitioning from Tally to Dynamics 365 Business Central

Unlock the full potential of your business with Dynamics 365 Business Central by migrating seamlessly from Tally. Our Migration Assessment service ensures a smooth transition, analyzing your Tally setup, identifying potential challenges, and providing a roadmap for a successful migration to Dynamics 365 Business Central. This assessment minimizes disruption to your operations while maximizing the benefits of a modern ERP system.
Features and benefits:

  • Comprehensive system analysis: Thorough review of your existing Tally environment, including data structures, customizations, and integrations.
  • Migration feasibility study: Evaluation of the technical and functional feasibility of migrating to Dynamics 365 Business Central, highlighting potential challenges and solutions.
  • Cost-benefit analysis: Detailed examination of the costs versus the benefits of migration, enabling informed decision-making.
  • Tailored migration strategy: Customized migration plan designed to meet your specific business needs, minimize downtime, and ensure data integrity.
  • Risk assessment and mitigation: Identification of potential risks and development of strategies to mitigate them, ensuring a smooth transition.
  • Future-proof solutions: Recommendations for leveraging Dynamics 365 Business Central’s features and capabilities to enhance business processes and support growth.

  • Current state assessment report: Detailed documentation of your current Tally environment, including data structures, customizations, and integrations.
  • Migration readiness report: Analysis of your system's readiness for migration, including data cleansing and preparation requirements.
  • Migration roadmap: Step-by-step plan outlining the migration process, timelines, and resource requirements.
  • Cost-benefit analysis report: Comprehensive report detailing the expected costs and benefits of the migration.
  • Risk mitigation plan: Strategies to address potential challenges and ensure a successful migration.
  • Post-migration support plan: Recommendations for post-migration support and optimization to maximize the benefits of Dynamics 365 Business Central.

Assessment agenda
Day one: Discovery and envisioning

  • Kickoff meeting with stakeholders: Introduction and agenda overview.
  • Understanding overall business model: Business taxonomy, legal entities, organizational structure, and business functions.

Day two: Assessment of existing infrastructure
  • Understanding about existing IT architecture, applications, and workloads.
  • Overview of current Tally environment: Detailed review of Tally data structures and customizations.
  • Evaluation of current integrations and workflows: Assessment through workshops, interviews, artifact reviews, and system access.

Day three: Sub-process and technology analysis
  • Analysis of sub-processes and user personas: Identification of goals, pain points, and process idiosyncrasies.
  • Review of existing technology: Needs, usage, current licensing position, and associated costs.
  • Regulatory requirements and ERP system review: Examination of current ERP system and other business applications used across departments like marketing, sales, project management, customer service, procurement, and finance.

Day four: Data and process analysis
  • Analysis of "as is" state: How the core business operates and how data and information are managed, accessed, and analyzed.
  • Assessment of data entities and reporting capabilities: Evaluation of current data, reporting capabilities, and identification of key business metrics for better visibility and control.

Day five: Findings analysis, presentation and recommendation
  • Gap, risk, and improvement analysis: Identification of gaps, risks, and areas for improvement based on detailed findings.
  • Presentation of findings and recommendations: Comprehensive overview of assessment results.
  • Engaging with stakeholders for feedback and questions.
  • Comprehensive report including the migration roadmap, action plan, high-level cost estimates and timelines.

The current offer includes free assessments for small projects. If customers have specific needs, the assessment will incur a cost based on the complexity of their Tally setup and environment. Please contact us for a detailed quote tailored to your specific needs.

The typical duration for the migration assessment is 1 week. It can vary depending on the complexity of your Tally setup and specific requirements.

Click on the 'Contact me' button and fill out the form our team will contact you.

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