Outgrow your outdated systems with our quick and reliable Microsoft Dynamics 365 Business Central Implementation in 8 weeks
Dynamics Folio3 is a specialized division of Folio3 that offers a broad spectrum of services around the Microsoft Dynamics stack, with a strong focus on Microsoft Dynamics 365 Business Central.
Our implementation service is designed to help businesses implement Microsoft Dynamics 365 Business Central within 8-12 weeks.
Agenda
âĒFirst, we'll get to know your business inside and out. Next, we'll show you how Microsoft Dynamics 365 Business Central can help you streamline and sync up all the different parts of your organization. âĒOur team will conduct a thorough evaluation of your current processes and map the solution to fit seamlessly using standard features. âĒRather than reinventing the wheel, we will leverage the out-of-the-box functionalities to optimize your operations. âĒOf course, we'll also take the time to walk you through all the key features and functions of Dynamics 365 Business Central. âĒAnd if you're interested in integrating other apps or tools with Microsoft Dynamics 365 Business Central, we can show you all the different options available.
Deliverables
Week 1:
âĒIn this first week, we'll work with you to identify your business requirements and review your current business processes - during our Solution Discovery phase. âĒWe'll set up your Business Central account, issue Microsoft Licenses and set up the environment, ensuring that your authentication and authorization protocols are in place. âĒWe'll set up your sandbox environments and provide training to your trainers/admins so that they can onboard future users in the production environment.
Weeks 2-4:
âĒDuring these weeks, we'll configure Business Central for Core Financials, based on the requirements discovered and business processes reviewed. âĒSetting up your business legal entity with the localization package. âĒWe'll discuss charts of accounts and set up the financials for your company, in line with the G/L accounts structure you provide. âĒWe'll set up accounts payable, accounts receivable, payment methods, payment terms, bank accounts, posting groups, locations, and dimensions
Weeks 5-6:
âĒIn this phase, we'll provide import templates for vendors, customers, items, and charts of accounts, and import your master records. âĒWe'll set up sales and procurement, including sales order processing, delivery & shipping methods. âĒWe'll also format the sales invoice layout and add your logo to transactional documents (quotes, order, invoices) to cater to your unique needs.
Week 7:
âĒOur team will provide targeted training to help power users of the company to achieve prompt proficiency with day-to-day usage of the application. âĒWeâll work with the client to create a User Acceptance Test (UAT) checklist to ensure that all requirements are tested before going live. âĒWe will provide standard user manuals to help end-users get started with the application.
Week 8:
âĒIn the final week, we'll ensure that customers, vendors, and items are configured properly and create opening balances. âĒOur team will also conduct the User Acceptance Test (UAT) to ensure that the system is meeting the client's requirements and expectations. âĒGo-Live: Planning and executing the final go-live phase, which includes transferring live data to the production environment, performing final testing and validation, and providing end-user support during the transition. âĒPost-implementation support: Our support services include assistance with issue resolution, system updates, and maintenance, as well as ongoing training and knowledge transfer. âĒWe will create a knowledge-desk and a support ticket system as part of our Service Level Agreement (SLA) Levels i.e. Gold, Silver, Bronze.
Our Methodology:
Folio3âs Rapid Start Methodology is a set of tools and configurations in Microsoft Dynamics 365 that allows users to:
âĒExtract data from a database âĒImport data into Microsoft Dynamics 365 Business Central âĒUtilize pre-configured templates in the ERP
The pre-configured templates help you setup the company with a configuration package which helps you setup the following in a very rapid way:
âĒGeneral Ledger Setup âĒGeneral Posting Setup âĒInventory Posting Setup âĒPurchases and Payables Setup âĒSales and Receivables Setup âĒWarehouse Setup âĒInventory Setup âĒService Setup
Client Responsibilities:
âĒThe client will provide a dedicated point of contact for the project. âĒThe client agrees to provide timely feedback and approvals during the implementation process. âĒThe client understands that any changes to the project scope or timeline may result in additional costs. âĒThe client will provide access to necessary data and systems required for data migration and integrations. âĒThe client will ensure that their staff is available for training and testing as needed.
Additional Information:
âĒOur offer covers the standard implementation of Microsoft Dynamics 365 Business Central for one company only. âĒThis offer does not cover any custom functionality or report development.