Implementation of Dynamics 365
When implementing Microsoft Dynamics 365, we use our own unique methodology along with Microsoft Fast Track. This way, we are able to formulate a detailed project guideline and then kick off the project. We strive to continually improve project quality by following such project methodology – whether it’s for single-country implementations, US-Japan projects, or global rollouts where we work alongside partner companies in Asia and South America.
SI Approach
Project Method: Defines SYSCOM’s standard activities during system integration projects. Microsoft Fast Track: Defines Microsoft’s recommended best practices for deploying Dynamics 365.
Project Guideline
Defines rules for managing the project in compliance with SPM (Syscom Project Method).
Project Startup Procedure
Completes the project according to the project guideline by summarizing setup tools, efficient procedures, and much more.
Phase-Based Work Overview and Role-Breakdown
The outline of tasks, division of roles and deliverables for each phase of implementing projects as follows:
1. Analysis
Project Plan
Work：Create WBS, update project plan, and plan for next phase
Output: WBS
Project Management
Work: Risk Management, Issue Management, Progress Management, Change Management
Output: Project Status Report
Business Process Analysis
Work：Conduct business hearings (such as interviews or surveys) and business process analysis
Output: Business Questionnaire
Package Design
Work: Consider how best to adapt your business requirements to package standards
Prototype Creation
Work: Create a prototype system by configuring parameters with some master data from your business in order to conduct a conference-room pilot (CRP)
Output: Prototype Environment
CRP / Fit & Gap Analysis
Work：Check standard ERP functions within Dynamics 365 F&O to verify that your business processes can be safely maintained
Output: Functional Overview
Gap Resolution Support
Work: Help your team members verify/evaluate the CRP, identify Gaps and resolve them
Output: Draft SFC (Solution Function Chart)
Documentation
Work: Create system flow, SFC (Solution Function Chart) and parameter sheet
Output: System flow / SFC / Parameter sheet
Migration Plan Creation
Work: Identify target masters for migration, agree on migration schedule and define roles
Output: Data Migration Plan
2. Environment Setup
License Agreement
Work: Sign license agreement for Dynamics 365 F&O
Environment Setup
Work: Setup Dynamics 365 Finance and SCM environments (development, UAT, production)
Output: Dynamics 365 Finance and SCM Environments
3. Design / Development and Testing
Basic Design Document Creation
Work: Basic design of customized functions
Output: Basic Design Document
Program Development
Work: Program development for customized functions
Output: Developed program
Unit Test
Work: Unit test procedure, description of items and results
Integration Test
Work: Conduct integration test of business functions
Output: Integration Test Results
System Test
Work: Acceptance test conducted by your team members
4. Migration
Migration Template
Work: Preparation and review of Excel templates for data migration
Output: Data Migration Templates
Create/Edit Migration Data
Work: Register data in Excel sheet provided by migration tool
Data Registration/Import
Work: Import parameters and master data into Dynamics 365 (Note: any remaining data will need to be entered manually)
5. Training
Manual Creation
Work: Create operation manual
Output: Operation Manual
Training
Work: Conduct training for key users
6. Operation Test
Operation Test Support
Work: Support users in conducting operation test
Security Role Setup Support
Work: Create security setup rules and input security settings accordingly
Output: Security Role Matrix
Balance Data Creation
Work: Users create accounting and inventory balance data
Output: Balance Migration Template
Balance Data Migration Support
Work: Migrate accounting and inventory balance data
D365 System Integration Project Management Items
We utilize a systematic and comprehensive project method, along with active project management in order to increase visibility of the project status to our clients.
Systematic & comprehensive project management method
Based on FastTrack, Microsoft’s recommended implementation methodology, we utilize a comprehensive project management system unique to SYSCOM, which boasts a high level of executability through a wide range of project management methods.
Active project management
We take swift action toward early resolutions for issues, risks and adjustments that are often neglected in projects, always considering how to move forward by building a plan and ensuring clear communication with stakeholders.
Increased project status transparency
By strictly adhering to established project operation rules, we constantly promote transparency of the project status for all the members through traceable requirements, documentation and work records.
Customized ERP Services
We help business leaders gain insight into their company, optimize operations, and improve decision-making.