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Microsoft Dynamics Sure Step Project Methodology for Business Software

Helps to ensure projects are delivered on time, within budget with exceptional quality.
Axsys Romania implements business software projects following Microsoft Sure Step methodology. Microsoft Sure Step defines the phases and deliverables for a project in a standardized way.  The following details the phases and the deliverables per phase:

1. Diagnostics

The Diagnostics phase represents the presales phase of the project. The main goals of the Diagnostics phase are the following tasks and deliverables:

Definition of project scope

Definition of global project budget

High level FIT/GAP analysis

High level solution architecture and design

The main deliverable of the Diagnostics phase is a detailed proposal for the overall project implementation, detailing all required license and services cost.

2. Analysis

The Analysis phase represents the official start of the business software implementation. Key activities and deliverables include:

Fit Gap Analysis Spreadsheet—compares your requirements with Microsoft Dynamics functionality and identifies any gaps where customizations are needed

Functional Requirements Document—involves in-depth checklists that help us developed detailed requirements by role and function

Project Plan—captures milestones, accountabilities, roles, etc., to set clear expectations and keep us on track

Change Control Plan—determines how we’ll identify, review and approve any scope or requirements changes

Communications and Training Plans—helps us establish communication channels and the types of training we’ll need for different key stakeholders and broad users

Development, Quality & Testing Standards—establishes standards for how we’ll ensure the quality of customization development and solution design to meet your requirements

Future State Business Process Workflows—documents how your core business processes will be accomplished with the new Microsoft Dynamics solution

3. Design

In the Design phase we will configure your solution and design customizations needed to meet your requirements. Key activities and deliverables include:

Risks and Issues Management—using proven Project Management Institute processes to help us identify, work through and avoid risks and issues

Core Team Training—on new solution processes, including how their processes will change

Create Test Scripts by role and function—to ensure the solution meets your critical business process requirements

Conduct Feature Testing—to ensure your critical business processes are complete and streamlined in the new solution

Create Technical Design Document—to capture detailed requirements for any customizations that need to be developed

Begin Data Migration Design—to map out the process that will be used to migrate data from your current solution to your new solution

4. Development

In the Development phase, your complete solution will be built and configured. Key activities and deliverables include:

Determine Security Roles—to define which roles in your company have different types of access to specific functionality

Complete System Configuration and ISV Solution Setup—to determine detailed settings for all system configuration screens

Finalize Customization Code–to complete any customizations you need to meet unique requirements

Conduct Acceptance Testing—to ensure your new solution meets your functionality requirements

Begin Developing Data Migration Scripts—to plan detailed process and timing of data migration to your new solution

5. Deployment

In the Deployment phase, all our teamwork comes together in the transition to your new Microsoft Dynamics solution. Key activities and deliverables include:

End User Training—to prepare all employees who’ll be using the new solution

Final System Readiness—to plan for go live

Final Acceptance Testing—to ensure all requirements are met

Plan for Go-Live Cutover—to determine specific timing of go-live cutover

Final Data Migration—to ensure all system data is migrated to the new solution

Go-Live—when you’ll be running totally on your new solution

6. Operation

In the Operation phase, we’ll close the project and identify any ongoing support and transition assistance you need. Key activities and deliverables include:

Conduct Disaster Recovery Test

Provide Post Go-Live Support

Review Deliverables against SOW and Close Out Project

Establish Ongoing Quality and Testing Strategy

10 Bucuresti Nord Str., Global City Business Park, O1 Building, 8th floor, 077190, Voluntari, Ilfov, Romania
  • About Us
    • Why Axsys?
    • References
    • News
  • Services
    • Business Analytics
    • Microsoft Dynamics Implementation
    • Methodology
    • Ecommerce services
    • Support
  • Industry solutions
    • Retail
    • Distribution
  • Products
    • Dynamics 365 for Finance and Operations
    • Dynamics CRM
    • Dynamics NAV
    • Power BI
  • Contact
  • English
  • Română
Partener Microsoft Dynamics ERP din România