Stage 3
Pre-implementation analysis
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Analysis of processes in the client's company
Receive primary data and guidelines from the customer - in the templates provided: including a chart of accounts, suppliers, customers, product/service files, and VAT guidelines.
Time: 20 h
A pre-implementation analysis is when our team listens to you. It’s a detailed conversation/workshop with future system users, during which we would like to get to know and understand your organization as well as possible.
Among other things, we discuss the specifics of the company’s operations, the processes operating in the company, and the relationships between roles and responsibilities. We also determine the types of documents to be recorded, the circulation of these documents, and reporting needs – with a particular focus on the specific needs of your industry.
An essential part of the pre-implementationanalysis is to determine the feasibility ofobtaining output data, its sources, and the formin which it is provided for evaluation andmigration planning.
The purpose of the analysis is to collect data anddetermine guidelines for settings:
- Company registration and identification data, information on bank accounts, currencies used, etc.
- financial dimensions (the Microsoft Dynamics Business Central system standard allows the configuration of 2 main global sizes and six additional ones)
- the division into accounting groups
- applied numbering series for documents
To facilitate the work as much as possible, theconversation and the transition to the centralpart of the project, we provide a documenttemplate that allows you to easily and quicklyfeed the Microsoft Dynamics Business Centralsystem with data for objects in the next step:
- chart of accounts
- list of suppliers and buyers
- list of inventory, products, and services
The information you receive allows you to begin configuring the Business Central system.
- The more information we get from you during the pre-implementation analysis, the more efficiently we can move forward to the next stage related to the launch of the Microsoft Dynamics Business Central solution.
- I'd appreciate it if you're conducting a preimplementation analysis and would help us determine the differences between the model Microsoft Dynamics Business Central implementation schedule and our methodology, and your individual needs, and design the necessary modifications to the solution.
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