Best Practices to Implement D365 Finance and Supply Chain ERP

Implementing any enterprise resource planning (ERP) system is a big step for any organization. The benefit of implementing an ERP solution like Dynamics 365 Finance and Supply Chain is that it brings together inventory, supply chain, planning, replenishment, order management, warehousing, manufacturing, finance, accounting, and reporting into one system. This can have immense benefits in streamlining processes and significantly improving reporting but also comes with risks. With so much on the line, we have put together our top recommendations to reduce risk and deliver success quickly

  • Focus on delivering a Minimum Viable Product (MVP) fast! It is critical to maintain a tight project scope in ERP software implementations. Ship an MVP as your first iteration in 5-8 months and then work on iterating through the next release. Trying to build the perfect system can wear out teams, cost a lot and make it seem like an elephant of a project.
  • Keep your documentation to a minimum and focus on system walkthroughs. Go light on documentation and big on iteratively prototyping till you get the solution you need. Do this by starting not from your requirements but from out of the box best business practices.
  • Go end-to-end across the organization and involve different functions in system demonstrations. It’s important to make your teams more aware of other functions. Your team will benefit from the technical experts from different areas of the business. When all functions are customer-centric, innovations that lead to great customer satisfaction happen.
  • Establish a dedicated project team and get them involved. Put in place a dedicated team that makes up your best people. This project will take up a significant chunk of some employees’ time, which means their day duties will need to be reassigned to others. Most organizations give their teams their day jobs PLUS the ERP project. You are almost certain to lose people due to the grind and have a failed project with that approach.
  • Practice Change Management. Get a team broader to sit through sessions such as Conference Room Pilots and system walkthroughs for their inputs outside of the committed core implementation team. The benefit of engagement via system walkthroughs, testing and training is that people are hands-on, and they know exactly what they are getting.

Interested in this blog? Read more here: ERP Implementation Best Practices for a successful deployment

About UNIFY Dots

UNIFY Dots helps you connect the Dots by providing solutions that enable digital transformation. Unify Dots specializes in ERP, CRChatbots and Customer Engagement solutions.

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