The 5 Phases of a Successful Microsoft Dynamics GP Implementation

Purchasing a new or upgraded Microsoft Dynamics ERP solution is a strategic and big-ticket business investment. Unfortunately, not all ERP implementations are successful. How can you assure that your Microsoft Dynamics GP implementation project will result in a solution that adds value to your business and benefits your employees and clients?

When implementing an ERP software solution such as the MS Dynamics GP, it’s important to prepare properly, define clear goals, set priorities, and ensure your team is on the same page. You can set your business up for success, avoid costly and time-consuming mistakes and maximize your MS Dynamics GP investment to increase efficiency and productivity.

There are 5 phases of a Microsoft Dynamics GP Implementation. Paying attention to each stage will help ensure a successful project.

Phase 1. Discovery and diagnosis

The first phase of a Dynamics GP implementation involves identifying your goals for the project. What are your expectations for your new solution? What are your current business processes, and what aspects could be improved? It’s essential to approach the project with specific goals in mind. Be realistic about what you can expect. Your Microsoft Dynamics GP Partner can add a fresh perspective and expertise based on experience. But don’t be afraid to ask questions to get the results you want.

Your Dynamics GP implementation partner will have a project plan template, but every project is different. Your business is unique, and you want your Dynamics GP solution to be a good fit. A critical first step is to define what success means to you and what you hope to achieve.

Now is the time to make strategic business decisions. Putting them off until later could mean backtracking the process, re-training staff, and potentially delaying your launch date.

This first phase, discovery and diagnosis, should identify your current business needs and explore your vision of where your business will be in the future.

Phase 2 – Installation and Setup

The second phase of your Microsoft Dynamics GP implementation will involve installing and setting up the software on your server and workstations. Your team will be inputting your core data such as bank accounts, customers, vendors, general ledgers, usernames, and financial history.

During this phase, you can request customizations to bring your solution into line with fit your business model and needs. Some vendors may offer custom changes to the actual source code, but it’s good to avoid making any code modifications at the vendor level. That approach will cost extra upfront, and it will cost you more for training and the inevitable ongoing technical support. There are many 3rd party software solutions that you can use instead of customizations.

Phase 3 – Training

Hands-on training is essential to ensure all your team members are familiar and comfortable with the new system. Your employees have been used to doing their jobs in a particular way for a long time. It may not be easy for them to shift gears and learn a new way of operating, even if it will be easier and more efficient in the long run. You have to convince them of the value of your new Dynamics GP solution.

Taking the time and effort to ease everyone into the change and address any questions and concerns will be another step toward a successful implementation.

Phase 4 – Testing

The next step is testing. The testing process helps you identify and solve any issues, check for proper configuration, eliminate conversion errors, test run unique transactions and check the overall quality of the new setup. A thorough testing phase lets your team feel confident with the new system and identifies areas that could benefit from more training.

Phase 5 – Launch

The final stage is the launch of your Microsoft Dynamic GP solution. The launch will render your previous legacy system inactive and allow the new system to kick in. With a successful testing phase, you can rest assured that the new system will run smoothly, and you can move forward with your business.

The implementation process is complete. But you can rely on your Microsoft Dynamics GP Partner for ongoing support, troubleshooting, and updates.

Microsoft Dynamics GP is a complete enterprise resource planning (ERP) solution for small and mid-sized businesses. This user-friendly and cost-effective ERP solution can be on-premise or in the cloud. Dynamics GP includes a variety of powerful business intelligence tools and reporting capabilities.

Dexpro Dynamics is a leading provider of Microsoft Dynamics solutions. Our primary focus continues to be Microsoft Dynamics GP consulting and support. If you’d like to know more about how to ensure a successful Dynamics GP implementation, contact our GP experts at Dexpro Dynamics.

By Dexpro Dynamics, www.dexprodynamics.com

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