The Analysis Phase of your Microsoft Dynamics ERP Implementation

This is a rewritten version of Older blog post. Since the information is still relevant today, we have decided to revisit and update some of our older content.

When implementing any new system or unit, the analysis phase should always be your first step. During this phase, your organization and implementing partner will define the goals and phases of the project, as well as identify any gaps, to ensure that everyone involved understands what the project entails. In other words, the analysis stage provides an outline of the project as a whole. As a result, everyone should have a clear understanding of your organization’s needs and standards, and the steps needed to achieve them.

In other words, the analysis phase is crucial to avoiding the situation described in this classic comic print:

Original image source unknown

The purpose of the analysis phase

The main purpose of the analysis phase is to define a clear scope for your ERP application. This will help differentiate priorities from “nice” features that are not necessary to achieve your project goals. These are often to blame for delays and budget overruns. The analysis phase will also help identify any gaps between your needs and the system, and whether external solutions or custom developments are needed to fill these gaps. Then, you will have a much clearer understanding of what to expect and eliminate the risks of unforeseen situations.

Organizations often tend to skip the analysis stage to reduce project costs. However, the more you can define and clarify at the beginning of the project, the more time (and money!) you’ll save in the long run. In fact, upon completion of the analysis phase, you will not only reduce the number of change orders and modifications required, but also increase the rate of user adoption of your new ERP solution.

How do you ensure the success of your analysis phase

Involve different members of your team early

By soliciting feedback and suggestions from end users, you will have a better view of the actual needs of the various departments of your organization. This will help you set the priorities and objectives of your new ERP system and how to ensure a successful implementation. Furthermore, by engaging your team members from the very beginning of the implementation project, they will also be more open to upcoming changes.

Make sure your vision matches that of your partner

The analysis phase ensures that all project participants are on the same wavelength and that its scope and scope are well understood, from the primary business objectives of your organization to the required features and functionality. This reduces the risk of miscommunication or misunderstanding, ensuring that the process runs smoothly and tasks are completed efficiently.

Be open to change and challenge the status quo

The way you are currently doing things may not be the best way forward. Evaluate your current operations and see if things could have been done differently. Be open to your partner’s suggestions: They have experience in your field, after all, and they should be aware of current best practices and help you capitalize on them. Your end users may initially resist change, but they may be the ones who benefit the most from re-engineering your processes.

In conclusion, do not underestimate the analysis phase of your ERP implementation to ensure that the project starts in the right way. Always inquire about your implementation partner’s approach and how they manage the analysis phase of the implementation project. A typical analysis budget can take up to 10 or 20% of the total project completion time, so make sure you understand how to approach this part of the project.

To ensure the success of the analysis phase of your ERP project, read our eBooks Ensure the success of an implementation project for your new business management solution And 9 Questions Nobody Asks an ERP Partner…But Should.

by JOVACO Solutions, Microsoft Dynamics ERP specialists in Quebec


JOVACO Solutions is a leading ERP and CRM solutions provider that has been in business for over 35 years. As a Microsoft Dynamics business management solutions specialist, we offer a broad range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and schedule extensions that are fully integrated with Microsoft Dynamics solutions. visit Our Location or call us for more information.

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