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Project Management in ERP

Work on Project Scope and Assign Roles to Team

This is a Mandatory Step to Close Every Project on Time.

Provide the Details about the Deliverables to Customers

Discuss with the client that these products & services has been delivered, and then move on the next part.

Close the Deal

After assuring to provide Post Implementation Support (On Remote) Services to the Client Company. Follow the AMC written document as agreement.

User Manual for End Users

Master Creation Overview, Help File for Simplifying Learning

Enjoy Learning!

Download PDF

Design ur Project for New Implementation(Roll Out) in D365BC

Start With...


ERP System Phases: 

Diagnostic->Analysis->Design->Development>Deployment->Operation


Project Types:

β–  Standard: With Basic Requirements

β–  Agile: With Major Complexities, Customization needed

β–  Rapid: Fast Implementation with Minor Customization

β–  Enterprise: This is for Multi National Companies

β–  Upgrade: As per t

Prepare your Implementation Team

To Implement BC/Support NAV Projects

Here, We'll work on:

β–  Diagnostic: Identify the problems and difficulties of the Business.Interaction with clients is mandatory. 

β–  Requirement Gathering: Explore the current business process and then prepare a check list that these processes are needed to establish, as per your findings.

β–  Implementation: Prepare all the master data, establish an ERP system and import all the data into the system for the roll out (new system Implementation).

β–  Work on UAT: User Acceptance Testing. This is from both side, testing of software with all the required scenarios. Firstly testing should be done by Developer and Functional Consultant, then by the End-User.

β–  Go-Live: Prepare system at it's fullest. Be ready for go-live. It's means, start live entries into the system.

β–  Design Documents: Create User Manuals and share these with concerned persons & users.

β–  End-User Training: Provide User Training at the end. Make it, easy to understand the work flow as per the new established system.

β–  Support: During the Implementation and then after Implementation which is called, Post Implementation Support (this will be based on terms and conditions of Support Service agreement).

β–  CRP for Discussion: Organize a Conference Room Pilot meeting, discuss all the relevant points with the Post-Implementation and plan for the Support Services or Close the delivered Project. Discuss on the deliverables and settle all the necessary things and move ahead for the next project. Make a habit to maintain all the things in mail, like; details of kick-off & crp meetings and service agreement to avoid future arguments and hurdles. You can also write down the minutes(points) of the meeting(mom).

Now, Enjoy the Successful Implementation!

 

Questioners means Set of Questions, to ask for new Roll-Out

Sure Step Methodology

Follow this, Sure Step Methodology. This will help you to guide, all the steps to be taken during the process of a project implementation (from the very beginning to end). This is an Implementation guide e-book which contains all the designed documents of an ERP system (Functional and Technical).

Industry Based Solution

Need to know about, Nature of the Business.These Industries Are: 

  1. General
  2. Public
  3. Retail
  4. Manufacturing
  5. Service
  6. Customer Care
  7. Extended CRM

We are offering Online Pre & Post Implementation Support Services on Products of Dynamics ERPs

Microsoft Dynamics ERPs, this is for all small and medium scale Industries.

Department Based Questionnaire

For Example: If firstly, we need to discussed about the "Sales Process" for Implementation, then we need to know the process / work flow and we have to ask more relevant questions to the concerned staff / persons of the related Department. And based on these Information, we'll establish Sales and Marketing module. Use the Search Engine, to get the most specific Questionnaire set for every module, like; Finance Management, Sales & Marketing, Purchase & Payables, Warehouse Management, Service Management, Manufacturing and Human Resources Management. 

Questionnaire, is the key to design a best ERP System and also to Establishment a Successful Implementation.

Suggestion For Go-Live

I would suggest you to prepare, a Check-List for all Setups & Testing. Cross-Check of your findings and if you needed, take a second opinion also.

Review Your Project

Customers have questions, you have answers. Collect feedback from Customers, for improvement.

Requirement Gathering Documents [Sample Papers]

Purchase | Sales | Warehouse | Manufacturing | Service | HR

Wait for the upcoming updates...

Download PDF

FRD Layout Design

Inspire Others through your Creativity...

Functional Requirement Document

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Downloads for Learning Purpose

Keep Learning...

Format of UAT or User Acceptance Testing-NAV (xlsx)

Download

UAT in NAV (PNG)

Download

Learning Videos means Knowledge Bank

Check out this great video, this was a Old Functionality of NAV v.2019

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Explore-Remote Desktop Services

Findings Points Recorded by a Freelancer

Template for Findings Document on FRDs

Template for Findings Document on Functional Requirement Document-NAV2016 & MSDY365BC

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Functional Design Document

Manufacturing Basics

    Design the Cover Page of Functional Requirement Document

    Business Requirement Document [NAVISION | MSDYN365BC]

    Find here, FRD Cover Page

    Download Layout in PDF File Format

    E-Invoicing Concept in GST Regime

    Electronic Invoicing Mechanism as per Indian Localization.

    Happy to share this...

    Interact with us in Hindi...

    Based on the request, which was raised by some Trainees.

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    Download PPTs & Inbuilt-Reports Layout

    Inventory Management issues & Solution-Navision 2018_W1 (pptx)

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    Overview on Inbuilt Financial Reports in Microsoft Dynamics Navision (Version 2018) (pptx)

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    User Training on Fundamentals of Dynamics Navision (Version 2018) (pptx)

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    Vendor - Payment Receipt (pdf)

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    Customer - Payment Receipt Report (pdf)

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    Customer Statement Report (pdf)

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    Item Age Composition - Qty. (pdf)

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    Item Age Composition - Value (pdf)

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    Customer - Detail Trial Bal. (pdf)

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    Vendor - Trial Balance (pdf)

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    Item Reclass. Journal (png)

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    FA Reclass Journal (png)

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    Physical Inventory Journal (png)

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    Revaluation Journal (png)

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    Closing Trial Balance (png)

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