Project success depends on the quality of analysis and planning, supported by adherence to a proven implementation methodology, and executed by an experienced team.
Discovery and Analysis
In the Analysis and Discovery Phase, we continue to invest time to increase our knowledge of your business and your specific processes beyond what we previously knew about your industry or gathered during the sales discovery process. Depending on project complexity, industry experience, and time horizon, we may be engaged to perform a Business Case, Gap/Fit Analysis, Proof of Concept, Architecture Assessment, or other related analysis with the corresponding document(s).
Near the beginning of this phase, our project teams collaborate in presenting a kick-off meeting where we provide executive stakeholders an overview of the project vision, scope, objectives, benefits, and key performance indicators (KPIs) if they are available by this time. Key roles are assigned and reporting and approval guidelines are confirmed. Your participation and dedication are vital to project success, so we provide realistic expectations during the kickoff meeting to give you a clear understanding of the process.
Following the kick-off, the teams assign responsibilities to gather information as needed to further define your processes. We carefully analyze the information you provide and schedule discovery sessions to verify, ask questions, and learn more about your vision for the future. We may also prepare a Functional Requirements document, detailing our findings, which may be software agnostic or software dependent.
Implementation Concept and Planning
This phase starts with the Computer Business Solutions team developing the concept for how your specific needs will be best implemented based on the information gathered during the Discovery Phase and our understanding of your industry.
During this process, our implementation team may conceptualize more than one approach to achieve your objectives. Often a concept will achieve an even greater vision with no impact on cost. We discuss the various options and help you see the advantages of each concept. This involves diving into the software to show you the various effects of each option or presenting relevant configuration options for discussion and your selection. Optionally a formal Functional Design Document may be created, supplementing our documentation. The need for this document often depends on the level of project complexity, time allocated to this phase, and client preference.
Development of custom features (if requested)
The Software Development phase is available to add any functionality to serve your needs even beyond the software’s out-of-the-box functionality. Our 30 years of experience with ERP and 25+ years of experience with Dynamics NAV enable us to provide efficient design and quality programming to meet any business need. We can add new fields, tables, pages, and processes and/or efficiently modify Microsoft Dynamics 365 or NAV source code.
The Development Phase may start with a simple email request or may include JAD (Joint Application Design) sessions where our product specialists and your key users jointly scope additional functionality and desired workflow. This follows with the creation of end-user specifications and, when appropriate, technical design specifications, and continues through development and testing, initially by our team, followed by the relevant key user(s) and their sign-off.
Over the years, Computer Business Solutions, Inc., has developed thousands of custom modifications. This experience forms a solid base of knowledge and programming code accessible to reduce delivery time for our clients while still assuring the quality of the final product.
Data is mapped and conversion routines are adapted to migrate data from your existing system to the new software. Key users will also be involved in the data migration and validation.
Since both Microsoft Dynamics and Oracle NetSuite are highly customizable, we have not yet found an ERP software requirement that we could not deliver. Thus, as you grow, and your needs become more complex, we add the required features. This makes an investment with us likely the last ERP software solution you will ever need.
Key-User Training and Setup
Key users are trained on these configuration options to provide meaningful discussion and decisions. Their intimate knowledge of your business combined with new knowledge and discussion of relevant features in our solution enables your key users to select and confirm the Conceptual Design option and to perform the implementation setup tasks when needed in the Deployment Phase below.
The software is jointly configured during this phase for your specific business requirements. Relevant key users often take the lead to implement the software based upon the Conceptual Design and configuration chosen in the Design phase. We perform more of the implementation for clients who prefer to fast-track the time to “go live”.
During Solution Testing we walk through your processes, testing data and transaction flows with your key users. We use test scripts created from the Design, Development, and Deployment phases to ensure your requirements are met. Once you have verified that all processes are correct, and appropriate sign-offs are provided, we schedule end-user training to occur shortly before “go live”.
CBSi provides training across multiple phases, typically beginning in the Design Phase where we demonstrate and discuss how to best utilize and configure the software’s features to achieve project objectives. Training continues with key users as we work side by side to configure the software and perform Solution Testing. Shortly before “go-live”, end users are trained in either classroom or on-site training sessions.
Operational “Go-Live” and Ongoing Support
When users are comfortable, and the project is approved as meeting or exceeding requirements, you may transition to the “live”, production environment, yet we remain available for both on-site and remote support.
Computer Business Solutions, Inc. works closely with you to provide comprehensive ongoing support programs that meet your various needs. We offer on-site live, phone, remote online, and email support according to your preferences.
Across all phases of your project, Computer Business Solutions, Inc., provides Project Management to help keep your project on track and on budget.
We also find it beneficial to schedule post-implementation reviews to help assure you are getting the most out of your new software solution, to adapt to new requirements, and take advantage of new opportunities.