Lessons Learned From Former Dyanmics AX Implementations

Lessons Learned From Former Dynamics AX Implementations
Bekir KATRANCI
Agenda
Meet the Presenter Approach Experiences And Lessons Learned (45 min) Q & A (15-30 min)
Meet the Presenter

Dynamics AX Consulting
7+ years Financials, Cost, Fixed Assets Trade & Logistics, Project Accounting
Project Management
2 years IT Integration Services Enterprise Hardware, Windows Server Software (AX, SAP, Custom)
Account Management
1 year IT Integration Services Enterprise Customers
Approach
Diagnostic Analysis Design Development Deployment Operation
Lessons for Sure Step Phases

Diagnostic (Presales) Analysis Design Development Deployment Operation
Approach
S - PS FC TC PM
Lessons for Project Roles

Sales & Presales Consultants Project Managers Functional Consultants Technical Consultants
Recommendations for Clients
a new hope
Understanding Goals & Requirements

S - PS
FC
TC
PM
Purpose
Consistency of Information Process Optimization Ease of Use Security & Reliability Better Management of Specific Functional Areas

S - PS
FC
TC
PM
Assessing Customer Requirements

Functional areas
Internal Business Requirements Business Partner Integration
Architecture
Multisite Operation Infrastructure Needs 3rd Party Software Integration

S - PS
FC
TC
PM
Assessing Customer Requirements

Project Focus
Cost Time Functionalty
Contract Type
Fixed price Time & Material
Managing Expectations
S - PS
FC
TC
PM
Scope
Proposal Standard, Vertical Solutions Customized Solutions Phased Approach Out-of-scope deliverables
Proof Of Concept
Pilot Testing Detailed Demo
Managing Expectations
S - PS
FC
TC
PM
Context of the Project

Not an IT Project Business Transformation Executive Commitment Client Resources Required
70% of Key Users work time No Sit back and watch the show
set sail
Commencing The Project

S - PS
FC
TC
PM
Developing The Plan

Project Resources
Consultants Key Users Workspace Availability Roles and Responsibilities

S - PS
FC
TC
PM
Developing The Plan

Scope and Time
Project Deliverables Precedence Scheduling
Means of Communication
Meeting Documents Reporting Repository

S - PS
FC
TC
PM
Kick Off Meeting

Steering Committee Kick-Off Project Team Kick-Off Communicate the Project Plan Introduce Team Provide Project Handbook

S - PS
FC
TC
PM
Team Building
Motivate
Tangible benefits Intangible benefits of being a project team member
Support
Help Collaborate Simplify Conflict management
Project Optimization
S - PS
FC
TC
PM
External Agents
Project Governance and Delivery Review
Methodology Implementation
Architectural Review
Functional design review Infrastructure design review Customization Review
Monitoring New Opportunities

S - PS
FC
TC
PM
Train project team for a sales perspective Monitor customer needs throughout the project Match company or partner offerings with customer needs Establish ways to communicate opportunity information to sales team
BPR Efforts
S - PS
FC
TC
PM
Interaction with 3rd Party BPR Consulting

More efficient for ERP project if BPR is completed beforehand If parallel and together,
Differentiate between ERP and BPR efforts Avoid digression Leave out unrelated process discussions from ERP time, ie. Dividend distribution Marketing strategies
Phased Approach
S - PS
FC
TC
PM
Implement all the functionality !!!

Capabilities of client resources
Evaluate leaving some of the functionality to later phases

One bite at a time
Key User Training

S - PS
FC
TC
PM
Curriculum Scope = Standard functionality Relevant participants Simplified operations and topics Real-life examples Hands-on Video recording and training resources
Business as is
S - PS
FC
TC
PM
Identify Types
Vendors, Customers, Items, Sites, Production Operations...
Identify Business Processes

Ordering, production, fulfillment, logistics, invoicing, collections, payments...
Identify Roles Identify Data and Sources Identify Customization Requirements Refine Gap-Fit
Que ser, ser
Data & Record Structure

S - PS
FC
TC
PM
Master data
New chart of accounts Party, Vendor account information Cross-module data (Dimensions)
Transactional data
Required information on sales orders Migration requirements
Balances, Historical Effect of scheduling to business processes
Process Flow
S - PS
FC
TC
PM
Who, What, Where

Who creates sales orders, vendor accounts, items... Manual entry / Automatic import Security What triggers which activity
Periodic inquiry, integrated workflow
Interunit & Intercompany

What information must be present in process hand-over Shared data, common tables Organizational hierarchies, data partitions
Analysis Documentation
S - PS
FC
TC
PM
Functional Requirements Process Flow Gap-Fit Solution Blueprint
Detailed Design
S - PS
FC
TC
PM
Designing customizations
Design solution in collaboration Avoid genetically incorrect design
Data migration design

Legacy, 3rd party systems Templates
Design Documentation
S - PS
FC
TC
PM
Functional Design
Purpose and impact of modification Testing steps For user and developer
Technical Design
More technical Data, Object, Security
into the source
Development Team Training

S - PS
FC
TC
PM
Theoretical Training
Model and Layer Concepts Development conventions and principles
Naming Development principles Review & Coordinated Import
On-the-job Training
Basic development requirements
Development & Test Environment

S - PS
FC
TC
PM
S-T-D-T-S-P Approach
Development Environment
Coding
Test Environment
Developer, Functional Consultant and Key User tests No development & bug fixing here
Production Environment
No development here... Ever...
Development Tracking
S - PS
FC
TC
PM
Better be a portal
Sharepoint Lists Dynamics AX Project over EP 3rd party request management solutions
Well Defined Development Process Flow

Stages
Documentation Coding Test Fix Accepted Deployed
getting ready
Data Migration
S - PS
FC
TC
PM
Data Migration in AX 2012 is more complex because of high normalization

Excel Add-In Data Migration Framework Validate during import Involve responsible for data correction and re-import Archive imported data files in case of conflicts
End User Training

S - PS
FC
TC
PM
Real life data sample Designed processes with customizations Similar principles for Key User Training
Simplified operations, Hands-on, Assessment
Instruction by Key Users with Functional Consultant presence Life in Live

Support methodology and escalation paths
End User documentation by Key Users
User Acceptance Testing

S - PS
FC
TC
PM
Parallel Run
Test, Staging Environments Real data Test scope
Full or partial parallel Early enough for a full month cycle, aftermath, fixing
Success metrics
Ledger Integration Invoicing Operational reports (Customer statements, Vouchers...) ...
slides armed
Go Live Support
S - PS
FC
TC
PM
Support Methodology
Support request submission Escalation paths First level support for End Users = Key User
Feature Request Handling

Feature request submission Feature request evaluation
Recommendations for Client

Define clear goals Develop a business case Identify, measure, target and evaluate KPIs Commence BPR prior to ERP or calculate for extra efforts Set realistic implementation scope and expectations Commitment of management Dedication of key personnel Devise ways to measure ROI
Some benefits will be obtained right away, some later Some benefits will be tangible, some intangible
Thank You
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Lessons Learned From Former Dyanmics AX Implementations

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Lessons Learned From Former Dynamics AX Implementations

Meet the Presenter

Lessons for Sure Step Phases

Lessons for Project Roles

Recommendations for Clients

Understanding Goals & Requirements

Understanding Goals & Requirements

Assessing Customer Requirements

Understanding Goals & Requirements

Assessing Customer Requirements

Context of the Project

Commencing The Project

Developing The Plan

Commencing The Project

Developing The Plan

Commencing The Project

Kick Off Meeting

Commencing The Project

Monitoring New Opportunities

Interaction with 3rd Party BPR Consulting

Implement all the functionality !!!

Evaluate leaving some of the functionality to later phases

Key User Training

Identify Business Processes

Que ser, ser

Data & Record Structure

Who, What, Where

Interunit & Intercompany

Functional Requirements Process Flow Gap-Fit Solution Blueprint

Data migration design

into the source

Development Team Training

Development & Test Environment

Well Defined Development Process Flow

Data Migration in AX 2012 is more complex because of high normalization

End User Training

Instruction by Key Users with Functional Consultant presence Life in Live

End User documentation by Key Users

User Acceptance Testing

Feature Request Handling

Recommendations for Client

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