Implementation services

Brightpoint Infotech offers End-to-End Implementation services from Business Requirement Study, Configuration & Setup, Customization Development, Third-party System Integration, Data Migration, Training, Project Management, and Financial & Power BI Reports development. Our key services are listed below in detail.


Business Requirement Study

Business requirements are the critical activities of an enterprise that must be performed to meet the organizational objective(s) while remaining solution independent.
A business requirements document (BRD) details the business solution for a project including the documentation of customer needs and expectations. If an initiative intends to modify existing (or introduce new) hardware/software, a new BRD should be created.

The most common objectives of the BRD are:

  • To gain agreement with stakeholders
  • To provide a foundation to communicate to a technology service provider what the solution needs to do to satisfy the customer’s and business’ needs
  • To provide input into the next phase for this project
  • To describe what not how the customer/business needs will be met by the solution

The BRD is important because it is the foundation for all subsequent project deliverables, describing what inputs and outputs are associated with each process function. The process function delivers CTQs (critical to quality). CTQs deliver the voice of the customer (VOC). The BRD describes what the system would look like from a business perspective.


ERP & CRM Configuration & Setup

ERP/CRM System configuration is one of the most crucial steps in your implementation process. Part of what makes ERP systems effective with improving productivity and efficiencies within an organization is that it’s not a one size fits all product. For every organization, ERP/CRM software will function differently to best meet your company’s own data, parameters, fields, and workflow in order to ensure that your employees are receiving and sharing accurate information with one another.

Our ERP/CRM Functional experts do configure and set up the system to meet the business requirements in-line with BRD and do necessary validation and functional testing.


Customization & Extension Development

Customization of ERP software becomes necessary in every part of the technology and because of this technology development, most of the organizations tend to customize their software as per their requirement. Customization is the process of fitting the chosen ERP & CRM software to the needs of a specific organization.

Whenever the processes represented in the ERP software differ significantly from the processes used by the firm one has two options. First is to build the organizational process into the ERP & CRM software through customization. The second one is to change the practice followed by the firm to suit the process native to the ERP software.

Our Functional/Technical Experts team will prepare Requirement Traceability Matrix(RTM) in-line with BRD. In RTM, we will segregate Out-of-the-box standard functionalities, Workarounds, Modification, Customization, and availability Third-party solutions. By using RTM, we will prepare GAP-FIT document with Customization scope and assign technical developers to do the development and testing.


System Integration

In today highly connected world, ERP & CRM system is highly connected with many third-party systems to manage the businesses smoothly. This integration majorly classified as core Line-of-Business systems and Third-party business applications.

We connect Dynamics ERP & CRM system with many applications and packages like Industry-specific Line of Business systems, Core Business Applications, self-e-Commerce websites/portals, eCommerce giants (ex like: Amazon), Banks/Financial, , Inventory/warehousing/Transportation/Shipping systems, Project Management, MDM, PLM, Engineering Drawing, Time & Expense, Customer/Vendor portals, Field service, Campus Management System, Student Management system and Plant Maintenance.


Data Migration

ERP Data migration, the transfer of data from one storage type, format, or previous computer system to the new ERP solution is the most time consuming of all implementation activities. Having a well-defined data migration approach ensures you’ll keep to the implementation timeline, avoid costly budget overruns, and go-live with clean, meaningful data. Here are five steps to help you streamline the process and execute successful ERP data migration.

Major steps:

  • Analyze Project Scope
  • Develop a Strategy
  • Define the Standards
  • Test. Validate. Reconcile
  • Allocation for manpower resources

BrightPoint Infotech methodology can be scaled to suit the differing requirements posed by implementations of differing complexity – from single site ERP replacement to multi-site multi-country multi-system replacement.

Our key focus will be migrating existing systems Master Data and Transactions Data current & previous financial years. We help our customers in the following business assignments:

  • Historical ERP/Accounting Data migration
  • Legacy Systems Data conversion
  • Import & Validation



Business Users & IT Admin Training

  • Train the Trainer Approach
  • Individual Role-Based training
  • Training using live Scenarios
  • Training for ERP Admin & Process Champions


SSRS Reports

Microsoft SQL Server Reporting Services (SSRS) is the primary reporting platform for Microsoft Dynamics the default, predefined reports that are provided with Microsoft Dynamics run on the Reporting Services platform. SQL Server Reporting Services (SSRS) provides a set of on-premises tools and services that create, deploy, and manage mobile and paginated reports.

BrightPoint technical consultants/developers can create the following major reports for our clients:

  • Paginated Reports
  • Web-based reports
  • Mobile Reports
  • Drill down Reports
  • Drill through Reports


Power BI Reports

Power BI is a business analytics service that delivers insights to enable fast, informed decisions.

  • Transform data into stunning visuals and share them with colleagues on any device.
  • Visually explore and analyze data—on-premises and in the cloud—all in one view.
  • Collaborate on and share customized dashboards and interactive reports.
  • Scale across your organization with built-in governance and security.
  • Drill down to customers/products/location/Salesperson/ transaction level.

BrightPoint technical and functional experts can create multiple Power BI visual reports for management, Financial, Sales & Operational KPI’s. And our consultants also train clients for creating new reports on their own.


Management Reporter

Management Reporter is a real-time financial reporting application designed to empower information workers to quickly and easily create, generate, secure, and publish financial statements, such as Profit and Loss (P&L) statements, balance sheets, and cash flow reports.

Management Reporter uses an intuitive approach to report design combined with a robust architecture and a user interface that will be familiar to users of other popular Microsoft applications.

With Management Reporter, business users can create their own boardroom-quality reports without IT assistance; take advantage of secure report distribution through the centralized Report Library and gain strong support for regulatory compliance. Management Reporter includes direct integration with the Microsoft Dynamics ERP general ledger so that there is no need to create a custom connection to the data source.

Our ERP Functional experts do configure & setup Management Reporter and train client business users to create their own reports to meet the business requirements and share it with others.