Project Methodologies

Modern ERP Systems are proven to be a strategic investment for Corporates as well as small and medium enterprises to manage increasingly challenging & complex business operations and to support organization’s organic and inorganic growth initiatives in the foreseeable future.

It is critical to choose the right ERP implementation methodology for your Organization to achieve the desired project goals and to ensure that chosen methodology gels well with your organizations work culture. A chosen methodology should meet the most critical goals of implementation project i.e. to deliver a high-quality solution within the desired timeline and budget.

An important question to ask while choosing an implementation methodology for your organization is “What are the benefits of a chosen methodology to my organization?”.

BrightPoint Infotech not only offers to implement the Microsoft Dynamics Business Suits but also helps you choose the best fit methodology for your organization which best meets the objectives of the project and compliments the culture and preparedness of your organization.

Sure Step Methodology:

Microsoft Dynamics Sure Step is an ever-evolving methodology prescribed for deploying Microsoft Dynamics ERP suits. Sure Step methodology provides product-specific decision accelerators and role-based guidance on responsibilities. Sure Step defines process phases, milestones roles, artifacts, cross-phase-processes and additional project management processes. Sure Step supports all Dynamics 365 ERP suits and all project types including Full Implementation, Rapid Implementation, Optimization and Upgrade.

The Sure Step methodology is divided into the following phases:

  1. Diagnostic: Includes an evaluation of Customer’s business process and infrastructure. Further assisting the customer with their due diligence cycles, including ascertaining requirements and their fit with the solution, and assessing the resource needs for the solution delivery. A key activity during the diagnostic phase is preparing a project plan, proposal and the Statement of Work.
  2. Analysis: During this phase, we analyze the client’s current business model and finalize the Functional Requirements document, Finalize the fit-gap analysis.
  3. Design: This is a critical phase where Solution Blueprint, Functional design documents and technical design documents are prepared. Data migration plan and design finalized and success criteria for each key process is established.
  4. Development: During this phase, our team sets up a standard solution using the finalized configurations. Development team delivers the custom code that is required to support the solution. Solution team conducts the feature and functional testing of the solution and creates user training documentation.
  5. Deployment: Deployment phase commences with setting up the production environment and follows it up with data migration in the production environment. Key users conduct the User Acceptance Test of the system to validate and approve the solution. This is followedby end-user training and user documentation. A final and most critical step in the deployment phase is to conduct and go-live checklist and promote the system to production.
  6. Operation: During this phase, the team focuses on resolving the pending issues, finalizing the user documentation, doing knowledge transfer. The team prepares a project closure report to document learnings and continues to provide on-going support.

Agile Methodology:

Agile is a rapid and flexible methodology that relies upon the collaboration, self-organization and managing change to deliver working segments of the product or software in relatively quick periods of time. It relies less on the documentation and rigid project management and instead on the releasing meaningful segments of the whole in an iterative manner.

Microsoft recommends Agile as an appropriate methodology for D365 Finance and Operations to deliver meaningful product segments in large and complex implementation scenarios. We use this methodology where our clients want greater control over the final solution as they can easily control and change the direction of the final solution.

Agile methodology consists of the below major phases:

  1. Project Preparation: Includes project viability study typically completed by client before Brightpoint Engagement. This is followed by mutually agreeing to the scope of the project and finalizing the project plan.
  2. Blueprint: In this phase solution blueprint for the end to end organization processes is developed by Brightpoint consultants by conducting Storyboarding workshops. Storyboards are developed for key processes. Ex. Procure to Pay, Order to Cash, etc. Once key processes are defined, consultants provide the Fit-Gap analysis to identify what is not available out of the box.
  3. Realization: Once fitment and functionality are determined, Agile methodology uses “SPRINTS” to deliver finished segments of the Dynamics 365 Finance & Operations. The focus is on delivering a Minimum Viable Product (MVP) which can meaningfully sustain a business process. The key highlight of this phase is running daily SCRUM and stand up meetings to exercise tight control on the quality, timeline and delivery of the segment.
  4. Deployment: The objective of the deployment phase is to baseline an evolving solution and deliver it for operational use. The release deployed could be the final solution or subset of the final solution.
  5. Go-Live Support: As the segment goes live team takes the learning from the earlier SPRINT or deployment and includes them in the subsequent SPRINTS and continues to support the users through the day to day operations.

Some examples of project scenarios where Agile can be deployed:

  1. Deliver independent parts of solution like ESS, Portals, HR, CRM.
  2. Deliver minimum viable product per value chain – building a foundation solution which can be optimized and expanded later.
  3. Introducing business process changes in various departments.