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IntelliasMigration Readiness Checklist

ERP Modernisation Checklist

A guide for businesses as they prepare to transition from Microsoft Dynamics NAV/Great Plains or other legacy ERPs to MS Business Central/MS D365. This checklist covers key areas of planning, compatibility, and data management, designed to help decision-makers identify crucial steps, resource needs, and potential challenges before migration.

Preliminary Assessment

End-of-Life Impact Assessment:

  • Confirm your current legacy ERP system and version and verify the official end-of-support date.
  • Assess the operational risks related to staying on the unsupported version (e.g., security, compliance, and functionality limitations).
  • Identify any known compatibility issues with essential integrations, customisations, and third-party applications.

Current System Performance and Pain Points:

  • Review ongoing performance issues and bottlenecks in your current system.
  • Identify functionality gaps impacting business processes (e.g., financial reporting, supply chain management).
  • Document security vulnerabilities or compliance risks tied to outdated software.

Stakeholder and User Buy-In:

  • Identify key stakeholders (IT, finance, operations, compliance) and schedule a meeting to align migration goals.
  • Gather input from end-users on current system pain points and desired functionality.

Process Mapping and Customisation Needs:

  • Map out critical workflows that rely on the legacy ERP system.
  • Document customisations or configurations needed to replicate or improve workflows in MS Business Central/MS D365.
  • Identify any areas where the business will need enhanced or modified processes post-migration.

Data Migration Strategy:

  • Outline the scope of data to be migrated (financials, inventory, customer data, etc.).
  • Determine any legacy data cleanup requirements (e.g., removing duplicates, correcting inconsistencies).
  • Define retention policies and map out how historical data will be archived or transferred.

Integration Requirements:

  • List current integrations with other systems (CRM, payroll, third-party apps).
  • Confirm compatibility of these integrations with MS Business Central/MS D365.
  • Identify any additional tools or connectors required to support seamless integration.

Internal and External Resource Needs:

  • Assess in-house expertise for handling migration tasks, including data transfer and process reconfiguration.
  • Identify external partners or consultants required for technical support, migration guidance, or custom development.

Budget Allocation and Cost Analysis:

  • Estimate the budget for software licensing, consulting, and training.
  • Factor in Intellias’ and partner, Ingram Micro’s, three-year, 40% license discount (from Microsoft RRP) for migration to MS Business Central and c. 20% license discount (from Microsoft RRP) for migration to MS D365.
  • Include projected costs for potential downtime or productivity dips during migration.

Project Timeline and Milestones:

  • Develop a migration timeline with defined phases (e.g., planning, data migration, testing, deployment).
  • Establish critical milestones, including pilot testing, final migration, and go-live.
  • Account for buffer time to handle unexpected delays or additional testing needs.

Testing and Pilot Programs:

  • Create a testing environment to validate data accuracy, integration performance, and functionality in MS Business Central/MS D365.
  • Conduct a pilot program with a select group of end-users to test the system and gather feedback.
  • Document any issues identified during testing and resolve them before full-scale deployment.

User Training and Onboarding:

  • Develop a training schedule and assign modules to relevant departments.
  • Prepare training materials that cover both basic and advanced functionalities of MS Business Central/MS D365.
  • Set up a resource hub where users can access ongoing training materials, FAQs, and support contacts.

Post-Migration Performance Evaluation:

  • Monitor key performance metrics (system speed, reporting accuracy, integration stability) during the first weeks after going live.
  • Conduct a post-migration review to identify any outstanding issues or further optimisation opportunities.
  • Schedule a follow-up with the migration partner (Intellias/Ingram Micro) to review performance and support needs.

Continuous Improvement Strategy:

  • Develop a roadmap for future feature enhancements or module expansions in MS Business Central/MS D365.
  • Plan for regular system audits and user feedback sessions to ensure sustained system efficiency and user satisfaction.

Conclusion

Completing this ERP Modernisation Checklist will ensure your organisation is fully prepared to leverage the latest functionality, security, and integration capabilities offered by MS Business Central/MS D365. By working through each of these steps, you can confidently approach migration with a comprehensive strategy and minimise disruptions to business operations.

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