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Migrating to Dynamics F&O or Business Central: Overcoming Challenges and Maximizing Benefits


Introduction:


Enterprises that migrate from legacy systems like Great Plains, Axapta, and Navision to Dynamics Finance & Operations (F&O) or Dynamics Business Central (BC) have a transformative opportunity. However, such migration projects have their fair share of challenges. In this blog, we will explore common hurdles faced during these migrations and highlight solutions to ensure a seamless transition while harnessing the power of digitization and automation.

 

Problem 1:

Domain Knowledge Challenge: Enterprises often struggle to bring the right combination of domain expertise and technical know-how in Dynamics F&O or BC, leading to difficulties in aligning with business needs and understanding the platforms' capabilities.


Solution:

It is important to engage experienced resources who possess domain knowledge and platform understanding. Their expertise ensures comprehensive mapping of business requirements to the Dynamics platform, allowing for an efficient migration that meets specific organizational needs.

 

Problem 2:

Design and Architecture Challenge: Poorly designed or misaligned architecture can impede the migration process, leading to system complexities and performance issues.


Solution:

Engage skilled architects to conduct a thorough analysis of existing systems and design an optimized architecture for the “to be” Dynamics platform. This ensures readiness of seamless integration, scalability, and enhanced performance, laying a strong foundation for future growth.

 

Problem 3:

Business Requirements Traceability Challenge: Ensuring that all business requirements are accurately captured and translated into the Dynamics platform is a critical aspect of a successful migration.


Solution:

Implement a robust requirements traceability process, documenting business needs, and aligning them with the Dynamics system's functionalities. This allows for comprehensive testing, validation, and tracking, ensuring that the migrated solution meets all business requirements.

 

Problem 4:

Project Planning Challenge: Poor project planning can result in delays, budget overruns, and resistance to change from employees.


Solution:

Develop a meticulous project plan that outlines key milestones, timelines, resource allocation, and change management strategies. Engage employees early on, providing training, support, and fostering a culture of change acceptance to ensure a smooth transition.

 

Problem 5:

Testing and Quality Assurance Challenge: Inadequate testing can lead to post-migration issues, data discrepancies, and system errors that impact operational efficiency.


Solution:

Devise a comprehensive testing strategy encompassing functional, integration, and user acceptance testing. Conduct thorough data validation, ensuring data integrity and accuracy during migration. Leverage automated testing tools and engage users in validating system functionality to mitigate risks.

 

Problem 6:

Rollout, Change Management and Support Challenge: Insufficient change management and post-migration support can hinder user adoption, resulting in underutilization of the new system's capabilities.


Solution:

Ensure change management is not limited to communication during and after rollout. Instead, design an organization change management plan that kicks in from day one. Identify and on-board champions who use carefully designed evangelization programs to drive rapid adoption. Provide continuous support, training, and assistance to users during and after the migration process. Establish a dedicated support system, promptly addressing user queries and concerns. Encourage user feedback and actively monitor the system's performance to drive maximum utilization and ensure a successful rollout.

 

Harnessing Power Platforms for Workflow Configuration: Dynamics F&O or BC, together with Power Platforms, can deliver a powerful Digital punch. Instead of extensive customizations, Power Platforms offer a low-code/no-code approach for configuring and customizing workflows. This empowers enterprises to streamline processes, automate tasks, and achieve agility without the complexities of custom code development.


Unlocking the Full Benefits of Digitization and Automation:

To fully capitalize on the benefits of digitization and automation, enterprises must prioritize a few essential steps during the migration process:

  1. Data Cleansing and Standardization: Optimize data quality by cleansing and standardizing data before migration. This ensures accurate reporting, streamlined processes, and improved decision-making.

  2. Process Reengineering: Leverage the migration opportunity to reengineer and optimize existing processes. Identify inefficiencies, eliminate redundant steps, and streamline workflows to maximize the benefits of digitization.

  3. User Training and Adoption: Conduct comprehensive training programs to empower users with the knowledge and skills required to leverage the new system effectively. Encourage user adoption by highlighting the benefits and positive impact on their daily tasks.

Contact us to migrate successfully from Great Plains, Axapta, or Navision to Dynamics F&O or BC. We will help you embrace Power Platforms for workflow configuration, digitization and automation thus allowing you to unlock the full potential of your new Dynamics solution.

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