Our Methodology

The key to a successful implementation is the way it's approached.

When choosing your partner, we know that you’ll come across the more ‘conventional’ methods of implementation – numerous detailed workshops with every department to capture system needs, followed by time spent documenting it all - all before you actually have any exposure to Dynamics 365 to see how it would work for you. Our core focus is on encouraging interaction and involvement from users, which is why we’ve created what we feel is the most cost-effective, simple methodology.


Before we start, we always ensure we understand your key business processes, which forms the basis for our interactive workshop session. This provides us the opportunity to demonstrate these processes using standard functionality and discuss how Dynamics 365 can be tailored to suit your needs.


Now that we have a good overall take on your business requirements, we request sample data from you e.g. items, customers, vendors, etc. We then upload this data and configure the design of Dynamics 365, where we feel it will benefit you and your business.

Proof of Concept

In just a matter of weeks, we present the 'Proof of Concept' to the users with the data that's relevant to you. You'll begin to understand how Dynamics 365 works, which will enable more informed decisions to be made for any additional requirements. The definition of scope earlier in the project avoids multiple development and UAT phases later on.


Once these sessions are complete, the main database build will commence.  The time this stage takes will of course be dependent on any development time required.

User Acceptance

The database is presented back to you and your users, forming the beginning of the training and UAT phases. During the system build, all setup and development will be documented, evolving into a full system manual that can be used for on-going training.


When everyone's happy and the system passes UAT, preparations for the transition and go-live begin!

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Extending 365

We take your software further! Dynamics 365 is great (of course it is), but having been on the front line with implementations and development, there are a few niceties that we felt could be built and added on to make your world a little easier...

View our add-ons

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