Microsoft Dynamics Sure Step Methodology

Sales Optimization

Sales Diagnostic Analysis Design Development Deployment Operation

Sales Upgrade

Diagnostic Rapid Implementation

Optimization
Offerings Analysis Implementation
Detailed Analysis
Upgrade
Full implementation

From From
Diagnostic Diagnostic Development
Planning Planning Planning Planning Planning
Preparation Phase Phase
Project Closing

High Level Analysis

Environment Post Go Live Analysis
Analysis
Setup Support
Design Rapid
Training Specifications Implementation
Process Detail Analysis
Detail
Analysis?
Data Migration
Development
To
Diagnostic
Complex
Optimization
To
Diagnostic
Complex
Upgrade

Data Migration Design Planning

Customer Project Sign-off
Detail Business Testing and
Process Analysis Project Planning
Scoping Acceptance Configure Project Planning
Environment Project review
Proposal
Technical Design Proposal Management
Infrastructure
Specifications Testing Management
Analysis Perform
Document and
Proposal Perform Upgrade
Present
Proposal Management On-going Optimizations
Requirements Go Live
Management Product Support
Testing
Proposal On-going Deploy
Management Account Optimisations
Management Go Live

Data
Features /
migration

Deliverables
Business Infra- Functional Technical modifica- Technical and System Optimized
Statement of Proposal Project and Business Data Design Data functionality Technical End User
Process structure Require- Design Test Plan, tions coded End User Go-Live Plan / Configuration Functioning Optimization Processes Upgrade Upgraded
Work Training Process Migration Specifi- Migration coded and Test Results Test Plan Documen- Documen- Project Plan Project Plan
Worksheet Assessment ments Specifi- Test Cases and tested Docu- Checklist Live System Analysis and/or Analysis Solution
Plan Worksheet Plan cations Design tested tation tation
Document cations mentation System

ACTIVITIES AND DELIVERABLES REPRESENTS A SUMMARY OF THE METHODOLOGY CONTENT

Cross Phase
Processes Business Process Configuration Data Migration Infrastructure Installation Integration Testing Training
Analysis

Project
Management Risk Scope Issue Time & Cost Resource Communication Quality Procurement Sales
Management Management Management Management Management Management Management Management Management

Consulting Roles Customer Roles

Project Manager
Manages the project, possibly
together with a customer project
manager.
Engagement Manager
Facilitates hand-over from sales,
communicates with customer
throughout the implementation,
manages customer engagement and
customer relations.
Application Consultant
Analyses business processes,
describes requirements, facilitates
gap/fit analysis, designs
modifications, tests modifications,
configures the system, performs
training etc.
Development Consultant Technology Consultant Business Decision Maker Project Manager IT Manager Key User End User
Evaluates requirements and Analyses existing infrastructure, Makes business critical decisions In larger implementations the Provides information on existing Domain expert, has critical Supports the System Test
participates in design of estimates required infrastructure, sets related to implementation project, customer may have a dedicated infrastructre and participates in knowledge of specific business and uses the system once
modifications, develops and unit tests up environments (test, live etc.), controls budget, reviews proposed project manager to drive customer planning future infrastructure. functions, can describe business implemented. Provides
modifications. installs software, optimizes solutions and estimates. May delegate activities in the project. Project May function as primary project processes, helps configure and feedback to be used as
performance, perform upgrades. authority and responsibility to project management is done in cooporation contact at customer site. test the system, trains end users. basis for optimization.
manager and/or IT Manager. with the consulting project manager.

CONSULTING AND CUSTOMER ROLES SHOWN REPRESENTS A SUBSET OF THE ROLES DESCRIBED IN THE METHODOLOGY

© 2006 Microsoft Corporation All rights reserved For informational purposes only MICROSOFT MAKES NO WARRANTIES EXPRESS OR IMPLIES IN THIS DOCUMENT
Microsoft and Microsoft Dynamics are either registrered trademarks or trademarks of Microsoft Corporation in the United Stated and other countries