Software Assurance Planning Services

Implementing Microsoft Dynamics AX

High Level Solution

Architecture Design
& Fit Gap Report
Name
Title
Microsoft Partner Company Name

Agenda

Objectives

Review Engagement Process Flow

Findings & Recommendations

Deliverables

Acknowledgements

Next Steps & Action Items

Questions & Answers

Objectives
Estimate the fit of customers environment to
implementing Microsoft Dynamics AX and best
approach to solution architecture
Solution Architecture, Fit Gap and high level blueprint

Determine the level of customization and configuration will be

required

Identify and recommend an Implementation Strategy and its

associated Project Phases

Validation of technical environment requirements and

hardware and budgetary considerations
Provide you with an understanding of how Microsoft
Dynamics AX will work in your business.

Overview and Schedule

This is the process flow we used to do our analysis over the last
several weeks...
Start
BDM/TDM
Interviews
Review and
document
business process
and requirements

Business and IT
Architectural
Design Workshop

Fit-Gap
Spreadsheet

Finish
5

Proof of Concept
for prioritized
process
(if applicable to the PS
engagement)

Solution Blueprint

Management
Review and
validation

High Level Solution Architecture

Requirements and Consideration
The following are the top requirements and considerations
which were used to develop the recommended solution
architecture
Requirement/
Consideration
Description
Insert Customization
Description here.

Microsoft dynamics AX
Design Point
Discuss how the technical
requirement or consideration
will be handled in the
architecture Microsoft
Dynamics AX.

Effort Estimate*
Provide an effort estimate
in hours.

As a business you need to validate if these Business/IT requirements

are truly necessary or if the requirement can be dropped in order to
reduce implementation costs.

*N.B. Development only. This doesnt include Unit Testing, UAT, Performance Testing, Design Specification, etc.
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High Level Solution Architecture

Recommendation
The following is a summary of the recommended solution
architecture

Fit/Gap Findings Degree of Fit

Based on workshops and
interviews conducted the
Fit-Gap Analysis has
determined a <insert
percentage> % degree of
fit for Microsoft Dynamics
AX to your business.
The effort estimates that
have been developed are
listed below:
Configuration =
Customization =
Workflow =

Customization
Workflow, , 9%
2%
3rd Party
Add-On, 4%
Std Features,
46%
Configuration,
39%

Degree of Fit: Out-of-the-Box,

Configuration, Customization,
Workflow, ISV Add-on

Fit-Gap Findings Major Customization

Requirements
The following are the top 5 customization identified as being
required during the Fit-Gap analysis ...
Requirement
ID from
Fit/Gap
List the
Customization ID
from the Fit/Gap
spreadsheet here.

Business
Requirement/
Customization
Description
Insert Customization
Description here.

CRM Design
Point

Effort
Estimate*

Discuss how the Provide an effort

customization
estimate in hours.
will be handled
in Microsoft
these
Business/IT
requirements
Dynamics
AX.

As a business you need to validate if

are truly necessary or if the requirement can be dropped in order to
reduce implementation costs.

*N.B. Development only. This doesnt include Unit Testing, UAT, Performance Testing, Design Specification, etc.
9

Fit-Gap Findings Requirements for ISV

Add-On Solutions?
The following are the ISV add-on solutions identified as being
required during the Fit-Gap analysis ...
Requirement
ID from
Fit/Gap
List the
Customization ID
from the Fit-Gap
spreadsheet here.

Business
Requirement/
Customization
Description
Insert Customization
Description here.

Dynamics
AX Design
Point
Discuss how the
customization
will be handled
in Microsoft
these
Business/IT
Dynamics
AX.

ISV Add-On
Solution
Required
Provide information
on the ISV add-on
solution that is
required.

As a business you need to validate if

requirements
are truly necessary or if the requirement can be dropped in order to
reduce implementation costs.

10

Fit-Gap Findings Requirements for

Integrations?
The following are the Integrations identified as being required
during the Fit-Gap analysis ...
Requirement
ID from
Fit/Gap
List the
Customization ID
from the Fit-Gap
spreadsheet here.

Business
Requirement/
Integration
Description
Insert Customization
Description here.

Dynamics
AX Design
Point

Effort
Estimate*

Discuss how the Provide an effort

customization
estimate here.
will be handled
in Microsoft
these
Integration
requirements
Dynamics
AX.

As a business you need to validate if

are truly necessary or if the requirement can be dropped in order to
reduce implementation costs.

*N.B. Development only. This doesnt include Unit Testing, UAT, Performance Testing, Design Specification, etc.
11

Fit-Gap Findings Requirements for Data

Migration?
The following is the Data Migration Plan that has come out of
the
Fit-Gap
analysis ...
Manual, Semi
Requiremen Data to
Effort
t ID from
Fit/Gap

Number Frequenc Auto, or

be
of Rows y
Automated
Migrated
Solution

Comment
Estimat
s
e*

List the
Customization ID
from the Fit/Gap
spreadsheet
here.

Describe the What

data element. volume of
data needs
to be
migrated?

Provide a
description of
how the Data
will be
migrated and
how the Semi
Auto or
Automated
Solution
would work.

How often
will the data
migration
need to
occur?

Will it be a manual
process, some custom
code written from
Microsoft Visual studio,
BizTalk Server, or
Custom Code with an
End-User Interface.

Provide an
effort
estimate
here.

As a business you need to validate if this level of automation of data

migration is required or if the requirement can be dropped in order to
reduce implementation costs.

*N.B. Development only. This doesnt include Unit Testing, UAT, Performance Testing, Design Specification, etc.
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Fit-Gap & Solution Blueprint

Deliverables
Deliverable

Filename

Description

Fit-Gap Spreadsheet

This is the spreadsheet which lists all the

requirements, how they will be addressed
(out-of-the-box, configuration and
customization) and the effort estimate
associated with each deliverable.

Solution Blueprint

This is a Report (written in Microsoft

Word) which covers our understanding of
the requirements, discusses Microsoft
Dynamics AX functional fit, reviews key
design points, discusses customization
and integration requirements, reviews the
proposed conceptual design and lists any
assumptions made.

Before moving on to the next steps (LCS proof of Concept and Scoping
Assessment) it is important for you to validate this Fit-Gap Spreadsheet
& Solution Blueprint to make sure we have a clear understanding of
your requirements.
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