Implementation process

Get a fixed price on the implementation

An essential element of this package is that you get a fixed price for the implementation project. The price will not increase along the way, even if unforeseen challenges pop up.

However, implementation is not a “one-size-fits-all” task; we need to ask you a few questions so we can determine how big the task will be for your company. But we always give you a fixed price.

How can we give a fixed price when most other suppliers in the industry can’t? Because we have standardized the whole delivery so risks are reduced to a minimum. We simply take full responsibility.

This is how to implement Dynamics NAV or 365:

AgreementItem 1

Entering into an Agreement

The first step is the need to enter into an agreement. You can talk by phone with one of our advisers who will help put together the project you need. You will receive a binding offer and, once accepted, we will get started straight away.

WorkshopsItem 2

Workshops

We do not do an analysis – we hold workshops where we’ll match your business to the standard solution. Each workshop is about one of your functional areas and together, we map your business processes to the solution.

We do not start our workshops from square one. We transfer data from your old solution into the new one; and that is what we work on during the workshop. It is much easier to relate to the solution when it contains your own data.

The results of the workshop are an overview of your main processes, definition of setting tasks (which we take care of), any changes to your processes (which you need to execute), and any challenges with data that need to be addressed during data migration.

Workshops can either be held at our premises in Copenhagen, or we can hold them as online meetings. They are included in the package price. We can also visit you at your location if you pay for transportation time and costs.

Your participants at the workshops need to be your key employees. It is important for the project to take strong root with both management and decision-makers in your company, so we will take the liberty of requiring that your participants have the necessary knowledge and decision-making authority.

TrainingItem3

Training

Our workshops are also training. Your super-users will help evaluate the company’s processes in the solution, and that is how you learn the most. When the workshop also utilizes the company’s own data, it also serves as an excellent form of training.

If you have employees who are not at all familiar with Dynamics NAV, this can take a little more training; if that is the case, we recommend that you supplement this package with online training in standard Dynamics NAV, which is available from several training providers.

Setup and migrationItem 4

Set-up and data migration

After this, we prepare your new solution. This work is done at our facility and you won’t notice it much. However, you will need to help prepare for data migration.

We may end up installing the Master Data module in your old Dynamics NAV so you can prepare data for the new data structure. Or you may also need to make decisions in Excel about how to map accounts. You should expect that some tasks will need to be completed during this phase.

Go liveItem 5

Project go-live

Now the time has come for us to turn off the old solution and switch to the new one. We have a structured plan for transferring data with minimal downtime.

Two days before launch, we block updates to the master data in the old system, but you can still create sales orders and purchase orders, post financial items and complete other types of transactions.

On the transfer day itself, we migrate transactions bit by bit, and ultimately there will be a maximum period of three hours during which you will not be able to enter sales orders. Your business will not be down for longer than that.

Also, remember that all of your data is posted into the new solution. It is not just converted and loaded – it will be posted, which means that all of the data is completely validated in the new solution. For the implementation process, this means that you will not have a lot of work after launch trying to figure out what data is not valid and patch it. Your business can continue full steam ahead after launch.

We use standard settings

It is important you know what this is about

Standard settings in Dynamics NAV and 365

A lot of things need to be set up in Dynamics NAV before it is ready for use. Even upgrading from an old version of NAV still involves a lot of set-up work.

So it makes sense to use standard settings

There is no reason why you should pay for the work yourself when your NAV provider has done it many times before.

At Abakion we have gathered all of the standard settings in a tool that can take care of everything automatically. This includes, of course, a standard chart of accounts, but it also includes all of the other modules in the solution.

Standard settings save time

If you choose to use a standard set-up, you will typically save hundreds of hours of set-up work that otherwise would need to be done manually.

The standard chart of accounts is only the tip of the iceberg. It is the entire set-up underneath it all that saves a lot of time.

You can add modules with a single click, because the standard settings are already in place. That means you save hundreds of hours of set-up work by using standard settings.

It is “Best Practice” that ensures all of the settings are valid, and then you can spend the money on something else that creates value for your business.

The standard settings are in fact a prerequisite for this package. You can add and change any settings after that – for example, you can add accounts to the chart of accounts – but you cannot change the core of the standard settings. The whole point is that it should be maintenance-free when the time comes to upgrade.

Hos Abakion har vi samlet alle standardopsætningerne i et værktøj, der kan udføre alt automatisk. Det omfatter naturligvis en standardkontoplan, men det omfatter også alle andre moduler i løsningen.

  • Lad os se, hvordan det fungerer inde i Dynamics NAV. Her er vi i en engelsk version. Det kunne lige så godt være på dansk. Det er et nyt regnskab, og der er ikke nogen kontoplan. Og her vil vi gerne lægge standardopsætningen ind.

    Vi har skabt et værktøj, der automatisk kan indlæse en standardopsætning. Hvis vi klikker et modul af for at aktivere det i løsningen, så siger Dynamics NAV, at der ikke findes nogen opsætning.

    Så arbejder systemet på at udføre opsætningen. Den sætter en standard kontoplan op, den sætter nummerserier op. Det omfatter alt. Den kommer igennem mere end 150 tabeller. Det er 150 tabeller, som vi ellers skulle have været igennem manuelt og lagt data ind i. Bagefter skal vi kun tilføje vores egne master data og historik.

    Når du evaluerer, hvilken løsning du skal vælge, så sørg for at få en løsning, som har standardopsætning i alle de moduler du skal anvende. Det skal ikke kun være finansopsætning. Det skal dække alle moduler og hele din forsyningskæde.

    Så kan vi se, at systemet har oprettet en standard kontoplan. Den fås både på dansk og engelsk.

    Hvis du overvejer, om en standardkontoplan dur for dig, så må vi sige, at vores oplevelse er, at alle de kunder, der ser standardkontoplanen siger, at det fuldstændig ligner deres egen kontoplan. Og langt de fleste virksomheder er ligeglade med, hvordan en nummerserie er opsat.

Standard-kontoplan

Hvis du vælger at bruge en standard­opsætning, så sparer du mange timer på opsætnings­arbejde.

Du vil sikkert gerne kigge på standard­kontoplanen for at se, om den matcher din virksomhed. Udfyld formularen – så kommer den straks på en email til dig.

Send kontoplanen til:

Ved udfyldelse af formen modtager du en email med link til kontoplanen, og du accepterer at modtage emails fra Abakion.

Standard kontoplan til Dynamics NAV

Standardopsætning sparer tid

Men husk, at standardkontoplanen kun er toppen af isbjerget. Det er hele opsætningen nedenunder, der sparer utrolig meget tid. Du kan tilføje moduler med ét enkelt klik, fordi standardopsætningen er på plads.

Det er ”best practice”, der skaber sikkerhed for at al opsætning er valid, og så kan du bruge pengene på noget andet, som skaber værdi for din forretning.

Standardopsætningen er faktisk en forudsætning for denne pakkeløsning. Du kan godt tilføje og ændre i opsætningen efterfølgende – du kan f.eks. tilføje konti til kontoplanen – men du kan ikke ændre i kernen af standardopsætningen. Hele pointen er jo, at det skal være vedligeholdelsesfrit ved opgradering.

Mapping af data

Nu skal du se, hvordan du får dine eksisterende data til at passe til standardopsætningen.

Vores løsning foreslår automatisk en mapping, som du verificerer. Og så kan dine data overføres direkte til det nye system.

Hvordan får du så dine gamle data til at passe ind i en standardopsætning?

  • Vi har et værktøj, som hvor vi kan mappe fra det gamle system over i det nye system på alle tabeller i hele løsningen. Her kan vi f.eks. finde kontoplanen frem, og vi kan se, at f.eks, omsætningskonto 6110 er blevet mappet til en omsætningskonto, der hedder 11200 ovre i det nye system.

    Så når vi trækker finansposterne ud, så får de automatisk den rigtige konto påført, så de umiddelbart kan indlæses i det nye system.

    Vi kan også prøve at hoppe over i enhedskodetabellen, og der kan vi f.eks. se, at STK er blevet til PCS i det nye system.

    Der er også nogle værdier, som ikke er blevet mappet, og det er naturligvis en opgave som skal gøre færdig før data migreres.

    Man kan også vælge at droppe data. Her har vi f.eks. på varetabellen en vare nummer 1310, som i det nye system skal hedde 1330, men system skal skippe denne vare, så når vi udtrækker varerne, så springer den vare 1310 over, men når vi udtrækker f.eks. en produktionsstykliste hvor 1310 indgår, så erstatter den 1310 med vare 1330. På den måde kan vi også bruge mappingværktøjet til at substituere varer.

Løsningen foreslår selv en mapping af dine gamle data til standardopsætningen.
Alt hvad du lige så af mapping, var foreslået automatisk af systemet.
 

Nu har du læst, hvordan vi implementerer løsningen.
Har du læst alle emnerne her?

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