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Sure Step Presentation
Sure Step Presentation
• Next Steps
• Q&A
Microsoft Dynamics Sure Step
A comprehensive brand representing:
1. A repeatable, consistent, *scalable* implementation methodology.
• Costs
• Risk
• Customer confidence
• Customer satisfaction
Sure Step Methodology Model
Offerings (aka Types of Projects)
• Consist of the activities from one or more of the implementation
phases
• Support different implementation scenarios
• Let you combine selected phases from the Sure Step Methodology to
best meet customer needs
Full Implementation
Project
Management
Scope management Plan project scope Manage project scope Verify project scope
Time & cost Ongoing time & cost Project tracking &
Plan time & costs
management management reporting
Procurement Plan purchases & Monitor purchases & Close purchases &
management acquisitions acquisitions acquisitions
Plan time & costs Ongoing time & cost Project tracking &
Time & cost • Project Plan management reporting
• Cost Baseline Report • Project Plan • Project Plan
management
• Cost Baseline Report • Cost Baseline Report
Plan & acquire resources Develop & manage team Release project team
• Project Organization • Project Organization • Project Organization
Resource • Roles and Responsibilities • Roles and Responsibilities
management • Role descriptions • Role descriptions
PM Tools and Templates (2)
Project initiation & Project execution &
Project closing
planning monitoring
Environment setup
• Deployment plan
• Environment configuration plan
• System test plan
Planning • Load test plan
• End-user training plan
• Go-Live plan
• End-user training
Go-Live • Deployment phase sign-off
Operation Phase: Deliverables
• Make project
documentation available to
project team
• Folder structure aligns with
implementation phases and
project management
disciplines
• Copy or extract the
structure to local or shared
network resources
What is Microsoft
Dynamics?
Microsoft Dynamics Premises
Initiate
project
Create PO Send PO
Approve with
comments
Discuss comments
* These are guidelines, not rules – many successful client solutions & implementations
fall outside of the ones listed here.
Highly scalable and customizable to Core solution functionality: Vertical Solutions:
meet changing business requirements Financial Management High Tech, Aerospace,
and processes Supply Chain Metals, IEM, Oil & Gas,
Management Chemicals, CPG, Food
Make sophisticated changes and extend
& Bev, Industrial,
functionality with built-in customization CRM Hospitality, Apparel,
tools
Human Resources Food & Bev, Auto
End-to-end industry specific functionality and Payroll Dealer, Specialty Store,
to meet industry and business needs Industry Enabling: Healthcare, Works, Fin
and Admin, Utilities,
Visibility and business insight across Supply Chain Execution Transport, NFP,
locations and countries for global Demand Planning Construction, Arch &
companies Fund Accounting Engineer, IT Services,
Built-in support for 36 countries, and 40 Legal Services,
Quality Management Advertising
language versions
Real-time visibility across locations and
countries with role-based information and
processes via the Web
Two or more companies can use the same
system while maintaining separate
financial records SAP All-in-One and mySAP
Oracle
Local market competitors
Finance, Insurance Manufacturing
Real Estate
Out-of-the-box functionality; (discrete)
companies get up and running Transportation Wholesale
quickly Communications Distribution
and Utilities Retail
Professional Services:
“Scalable functionality Medical/Dental,
Public Sector
w/flexibility” adapts easily to the Law Firms, Engineering NonProfits
changing needs of the business and Architecture
Native Microsoft
Outlook Folders &
Command Bar
Automatic
calendar, contact,
task and email
synchronization
Quick views
of relevant
information
Microsoft’s Vision of Business Intelligence
Improving organizations
by providing business insights
to all employees leading to
better, faster, more
relevant decisions
Close to
Customers
Business
Understanding
Changing
Business Customer
Solutions Needs
Discussion/Q&A
Thank You for Attending!