Using the Microsoft Dynamics NAV RIM Toolkit and the ...· Using RapidStart Services for Microsoft

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  • Using RapidStart Services for Microsoft Dynamics NAV and the Microsoft Dynamics Sure Step Methodology

    White Paper

    This paper illustrates how a Dynamics NAV implementation project based on the Microsoft Dynamics Sure Step methodology can take advantage of RapidStart Services for Microsoft Dynamics NAV.

    Date: June 2012

  • USING RAPIDSTART SERVICES FOR MICROSOFT DYNAMICS NAV AND THE MICROSOFT DYNAMICS SURE STEP

    METHODOLOGY

    Executive Summary ...................................................................................................................... 4

    Microsoft Dynamics Sure Step Methodology ............................................................................ 5

    RapidStart Services for Microsoft Dynamics NAV ................................................................... 6

    Data Migration .............................................................................................................................. 6

    Data Packages ................................................................................................................................ 6

    Questionnaires .............................................................................................................................. 7

    Project Planning capabilities .......................................................................................................... 7

    Sure Step and RapidStart Services for Microsoft Dynamics NAV ......................................... 7

    Sure Step – the Data Migration Cross-Phase Process ............................................................. 8

    Sure Step – the Diagnostic Phase and the RapidStart Services for Microsoft Dynamics

    NAV............................................................................................................................................... 10

    The Fit Gap and Solution Blueprint activity (0.3) .......................................................................... 10

    The Proof of Concept activity (0.4) ............................................................................................... 11

    The Project Planning activity (0.9) ................................................................................................ 11

    Sure Step – Project Types, Phases and Activities ................................................................... 12

    Sure Step – the Analysis Phase and the RapidStart Services for Microsoft Dynamics NAV

    ....................................................................................................................................................... 13

    The Conduct Detailed Business Process Analysis activity (1.3.1) ................................................... 13

    The Build Sandbox and Training Environments activity (1.7.1) ..................................................... 14

    The Gather Data Migration Requirements activity (1.9.1) ............................................................ 14

    Sure Step – the Design Phase and the RapidStart Services for Microsoft Dynamics NAV

    ....................................................................................................................................................... 15

    The Begin System Configuration and ISV Solution Setup activity (2.4.1) ....................................... 15

    The Conduct Feature Testing of Standard and ISV Solution activity (2.6.1) ................................... 16

    The Begin Data Migration Design activity (2.9.1) .......................................................................... 16

    The Create a Subset of Data for Testing activity (2.9.2) ................................................................ 17

    Sure Step – the Development Phase and the RapidStart Services for Microsoft Dynamics

    NAV............................................................................................................................................... 18

    The Conduct Solution Testing activity (3.6.1) ............................................................................... 18

    The Begin Development of Data Migration Scripts activity (3.9.1) ................................................ 19

    Sure Step – the Deployment Phase and the RapidStart Services for Microsoft Dynamics

    NAV............................................................................................................................................... 20

    The Execute User Acceptance Testing activity (4.6.1) ................................................................... 20

    The Build Production Environments activity (4.7.1) ...................................................................... 21

  • USING RAPIDSTART SERVICES FOR MICROSOFT DYNAMICS NAV AND THE MICROSOFT DYNAMICS SURE STEP

    METHODOLOGY

    The Final Data Migration to PROD activity (4.9.1) ........................................................................ 21

  • USING RAPIDSTART SERVICES FOR MICROSOFT DYNAMICS NAV AND THE MICROSOFT DYNAMICS SURE STEP

    METHODOLOGY

    Executive Summary

    This whitepaper illustrates how a Dynamics NAV implementation project based

    on the Microsoft Dynamics Sure Step methodology can take advantage of

    RapidStart Services for Microsoft Dynamics NAV.

    Most Microsoft Dynamics NAV implementations will involve some level of data

    migration. The data migration features in RapidStart Services for Microsoft

    Dynamics NAV supports all the cross phase data migration processes defined in

    Sure Step.

    Other parts of RapidStart Services for Microsoft Dynamics NAV, such as the Data

    Templates used when creating a company and the Questionnaires, make it easy

    for partners to configure tailored companies during Sure Step phases where it is

    required to perform workshops for demo, proof of concept, or user

    acceptance/training.

    When Data Templates and Questionnaires are modified and extended to cover

    ISV solutions and specific solution segments, they are also usable for Sure Step

    phases and activities related to system configuration of ISV solutions.

    The project planning capabilities in RapidStart Services for Microsoft Dynamics

    NAV can be used to benchmark the project planning activities in Sure Step.

    The RapidStart Services for Microsoft Dynamics NAV should be considered for all

    project types defined in Sure Step, except the upgrade project type. RapidStart

    Services for Microsoft Dynamics NAV adds value to all Sure Step phases, except

    the Operation phase, by supporting the following Sure Step cross phase

    processes:

     Data Migration

     Quality and Testing

     Requirements and Configuration.

    RapidStart Services for Microsoft Dynamics NAV enables greater partner

    productivity by reducing the time required for several Sure Step implementation

    activities and processes.

  • USING RAPIDSTART SERVICES FOR MICROSOFT DYNAMICS NAV AND THE MICROSOFT DYNAMICS SURE STEP

    METHODOLOGY

    Microsoft Dynamics Sure Step Methodology

    The Microsoft Dynamics Sure Step Methodology is a comprehensive

    implementation methodology describing the processes and disciplines necessary

    to implement Microsoft Dynamics products, including Microsoft Dynamics NAV.

    Partners who fully adopt and embrace Sure Step will be able to better perform

    customer implementations on time, on budget and on spec.

    Sure Step covers a flow of implementation activities that lead from the initial

    business diagnosis to implementation and hand-off to operations. The

    implementation activities are divided into six phases and are supported by nine

    cross phase processes.

     Figure 1 Microsoft Dynamics Sure Step Methodology

    Sure Step differentiates between four project types:, one is related to upgrade and

    the others are related to new implementation with scope varying from Rapid to

    Enterprise.

    RapidStart Services for Microsoft Dynamics NAV should be considered for all

    project types defined in Sure Step, except the upgrade project type. RapidStart

    Services for Microsoft Dynamics NAV adds value to all phases, except the

    Operation phase, by supporting the Data Migration, Quality and Testing, and

    Requirements and Configuration cross phase processes.

  • USING RAPIDSTART SERVICES FOR MICROSOFT DYNAMICS NAV AND THE MICROSOFT DYNAMICS SURE STEP

    METHODOLOGY

    RapidStart Services for Microsoft Dynamics NAV

    RapidStart Services for Microsoft Dynamics NAV helps partners reduce

    implementation time by automating and simplifying the recurrent processes in an

    implementation project.

    RapidStart Services for Microsoft Dynamics NAV quickly configures core

    application setup data to meet specific business needs using tailored templates.

    The templates are provided by Microsoft Dynamics NAV and are extended and

    enriched by partners, to share best practices and solutions within the Microsoft

    Dynamics NAV ecosystem.

    RapidStart Services for Microsoft Dynamics NAV consists of the following

    components, which are applicable when using the Sure Step implementation

    methodology:

     Data Migration with