Dynamics 365 Business Central Implementation

Our SPEC framework on Business central implementation distinguishes us from other implementation partners in the US. 

business central implementation

Dynamics 365 Business Central Implementation

At captivix, we do Dynamics 365 business central implementation. Our implementation strategy which we call SPEC is designed such that we go in a step-by-step process with a feedback mechanism system to check if everything is going on a guided and approved basis.

We have competitive 10+ years of industry experience in implementing Microsoft dynamics different versions for our clients. So, if you want the best people to do everything that was daunting to you, we are here to support you more than just your implementation partner.

Thinking about implementing Dynamics 365 Business Central?

How Captivix Deliver Great Projects

Before embarking upon any new implementation or significant upgrade, we ask every customer to work through their ‘SPEC’ process with us.

During the course of the ‘SPEC’ process:

  • You get to know us better and we get to know you better.
  • We work with role owners within your business to understand what they need to do each day – and how the system can support them in being more effective.
  • We guide this discussion towards the standard/best practice processes available with Dynamics 365 Business Central and identify the outliers and the exceptions.
  • We explore different ways in which the project could be phased to suit your resourcing, timing and business priorities.
  • We more accurately assess how long it will take to deliver the full project, identifying what is critical to the success of the project.

The time invested in the initial review will depend on the breadth of scope, but the more you do, the clearer the project deliverables become. The output of the SPEC is the foundation upon which the next phase of the project is built – none of the work is wasted.

Chat to us about your project requirements

Why upgrade Dynamics NAV

Upgrading Dynamics NAV

There’s never been a better time to upgrade! By upgrading from Dynamics NAV to Dynamics 365 Business Central, you not only have a platform that doesn’t require large, time-consuming updates – you also have a system that’s safe, secure and fit-for-purpose!

In our experience, a lot of businesses upgrade to Dynamics 365 Business Central because they’ve been using versions of Dynamics NAV that are outdated. And as many of these products reach end-of-support, meaning Microsoft ceases any and all updates, it’ll become harder and harder to resolve issues – particularly when it comes to security.

For many businesses, robust security is an industry or regulatory requirement. They need to have up-to-date security across all areas of their business and so they remain or upgrade to a supported Dynamics NAV version. Of course, upgrading can be a daunting task; it requires time, money and resource – often more than some businesses are willing to part with. There are options to suit all requirements, and don’t worry, we won’t ever force you to upgrade and can continue to support your existing solution!

Looking to upgrade your Dynamics NAV system? Book a free consultation!

Our SPEC Framework

After working with more than 30 clients, we use our proven SPEC
digital transformation framework to ensure you
get the results you need to improve your competitive edge.

Strategy

We focus on your vision, engage leadership, and identify competitive strengths to create a Digital Success Matrix that guides your digital transformation initiatives.

Planning

We dig deep into your business objectives and choose the technologies (mobile apps, ERP, eCommerce, or custom web applications) to create your Digital Transformation Roadmap.

Executing

Momentum is critical in the execution phase. Our experts use proven Agile methodologies to create digital solutions that align with your Digital Success Matrix and Roadmap.

Confirming

Your project is “done” when feedback from your employees, customers, and third parties validates that your solution performs as intended and meets your idea of success.

Our Implementation Process ?

  1. Detailed requirements gathering including the creation of Functional requirement document and business processes diagrams.
  2. Optimize your business operations for growth and cost savings
  3. GAP analysis – based on the identified ERP system. If the ERP system is not identified yet, conduct GAP analysis bases on multiple ERP systems. Upon analysis, evaluate the list of customizations that need to happen for ERP system(s).
  4. Integrations – Evaluate the integration with 3rd party applications such as shipping, eCommerce, APIs/EDIs, tax calculators, etc.
  5. Project Plan and estimates -Provide an accurate cost, timelines, and detailed project plan to implement a selected ERP system

Configure a given ERP system to your requirements and business processes. This will be utilizing all out of box functionality of the system.

For all gaps identified in step 1 (diagnostics), customize and develop the system for your needs. Ideally, we would like to limit customizations as it creates more maintenance work during support and maintenance. And we also integrate with all 3rd party applications using best practices and out of box or customized solutions available.

This can be one of the trickiest tasks. Extracting and cleaning data from your old system(s) is critical. Thereafter, your opening balances, master and transactional data can be migrated to the new ERP system.

Training is critical for adoption of the new system with your employees, vendors and customer. Our training approach is highly effective by getting you involved while configuring your system. This approach gives your employee a much deeper view of the system. We also utilize other best practices like train the trainer to make training more effective and budget friendly.

Once the system is ready to go live, we encourage your employees to test the system out based on the training they received. Moreover, before the ERP go live date, we conduct a conference room pilot to ensure all operations work as intended.

At this point, your new ERP system is ready to take over. For a period, we provide dedicated support for your employees as they are still new to your new ERP system.

Gather Detailed Requirements

Show you high-level capabilities of Business Central.

Demo & Guided Assessment

Confirmation that Business Central is the ERP for you

Final Estimates

If final estimates meet your budget BTW – Strategy for successful ERP Implementation

Want to take advantage of our free Dynamics Business Central 365 performance review?

How Our Services are Loved

Dan Taneja

Bev Analytics

"I have worked with Captivix Solutions for several years and they always exemplified the highest level of professionalism while always going up and beyond to accommodate my schedule. As a non-tech person, I do not always know the best path. Rahul and his team have been instrumental in helping me find the best path forward that suits my needs. I believe their problem solving skills and expertise have help me find the best solution for my business. They have always been transparent regarding all proceedings and work. I have always trusted them completely.."

"During our initial conversations, Captivix separated themselves from others on their clear thought process, and simple approach to provide the right solution. Since then, Rahul and his team have been a great partner providing answer to all our challenges. They asked the right questions to understand our product vision and delivered a top notch solution.."

Scott Golas

Xmplifi

"Creating a solution that accomplishes our business goals is not an easy task. No one know our business better than us, but I do not know what applications or software solutions would best solve my problems. That is why I enjoyed working with the Captivix team; they were true partners and helped guide us to the best solution.."

Leo Chen

Brentano Fabrics

"Our company operates in an industry where efficacy is measured on how we tackle hiccups and obstacles as much as avoiding them. I would suggest that Captivix’s is the same and we found this to be one of its biggest strengths. At no point during the process did we feel isolated. Our relationship has been, and continues to be, one of collaborative effort.."

Kurt Schnakenberg

Chicago Brass

Looking For Implementing
Business Central 365?

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