RSM Implementation Methodology

Our team of Dynamics® AX, Dynamics® CRM, Dynamics® GP, Dynamics® NAV and Dynamics® SL implementation specialists utilize a unique implementation methodology which allows us the time to understand how the business operates and provide a solution to best fit the needs of our clients.

The RSM implementation methodology consists of five phases that span the project lifecycle. These phases are consistent across all our engagements, though the specific tasks and deliverables are dependent on the business objectives, project constraints and engagement scope. Project management stretches over all phases of the engagement to keep the project on schedule and provide quality assurance on the product delivered to the client.

Implementation Phases

  • Phase 1 — Initiate

    The Initiate phase is critical to the ultimate success of the project; during this time, we plan the implementation and ensure that all team members have a clear understanding of the project goals, expectations and timelines.

  • Phase 2 — Analyze and Design

    This phase quickly follows the Initiate phase, typically happening on the same day as the Project Kickoff Meeting. During this phase, the RSM project team develops detailed insight into your organization's needs and how the new system will be configured to best support them.

  • Phase 3 — Build and Validate

    Using the design document as a blueprint, configuration of the new system begins. A working model of the production system is prepared, and the process flows, data conversions, reports and customizations are tested.

  • Phase 4 — Deploy

    Once agreement is reached that the system is ready for deployment, the configuration is migrated to the production environment, end-user training is conducted and final Go-Live preparations are completed.

  • Phase 5 — Operate

    Once the system is operational for 30 days, a project closing process is completed to confirm that the application was delivered as expected and the terms of the engagement were fulfilled.

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