Our resources have seen it all — and then we fixed it. We can help.
If you’re looking for a true partner to help you get the most from the investment you’ve already made in your Microsoft Dynamics solution, you’re in the right place. Stoneridge consists of many former Microsoft employees and industry experts who have tackled the most difficult and complex projects. In fact, the client base at Stoneridge was built on Dynamics Project Recovery efforts. Along with everyday troubleshooting situations, our team has successfully unraveled intricate, highly customized customer scenarios.
What qualifies as ‘Project Recovery’?
If you’re in the middle of a project, but not live….
How long have you been spinning your wheels and still aren’t live on Microsoft Dynamics? You might find yourself in the following scenarios:
- You keep customizing and can’t understand why you just can’t use your Dynamics product out of the box
- You have the feeling that you haven’t been following best practices
- You’ve delayed your go-live date
- You’re having difficulty keeping your project on time and on budget
- You’ve ended, or are about to end, the relationship with your implementing partner
If you’re already live….
Maybe your Microsoft Dynamics project is officially “live”, but your team is overwhelmed or the system is just not working the way it should. Do any of the following statements ring true?
- You only have one person on the team who knows how to support the system
- You have so many third-party add-ons you think no one could possibly navigate them
- You have no idea why the system is configured the way it is or why it was customized
- You have performance problems
- You don’t think you’re following best practices (functional, technical or development)
- You’re constantly putting out fires and not following a plan
- You have a business process (or processes) that are painful in your Dynamics system
- Your partner has told you there is no way you can upgrade (p.s. we can prove that’s not true)
- You’ve ended the relationship with your implementing partner
If you can relate to any of the above painful situations, Stoneridge Software is poised to assist you with Project Recovery.
Functional Process Assessment
The foundation of Project Recovery is getting to know your business and its current operations by conducting a functional process assessment. This includes a comprehensive review of business processes examined throughout your implementation and a practical assessment of what makes sense for your business compared to best practices.
- If you’re a manufacturer, are you using Master Planning?
- Are you still managing accounts receivable on a spreadsheet?
- Are you using Dropship? Should you be?
- Can you send emails out of your Dynamics solution?
Besides a better overall understanding of your processes, the deliverable from the Functional Process Assessment is a high-level action plan, outlining the observations and recommended steps for improvement.
Transactional Process Review
Configurations tell an important story, but not the whole story alone. During Transactional Process Review, we walk through your major transaction streams to evaluate the dozens of variations that Dynamics AX transactions can take. This gives us a complete view of where to make functional recommendations.
Common transactional process reviews might include:
- Procure to Pay
- Quote to Cash
- Project to Profit
- Record to Report
- Schedule to Produce
- Acquire to Retire
- Market to Opportunity
- Hire to Retire
- Idea to Product
- Service to Profit
- Plan to Inventory
After evaluation, you will receive a summary of the items reviewed and a list of process change recommendations
Integration Discovery Workshop
A fully integrated IT system is critical to the operations and success of any business. During the Integration Discovery Workshop, you’ll work with our industry experts and solution architects on an Enterprise Process Overview to gain visibility into critical business operations that can be enhanced by modern integration techniques.
A summary of your critical business operations and documented architectural integration recommendations.
Project Management Assessment
The Project Management Assessment reviews the methodology, tools, and team resources involved in the setup, management, and tracking of the project and its progress.
- What approach is taken to track the progress on the various work streams towards the set goals and timelines
- The approach to identifying, managing and mitigating risk and issues
- How the project status is reported
- How the team communication flows, including how effectively and efficiently decisions are made and communicated.
Projects are not done when they run out of time or money, so the right-sized approach to the topics listed above will help keep a project on course or bring it back on track to hit (revised) goals.
Project Management Assessment summary and a list of recommendations on how to proceed.