• Microsoft Dynamics GP Consultancy

    Minimise miscommunication and
    decrease the occurence of errors

Microsoft Dynamics GP Consultancy

  • Sales Process

    Finding and utilizing the right business system is a great way to streamline a company’s operations, minimise miscommunication and disconnect amongst employees, and decrease the occurrence of errors, providing a thread that connects the entire process.

    As an integral part of our Sales process, we implement Diagnostic phase as a part of Microsoft Sure Step Methodology. The aim of this phase is to assist customers with their decision-making process for Enterprise Resource Planning (ERP) or Customer Relationship Management Solution (CRM). SAGlobal is careful to only propose solutions when confident about it being a good fit to the requirements of the customer.

    The Diagnostic phase is a consultative, education process during which SAGlobal tries to gain as much understanding as possible of the customer’s current situation, business environment and requirements - both immediate and foreseeable. For this purpose, we use sets of services within the Diagnostic phase, called Decision Accelerators which provide a due-diligence process for diagnosing the right solution to meet your business requirements, and help you make better investment decisions.

    Decision Accelerator Offerings
    click to enlarge image

    Presentation and Demo/ Proof of Concept

    Presentation and Demo

    Typically following the proposal stage, SAGlobal prepares for a presentation and demo of the proposed solution. The solution may be tailored to some extent, audiences do need to appreciate however that it will be quite generic, since it is not practical for us to highly reconfigure the software for every presentation.

    During our presentation to the prospects, SAGlobal expects ALL key personnel that may be impacted by the proposed system to attend the consultation. We typically need 3-5 hours for such presentations, as we feel that such an investment of time is vital for organisations that have to work with the business system in the future. We ask of our prospects to provide us with scenarios in advance to help ensure a valuable, relevant and interactive delivery.

    Proof of Concept

    Workshop
    In some instances prior to large and complex implementations we run workshops. During these workshops, SAGlobal consultants spend time with users, mapping and documenting their key business processes. This process assists with educating both sides and helps to ensure that any proposed solution is a good match for the organisation's requirements.

    SAGlobal uses the knowledge gained from workshops to develop specific and detailed demos of the proposed solution. As during normal sales process the amount of specific configuration and tailoring possible is limited; users need to make judgements based on generic type demos. Typically workshops are chargeable, this expense however helps towards a faster and smoother implementation should the customer progress to the next stage, which they usually do.

    Trial /Pilot Systems
    In some instances SAGlobal obtains trial software keys for use on proof of concept / trial systems. In most cases, it is challenging to properly assess a system’s unless it has been properly configured to meet the user’s requirements. To ensure fair evaluation; if we agree to a proof of concept we insist on significant consultancy. Going down this route will naturally result in a larger total cost and lengthened total time of implementation.

    Comprehensive Proposal
    SAGlobal will have a reasonably good understanding of requirements following several consultations and meetings. Post these consultations, we typically prepare, free of charge, a comprehensive proposal document which will cover:

    • Our Understanding
    • Specifications and Scope
    • Proposed Solution
    • SAGlobal / Microsoft background
    • Product descriptions
    • Project Management methodologies
    • Full Details on all costs involved
    • License terms
    • Terms and Conditions
    • Service Level Agreement terms

    The document is intended for several audiences and to cover all major issues up front so that realistic expectations are set. This helps prevent misunderstandings and supports our goal of an excellent long-term relationship with all SAGlobal customers.

    For more information on Microsoft Dynamics GP contact us.

  • Business Solution Consultancy

    SAGlobal’s Implementation Approach

    As a Gold Certified Microsoft Partner, SAGlobal typically follows the Microsoft Sure Step Implementation Methodology. Our team of certified Project Managers and Consultants are well versed with this approach.

    SAGlobal’s well-defined and proven methodology is based upon Prince II principles, it has been modified by our own extensive experience and interaction with other implementation partners, and advice from Microsoft.

    SAGlobal’s certified Practitioners within the team are used to working with clients to modify or adapt these methodologies to find and agree an approach which is acceptable to all parties involved.

    Documentation and knowledge management

    Both Microsoft Dynamics ERP and CRM come with excellent online documentation which we always install with the system. SAGlobal consultants use internally developed checklists which is used in addition to the online resources. All our consultants have access to an extensive knowledge base and our customers also gain access to a similar knowledge base as part of their support contract.

    SAGlobal generates a comprehensive system design document which is based upon a template developed by us over the years. Larger projects involve workshops and interviews with staff to ensure that we fully understand all the business processes and map these to the system’s method of operation and to the configurations that we may have used.

    Project Management

    In most businesses, innovation is essential to sustain profitable activity in a changing environment. Good Project Management is the essential ingredient of a successful implementation. SAGlobal’s project managers work with you to establish the following:

    • Agreeing and defining the project objectives – i.e. Scope
    • Assisting with the development of a Project Plan
    • Agreeing Project Controls, Deliverables and Timelines
    • Performing Risk Analysis and establishing a Contingency Plan
    • Allocating and managing resources
    • Monitoring project progress including regular communication and meetings
    • Agreeing a procedure for project changes (Control of Scope Creep)

    SAGlobal invariably appoints a senior consultant as Project Manager. The customer’s internal project manager acts as the main point of contact for all important issues during the implementation. The Project Manager puts together a project team of SAGlobal consultants who will have the necessary mix of skills and experience to make a success of the project.

    Microsoft SureStep Phases

    Microsoft SureStep defines 6 Main Phases and 2 additional phases for optimization and upgrade. First phase, Diagnostic phase, has been explained as a part of our Sales Advice process.

    Implementation

    Co-operation between SAGlobal and customers is the key to a successful implementation. At the beginning, we address what preparation work we expect you to perform, to avoid any misunderstanding.

    Microsoft SureStep Phases
    click to enlarge image

    The Analysis phase

    The Analyses phase marks the start of implementation. This phase defines the activities required to initiate and effectively plan the entire project. SAGlobal’s goal of the analysis phase is to understand customer’s business and processes performed.

    Design phase

    • For New implementations, SAGlobal finds a way to implement the customer’s processes and needs. The business requirements identified during the Analysis phase has to be satisfied in our design of specific customisations.
    • For Upgrade Projects, SAGlobal defines how the technical upgrade will be implemented.

    Development Phase

    • For New implementations, development covers the creation of new features and adaption of existing features as well as data migration. All features and data migration must be tested. Besides feature and data migration testing, it is necessary to do security testing as well. The phase ends when most of the specified features are developed and tested, and the data migration is done.
    • For Upgrade Projects, SAGlobal executes the application upgrade process—including customisations, integrations and interfaces, and data. It also includes testing the system to ensure that the upgrade of the application and data to the new version of the Microsoft Dynamics solution has been completed successfully.

    Deployment phase

    • For New Dynamics implementations, the deployment plan forms the basis of deployment or cutover tasks that need to be well-managed before go-live. At this stage, SAGlobal sets up the operational dynamics environment of the customer. Beside installation, configuration and feature deployment, our focus is on testing at system level. When the system runs and all tests pass, the deployment phase is finished.
    • For Upgrade Projects, this phase involves on-going project management activities to manage risks and issues, communications, and project plan updates.

    The Operation phase
    The Operation phase involves final activities required to close out the project and transition the solution and knowledge to the customer.

    Cross Phase Processes

    While a Phase is a view on the process between milestones, a cross phase process is a group of related activities that span multiple implementation phases in a specific project scenario. Sure Step Methodology involves nine cross phase processes, which have been further grouped into three areas.

    The Organization cross phase processes include:

    • Program Management
    • Training
    • Business Process Analysis

    The Solution cross phase processes include:

    • Requirements and Configuration
    • Custom Coding
    • Quality and Testing

    The Technology cross phase processes include:

    • Infrastructure
    • Integration and Interfaces
    • Data Migration

    Data Migration
    click to enlarge image

    Integration

    Overview SAGlobal’s experience and expertise span across customers that have dozens of systems feeding information to or extracting from their ERP systems. As Microsoft Dynamics is designed with connectivity in mind, we leverage the capabilities of this system through our dedicated development team to seamlessly integrate with line-of-business systems to streamline your business process.

    Web Services Dynamics ERP and Dynamics CRM both have extensible web services throughout. Web Services are an incredibly exciting and powerful development for systems in general, making it easier and faster to develop real-time integrations between systems, than previous generation methods such as manual batch import or direct to table.

    SAGlobal believes that the economics of using web-services for integrations are so compelling - that within 5 years, the bulk of business documents, such as orders and invoices will be exchanged as electronic XML format, instead of the highly inefficient, labour intensive, error prone, paper formats used today.

    For more information on Microsoft Dynamics GP contact us.

  • Upgrade Service

    Microsoft has invested massively on R&D in the Dynamics solutions, currently US$ 1 billion - more than 12% of their overall R&D budget. Do you already have a Microsoft Dynamics solution and looking to upgrade to the latest version? SAGlobal’s upgrade service offers you cost-effective options to move from any earlier version of Dynamics to the newest version.

    SAGlobal follows a structured upgrade procedure to minimise system downtime and protect the integrity of data and any security configurations in the transition process. Normally we recommend a system audit if we are not already familiar with the system set-up, including any report or form customisations, security settings and third party product integrations. We further recommend performing a test upgrade, usually performed remotely to reduce costs, using a copy of your data, before upgrading the live system. Throughout the upgrade process, from pre-upgrade system consultation through to post-upgrade services, including training on new features and system support, we aim at delivering a service that will respect your preferred methods of working and will accommodate your need to maximise business efficiency.

    SAGlobal advises you on the upgrade path, database migration, latest hot fixes and service packs, as well as with questions related to licensing and enhancement plans. All customers on a current Microsoft Dynamics enhancement plan or Software Assurance plan will automatically be eligible to access the latest software version and service packs. In cases where customers have lapsed on their enhancement plan, we can help with the re-enrolment process and give you a full breakdown of costs, including re-enrolment fee, new enhancement plan rates as well as details and full transparency of our consultancy / upgrade charges.

    For more information on Microsoft Dynamics GP contact us.

Customer Speak

  • Smart Kids Ltd"SAGlobal consultants go above and beyond what is required both with impressive knowledge and understanding of Microsoft Dynamics GP. Compared to previous experience with other partners - SAGlobal consultants are second to none.”


    Ceri Stone
    Managing Director
    Smart Kids Ltd
  • London Stock Exchange"The implementation of Advanced Recurring Billing has had a massive and positive impact. Streamlined processes and reduced costs have paid for the solution several times over."


    Laurence Freeman
    Head of Sales Invoicing
    London Stock Exchange
  • Logicalis UK"SAGlobal had proven success within Logicalis. When we moved the support of our Dynamics GP solution to them, the improvement in the level of service was both immediate and impressive."


    Natasha Towns
    Business Applications Manager
    Logicalis UK
  • Cassa di Compensazione e Garanzia S.p.A."We are a complex business, there was potential for many things to go wrong. The project would have been a challenge for any supplier; I firmly believe that it was a combination of the approach, along with SAGlobal’s determination and belief in the project that made it a success."


    Franco Pozzi
    Chief Financial Officer
    Cassa di Compensazione e Garanzia S.p.A.
  • The Mayflower Theatre"SAGlobal is like a member of the family! Supporting and enhancing the Theatre’s Microsoft Dynamics solution for over 10 years, they provide an efficient and professional service. Confidence in their capabilities allows us to focus on what’s important - the business. They understand our processes and requirements – talking with the team at SAGlobal is like talking with colleagues."


    Alison Harrison
    Finance Manager
    The Mayflower Theatre
  • Charles M Willie & Co. (Shipping) Limited"SAGlobal demonstrate a practical approach to problem solving, We find them accessible, up to date, technically excellent, and responsive."


    Donald Pearson
    Charles M Willie & Co. (Shipping) Limited
  • Quartz Publishing & Exhibitions Ltd"The upgrade to Dynamics GP Version 10.0 from version 6.0 has made it possible for us to do our own accounts and have more control and access to reports and the system setup. We particularly appreciate the link in GP 10.0 to FRx within the Dynamics Financial Screen. Overcoming challenging circumstances, the upgrade fully met with our expectations and we were very satisfied with the upgrade service provided by SAGlobal, both in terms of quality and timeliness of delivery."


    Sandra Holland
    Financial / Management Accountant
    Quartz Publishing & Exhibitions Ltd
  • The Co-operative Life Planning“The business relationship with SAGlobal is about as good as it gets. SAGlobal was extremely thorough with what was a highly complex implementation that has transformed our capacity to expand our business and accept new channel partners.”


    Simon Wiseman
    Project Manager
    The Co-operative Life Planning
  • Welsh College of Horticulture"Over the past two years SAGlobal have helped the Welsh College of Horticulture develop Dynamics GP into a seamless system from requisition to commitment reporting. Dynamics GP enables effective budget planning and with the use of Vision, an ease of reporting seldom delivered. In budget meetings with non-finance managers Vision can be used interactively to aid their understanding. The development is continual and we look forward to SAGlobal’s support in the future."


    Graeme Lavery A.C.C.A.
    Director of Corporate Services
    Welsh College of Horticulture
  • South East Water"This is just phase one of our project. We have taken the opportunity to review all business processes with the aim of streamlining the way we handle our information. By switching to Microsoft Dynamics GP and with the additional functionality supported by SAGlobal we anticipate many improvements in our finance function by shortening the process cycles and by automating transactions."


    Jo Hurley
    IT Project Manager
    South East Water


Related Resources: Microsoft Dynamics GP

Microsoft Dynamics GP 2016 Licensing Guide

Microsoft Dynamics GP 2016 Licensing Guide

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Microsoft Dynamics GP Capabilities Guide 2016

Microsoft Dynamics GP Capabilities Guide 2016

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Microsoft Dynamics GP Roadmap

Microsoft Dynamics GP Roadmap

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Co-op

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Welsh College of Horticulture

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London Stock Exchange

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Quartz Publishing & Exhibitions

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DynamicsPlus Advanced eProcurement

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DynamicsPlus Advanced General Ledger

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DynamicsPlus Advanced Recurring Billing

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DynamicsPlus Advanced Security Monitor

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DynamicsPlus Commitment Reporting

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