7 Steps to Microsoft Dynamics ERP Project Success | OnActuate
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Learn About Our Process-Centric Approach to ERP Implementation and Adoption

There are thousands of Microsoft Dynamics solution partners across the globe with different levels of experience and knowledge. Each solution partner has their own unique way of approaching an ERP implementation that can depend on their team, their services, how many years they have worked in the ecosystem, the types of industries they work with, and more.

A methodology is a defined set of guiding processes used to manage a project effectively. Due to the complexity of ERP software implementations, a structured project methodology is essential to ensuring organization, communication, and consistency. It is ultimately designed to:

  • Reduce project risk
  • Determine how work is prioritized and completed
  • Make better use of resources
  • Define a schedule and timeline
  • Increase time to value
  • Lower operational costs
  • Increase the probability of success

As a global enterprise solution integrator and experienced Microsoft Dynamics Silver Partner, OnActuate has built its methodology around our people first philosophy. We understand that not every business has the resources and funds to roll out and customize a brand new, state-of-the-art ERP system, and we have invested the time into navigating the stresses of large-scale software implementation. That’s why we have developed a trusted process-centric approach focused on key processes that deliver value.

Before we dive into the details, it’s important to understand the common ERP project risks and critical success factors that we have built our methodology around. There are a lot of moving parts in an ERP implementation, and your project will have no direction without establishing a clear project scope and structure. Without these steps, you’re putting your business at risk and can create any of the following problems:

  • Missed deadlines and permanent delays
  • Additional costs and business disruption
  • Unnecessary complexities added to your system
  • Employee frustration and poor ERP adoption
  • Misinterpreted delivery requirements and unrealized process efficiencies

If you are ready to make the investment in changing your business processes, you want to reduce or eliminate the possibilities of these risks. To do that, you need a solution partner with a tried and trusted plan.


7 Steps to Microsoft Dynamics ERP Project Success

How do you define success? At OnActuate, we believe that success is all about providing value and putting people first. We don’t want to help you implement a solution that is too big and complicated for your users’ needs. Our proven people first methodology is designed to simplify and quantify value from day one.

By working closely with key stakeholders in your operation, from leaders to operators, our committed project team is dedicated to making the technology work for you. We roll out your solution in increments to ensure successful user adoption and a return on your investment by:

  • Building a solid foundation first
  • Focusing on must-have functionality for go-live
  • Limiting new modifications to business-critical requirements
  • Managing the amount of change throughout the organization


Download the OnActuate 7-step process-centric methodology:


    Prepare for Change with OnActuate

    No matter where you are in the evolution of your technology systems, we are equipped with the know-how to move your business and people forward. Our trusted project methodology has paved the way for thousands of successful ERP and CRM implementations. You can rest assured that your project and people are in good hands with clear objectives and expectations, a well-defined vision and plan, and a realistic project timeframe.

    Find out if we’re the right solution partner for you by booking an introductory ERP consultation with our team below.

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