K&S Implementation Consulting Services

The project implementation of Sure Step is a standard import, with the import process focusing on the consultant’s differential analysis based on customer processes and requirements interview results, and following Dynamics 365 Best Practice for project import in conjunction with system standard functions and modules.

The stages and work that the standard import service focuses on are as follows:

Analysis phase

Demand analysis, process confirmation

Design phase

Difference analysis, the establishment of the prototype

Demand analysis

  • Interviews on business process requirements:
    Interviews are conducted through the Interview Questionnaire to understand and document future business processes and functional requirements, and to collect the format of existing table reports.
  • Transcript for Writing and Confirming Needs Interviews:
    According to the conclusions of the business process requirements interview meeting, a "needs interview record" document is produced and signed by the participants as the basis for drawing up future operational processes.

Process confirmation

When the system is online, the future (To-Be) system function specifications and job flow charts are described.

  • The Future Job Flow (To-Be Flow) needs to be confirmed repeatedly by both parties, and the Future Work Flow (To-Be Flow) is to be adjusted.
  • The future job proposal is based on the confirmed Future Job Flow (To-Be Flow) and contains the steps and screens actually performed in the prototype system, which is the definition of the scope and function of the system on line by both parties, and is also the standard for acceptance by both parties.
  • Future work proposals need to be confirmed by both sides, the confirmation process, the original future work proposal should be adjusted to the content of the document.

Difference analysis

On To-Be Flow, some jobs are not available on existing Microsoft Dynamics systems, and the documents to be delivered by the consultant, as well as an estimate of the time required for development and testing, are subject to both parties’ identification.

Prototype establishment

With the confirmed Future Job Flow as a blueprint, the configuration is adjusted on the system and the transaction is tried out with the aim of establishing a tangible prototype system to serve as a basis for communication and confirmation between the parties.

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