Step 1: Client Diagnosis

Aim: understanding of both the company and its technical environment which will help you determine the functionality of your ERP system.

Phase 1: Diagnosis interview: we’ll come to know your business needs and motivations through a general interview.

Phase 2: Client questionnaire: at this point, all your data will serve as the upgrade assessment basis which we will collect from you. We will ask about business processes, their quantity, scope, areas for improvement, and efficiency.

Phase 3: Upgrade diagnosis: at the last stage, we will outline the scope and duration of the planned upgrade process, your business needs and operations will be on our particular focus. Our unique approach takes into consideration all business dependencies that need to be looked at during the migration process do Dynamics 365.

Step 2: Technical & Functional Assessment

Aim: D365 migration help you leverage your business. In this, we will analyze your current business needs and estimate the scope for the upgrade process which also results in the initial ROI calculation.

We will differentiate a couple of sub-phases here:

Phase 1: Planning assessment: we will carefully plan out each step throughout the migration process

Phase 2: Execution assessment: we will map your current business processes with D 365 capabilities. As a result, you will get an upgrade summary, relevant recommendations, and estimates.

Phase 3: Technical assessment: we will take a closer look at your current IT infrastructure and by analyzing it in detail, we match it with Dynamics 365 architecture

Phase 4: Functional assessment: at this stage, it is crucial for us to understand which customized feature of your current system can be mapped onto Dynamics 365 system. You receive a detailed migration summary point after completing this step so that we make sure that any post-upgrade functionalities will be up-and-running, and the upgrade process will be as efficient as possible.

Phase 5: Cost assessment and project plan: by considering deliverables such as upgrade cost estimation and process (project) plan, we can foresee and outline the next steps.

Phase 6: Presentation of upgrade model: after agreeing on an upgrade approach and all prior assessments, we prepare and explain to you a tailored upgrade model. With your feedback, we then continue with the upgrade kickoff.

Phase 7: Assessment summary/closure: we gather all findings and feedback from this step, prepare recommendations and plan for upgrade tasks execution, based precisely on the approved upgrade model (from Phase 6).

Step 3: Customizing Migration Plan

Aim: based on all data and findings from STEP 2, we identify business areas requiring more thorough analysis and support. More detailed results help us to verify custom elements of your upgrade.

Phase 1: Client-specific requirements analysis: we identify all additional needs and requirements which are likely to impact the duration of the upgrade process and execution of essential activities.

Phase 2: Final assessment: taking into consideration specific client requirements, we identify the main factors for approaching and executing the upgrade process.

Step 4: Defining Upgrade Approach

Based on client and system assessment as well as costs, time, and resources required, we choose one of the following approaches: technical upgrade, reimplementation, or hybrid upgrade.

Step 5: Migration Process

Data migration assessment and tailored approach allow us to execute a full upgrade with no process change or deep analysis. The full process involves the following tasks which may overlap to ensure a smooth and easy migration process:

  • Preparing the environment for data migration
  • Managing, monitoring, and controlling project activities
  • Providing clients with pre-defined deliverables
  • Outlining change management strategy
  • Identifying areas/ factors/ stakeholders impacted by transformation
  • Establishing plans for change management in the system lifecycle

Step 6: Upgrade Process

Depending on the approach chosen at STEP 4, you might require either a technical upgrade, reimplementation, or hybrid approach for your system transformation.

  1. Technical Upgrade: the aim is to upgrade all code and data. We can distinguish four phases here:
  1. Analysis: we analyze all custom objects and prepare a solution for the configuration of code customizations
  2. Upgrade: we perform an all-around upgrade, together with adding any new functionalities, if necessary
  3. Validation: we run checks to see if the upgraded system meets quality requirements defined before the upgrade
  4. Go-live phase: we manage and execute all required tasks once the system is fully functional


  1. REIMPLEMENTATION: the aim is to migrate only part of the data and establish a clean system version, with a focus on streamlining business processes. In this process, we:
  2. Define scenarios: we establish business requirements and measurable goals.
  3. Configure the system
  4. Modify: we prepare functional and technical designs for the upgraded system. At this point, we also establish a budget for their execution.
  5. Prototype: we define work packages, implement them and test to prototype target solutions
  6. Migrate Data
  7. Manage to report: we collect, analyze, and plan all reporting requirements related to the implementation
  8. Continue with the go-live phase


C: HYBRID UPGRADE: Aim is to conduct both a technical upgrade as well as customize/ add specific functionalities. In this sense, this is a combination of two methods of upgrade mentioned above. The upgrade process depends on the client’s needs – it might require more re-implementation bits or be closer to a technical upgrade.



After all, data is migrated and the upgrade process is complete, it is still important to validate system functionality and ensure that business processes/ environment configurations have not been impacted adversely by introduced modifications. That is why we highly recommend running regressions tests. They will mitigate business continuity risks and reveal any inconsistencies that in the long run might cause an ERP system to fail.  Automated testing that we offer both increases the cost to effectiveness ratio as well as helps overcome any limitations with regards to human resources, ultimately allowing for more efficient and less cost-effective maintenance of the upgraded system.

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