Dynamics Folio3 is a specialized division of Folio3 that offers a broad spectrum of services around the Microsoft Dynamics stack, with a strong focus on Microsoft Dynamics 365 Business Central.

Our implementation service is designed to help businesses implement Microsoft Dynamics 365 Business Central within 8-12 weeks.

Agenda

•First, we'll get to know your business inside and out. Next, we'll show you how Microsoft Dynamics 365 Business Central can help you streamline and sync up all the different parts of your organization. •Our team will conduct a thorough evaluation of your current processes and map the solution to fit seamlessly using standard features. •Rather than reinventing the wheel, we will leverage the out-of-the-box functionalities to optimize your operations. •Of course, we'll also take the time to walk you through all the key features and functions of Dynamics 365 Business Central. •And if you're interested in integrating other apps or tools with Microsoft Dynamics 365 Business Central, we can show you all the different options available.

Deliverables

Week 1:

•In this first week, we'll work with you to identify your business requirements and review your current business processes - during our Solution Discovery phase. •We'll set up your Business Central account, issue Microsoft Licenses and set up the environment, ensuring that your authentication and authorization protocols are in place. •We'll set up your sandbox environments and provide training to your trainers/admins so that they can onboard future users in the production environment.

Weeks 2-4:

•During these weeks, we'll configure Business Central for Core Financials, based on the requirements discovered and business processes reviewed. •Setting up your business legal entity with the localization package. •We'll discuss charts of accounts and set up the financials for your company, in line with the G/L accounts structure you provide. •We'll set up accounts payable, accounts receivable, payment methods, payment terms, bank accounts, posting groups, locations, and dimensions

Weeks 5-6:

•In this phase, we'll provide import templates for vendors, customers, items, and charts of accounts, and import your master records. •We'll set up sales and procurement, including sales order processing, delivery & shipping methods. •We'll also format the sales invoice layout and add your logo to transactional documents (quotes, order, invoices) to cater to your unique needs.

Week 7:

•Our team will provide targeted training to help power users of the company to achieve prompt proficiency with day-to-day usage of the application. •We’ll work with the client to create a User Acceptance Test (UAT) checklist to ensure that all requirements are tested before going live. •We will provide standard user manuals to help end-users get started with the application.

Week 8:

•In the final week, we'll ensure that customers, vendors, and items are configured properly and create opening balances. •Our team will also conduct the User Acceptance Test (UAT) to ensure that the system is meeting the client's requirements and expectations. •Go-Live: Planning and executing the final go-live phase, which includes transferring live data to the production environment, performing final testing and validation, and providing end-user support during the transition. •Post-implementation support: Our support services include assistance with issue resolution, system updates, and maintenance, as well as ongoing training and knowledge transfer. •We will create a knowledge-desk and a support ticket system as part of our Service Level Agreement (SLA) Levels i.e. Gold, Silver, Bronze.

Our Methodology:

Folio3’s Rapid Start Methodology is a set of tools and configurations in Microsoft Dynamics 365 that allows users to:

•Extract data from a database •Import data into Microsoft Dynamics 365 Business Central •Utilize pre-configured templates in the ERP

The pre-configured templates help you setup the company with a configuration package which helps you setup the following in a very rapid way:

•General Ledger Setup •General Posting Setup •Inventory Posting Setup •Purchases and Payables Setup •Sales and Receivables Setup •Warehouse Setup •Inventory Setup •Service Setup

Client Responsibilities:

•The client will provide a dedicated point of contact for the project. •The client agrees to provide timely feedback and approvals during the implementation process. •The client understands that any changes to the project scope or timeline may result in additional costs. •The client will provide access to necessary data and systems required for data migration and integrations. •The client will ensure that their staff is available for training and testing as needed.

Additional Information:

•Our offer covers the standard implementation of Microsoft Dynamics 365 Business Central for one company only. •This offer does not cover any custom functionality or report development.

Expenses App for Fin & Ops: 4-Wk Implementation

Folio3 Software Inc.,

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