Microsoft Dynamics 365 for Operations
Assessment
Assessment Report
Summary of Business, Fit and Data
Assessments
Microsoft Dynamics Planning Services
Agenda
•
•
•
•
•
•
•
•
Introduction
Overview of the Offering
Business Assessment summary
Fit Gap Summary
Data Migration Assessment Summary
Migration Recommendations
Next Steps
Summary
Envisioning
and
Assessment
Phase
•
•
•
•
•
•
•
Provide an overview of Microsoft Dynamics 365 for Operations
Discuss benefits of Microsoft Dynamics 365 for Operations architecture,
including database components, server components, business
intelligence components, client architecture and integration components
Assess customer’s business requirements and processes
Evaluate suitability of suggested solution and data migration
considerations
Describe and discuss the most suitable solution and migration path for
your organization and what it takes to realize this vision
Provide thought leadership and recommend industry best practices to
minimize project risks
Validate quality, maximize performance, optimize delivery
Potential benefits of the Solution Architecture Assessment:
•
Ensure optimal solution fit through understanding of your top
considerations and uncovering any potential technical complications
•
Improve the predictability and success of the implementation
•
Maximize return on investment (ROI)
•
Minimize risk
Offering
Services and
Delivery
Cadence
Envisioning
Business
Assessment
Degree of Fit
Data Assessment
Next Steps
Dynamics 365 for
Operations
Envisioning Workshop
Cloud Readiness
Business Requirement Assessment
Data migration and
architecture assessment
Recommendations
Purpose
Evaluate
overall business
objectives,
top processes,
considerations,
benefits of
Microsoft
Dynamics 365
for Operations,
other migration
paths
Analyze
fit of suggested
solution
architecture for
customer
business vision
and processes
Estimate
needed
configuration &
customization
considering x
version and
cloud
migration
Explore
Implementation
and integration
options, their
benefits, ROI
and limitations
Assess
requirements to
migrate
customer’s
Dynamics AX
solution to the
cloud and
Azure sizing
Envisioning
and Cloud
Readiness
Key Findings
How you can optimize
your business with
Microsoft Dynamics 365
for Operations and
what’s the best path to
migrate there?
Workshop findings
Key outcomes
•
Uncover potential impact and benefits of
moving Microsoft Dynamics AX workloads to
the cloud.
•
Define high level approach for the Microsoft
Dynamics 365 for Operations adoption
covering deployment options and approach
•
Assessment of the readiness of the
organization to deploy cloud solution
Business
Assessment
Key Findings
What are your
requirements and
process that can benefit
from Microsoft
Dynamics 365 for
Operations ?
Key outcomes
•
Uncover potential technical complications and
provide recommendations throughout
implementation lifecycle, ensuring optimal
quality as a result
•
Improve predictability and success of delivery
•
Minimize risk
•
Maximize ROI
Process
Review
findings
Process Name and Description
Cloud Migration
Suitability
Complexity
Priority
Client Relationship Management
High
More than 2
1
Account Management
Medium
More than 2
3
Talent Management
Low
1
2
Media Management
High
5
2
Client Profitability Management
High
3
4
Degree of Fit
of cloud
solution
Key Findings
Degree of Fit of
Microsoft Dynamics 365
for Operations to Your
Requirements and
Business Processes
Key outcomes
•
Define the degree of fit to the business
requirements and customer’s business
processes
•
Identify gaps between current and proposed
solutions:
•
Suggested path to migration:
•
<<add details>>
Impact of
Selected New
Features
Expect more efficient with:
• [ADD]
• [ADD]
• [ADD]
• [ADD]
Investigate specific change with:
• [ADD]
• [ADD]
Except less efficient with:
• [ADD]
• [ADD]
• [ADD]
High-Level
Data
Migration
Assessment
Key Findings
What It Will Take to
Migrate to Microsoft
Dynamics 365 for
Operations and Why It
Is Beneficial?
Key outcomes
•
Recommended migration path – [Add – rip
and replace with cloud or upgrade through
on premises…]
•
Recommended implementation – [Add –
SaaS/IaaS/PaaS/On-premises]
Recommended
Migration
Approach
Upgrade approach must be migration
Solution will not support an in-place upgrade
Reuse of platform not favorable in actual
outsourced environment and change
management
Migrate by rip and replace, migrating directly
to Microsoft Dynamics 365 for Operations
Supporting Factors:
Minimal downtime
lower risk
allow for new version in minimal time
Recommended
Migration/
Upgrade Process
Source Version
Microsoft Dynamics AX 4.0 SP 2
Microsoft Dynamics AX 2009 SP1 (without Retail
components)
Microsoft Dynamics AX 2009 for Retail R1 and
Microsoft Dynamics AX 2009 for Retail R2
Microsoft Dynamics AX 2009 for Retail R2 Refresh
Microsoft Dynamics AX 2012 (without Retail
components)
Microsoft Dynamics AX 2012 Feature Pack
Microsoft Dynamics AX 2012 R2
Supported Upgrade Path
Direct upgrade by using the source-to-target
model.
Direct upgrade by using the source-to-target
model.
Indirect upgrade. You must first upgrade to
Microsoft Dynamics AX 2009 for Retail R2 Refresh.
Direct upgrade by using the source-to-target
model.
In-place upgrade on a single system.
No source-to-target workflow is used.
In-place upgrade on a single system.
No source-to-target workflow is used.
In-place upgrade on a single system.
No source-to-target workflow is used.
Expect 3 or 4 iterations of this process
Migration
Path Choosing
Criteria
Path Considered
Degree of Fit to Degree of Fit to
Business
Data
Requirements
Requirements
Complexity
Ranking
High
Low
Medium
1
Low
Medium
Low
5
Medium
Low
High
2
Low
High
Medium
3
High
Low
Low
4
Summary of
other
considerations
Cloud-ready Design for Dynamics CRM
Area
Value to biz
Value to IT
Cost
Risk / Caveats
Supported approach only
-
High
Medium
Low
Plug-ins
-
Medium
Low
Low
Custom Web code
-
Low
High
High
Interfacing ERP
-
Medium
Medium
Low
Custom Web Services
-
Medium
High
Medium
JavaScript libraries
Low
High
Low
Low
Filtered Views
-
Medium
Medium
Medium
Reports
-
Medium
Medium
Medium
Configuration
-
Low
?
Low
Logging
-
Low
Medium
Medium
∑
Next Steps
Suggested actions:
Timing:
Effort:
Benefits
Resources:
Effort, Cost
and Duration
Reviews
Description
Microsoft
Resource
Total Estimated Total Estimated
Number of
Effort for Medium Effort for High
Work
Complexity
Complexity
Components
(Hours)
(Hours)
Architecture Review
Conceptual & Logical
Architecture, Physical
Architecture Review using
PLA Assessment only
Architect,
Offshore team
1
0
0
Design Review
Detailed Functional &
Technical Design Review
Architect,
Offshore team
1
0
0
Customization Review
AX Configurations and Code Architect,
review
Offshore team
1
0
0
$0
$0
0
0
0
0
Handover Overhead
Project Governance (20% of
onsite effort)
Overall Governance
Project
Manager
1
Data Migration
Total Billable Effort (Hrs.)
MCS Cost Price*
MCS Sales Price (+20% CM,
includes MCS EM effort)*
Summary
Where Your Going
What It Will Take
[Migration Path]
[Add - PoC]
[Implementation Option]
TBD
TBD
[Add]
TBD
Additional planning
Timing/budget/resources
How You Will Benefit
[Add top benefits of suggested
path]
Questions and Answers