Project Management for ERP Software

The successful implementation of a new Dynamics GP or other ERP system is the result of strong project management skills. Our team can provide the project management for ERP software implementation if you do not have the people, skillsets, or time to do it yourself. If you choose us to do your implementation, a project manager will be included as part of the engagement. We have project managers who can serve as the project lead or “single point of contact” in the deployment of IT infrastructure, the installation and configuration of software, and any programming that might be needed to complete the implementation of your new ERP system.

IT Infrastructure deployment:  Our technical project manager will manage the resources and interaction with your team on the upgrade or new implementation of hardware, operating systems, and databases to meet the required specifications for the new Dynamics GP or other ERP system.

Software Implementation:  Project management for the installation and configuration of Dynamics GP, KEY2ACT, and other companion ISV solutions is a key part of what we do. The migration of data and integrations to other systems are often a part of it. The management of a project starts very early in the engagement with a client when our project manager meets with our sales or service manager to review what the client is looking to purchase, features needed, pain points to solve, and desired time frame. As soon as the engagement is signed, the project manager takes over. Here are the steps that typically occur:

  1. Initial kick-off onsite meeting or conference call with you and your team to make introductions and to discuss a preliminary project plan based on information provided by our sales person and the contract that was signed. Our project manager will discuss any changes that need to be made to the plan, identify the right contacts on your team for each step, and determine the overall timing of the implementation.
  2. Follow up meeting (or call) to walk through the finalized project plan with you and get agreement to proceed. The finalized project plan will be presented visually in a Visio diagram and each step and owner detailed in an Excel document that will be used to track progress.
  3. Weekly touch-base calls with you to update status of the implementation.
  4. As the Go-Live date approaches, the project manager will work with you to determine the best way to put the new system into production. Training will be done prior to Go-Live. Consultants can be onsite with you as the transition is made to the new system.
  5. After Go-Live, the project manager will continue to stay in touch, often continuing the weekly touch-base meetings (calls) until you sign off that the project is complete.
  6. After sign-off that the project is complete, our Support team will take over as your main point of contact.

Programming:  Our technical project manager will serve as lead and main point of contact to roll out customizations and synchronization of agreed-upon programming changes in a timely manner. Involvement often starts with the analysis and scope definition of what is to be built and then directing the programming staff on what work needs to be done. This project management engagement can be independent of any other work being done by us or can be part of a software implementation engagement.