ERP projects touch upon all processes of the company and aim to establish a structure that will enable integrated management of all of them.
That’s why management of ERP projects is a very important factor for a successful project. Although project management is a different discipline, the management of ERP projects requires a different methodology. Microsoft recommends the Sure Step methodology for managing Dynamics AX projects. Our company manages projects in accordance with this methodology.

“We strongly believe that the success of the ERP (Enterprise Resource Planning) project is dependent on effectively managing our projects with proper project management disciplines, along with the active contribution of all the stakeholders involved. ERP implementation is a complex endeavor that requires careful planning, rigorous execution, and continuous monitoring to achieve the desired outcomes.”
Sure Step Medhodologies
- Evaluate a customer’s business processes and infrastructure
- Assist the customer with their due diligence cycle, including ascertaining requirements and their fit with the solution, and assessing the resource needs for the solution delivery
- Prepare the project plan, proposal, and the Statement of Work
- Analyze current business model and finalize the Functional Requirements document
- Finalize the fit-gap analysis
- Develop the Environment Specification documentation
- Develop the Functional Design, Technical Design, and Solution Design documents
- Finalize the data migration design
- Establish test criteria
- Finalize configurations and setup of the standard solution
- Develop and finalize the custom code that is required to support the solution
- Conduct functional and feature testing of the solution
- Create the user training documentation
- Set up the production environment
- Migrate data to the production environment
- Conduct user acceptance test of the system
- Train users and finalize the user documentation
- Conduct go-live check and promote the system to production
- Resolve pending issues
- Finalize user documentation and knowledge transfer
- Conduct a post-mortem of the project
- Provide on-going support (activities that continue through any future involvement with the customer after the project is closed)


