User Groups

A Proven Approach for Success

In Balance Inc.'s approach to successful project completion is structured according to the implementation methodology known as Microsoft Dynamics Sure Step which consists of six distinct phases:  Analysis, Installation, Configuration, Deployment and Go Live.

Analysis

This phase defines the activities required to initiate and effectively plan the entire project and also will define how the business requirements will be implemented.  It includes the outline of the overall Dynamics solution and the design of specific customizations needed to satisfy business requirements. 

Installation

The Installation phase is to install the necessary components needed for success of the project on the server(s) and workstation(s). These components are identified during the Analysis phase. 

Configuration

The Configuration phase is to build and test the system components defined and approved in the Analysis specifications including any ISV solutions, development of customizations, integrations and interfaces, and data migration processes.

Deployment

The Deployment phase is where all the efforts of the project team come together for a successful transition to the new Microsoft Dynamics solution.  Key activities in this phase include End User Training, User Acceptance Testing, and the actual cutover to the new production environment.

Go Live

The Go Live phase defines the activities required to close the project, provide post-production support, and transition the solution and knowledge to Client.  Key objectives of this phase include providing post go-live support, transitioning the solution to support, performing a final quality audit, and providing project closure.

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