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h
a
s Sta
e ge Step Action briefs
I
n
i
ti
a Solution Receiving information from the marketing and sales team, if necessary holding a two-
t Architecture hour meeting with the client, then holding an internal meeting of about two hours,
e Design Pillars agreeing on roles and other templates and how to proceed,
I
n
i
ti
a Solution
t Architecture Holding approximately 30 hours of meetings with the customer to review end-to-end
e Design Pillars processes and demo Dynamics capabilities and enter the ecosystem
I
n
i Solution
ti Architec
a ture Pro Scope management based on process catalog and meetings of at least 6 hours per
t Design ces process(Depending on each process and customer needs)
e Pillars s with stakholders named in microsoft learn
I
n
i Solution
ti Architec
a ture Pro
t Design ces Business analysis through detailed question and answers with client, after that draw
e Pillars s diagrams in BA/BP teams for As-IS & To-Be also completeing Requirements Documents
I Solution Pro Requirements management in ADO with estimated cost & time in internal team and
n
i
ti Architec
a ture
t Design ces
e Pillars s confirm with the client's contact person
I
n
i Solution
ti Architec
a ture Pro Solution design and sign-off with stakeholders alongside (Requirements traceability
t Design ces matrix (RTM) & Fit-Gap Assessment),Understand current state, define future state, and
e Pillars s demonstrate D365 capabilities,
I
n
i Solution
ti Architec
a ture Pro
t Design ces
e Pillars s Plan for test management in internal team based on agreed Bps
I
n
i Solution
ti Architec
a ture Pro Training:Preparing and planning training during phases for key users for each release and
t Design ces feature, planning based on BPs and roles for users, and preparing training
e Pillars s documents(these can be used in demo sessions)
I
n
i Solution
ti Architec Review Customer Geographical location, Time zones, Languages, Customs, Internal and
a ture external hierarchies, Organizational structure, Line of business, Reporting lines,
t Design Peo Segregation of duties,Help Defining communication plan and confirm with clients and
e Pillars ple holding approximately 15 hours
I
n
i Solution
ti Architec Perform Impact analysis, stakeholder analysis, readiness assessments,Change
a ture management frameworks (e.g., ADKAR), communication planning,Training platforms,
t Design Peo communication tools, support ticketing systems, Post-implementation surveys, feedback
e Pillars ple sessions, performance dashboards in internal teams and review with client
I
n
i Solution
ti Architec
a ture
t Design Peo Detect cross-functional process flow and maps then recommends clients if
e Pillars ple needed(Opporutunity hunter)
I
n
i Solution
ti Architec
a ture
t Design Peo
e Pillars ple Detect business users/Personas/LOB then map with system
I
n
i Solution
ti Architec
a ture
t Design Peo
e Pillars ple Detect Roles/Duties/Privilages based on BPs
I Solution Peo confirm Roles/Duties/Privilages based on BPs with client
n Architec ple
i ture
ti Design
a Pillars
t
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I
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i Solution
ti Architec
a ture
t Design Dat Check Master data, Transactional records,Documents, Reports with client in
e Pillars a approximatly 10 hours then complete and confirms Master Data
I
n
i Solution
ti Architec
a ture
t Design Dat
e Pillars a Check Master data, Transactional records,Documents, Reports in internal team
I
n
i Solution
ti Architec
a ture
t Design Dat
e Pillars a Plan for data migration & strategy in internal teams and confirm with customer
I
n
i Solution
ti Architec
a ture
t Design Dat
e Pillars a Plan for DQS,DG in internal teams and confirm with customer
I Solution Complete the following templates in next column and confirm with internal
n Architecture team(Program strategy ,Create functional design documents, define configurations, and
i Design Pillars plan data migration. )
ti
a
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e
I
n
i
ti
a Solution
t Architecture Complete the following templates in next column and confirm with internal team(Test
e Design Pillars strategy ,Plan testing Strategy)
I
n
i
ti
a Solution
t Architecture Complete the following templates in next column and confirm with internal
e Design Pillars team(Business process strategy )
I
n
i
ti
a Solution
t Architecture
e Design Pillars Complete the Application strategy template and confirm with internal team
I
n
i
ti
a Solution
t Architecture
e Design Pillars Complete Data strategy template and confirm with internal team
I Solution Complete the Integration strategy template and confirm with internal team
n Architecture
i Design Pillars
ti
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e
I
n
i
ti
a Solution
t Architecture
e Design Pillars Complete the Intelligence strategy template and confirm with internal team
I
n
i
ti
a Solution
t Architecture
e Design Pillars Complete Security strategy template and confirm with internal team
I
n
i
ti
a Solution
t Architecture
e Design Pillars Complete ALM strategy template and confirm with internal team
I
n
i
ti
a Solution
t Architecture Review environment & capacity and plan for infrustructure and confirm with internal
e Design Pillars team
I Solution Conduct the gap solution design workshop to review proposed solutions Identify
n Architecture potential solutions using Fit-Gap analysis
i Design Pillars
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e
I
n
i
ti
a Solution
t Architecture
e Design Pillars Project Governance: Update Project charter if needed
I
n
i
ti
a Solution
t Architecture
e Design Pillars Project Governance:Update Project plan & Gantt if needed
I
n
i
ti
a Solution
t Architecture
e Design Pillars Change Management
I Process- Star Conduct Industry Benchmark,Product Benchmark,Competitor Benchmark,Business
n Focused t Dictionary,Concept Modeling,Glossary and review with internal teams
i Solution wit
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Op
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i for
ti opti
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Op
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i for
ti opti
a Process- miz
t Focused atio
e Solution n Conduct Process Mapping as Opp Hunter
Op
por
I tuni
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i for
ti opti
a Process- miz
t Focused atio
e Solution n Gather List of Optimizations and review with internal team and customer if needed
I Process- Defi Conduct analysis using BABOK for list of requirements and opps as backlog
n Focused nin
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t Focused lysi
e Solution s Conduct fit to standards /benchmarkeing and fit gap through cycles/sprints
Defi
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ti req
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t Focused me
e Solution nts Define & refine requirements in requrement lifecycle accoding BABOK
I Process- Pro Plan Implementation plan in process centric manner
n Focused ces
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a Process- busi
t Focused nes
e Solution s plan for periodic review with client in conference room pilot
I
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ti Proj
a Project ect
t Govern goa
e ance ls Set SMART Goals/milestones and review or update the following in the opposite column
I
n Proj
i ect
ti org
a Project aniz
t Govern atio Review and update resource and CFT and other templates as project organization if
e ance n needed
I
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i Proj
ti ect
a Project app
t Govern roa
e ance ch Complete the following templates and confirm with internal teams afterthat with client
I
n
i Clas
ti sic
a Project stru
t Govern ctur Complete the following and confirm with internal teams and client's project manager &
e ance es DM
I
n Complete the followings considering: Application Lifecycle Management
i Key Test strategy
ti proj Data migration
a Project ect Integration
t Govern are Cutover
e ance as Training strategy
I
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i
ti Proj
a Project ect
t Govern pla Review Solution Blueprint review and consuct workshops in Actionable,Feedback During
e ance n Project
I Environment Complete Basic Questions about environment strategy
n Strategy
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ti
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I
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i Ten
ti ant
a Environ stra
t ment teg
e Strategy y Review Tenant if needed(!)
I
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i
ti Perf
a Environ orm
t ment anc
e Strategy e Review Performance templates
I
n
i
ti
a Environ Scal
t ment abil
e Strategy ity review Vertical/Horizontal scalability
I
n
i
ti Mai
a Environ ntai
t ment nab
e Strategy ility plan for SRE and handover to support
I Environ Typ plan for Test environments, Data-migration environments, Pre-production
n ment es environments, Performance-testing environments, Development environments,
i Strategy of Production environment, Quality Assurance, UAT ,Training and confirm with internal
ti env teams
a iron
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