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We are in the process of testing and customizing an AX installation. I was wondering if anyone has the knowledge of a comprehensive rollout plan that I could compare to ours? I would like to make sure that I am not forgetting anything as we approach Go Live. I realize every installation is different, but it would be nice to have some checklist to verify against.
I'm guessing that since this post was submitted over 8 years ago, that Merinaiti's company has already gone live. Unless they're implementing SAP, and still trying to make it... :)
Nevertheless this is a great question. Many companies have their own go live checklist, and a lot of that content really depends on the type of implementation you're on and the rollout plan agreed to by the team. Global rollouts will have a different check list for example with a template approaches than will single-instance single-company ones. Even across companies, you'll have unique challenges based on user competency, training quality, customizations, data migration and on and on. Beyond industry or customer specifics those upgrading might have different lists from those migrating over from an older platform.
For upgrades, Microsoft offers some guidance within their SureStep methodology. I've attached a copy of that along with a copy of the latest upgrade manual for AX 2012. Since upgrades for AX7 aren't allowed just yet, I can't share anything, though I'm sure lots of discussion is on it's way in the coming months once Microsoft releases more information.
A sample of the types of steps you'd expect to see are as follows:
Preparation for go-live:
Conversion of financial data:
Verification of financial data in Microsoft Dynamics:
This is in no way intended to be an exhaustive list. Just to get you thinking about the tasks you will need to schedule and track. But one tip is you can never start this planning too soon! Go live is a hectic time, so laying out a detailed plan always helps. Also remember that even though you might be a seasoned expert on ERP go lives, chances are the rest of your team isn't. Communication of what to expect is the biggest benefit of this deliverable and should be at the top of any list. But I'm curious to hear what others have used. Are there any other major tasks that every go live checklist should have?