Case Study

ERP Use-Case Development
and System Flow Design

Client

500M
40 year old
Consumer Products company needing
to migrate from Microsoft AX to D365
(Cloud Version)

Scope

Conduct current state
assessment of
IT organization.
Prepare a readiness
report
Prepare impact
analysis
Install PMO operation
Document operational
work-flows
Document system
use-cases
Define and
implement IT system
Define 2 year IT roadmap
Define enterprise
architecture 

Solution Highlights

Conducted 2 week onsite
assessment.
Prepared current state report and
go-forward recommendations for
executive review and approval.
Prepared SOW for project.
Assembled delivery team made up of
Project Manager (1), Business
Analyst (4), Data Modeler (1),
Configuration Specialists (4).
Established project controls.
Established rules of engagement.
Defined milestones and deliverables.
Configured PM tool kit in Atlassian.

Results Highlights

Wrote PMO “New Enhancement
Request) methodology based on
KANBAN paradigm.
Documented and Catalogued Use
Cases and workflow diagrams for
~123 business processes.
Established ERP Master data model
(meta data) for data migration.
Designed screens and workflow logic
within D365 F&O modules.
Established API’s connecting existing
applications to ERP and Azure
environments.
Defined future state Enterprise
Architecture.
Develop a 2 year IT staffing plan.
Developed training materials for end-users.

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