Implementation

Handover from Evaluation

Handover from Evaluation Phase

• Description of business processes and functional requirements
• Time schedule
• Structure of the company and responsibilities
• Customized demo database
• Identify unconventional business processes
• Identify proposed solutions
• Identify activity amount and data migration amount if possible

Kick Off Meeting

• Present implementation methodology
• Review resources available
• Review time schedule

Analysis
&
Design

Process Analysis and Design

• Clarify and elaborate on all business processes defined in the evaluation phase.
• Define business process needs in detail.
• Divide into subjects

• Sales process 
• Purchasing process 
• Inventory management 
• Production process and MRP requirements
• Financials and Chart of Accounts    
• Sales Opportunities 
• Service
• Banking  
• Reporting 

• Authorization and data ownership requirements
• SAP^® Business One Hardware requirements vs. existing hardware.
• Review data conversion needs – type and amount of data.
• Establish any required integration points for third party
• Review critical success factors in each section
• Identify any limitations on the out-of-the-box solution and discuss work around.
• Solution possibilities – User-defined fields/formatted search/queries  /SDK
• Specification of possible add-on developments
• Create project plan and assign tasks

Installation

Execution

• Perform the installation according to the installation guides
• System initialization
• Create customer database
• Perform system initialization and definitions in SAP^® Business One according to the System Initialization Guide
• Receive raw data for import
• Allow client to test the validity of their data once it has been converted
• Obtain client sign off for imported data.
• Implementation of business process requirements
• Create database backup after every major step has been completed as needed for initial operations
  
   •  Create users and authorizations

•  Create user defined fields and tables

•  Customize the printout templates

•  Create queries as defined

•  Create formatted searches as defined

•  Create reports as defined

•  Define approval procedures in Administration Module

•  Create screen layouts via user settings.

Operations & Refinement

Handover

Acceptance Test and Approval

• Perform any necessary upgrade if a new patch was released
• Simulate major business processes defined above
• Simulate major business processes with super user from client side.
• Compare the data to established reports
• Review the results and have client sign off

Pre Go-Live

• Review go-live check list
• Create or import opening balances
• Create custom user manuals

Go-Live  
 

Training & Solutions Management

Training

• Basic navigation training – All users must attend
• Individual business process training as defined above
• Introduce the SAP^® Business One Customer Portal
• Searching notes
• Creating support messages
• SAP^® support contact information

Post Go-Live

• System review according to post Go-Live checklist
• Perform a month or quarter end closing together with the customer to review reporting and system correctness
• As needed to optimize business processes.

•  Create users and authorizations

•  Create user defined fields and tables

•  Customize the printout templates

•  Create queries as defined

•  Create formatted searches as defined

•  Create reports as defined

•  Create alerts as defined

•  Create approval procedures in Administration Module

•  Create screen layouts via user settings