All about upgrading from legacy Dynamics systems to Business Central

All about upgrading from legacy Dynamics systems to Business Central

Outgrowing old practices is inevitable with progressive businesses. Those old devices and software you have relied on for years may not work as effectively now that you have expanded your business. Enterprise resource planning (ERP) technology is evolving rapidly, and if you keep using your outdated legacy Dynamics systems, it will affect your bottom line.

The company that makes best use of technology is the one that will lead the industry. And if your business can only watch as competitors adapt to the newest technologies, prepare to get left behind. But what does it take to upgrade from old systems to a top-of-the-line ERP like Microsoft Dynamics 365 Business Central?

What’s in an upgrade?

It’s easy to be dazzled by new technology, especially if your business is expanding. You want to take advantage of every opportunity to stay relevant in your industry. The first step is to determine how you’ve outgrown your current system.

For this, you will need an extensive audit. What features help your business stay competitive? Which one’s cause problems or perhaps do more harm than good? For instance, real-time collaboration is critical to your business but poor visibility into data flows is hindering it. Or maybe your old system can’t handle multiple data types, curbing your growth down the line.

It’s best to seek help from an experienced ERP Consultant who will recommend solutions according to your business needs and goals. If you are based anywhere in South Florida, WhiteOwl is a wise choice.

Upgrading isn’t free of risks

Navigating through an upgrade entails adequate preparation. The upgrade process is particularly daunting for small- and medium-sized businesses lacking in labor and resources. After all, it is a major investment. But its myriad benefits, from workflow efficiency to reduced operational costs, make it hard to ignore the fact that your business needs an upgrade. Your long-term savings will be considerable. And with a trusted and certified ERP Consultant like WhiteOwl, you don't need to worry about improper implementation of your Business Central.

Follow best practices

There’s nothing that proper planning can’t ease out. As mentioned, you need to discuss your specific business goals and requirements with your ERP vendor. You should create a needs document that covers existing software integrations, preferred functionality, and access rights.

You also need to develop an internal itinerary that includes a data migration timeline, extensive pre-implementation checklist, and clearly defined roles for each team member. It is important to have a dedicated team of implementation experts, given the complexity of the process.

Assign a project manager who will ensure a smooth implementation, one that is completed on time and within budget. Other important roles are the application consultant, who will facilitate communication between your company and the ERP vendor, and the site coordinator, who will stay at the deployment site to convey needs and deliverables to the team lead.

Lastly, you must conduct an in-depth skills assessment and training to make sure you have a solid implementation team.

Partnering with the right MSP makes a world of difference in your upgrade. When you’re ready to get past your competitors, it’s time you ditch the old Dynamics systems and move your business to the cloud. Let us help you breeze through the implementation process!

There is no beating smart business, and to build a smart business, one must consider tools and techniques that can help the company work smarter, not harder. Dynamics 365 is a power-packed example, which is why many businesses continue to rely on it.

Read our comprehensive blog to learn Everything you need to know about Microsoft Dynamics 365 Business Central and see what it can do for you.

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