Build the foundation
Agree chart of accounts, posting groups, dimensions and document numbering. Prepare customer, vendor and item templates so imported records use consistent mandatory values.
Define a focused first ERP phase with agreed business processes. Prepare master data, role-based testing and a controlled launch plan.
Plan your solution
A focused Business Central introduction works best when the first phase has clear operational boundaries. Digital Cloud can help select the company, transactions and users for that phase, then prepare data and acceptance checks around a complete business cycle.
Business Central is an ERP application for connected financial and business operations. A project reviews accounting, purchasing, inventory and order processes, then identifies required integrations or extensions. Local requirements and business rules must be validated before migration and user acceptance. ERP connects financial and operational records so business events can flow through a consistent process. Implementation requires attention to master data, approvals, reconciliation and the effects of change on daily work.
Agree chart of accounts, posting groups, dimensions and document numbering. Prepare customer, vendor and item templates so imported records use consistent mandatory values.
Perform a trial import and reconcile opening balances, outstanding customer and supplier entries and initial stock where included. Business owners approve the results before launch data is finalised.
Use role-based scenarios for ordering, receiving, invoicing and payment application. Record remaining issues, cutover responsibilities and the support handover for the agreed launch scope.
A service business starts with purchasing, invoicing and finance in one company. Staff complete representative transactions in a test environment and check the resulting ledger entries before the launch decision.
The final deliverables, licensing and responsibilities are agreed for your environment before implementation.
Document finance, stock, purchasing and order requirements. Confirm local invoicing needs, integrations and extension compatibility. Rehearse migration, role-based tests and launch responsibilities.
We begin with a conversation about the task, the people involved and the systems already in place. Together we identify what a useful result would look like and which dependencies need attention first. The agreed proposal sets the delivery boundaries, responsibilities and acceptance criteria.
| Project phase | What happens |
|---|---|
| 01Define the design | Translate the requirements into a practical design. Confirm product choices, interfaces, permissions and the responsibilities needed to operate the solution. |
| 02Deliver in stages | Configure or implement the agreed scope, test representative workflows and resolve material issues. Plan user communication and any controlled transition from existing systems. |
| 03Prepare for ongoing operation | Confirm acceptance, document the relevant configuration and prepare the people responsible for daily use. Define maintenance and support arrangements before handover. |
No. Additional companies, advanced warehouse functions and external integrations can be separate phases. Dependencies and any temporary manual handoffs must be documented so the first phase remains workable.
The starting environment, integrations, user groups and agreed outputs determine the effort. We confirm scope and commercial terms before work begins. Software licenses, infrastructure consumption and ongoing support may be separate items.
The proposal identifies the deliverables: these may include findings, a prioritized roadmap, a tested configuration, a prototype, documentation or training. We agree what is included and how completion will be assessed.
We review the actual applications, data sources and access requirements before recommending an integration. Dependencies and compatibility limits are recorded so the delivery plan reflects your environment.
You can use the findings to guide your own team or discuss a follow-on phase. Any maintenance, monitoring or support includes separately agreed service hours, responsibilities and response targets.