If you're thinking about moving to a new Dynamics NAV Support Partner, a solid and proven onboarding process is critical to ensure a smooth transition. This is how we do it!
Let’s quickly address the admin bit. Firstly, we need to move your ‘partner of record’, i.e. who Microsoft has as your support partner.
There’s a one page form, you tick a few boxes, sign the bottom, we send it in to Microsoft and within 24 hours we are assigned as your new Dynamics NAV support partner! We need to do this so we can access your licence and make any changes you may need, and to manage the billing of your annual maintenance from Microsoft.
From our side, we agree a support contract and sign it! Right from the start, what we want to do is get to know you and your system.
Initially we take a look at your Dynamics NAV system to get a good idea of what has been changed and how. But this only gives us half the story - we also need to understand the context in which the business is using the system and its modifications (or in some cases not using the modifications that have been done!)
To get this rounded view of a customer we ask that they present their ‘Day in the Life’ (i.e. how you use your system). This is done to our hand-over team which typically comprises a Support Representative, an Account Manager and a Consultant.
By doing both the technical review and the ‘Day in the Life’ overview we can ensure that we have context around the development and setup aspects of the solution. It’s also a great way to see if there are any quick wins around changing the use of the system or the processes being employed.
As well as reviewing how the system is set up and used we carry out a performance review; we talk to key users and document outstanding technical and support. We will make recommendations on performance and infrastructure, address any user feedback and also start to identify longer term strategic recommendations.
Why not take advantage of our free system Health Check? With no obligations, it's a service designed to reveal the areas of your system that could be altered for greater efficiency, training that might be required and other refinements to enhance your business.
A TNP expert will book in a consultation time with you and let you know what they think could be improved about your existing system. It's always a two-way conversation - you can address your concerns and any users' worries and we will offer our advice and expertise.Book a free health check