Making the decision to upgrade your Dynamics AX system is not an easy one, but will result in system stability, safety enhancements, and efficiency improvements to say the least. The last thing you want to worry about in your Dynamics 365 implementation is choosing the wrong partner that derails this.

Unfortunately, it happens; it’s a common IT project scenario when a project starts going sideways. It could be a result of your current partner not having enough developers on staff, resources being stretched too thin, or unrealistic expectations set. At the end of the day, your somewhat simple upgrade to a more efficient and accessible system has turned into a nightmare of delays and compromises, and you’re left looking for another partner to fix the mess.

A good partner is hard to find, but if you do your due diligence, you can prevent these mistakes from happening. The trick is to make sure the partner you choose has the availability and capability to complete your upgrade project on-time and on-budget. Here are some areas to consider during the partner selection phase:

Current Client Workload

When you ask a partner about how many clients they support and how many projects they are currently working on, you can get a better idea of what their capabilities are and where you fit.

Past Project Successes/Failures

Most partners are very forthcoming about their project successes, but don’t forget to ask about any failures in the past. In complex projects, issues will always arise so you want to choose a partner with a proven history of overcoming those challenges.

Expected Delivery Date

Understanding timelines for a project of your specific complexity is important. You’re looking for a partner who can provide you with an estimate that works within your own expectations and business goals.

Project Methodology

Structure is key for a software upgrade project to run smoothly. Make sure the partner you choose has an established (and successful) methodology or plan that they stick to in every project. It’s not a guarantee but it will provide you comfort knowing that there’s a strong plan in place with milestones every step of the way.

Kick off your upcoming Microsoft Dynamics 365 implementation project with confidence. Download our latest e-book, “Surviving the Move from Dynamics AX to Dynamics 365” for more helpful advice on what to look for in a partner, and ensure a successful transition from Dynamics AX to Dynamics 365 for Operations!

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