Preparing for kick off meeting

• 05-22-2007 8:36 AM

  AlP Joined on 05-22-2007 Posts 2	Preparing for kick off meeting Reply Contact I'm having my MS Dynamics AX kickoff meeting next week to start the process.  Does anyone have any helpful hints on getting started or any pitfalls to avoid?

• 05-24-2007 12:54 PM

  In reply to

  craigde Joined on 03-07-2007 Posts 94	Re: Preparing for kick off meeting Reply Contact Welcome to the Finance forum. If you could provide a little more detail on what you are after we may be able to help. What kind of kick off meeting are you having exactly? Implementation? Pre-sales? Pilot? something else?

• 05-25-2007 9:27 AM

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  AlP Joined on 05-22-2007 Posts 2	Re: Preparing for kick off meeting Reply Contact We're getting ready for our Implementation kick off. Starting with a blank sheet of paper and spending the next 3-6 months designing they system.  Any helpful hints on dimensions, fiancial statement reporting, what to avoid?

• 05-25-2007 3:12 PM

  In reply to

  craigde Joined on 03-07-2007 Posts 94

  Re: Preparing for kick off meeting Reply Contact In that case I would suggest you talk to your partner about something called Sure Step. Sure Step provides a complete methodology—including project management discipline and field-tested best practices—plus user-friendly tools that enable you to more successfully deploy, migrate, configure, and upgrade Microsoft Dynamics AX. Think of it like a check list of what to walk through based on real world best practise implementations. Your partner should know about this and the full methodology is available to them on the PartnerSource website.

  Tags: Implementation, Sure Step

• 06-06-2007 3:22 PM

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  Alex Chow [MVP] Joined on 04-05-2007 Posts 25

  Re: Preparing for kick off meeting Reply Contact I would recommend asking them for their implementation project plan and how they plan to implement you guys. The Sure Step methodology is good, but sometimes, experienced partners will have their own way of implementing that is more efficient and have a greater success rate. If their implementation plan doesn't feel right, then you can ask them to follow the Sure Step methodology or develope a hybrid of it.

  Tags: Implementation, Sure Step

• 06-06-2007 3:25 PM

  In reply to

  Alex Chow [MVP] Joined on 04-05-2007 Posts 25

  Re: Preparing for kick off meeting Reply Contact One more thing I'd like to add is sometimes, if you change implementor's process too much, you'll be creating more headaches than solving it. The key is communication between you and your partner. Make sure you understand what they're going to do. And make sure they understand what your expectations are. And no, expecting the system "will get up and running" is not detailed enough.

  Tags: Implementation

• 06-29-2007 3:04 PM

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  MikeG Joined on 06-29-2007 Posts 2	Re: Preparing for kick off meeting Reply Contact is that a kiwi bird?

• 06-29-2007 3:47 PM

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  craigde Joined on 03-07-2007 Posts 94	Re: Preparing for kick off meeting Reply Contact Yes it is indeed. I originally come from Wellington, New Zealand and some of my friends call me kiwi so I thought it a fitting avatar.
  	Tags: kiwi

• 12-07-2007 1:53 PM

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  davidtepoorten Joined on 12-07-2007 Posts 1

  Re: Preparing for kick off meeting Reply Contact On the chance that additional kickoffs are upcoming and that you want to enhance the liklihood of a successful meeting outcome - please see here: http://www.hatandshirt.com A "HATandSHIRT" that is Microsoft-branded and imprinted with an event-specific design/message would be perfect to provide to kickoff meeting participants; certain to foster camaraderie and a "HATandSHIRT" will be a desired event keepsake.

• 12-18-2007 8:16 AM

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  phyllisbrown Joined on 12-18-2007 Posts 2	Re: Preparing for kick off meeting Reply Contact How did the implementation work out for you?

• 02-21-2008 12:22 AM

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  crm_tester Joined on 02-20-2008 Posts 2	Re: Preparing for kick off meeting Reply Contact Dynamics AX Implementation     Dynamics NAV (Navision), AX (Axapta) Training