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Top Tips for a Successful Self-Guided Business Central Implementation

Top Tips for a Successful Self-Guided Business Central Implementation

With 100s of Business Central implementations to our name, we like to think we know what it takes to ensure that switching to a new finance system is pain-free. But it's also important not to underestimate what's required of you to make sure that your self-guided implementation is smooth sailing, and your system works exactly as it should from day 1.

A recent Microsoft Study proved that small businesses that embrace technology grow faster, and investing in the right technology is one way to protect your business in times of economic uncertainty. Having the right software will save you money in the long run and support your business's growth. Your team will be more efficient and productive, your data will be better utilized, and your processes will be more secure.

Launchpad is an innovative new self-guided approach to implementing Microsoft Dynamics 365 Business Central. We have used our extensive knowledge and experience of Business Central implementations to develop a wizard that takes you through the steps needed to set up Business Central with your own data, in your own time. No hours spent on calls with consultants, no costly scoping exercises - Launchpad puts you in control. And if you do need some extra support, you can book a call with one of our consultants at any point in the process, and you always have access to support once you're live.

If you've chosen Launchpad it's clear you're confident in your requirements and are happy to get stuck in. To help support your implementation we've listed some top tips for ensuring that your self-guided implementation is a breeze:

1. the timing right
A self-guided implementation is going to require your full attention - make sure you plan ahead and schedule enough time to do it properly. Month end or your busiest sales months are probably best avoided!

2. Do your homework
Just like packing boxes ready to move house, you need to get your business data ready for the move. You know your data better than anyone so it's important not to rush this step. It's also a good time to have a clear out and archive any data you don't need in your new system.

3. Prepare your team
Training is essential to ensure your team can use the new system effectively. Launchpad comes with an extensive knowledge base of articles and on-demand training videos.

4. Checklist for Success
We have created a checklist for success to ensure you cover all the essential features and finance processes as you set up your data, and to make sure you're getting the most out of everything Business Central has to offer. You can also book a call with one of our digital consultants if you have any questions or want to learn more about what Business Central can do.

5. Go live with confidence!
Monitor the new system closely over the first few weeks to ensure it is all running smoothly. Make the most of the support available to you and ensure any issues are resolved as soon as possible.

6. Grow with your new system
Trying to implement too much at first can lead to frustration and reduced user adoption. Start with what you need, and once you're comfortable with the initial setup you can start making a list of what you'd like to achieve next. Check out our advanced features for suggestions on where to go once you've mastered the basics. Learn more about advanced features.

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