Microsoft Dynamics NAV Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Microsoft Dynamics NAV Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Microsoft Dynamics NAV related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Microsoft Dynamics NAV specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Microsoft Dynamics NAV Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Dynamics NAV improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. When a purchase order exists for subcontracted services related to a production order, how do you determine the related production order from the purchase order?

  2. Which other systems will have to integrate or interface with the ERP system, and will your organization provide incumbent vendors for each system?

  3. What is one thing vendor partners could do differently to help your organization achieve meaningful progress on ERP modernization?

  4. When the location mandatory check box is selected in inventory setup, what other setup is necessary for planning to be accurate?

  5. Does erp inspire people to share the knowledge through building a common vision across different levels of organizations?

  6. What are the trends in terms of realizing benefits and countering challenges with respect to the age of the ERP system?

  7. Are there any tensions between board members or other dynamics that would help you navigate your first few meetings?

  8. What are the relationships between various challenges and benefits during the implementation of the ERP system?

  9. Can a service brand do without a positioning statement or does your organization skip the positioning process?

  10. Will a cloud based ERP system be able to integrate with the other line of business applications that you use?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Microsoft Dynamics NAV book in PDF containing 999 requirements, which criteria correspond to the criteria in...

Your Microsoft Dynamics NAV self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Microsoft Dynamics NAV Self-Assessment and Scorecard you will develop a clear picture of which Microsoft Dynamics NAV areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Microsoft Dynamics NAV Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Microsoft Dynamics NAV projects with the 62 implementation resources:

  • 62 step-by-step Microsoft Dynamics NAV Project Management Form Templates covering over 1500 Microsoft Dynamics NAV project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Change Log: Is the submitted change a new change or a modification of a previously approved change?

  2. Stakeholder Management Plan: Is there a formal process for updating the Microsoft Dynamics NAV project baseline?

  3. Procurement Audit: Are the number of checking accounts where cash segregation is not required kept to a reasonable number?

  4. Monitoring and Controlling Process Group: In what way has the program come up with innovative measures for problem-solving?

  5. Cost Management Plan: Are Microsoft Dynamics NAV project leaders committed to this Microsoft Dynamics NAV project full time?

  6. Procurement Audit: Were additional works charged at the unit prices agreed in the initial contract?

  7. Probability and Impact Matrix: What are the risks involved in appointing external agencies to manage the Microsoft Dynamics NAV project?

  8. Quality Audit: What happens if your organization fails its Quality Audit?

  9. Cost Management Plan: Are quality inspections and review activities listed in the Microsoft Dynamics NAV project schedule(s)?

  10. Procurement Audit: Is the appropriate procurement approach being chosen (considering for example the possibility of contracting out work or procuring low value items through a specific low cost procuring system)?

 
Step-by-step and complete Microsoft Dynamics NAV Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Microsoft Dynamics NAV project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Microsoft Dynamics NAV project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Microsoft Dynamics NAV project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Microsoft Dynamics NAV project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Microsoft Dynamics NAV project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Microsoft Dynamics NAV project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Microsoft Dynamics NAV project with this in-depth Microsoft Dynamics NAV Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Microsoft Dynamics NAV projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Microsoft Dynamics NAV and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Microsoft Dynamics NAV investments work better.

This Microsoft Dynamics NAV All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.