Our Implementation Process
ERP implementation is not just an IT project—it’s a business transformation. At A3M Partners, we take a comprehensive, hands-on approach that ensures your ERP aligns with your people, processes, and performance goals.
Our Microsoft Dynamics 365 Business Central Implementation Includes:
Needs Analysis & Workflow Mapping
We begin with a deep-dive discovery process to understand your business requirements, departmental workflows, current systems, and growth goals. This ensures we design an ERP environment that enhances—not disrupts—your operations.
System Design & Configuration
Based on your needs, we configure Business Central modules (finance, inventory, sales, projects, etc.) and tailor the system to fit your chart of accounts, reporting structure, approval workflows, and user roles. We ensure the ERP reflects how your business actually operates.
Data Migration from Legacy Systems
We extract, cleanse, and migrate data from your legacy accounting, CRM, or inventory systems into Business Central—ensuring accuracy and completeness while minimizing downtime. We validate migrated data and structure it for reporting consistency.
Role-Based Security & Internal Controls
We set up user roles, access levels, and internal controls based on your organizational hierarchy. This ensures data integrity, audit readiness, and compliance with financial reporting standards.
CRM, Inventory, and Project Integration
If you’re using Microsoft CRM, Shopify, HubSpot, or any third-party tools, we ensure seamless integration so your ERP acts as the central hub. Inventory, project management, and billing processes are unified for end-to-end operational visibility.
Power BI Dashboards & Custom Reporting
We build interactive dashboards using Power BI that pull directly from your ERP. These reports give real-time visibility into KPIs like profitability, cash flow, utilization, and inventory turnover—empowering leadership with actionable insights.
Workflow Automation & Alerts
We develop automated workflows and approval chains to reduce manual tasks and enforce business rules. Whether it’s a purchase approval, time entry validation, or invoice review, automation helps reduce delays and errors.
Internal Training & Change Management
We conduct in-depth training for your internal users—tailored by department and access level. From controllers to project managers, every user understands how to navigate the system efficiently and accurately.
Go-Live & Post-Launch Support
Once the system is live, we provide post-launch support, bug resolution, and optimization sessions. We continue monitoring performance to fine-tune the system as your team grows more confident.