Sure Step Method

Infosoft exercises the Microsoft Dynamics Sure Step Methodology which is the comprehensive customer engagement methodology describing the process and disciplines necessary to implement the Microsoft Dynamics products.

Sure Step defines 6 Main Phases and 2 additional phases for optimization and upgrade. It covers the complete lifecycle from project initiation, development, deployment, optimization and upgrade to the next version.

Sure Step Phases:

  • Diagnostic
    The diagnostic phase contains analysis of the customer process at a very hi level. Focus of the diagnostic phase is the project initialization; to setup a project plan, agree on an approach and scope definition.
  • Analysis
    In the analysis phase most of the business processes are identified and documented at a high level. Goal of the analysis phase is to understand the customers business and processes performed.
  • Design
    Main purpose of the design phase is to find a way how the customer’s processes and needs can be implemented with Dynamics. At this point there may be more than one solution for a topic. We need identify the best strategy for the implementation phase.
  • Development
    Most of the programming work is done in the development. Development covers the creation of new features and adaption of existing features as well as the data migration.
  • Deployment
    Goal of the deployment phase is to setup the operational dynamics environment at the customer. Beside installation, configuration and feature deployment, the phase focuses on testing at system level.
  • Operation
    At this phase, optimization and upgrades comes into place so you can fully maximize the system according to the unique needs of your business.

This methodology allowed us to be successful in assisting our clients in implementing their Microsoft Dynamics Solutions. We believe that a documented implementation plan, frequent and open communication during the implementation process, efficient support and assistance are all critical elements of a smooth and successful system implementation.