Checklist for process-focused solutions
Focus on your business processes
Done? | Task |
---|---|
✓ | Make sure you put the business process view of your organization at the center of your project definition. |
✓ | Clearly describe the key business processes and the personas involved in them that are in scope for your project so that everyone understands them. |
✓ | Make sure you include business model analysis, process engineering, and standardization strategies in your project definition. This way, you can establish a strong process baseline before you start the implementation. |
✓ | Collect your business processes in a structured and hierarchical process catalog during the requirements phase. |
Use business processes for each project phase
Done? | Task |
---|---|
✓ | Use business processes for each phase of your project to achieve better outcomes—all phase activities are better planned, executed, and measured. |
Optimize your processes
Done? | Task |
---|---|
✓ | Look for opportunities to improve, streamline, and consolidate your processes as part of the implementation to meet your digital transformation goals and drive user adoption. |
✓ | Make sure you complete your business process definition and include all activities and subprocesses. |
✓ | Use the latest software as a service (SaaS) technology to increase the efficiency and effectiveness of your process optimization. |
✓ | Make sure you prepare for the future when you map your business process to your solution by incorporating configurability by design. |
Do fit-to-standard and fit-gap analysis
Done? | Task |
---|---|
✓ | Use a fit-to-standard approach and follow the principle of adopting the standard processes wherever possible and adapting them only where necessary. |
Next steps
- Find opportunities for optimization in your business processes
- Understand the phases of the process-focused implementation lifecycle
- Review the considerations for building business processes
- Learn how to perform a fit-to-standard and a fit-gap analysis
- Define your requirements
- Read a case study about a company that implemented Dynamics 365 using a process-focused approach
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