Fase 1 · Concienciación Implementation governance and risk

Microsoft Success by Design in action: governance that protects go-live

How a delivery team applies the Microsoft FastTrack Success by Design framework as a set of reviews and gates that protect the go-live date.

← All thought leadership

CFO playbook For CFOs, steering committee members, programme managers

The short answer

Success by Design is a rhythm of reviews. Each phase has an entry gate, evidence and a decision, so a risk becomes visible when it is cheap to fix.

Stages

Phase gates from kickoff to live

1
Initiate Scope, success measures, governance and the delivery team are agreed and written down.
2
Implement Solution design is reviewed against Microsoft guidance before build starts.
3
Prepare Testing, data migration and cutover are rehearsed and reviewed.
4
Operate Go-live readiness is checked and the support model is in place.
5
Optimise Release waves and improvements are planned after go-live.

Decision points

Three questions that change the answer

Is the solution design reviewed and signed off?

YesProceed to build.

NoHold the build until the design is reviewed.

Have two rehearsals met the exit criteria?

YesTake the go-live decision.

NoSchedule another rehearsal.

Is the support model staffed and tested?

YesGo live.

NoDelay until it is.

Milestones

What done looks like, and when

Kickoff Governance, scope and success measures signed.
Design gate Design reviewed with evidence.
Readiness gate Rehearsals complete, support ready.
Go-live and 90 days Hypercare ends with an agreed handover.

Principles we hold to

A gate needs evidence, not confidence.
A risk found in design costs a fraction of a risk found in testing.
The steering committee sees the same risk list as the team.
Go-live is a decision with a checklist.

Preguntas frecuentes

What is Success by Design?

Microsoft's implementation framework for Dynamics 365 projects: a set of phases and reviews that help teams find and fix risks early.

Does Success by Design guarantee success?

No framework can guarantee it. It makes risk visible earlier and gives the steering committee evidence to decide on.

Related Dynamics 365 ERP project types → Services → Customer journey →

Take this to your own programme. Tell us where you are. We will tell you plainly what this means for your estate and what we would do first. Reserva una consulta Next: ERP cutover and data migration: a 90-day executive governance framework →

Cómo se desarrolla un compromiso

Comienza con una consulta de 45 minutos, luego un taller de descubrimiento y ajuste de recursos sobre tus propios procesos. Recibes un ajuste de espacios escritos y un plan por fases antes de acordar un programa. Siguen cuatro fases, cada una con algo que puedes usar y revisar.

Descubre

Talleres de procesos, auditoría de datos y un ajuste con el producto estándar.

Diseño

Plano de la solución, mapa de integración y las extensiones que realmente necesitaremos.

Despliegue

Configuración, ensayo de migración, formación basada en roles, UAT y transición por fases.

Apoyo

Hypercare, servicios gestionados, portal de clientes, revisiones de optimización programada.

Qué genera el coste: usuarios, entidades legales y monedas, integraciones, migración de datos y las lagunas que se encuentran respecto a los estándares. Descubre cómo funciona el precio, ejecuta la puntuación de preparación de tres minutos o reserva una consulta.