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How It Is Done ?

A Proven, Structured Approach to

Delivering Successful ERP Implementations

At Xpert Clan Solutions, we don’t just deploy ERP systems — we deliver digital transformation. Our rollout process for Microsoft Dynamics 365 Business Central and related business solutions is built on industry best practices, deep domain knowledge, and a client-first mindset. Every step is carefully designed to reduce risk, increase adoption, and deliver measurable results.

Our 6-Step ERP Rollout

Discovery & Requirement Analysis

We start by understanding your business model, current pain points, and long-term goals. This includes:

  • Business process mapping
  • Stakeholder interviews
  • Fit-gap analysis with Microsoft Dynamics 365
  • Identification of industry-specific needs (Education, Oil & Gas, Services, etc.)
🎯 Goal: Create a clear blueprint of your ERP needs.  
Product Fitment & Solution Design

Our consultants evaluate whether standard Dynamics 365 modules cover your requirements or if customizations are needed. Deliverables include:

  • Solution architecture
  • Module selection (e.g., Finance, HRMS, Projects, Contracts)
  • Integration mapping (Power BI, third-party portals, etc.)
  • Initial data model design
🎯 Goal: Ensure the solution is a strong operational fit.
System Configuration & Development

We tailor the system to your organization:

  • Configure workflows, permissions, and business rules
  • Customize modules (e.g., Fees Management, Trading, Project Billing)
  • Develop extensions or integrate third-party tools
  • Build reports and dashboards with Power BI
🎯 Goal: A working, role-based ERP aligned to your business.
Data Migration & Validation

We carry out structured migration of master and transactional data:

  • Cleanse and transform legacy data
  • Perform test migrations
  • Validate with business users
  • Final migration before go-live.
🎯 Goal: Accurate, validated data inside your new system.
User Training & UAT 

We prepare your teams through:

  • Role-specific training (finance, sales, HR, etc.)
  • UAT sessions where your team tests the system with real scenarios
  • Refinement of processes based on feedback
🎯 Goal: Confident users who are ready for go-live
Go-Live & Post-Implementation Support

Once everything is in place:

  • We deploy the ERP system into live production
  • Provide handholding support during the initial weeks
  • Monitor KPIs and address post-go-live fine-tuning
  • Set up support plans or AMC contracts
🎯 Goal: A smooth transition with minimal disruption