Solution area
Dynamics AX Modernisation
A step-by-step approach to modernising your Dynamics AX environment without setting aside the customisations, integrations and reports built up over the years. Scope and sequence are defined together so day-to-day operations keep running.
Transition journey
A transition that moves step by step.
Each step produces the input for the next. Scope and sequence are set together according to the organisation's priorities; no timeline is promised.
Current environment
Customisations, integrations and reports
Assessment
What standard capabilities can cover
Transition plan
Scope, sequence and priorities
Testing
A rehearsal with the real process
Live use
Support and regular improvement
Starting point
Your current environment is knowledge, not baggage.
In organisations running Dynamics AX, the system becomes specific to the organisation over the years: customisations, integrations and reports are part of daily work. That knowledge usually lives in the teams' everyday practice rather than in a single document.
Deciding to modernise does not mean erasing it. The real question is which needs can be met by standard capabilities and which need to be rethought.
That is why we start from an assessment of the current environment and its processes rather than from a product installation; the sequence of the transition follows the organisation's pace.
Common situations
- Customisations that grew over the years and were never documented
- Transfers and integrations maintained by hand
- Reports produced from several different sources
- New needs that the current environment cannot cover
- Scope that stays unclear before a renewal decision
Workstreams
How modernisation is handled
Each workstream produces the input for the next. Scope and sequence are set together according to the organisation's priorities.
Assessing the current environment
Processes in use, critical functions and dependencies are mapped; the need for modernisation becomes concrete.
Customisation and process inventory
Organisation-specific customisations, reports and integrations are listed, and we review together which can be covered by standard capabilities.
Planning the transition approach
Scope, sequence and priorities are agreed; the effect of each step on daily operations is discussed in advance.
Handling data and integrations
The data to be migrated, transformation needs and existing system connections are treated as part of the plan.
Testing and go-live preparation
Test cycles, user training and a go-live checklist are prepared, with a rehearsal before the transition.
Post-go-live support
Support, monitoring and a regular improvement cycle continue after the transition.
Our approach
We break the risk into steps.
We treat modernisation not as one large migration but as a series of decisions that can each be assessed on their own.
Scope is split into steps
Instead of changing the whole environment at once, we define steps that feed into each other.
Data and integrations come early
The most critical dependencies of the transition are assessed and planned early rather than left to the end.
Training is part of the transition
The teams who use the process are part of the go-live plan; training is not a step added afterwards.
Support is planned from the start
Go-live is not an end point; support and the improvement cycle are in the plan from the beginning.
Making the decision
Let's make the modernisation decision concrete together
Every organisation starts from a different place: in some environments the priority is reporting, in others integrations or the user experience. That is why we do not offer a single standard roadmap.
The first step is a joint assessment of the current environment and its processes. That assessment makes scope, sequence and priorities concrete, and clarifies what the decision will rest on.
Let's review your Dynamics AX environment together.
Let's talk through your processes, customisations and priorities, and set the sequence of modernisation together.