When presenting your case, think about the long-term future of your organisation. Do not forget to estimate the costs and risks of not upgrading. How much money is your business losing by not having effective CRM and ERP systems in place? You can initiate change by quantifying the lost opportunities that come from maintaining outdated legacy systems.
Your Microsoft Partner can give further guidance on project costs. Arrange a call with one of our experts for more information.
5. Provide Timeline
Launching new software can be time-consuming and disruptive to day-to-day processes. Set realistic expectations with your stakeholders by including a project timeline with estimated timeframes for each stage.
We recommend you evaluate project outcomes and success over a 3 or 5-year period. This is when you will begin to see returns and will be able to calculate an accurate ROI figure.
6. Utilise Change Management
Ensure your business case is unbiased and research-focused by demonstrating awareness of the potential risks. You should anticipate concerns about expenses, training, implementation and user adoption, then proactively address them in your proposal. This will help executives make an informed decision and instil confidence in the project.
Make a plan to minimise the risks. Influential people acting as internal sponsors can create enthusiasm for Dynamics 365 and increase adoption. Or deliver intensive training to a small group who will become subject experts. These employees can then train others and answer questions about the new system for a smooth transition.