Process is the heartbeat of every organization — yet market research shows that only 5% of businesses actually record those processes.

When trying to find the best way to go about a business process overhaul, accurate and transparent documentation of workflows is critical. Using Mavim to implement Microsoft Dynamics puts you on the path to conducting business process optimization in the most effective way imaginable.

Here’s how:

1. Diagnose: When it comes to business process overhaul, look at the big picture. To maximize the chances for success, you need to focus on not only individual processes, but also KPIs and executive-level strategy.

Look at the whole project and ask which steps are required for overall success. Are there communication gaps? Even the best organizations have some kind of breakdown between key organizational leaders and the ERP project team.

As a business leader, it’s your job to connect these two teams and create a defined path to success. On top of these initial diagnostics, it is crucial to figure out how your organization wants to use Dynamics. How can you meet your requirements while sticking closely to what Dynamics offers out of the box?

2. Install: To improve customer experience as part of a successful Microsoft Dynamics implementation, getting both the customer and partner involved is critical. Make sure each party understands what is currently in place and what needs to change across the organization.

Business process management facilitates communication in a visual language that everyone understands. It acts as the bridge between customer and partner, both at the high-level diagnostics and deeper design phases.

Additionally, for a partner to be an asset in workshops, they need functional consultants who speak the industry language to customers who might not always understand all that goes into implementing Microsoft Dynamics. That’s why having an industry-educated partner is key to a successful collaboration that leads to meaningful change.

3. Evaluate: Once Dynamics goes live, navigating the platform usually means analyzing different factors that would ideally optimize the operating model. Those elements include increased companywide adoption of the new system, faster new hire onboarding, and a collaborative environment to track proposals for improvement.

This also involves continuously striving to improve your company’s value through process mining and analysis. At this stage, you should also be analyzing how your business process overhaul is going and how it affects your agreed-upon goals. Only then can your project truly be deemed a success.

A successful business process optimization involves figuring out your business’s needs, identifying the steps you’ll need to meet them, finding the right BPM tool, and learning how to get the most of it. By using Mavim to diagnose, implement, and steer your organization’s transformation from end to end, you give your Dynamics 365 transformation the best chance of success — for you, your customers, and every level of your organization

Ready to learn more about how Mavim can help you with your Microsoft Dynamics Implementation? Contact us!