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Rachel Profitt
Microsoft Success by Design Webinar Series
Microsoft’s Success by Design: Strategy to Go‑Live
This 12‑episode webinar series explores Microsoft's Success by Design methodology for Dynamics 365 implementations. Each session walks through a specific phase of the framework and demonstrates how organizations can align business processes, governance, requirements, implementation and continuous improvement throughout the transformation lifecycle.
Featuring insights from Microsoft FastTrack guidance and practical implementation experience, the series follows the complete journey from Strategize and Initiate through Implement, Prepare and Operate. You'll learn how to reduce implementation risk, improve business alignment, accelerate delivery and support long‑term Dynamics 365 success.
Implement & Visual Process Mapping
Enter the Implement phase of Microsoft's Success by Design methodology and learn how visual process mapping helps connect business architecture, implementation teams, and Dynamics 365 delivery.
Explore the Microsoft Success By Design Webinar Series
Watch our previous episodes instantly on-demand or explore upcoming sessions across the Microsoft Success by Design transformation journey.
Strategize with Microsoft Business Process Catalog
Discover how to define clear business goals and map high-level enterprise operations using the Microsoft BPC inside Mavim before code is even touched.
Aligning Leadership on Digital Transformation Scope
Learn how to secure executive buy-in by translating abstract corporate strategy into structured, visual operational goals.
Defining the Global Core Template
Establish a solid foundation. Best practices for blueprinting a standard core architecture that scales across multiple business units.
Initiate & Digital Fit-Gap Analysis
Accelerate your scoping workshops. Learn to systematically run standard gap-detection against blueprints to safeguard your Dynamics 365 core template.
Streamlining Requirements Gathering
Stop using messy spreadsheets. See how Mavim captures, links, and prioritizes stakeholder requests directly within your process framework.
Implement & Visual Process Mapping
Learn how visual process mapping helps connect business architecture, implementation teams, and Dynamics 365 delivery.
Managing Customizations and DevOps Sync
Keep technical builds aligned with actual business rules. How to link your Azure DevOps environment directly to process documentation.
Data Migration & Architecture Mapping
Safeguard your go-live. Structural blueprints for mapping data entities and managing legacy field integrations cleanly.
Prepare, Testing & User Acceptance (UAT)
Streamline pre-go-live testing. Use structured process paths to generate foolproof UAT scenarios and training documentation instantly.
End-User Readiness & Training Frameworks
Drive platform adoption before launch day. How to deliver tailored process-training manuals to operational teams without manual writing.
Operate, Continuous Optimization & AI-Readiness
The lifecycle doesn't end at go-live. Keep your platform clean, drive hyper-automation, and ensure your process data framework is ready for AI Agents.
Process Governance for Generative AI
Concluding our series, this webinar highlights the vital link between Business Process Governance and AI for Dynamics 365 success. Understand why a strong process landscape, enabled by the Microsoft Business Process Catalog in Mavim, is key for fully leveraging AI in your organization.
Meet Rachel Profitt from Microsoft
Rachel is a Principal Program Manager at Microsoft, leading the Business Process Excellence programs. She has over 20 years of experience working with Microsoft Dynamics products. Rachel leads a virtual team that helps customers and partners implement processes more efficiently. Her team develops tools and guidance to enhance skills, boost adoption, speed up value delivery, improve sales effectiveness, and lower ownership costs.
She is very passionate about training and helping others understand how to use and implement Dynamics 365, and she shares her knowledge and insights through her YouTube channel, Dynamics 365 Unboxed.
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Why Organizations Adopt Success by Design
Digital transformation projects rarely fail because of the technology itself. They fail when teams lack a shared understanding of how the business should operate. Microsoft developed the Success by Design framework to solve this. Built on lessons from thousands of real-world deployments, it provides the governance, checkpoints, and best practices needed to turn abstract strategy into a predictable, low-risk project execution.
Fast Project Delivery
Start from proven implementation practices and reduce project uncertainty.
Lower Implementation Risk
Identify issues earlier through structured reviews and governance checkpoints
Better Business Alignment
Create a common language across business teams, implementation partners and IT.
Higher User Adoption
Support employees with process-driven guidance, training and Copilot-enabled knowledge access.
How Mavim Supports Microsoft's Success by Design
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Strategize
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Initiate
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Implement
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Prepare
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Operate
Create a Shared Understanding Before Implementations Begin
Successful transformations start with a clear understanding of how the business operates today and how it should operate in the future.
During the Strategize phase, Mavim helps organizations create a shared understanding of business processes, business drivers, roles and responsibilities. Using visual process mapping and the Microsoft Business Process Catalog, teams can accelerate discovery workshops, assess the current state and define a transformation strategy based on proven business process models.
By aligning stakeholders around a common process foundation, organizations can better define scope, identify improvement opportunities and establish a roadmap for the Dynamics 365 implementation journey.
The Initiate Phase focuses on translating strategy into actionable plans.
Mavim supports fit-gap analysis by comparing current business processes against Microsoft Business Process Catalog templates and identifying where adjustments may be required. Teams can document process changes, define governance structures and create a solution blueprint that aligns business requirements with the future Dynamics 365 solution.
This creates a structured starting point for implementation while helping organizations adopt a fit-to-standard approach whenever possible.
Connect Business Processes to Delivery Execution
During the Implement phase, business design becomes reality.
Mavim helps organizations translate business processes into actionable Azure DevOps work items, ensuring that implementation activities remain aligned with approved process designs. Process documentation, customizations and configuration decisions can be managed within a connected business context.
The Microsoft Business Process Catalog also provides mappings between business processes and Dynamics 365 functionality, helping project teams connect business requirements directly to implementation activities.
45% more qualified leads because customers trust you Enable Adoption and Go-Live Readiness
As organizations approach go-live, user readiness becomes critical.
Mavim supports this phase by providing process documentation, training content and visual process guidance that help employees understand how the future solution supports their daily work. Organizations can also create deep links between business processes and Dynamics 365, making information easier to access and navigate.
By combining process knowledge, training and governance, teams can improve adoption and support a smoother transition into production.
Drive Continuous Improvement After Go-Live
Success by Design does not end at deployment.
In the Operate phase, Mavim helps organizations manage business processes as living business knowledge. Through process analysis, process mining integration and continuous improvement initiatives, teams can identify optimization opportunities and maintain alignment between business operations and technology.
This phase focuses on long-term value creation by supporting governance, business change and ongoing process improvement after Dynamics 365 is live.
Frequently Asked Questions
What is Microsoft's Success by Design methodology?
Why is Success by Design important for Dynamics 365 implementations?
What is the difference between Microsoft FastTrack and Success by Design?
What role does the Microsoft Business Process Catalog play in Success by Design?
How does Mavim support the Strategize phase?
How does Mavim support fit-gap analysis?
How does Mavim support Azure DevOps delivery?
How does Mavim help improve user adoption?
How does Mavim support continuous improvement after go-live?
Ready to get started with Mavim and Microsoft Business Process Catalog?
If you’re looking to stay ahead of the competition and start transforming your business processes today, then request a personalized meeting with a Mavim expert to learn more about how we can help.