Plan your implementation in Quebec
Agree on the first phase before configuring the solution.
For manufacturers, distributors and finance teams, we identify the processes needed at go-live, then sequence later capabilities against budget and internal capacity. We agree on workshop, training and documentation languages, with work at customer sites across Quebec and remote sessions where appropriate.
Scope and decisions
Define the entities, processes, reporting needs and integrations in scope. Record what is deferred and assess the cost, timing and operational impact of proposed changes before approval.
Your team’s responsibilities
Assign process owners and key users, make time for workshops and testing, prepare source data and approve business decisions. We clarify responsibilities together in the delivery plan.
Testing and readiness
Agree on representative business scenarios, data reconciliation and acceptance criteria. Review open issues, user preparation and the cutover plan before the go-live decision.
Handoff and next phases
Confirm support arrangements, knowledge transfer and priorities after stabilization. A business phase can pass through the four delivery milestones below; phases and milestones serve different purposes.
Already using Dynamics NAV or Business Central on-premises? Review the migration and upgrade approach →
Create a Vision for Your Project
Before building a house, you sit down with an architect and plan the complete picture: the house, the garage, the paved driveway, the trees, and the landscaping. That vision defines the result you want. Your budget determines how you get there. You might build the house first, add the garage the following year, and finish the landscaping later. Each phase contributes to the same plan.
An ERP project follows the same logic.
We work with you to define the intended business outcome, then divide the project into realistic phases based on your budget and the availability of your internal team. The first phase establishes the essential structure and core processes. Later phases add capabilities such as automation, e-commerce, shop-floor computers for manufacturing execution (MES), and handheld devices in the warehouse, in a predefined sequence, without losing sight of the complete vision.
The challenge is maintaining discipline along the way. Anyone who has built a house knows how quickly “while we’re at it” can grow: a better kitchen sink, an upgraded finish, one more feature. Each addition may seem reasonable on its own, but together they can push the project beyond its budget and your team’s capacity. ERP projects face the same risk. Every proposed addition needs a conscious decision about its value, cost, timing, and impact on the agreed scope.
A clear vision gives the project direction. Well-defined phases make it achievable. The discipline to respect those phases keeps day-to-day decisions aligned with what you set out to accomplish.
At Synergia365, creating that shared vision is part of our methodology and our DNA. It helps us manage everyone’s expectations throughout the project, with a common understanding of what each phase will deliver, what comes later, and what any proposed change means for the plan.
Swipe to view the three phases
What is delivered
Four milestones, not a fixed recipe.
The sequence adapts to the complexity of your project. What remains consistent is what you receive at each stage.
Shared diagnostic
A map of current processes, gaps against Business Central standards, and priorities validated with you.
Approved solution plan
Prototypes for key scenarios, explained trade-offs, and a project sequenced into manageable stages.
Controlled go-live
Iterative configuration with demonstrations, migrated and validated data, training, and a rehearsed cutover.
Stabilization and handoff
Post-go-live guidance, adjustments based on actual use, and knowledge transfer to your team.
See how we structure delivery in detail: Review our methodology →
Decisions made together
We explain material trade-offs before configuration decisions are finalized.
Risks named early
We identify what could disrupt delivery before it becomes a production problem.
Calibrated to your complexity
The delivery plan reflects your organization, scope, and actual operating needs.
A more autonomous team
Knowledge transfer is part of delivery—not an optional extra at the end.
Our expertise
Experience where operations and Business Central meet.
Our team combines a detailed understanding of business processes with deep platform expertise in Microsoft Dynamics NAV and Business Central.
Explore Business Central in detail →Ready to assess whether Business Central is the right next step?
A straightforward first conversation about your current situation, priorities, and constraints.