Current GP Environment
|
Hosting Environment (On-Prem / Azure):
|
|
|
ISVs / Add-ons Used:
|
|
|
Customization / Integrations:
|
|
|
Reporting Tools (SSRS, Management Reporter, etc.):
|
|
|
Data Size & Historical Data Considerations:
|
|
How is it currently managed for your GP environment?
☐ Fully in-house IT team
☐ Combination of in-house and outsourced IT
☐ Fully outsourced IT provider / MSP
☐ Not sure
Migration Goals and Business Drivers
What are your primary reasons for considering a migration to Business Central?
(Check all that apply)
☐ Lower total cost of ownership
☐ Improved scalability and accessibility (Cloud-based)
☐ Eliminate server/hardware dependency
☐ Better integration with Microsoft 365 / Power Platform
☐ Modern reporting and dashboards
☐ End of GP support or future concerns
☐ Other:
Migration Readiness Checklist
☐ Do you have a clear picture of your current GP customizations and ISVs?
☐ Is your chart of accounts streamlined or in need of redesign?
☐ Are you planning to bring over historical data or start fresh?
☐ Are your team members prepared for process changes and training needs?
☐ Do you have a target timeline for your migration?
☐ Have you allocated a budget for the migration project?
Project Planning & Budget
|
Target Go-Live Date:
|
|
|
Preferred Partner (if known):
|
|
|
Budget Range for Migration:
|
|
|
Resources Assigned (Internal PM, SMEs):
|
|
|
Training Needs Identified:
|
|
|
Open Questions or Risks:
|
|
