Implementation workshops

Implementation workshops provide timely guidance across the functional, technical, and implementation aspects of the solution.

Components of the implementation workshop

Data migration strategy

Best practices to avoid data migration performance issues, understanding of business goals, and awareness on realistic throughput.

Agenda topics:

  • Migration strategy and general information
  • Data volume
  • Tooling
  • Network latency
  • Performance
  • Multithreading
  • Testing

Mandatory attendees are solution architects and technical leads. Recommended attendees include key stakeholders from the customer and partner teams.

Security model design

Understand the unique needs of organization security requirements and review granularity of access control, administrative ease, and impact on scalability.

Agenda topics:

  • Basics and security model overview
  • Business units and teams
  • Implemented security mechanism
  • User interface
  • Scalability, performance, maintainability
  • Security testing
  • Security monitoring
  • Regulations and compliance
  • Security beyond Dynamics 365

Mandatory attendees are solution architects and technical leads. Recommended attendees include stakeholders from the customer and partner teams.

Solution performance

Assess different areas of the solution, any additional configuration and customizations, and the impact it may have on the overall performance of the end-user experience.

Agenda topics:

  • Forms, views, and searching
  • Customizations
  • Test strategy
  • Integrations
  • Geolocation strategy

Mandatory attendees are solution architects, functional leads, and technical leads. Recommended attendees include stakeholders from the customer and partner teams.

Integration design

Review and discuss various integration scenarios and considerations with Dynamics 365 and other systems.

Agenda topics:

  • Integration strategy
  • General information
  • Office 365
  • Microsoft Power Platform
  • Azure
  • External systems
  • Reporting

Mandatory attendees are solution architects, functional leads, and technical leads. Recommended attendees include stakeholders from the customer and partner teams.

Data model design

To review the envisioned data model for the customer project. The data model reflects the functional scope and potential complexity of the project.

Agenda topics:

  • Entity relationship diagram
  • Out-of-the-box versus custom entities
  • Entity configuration
  • Option sets, custom entities, and localization
  • Security, relationships, and performance
  • Fields: alternate keys, calculated, and rollup
  • Auditing
  • External data display or integration
  • User experience

Mandatory attendees are solution architects, functional leads, and technical leads. Recommended attendees include stakeholders from the customer and partner teams.

Test strategy

Ensure the customer has planned for the various testing activities throughout the project lifecycle to ensure quality of their solution.

Agenda topics:

  • Testing strategy and schedule
  • Unit and functional test strategy
  • System integration test strategy
  • Data migration validation test strategy
  • User acceptance test strategy
  • Performance test strategy
  • Security test strategy
  • Regression test strategy
  • Mock cutover test strategy
  • Tools

Mandatory attendees are solution architects, functional leads, and technical leads. Recommended attendees include stakeholders from the customer and partner teams.

User experience design

Identify key goals and design elements the customer is leveraging to deliver an optimal user experience.

Agenda topics:

  • Ease of use – legacy system mapping
  • Ease of use – simplicity/efficiency
  • Aesthetics – ISV alignment
  • Aesthetics – corporate branding
  • Performance – speed
  • Consistency of experience

Mandatory attendees are solution architects, functional leads, and technical leads. Recommended attendees include stakeholders from the customer and partner teams.

Application lifecycle management strategy

Understand how the partner plans to go about the process of building, testing, validating, and deploying the solutions.

Agenda topics:

  • General strategy
  • Build plan
  • Test strategy
  • Release/deploy
  • Run model (post-implement enhance/maintain)
  • Storage management

Mandatory attendees are solution architects, functional leads, and technical leads. Recommended attendees include stakeholders from the customer and partner teams.

Gap solution design

Review of plans for high-impact, high-risk extensions to provide guidance on maximizing the use of standard features, alignment to product roadmap, and general design guidance.

Agenda topic:

  • Functional/technical design review

Mandatory attendees are solution architects, functional leads, and technical leads. Recommended attendees include stakeholders from the customer and partner teams.

Cutover strategy

Ensure that the cutover strategy provides a good approach and plan to deliver a well-defined, well-tested, reliable, and safe transition from current systems to the new production systems.

Agenda topics:

  • Cutover responsibility/ownership
  • Environment management plan
  • Cutover calendar
  • Code cutover
  • Legacy shutdown
  • Data cutover
  • Integration cutover
  • Site cutover
  • Go/no-go decision points
  • System validation
  • Rollback/contingency
  • Communication plan
  • Change management/hyper-care
  • Testing/mock-cutover
  • Timings/performance
  • Remote go-live considerations

Mandatory attendees are solution architects, functional leads, and technical leads. Recommended attendees include stakeholders from the customer and partner teams.

Business intelligence and analytics design

Ensure that the customer's design for providing business intelligence and analytics capabilities in the solution makes use of the best available technologies and patterns and is in line with the product roadmap.

Agenda topics:

  • Operational reporting design
  • BI process requirements
  • BI team structure
  • Data sources and aggregation
  • Data storage
  • Data model
  • Portals and dashboards
  • Volumes

Mandatory attendees are solution architects, functional leads, and technical leads. Recommended attendees include stakeholders from the customer and partner teams.

Note

The series of implementation workshops to be executed for any program will be determined by the solution architect running the Success by Design program following the Solution Blueprint Review. The typical format is a one-to-three-hour meeting on Microsoft Teams, but duration may vary based on the level of complexity. The preceding list is not meant to be exhaustive, but a high-level description to demonstrate the principles of implementation workshops.