Having worked on a number of AX projects over the years I have learned many things and wanted to share a few to help you with your project.
- Make sure your partner is both capable and compatible. Most companies focus on finding a partner that is capable or has specific industry experience. Just as important is finding a partner that meshes with your team, that can fit with your culture and use these to achieve results.
- Very few of your users will have had any training on what it means to test software properly and how to document the results. Consider sitting everyone for a quick training session on how to test and document properly.
- Speaking of documentation, make sure yours is complete. Don't skimp or think it can be done later. This is where your partner's expertise really comes. All the forms and notes and memo's are there for a reason. Post go-live consider adopting a similar process internally to keep your system running smoothly.
- Make all of your meetings effective and efficient. Have an agenda, a specific duration and actions. If the goal is to get a decision made, make sure it gets made. Keep to your duration, everyone is busy. This requires strong leadership at every meeting.
- Understand that team members have a day job they are probably going to have to continue to do. That means that resource planning is difficult. Between meetings (4 above) team members are often given homework, but their day jobs get in the way. Try and have team members get away from their desks to their homework. It will be much more effective.
- As I have said many times, if you didn't start Data Migration the day you started your project, you are behind.
- Lastly, make sure everyone is trained and then trained again.