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Checklist for process-focused solutions

Focus on your business processes

Done? Task
✓ Make sure you put the business process view of your organization at the center of your project definition.
✓ Clearly describe the key business processes and the personas involved in them that are in scope for your project so that everyone understands them.
✓ Make sure you include business model analysis, process engineering, and standardization strategies in your project definition. This way, you can establish a strong process baseline before you start the implementation.
✓ Collect your business processes in a structured and hierarchical process catalog during the requirements phase.

Use business processes for each project phase

Done? Task
✓ Use business processes for each phase of your project to achieve better outcomes—all phase activities are better planned, executed, and measured.
✓ Create a project profile with business process scope in the Dynamics 365 Implementation Portal. Learn more at Project profile

Optimize your processes

Done? Task
✓ Look for opportunities to improve, streamline, and consolidate your processes as part of the implementation to meet your digital transformation goals and drive user adoption.
✓ Make sure you complete your business process definition and include all activities and subprocesses.
✓ Use the latest software as a service (SaaS) technology to increase the efficiency and effectiveness of your process optimization.
✓ Make sure you prepare for the future when you map your business process to your solution by incorporating configurability by design.

Do fit-to-standard and fit-gap analysis

Done? Task
✓ Use a fit-to-standard approach and follow the principle of adopting the standard processes wherever possible and adapting them only where necessary.

Next steps

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