In my experience with many companies during a major Dynamics NAV software implementation, “Going Live” appears to be very similar to running a marathon. In recent years, books have been published giving runners a guideline for preparation - starting with the basics and eventually achieving a level of fitness suitable for race day. Ultimately, the degree of “smoothness” of a Dynamics NAV software conversion and the final successful result is highly dependent on the “fitness level” of the key users as the go-live approaches. In both cases – running a marathon and completing a Dynamics NAV ERP implementation – the level of preparation directly affects the outcome!
One key area that is often excluded from preparation when converting to Microsoft Dynamics NAV is the general education in standard MS Office software – in particular Excel. There are so many aspects of the project where Excel is used that a company must investigate the many low-cost and even free sources of Excel training as a requirement for key users. Continuing education classes offered at facilities easily accessible to the users are a possibility, or make use of materials found on-line. Years ago, I invested in a small MS Office training video library that was made available to the users in our office, and it was a worthwhile investment. Given the use of Excel in data migration, reporting and even testing activities during a project, it has become critical for end-users to have a solid working knowledge of Excel, and it is even necessary to have at least one user with advanced capabilities.
Implementing Dynamics NAV software in your distribution business will be greatly aided by having users that are conversant with Excel.