Topic: ERP

Gartner 2025: Microsoft Dynamics 365 Leads Cloud ERP Finance

Gartner 2025: Microsoft Dynamics 365 Leads Cloud ERP Finance

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Highlights from Gartner’s 2025 Magic Quadrant for Cloud ERP Finance

Microsoft Dynamics 365 Finance is a leader once again. The Gartner 2025 Magic Quadrant for Cloud ERP Finance highlights why Microsoft stands out in a crowded market and reinforces its position as one of the most capable and forward-looking finance platforms available today. The report points to Microsoft’s continued investment in AI, automation, and global financial capabilities — and how those strengths translate into measurable value for CFOs and finance teams.

Table of Contents

This blog breaks down the key themes from Gartner’s latest analysis, including Microsoft’s leadership strengths, the market trends shaping the future of finance, and the role partners like Sunrise Technologies play in helping organizations realize the full potential of Dynamics 365 Finance.

What Makes Dynamics 365 Finance a Leader

The Gartner 2025 Magic Quadrant for Cloud ERP Finance  positions Microsoft Dynamics 365 as a Leader, citing its robust ability to execute and completeness of vision. This recognition underscores Microsoft’s continuous evolution of its ERP ecosystem, where finance intelligence, AI, and automation converge to redefine business performance.

In an era where CFOs demand speed, compliance, and global visibility, Microsoft Dynamics 365 Finance is a platform engineered for intelligent finance. It combines AI-first automation with deep analytics and multi-entity capabilities, transforming financial management from a reactive function into a predictive and strategic asset.

Microsoft’s Core Strengths in Gartner’s 2025 Analysis

Advanced AI-Driven Automation

According to Gartner’s report, Microsoft has set a benchmark for automation maturity:

  • Embedded Copilot AI and autonomous agents automate financial close, collections, and reconciliations.
  • Predictive analytics improve forecasting accuracy and help CFOs make proactive cash flow decisions.
  • Gartner predicts that by 2028, finance teams using AI assistants within cloud ERP will close books 30% faster than peers, a milestone Dynamics 365 is already enabling today.

Customer-Centric Product Innovation

Microsoft’s roadmap for Dynamics 365 Finance is driven by continuous feedback from global CFOs, innovation hubs, and customer advisory boards.

  • Frequent updates bring low-code automation, GenAI workflows, and AI-driven insights directly into core finance modules.
  • Gartner highlights Microsoft’s ability to turn customer feedback into product evolution, keeping Dynamics 365 aligned with emerging business and regulatory needs.

Global Scale and Localization

Built for international organizations, Microsoft Dynamics 365 Finance provides:

  • A global chart of accounts and multi-entity management across 50+ countries.
  • Automated regulatory updates for local compliance and tax changes.
  • A composable architecture that lets enterprises scale efficiently across regions while maintaining governance and control.

Partner Ecosystem and Industry Reach

Microsoft’s extensive global partner network, including Sunrise, extends the platform’s reach and specialization.

  • Gartner notes that this ecosystem accelerates cloud adoption, supports complex industry deployments, and ensures long-term customer success.
  • Through partners like Sunrise, organizations benefit from tailored solutions that align Dynamics 365’s innovation with specific business goals.

Gartner’s Evaluation Criteria: Why Microsoft Excels

The Gartner 2025 Magic Quadrant evaluated vendors on Ability to Execute and Completeness of Vision. Microsoft received High scores in critical areas such as:

  • Product quality and reliability: strong performance, scalability, and security.
  • Customer experience: enhanced usability and proactive support.
  • Innovation: consistent investment in AI, GenAI, and process automation.
  • Market understanding: addressing the evolving needs of global CFOs and finance teams.

These factors position Microsoft Dynamics 365 Finance among few true leaders in the Cloud ERP Finance category, alongside SAP, Oracle, and Workday.

Sunrise Technologies: Extending Microsoft’s Leadership in Cloud ERP Finance

As highlighted throughout the Gartner 2025 Cloud ERP Finance, Microsoft’s leadership is strengthened by its extensive global partner ecosystem.

Sunrise Technologies helps companies get the most out of Dynamics 365 Finance by pairing deep industry expertise with a proven, predictable delivery model. Our team understands the operational drivers behind your financial data, from inventory and production to global supply chain complexity, and we use that knowledge to configure Dynamics 365 Finance in a way that supports real business outcomes. With decades of Microsoft ERP experience, Inner Circle recognition, and strong relationships inside Microsoft, Sunrise gives Finance and IT leaders confidence that their ERP project will stay on track and deliver long-term value.

Key Market Trends from the Gartner 2025 Magic Quadrant for Cloud ERP Finance

Gartner’s report identifies several defining trends shaping the future of finance. These insights explain why Microsoft Dynamics 365, implemented by Sunrise Technologies, remains a leader in digital transformation for modern finance organizations.

AI-Driven Finance Operations

By 2028, Gartner forecasts that finance organizations using AI assistants embedded in cloud ERP will achieve a 30% faster financial close.
Microsoft Dynamics 365 Finance, with its Copilot AI and predictive analytics, already delivers this capability today, enabling real-time reconciliation, faster forecasting, and anomaly detection.

Generative AI Becomes Standard

By 2027, 62% of ERP spend will go toward solutions with GenAI capabilities, up from 14% in 2024.
Microsoft’s agentic AI and Copilot Studio empower CFOs to automate repetitive work and focus on insights, transforming how finance teams operate.

Composable ERP Architectures

Modern enterprises demand agility. Gartner highlights a growing shift toward composable ERP, where systems can evolve module by module.
Microsoft’s composable architecture allows organizations to add capabilities without disruption, while Sunrise Technologies ensures these transitions are strategic, secure, and optimized for industry-specific needs.

Cloud ERP as a Compliance Engine

Finance teams face increasing regulatory complexity. Gartner notes that cloud ERP now acts as the backbone of compliance, with built-in controls, localized tax rules, and audit automation.
Dynamics 365 Finance, paired with Sunrise’s compliance expertise, helps businesses maintain governance and accountability across jurisdictions.

What This Means for CFOs and Finance Leaders

The future of finance is intelligent, automated, and connected. Today, CFOs shopping for ERP platforms need to consider:

  • Automation for faster, error-free finance processes.
  • Analytics for real-time decision-making and forecasting.
  • Compliance for global standards and localized regulations.
  • Scalability to adapt as business models evolve.

Microsoft Dynamics 365, supported by Sunrise Technologies, provides the unified, future-ready foundation CFOs need to navigate change, manage complexity, and lead with confidence.

Frequently asked questions

The Gartner Magic Quadrant evaluates vendors in the Cloud ERP Finance market based on their Ability to Execute and Completeness of Vision. The 2025 report recognizes Microsoft Dynamics 365 as a Leader for its innovation, scalability, and strong customer experience.

Gartner’s analysis cites Microsoft Dynamics 365’s strengths in AI-driven automation, global financial management, and composable architecture. The platform’s embedded Copilot AI and strong partner ecosystem, including Sunrise Technologies, ensure CFOs have access to advanced, adaptable financial solutions.

  • Dynamics 365 Finance: Best suited for large and global enterprises needing advanced financial controls, AI-powered analytics, and multi-entity management.
  • Business Central: Designed for small and midsize businesses (SMBs) seeking affordable, agile, and scalable financial management in the cloud.

Both are part of the same Microsoft Dynamics 365 ecosystem, ensuring seamless growth and integration.

Sunrise Technologies accelerates digital transformation through:

  • Preconfigured industry templates and Sunrise 365® extensions.
  • Expertise in global deployments and compliance management.

Continuous optimization to align systems with business strategy.
This combination ensures faster time-to-value and sustainable ERP success.

Organizations can request access to the Gartner 2025 Cloud ERP Finance reprint via Sunrise Technologies or Microsoft’s official reprint distribution page for detailed vendor insights.

Microsoft Dynamics 365: Your Foundation for Future-Ready Finance

Exploring Dynamics 365 Finance? Contact Sunrise Technologies to start the conversation.

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Dynamics 365 vs. NetSuite

Dynamics 365 vs. NetSuite

Comparing the two cloud ERPs

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When comparing Dynamics 365 and NetSuite, think about the future

We often work with organizations that are evaluating NetSuite and Dynamics 365. While on the surface, both seem comparable in terms of capabilities, business functions, and infrastructure, there are some important distinctions. 

At Sunrise, we help growing businesses evaluate these platforms through the lens of future scalability, integration flexibility, and operational complexity. Whether your focus is on tightening your financial management, improving supply chain efficiency, or driving operational resilience, this article will guide you through a practical comparison of NetSuite and Dynamics 365 Finance and Operations—so you can choose the ERP that grows with your business.

Dynamics 365 Overview

Dynamics 365 is a suite of applications that unifies processes across finance, supply chain, commerce, and customer service on a single platform. Its integration with other Microsoft products, such as Office 365 and Azure, provides a seamless experience for users familiar with the Microsoft ecosystem.

Built to support growing businesses, Dynamics 365 offers modular applications that can be implemented individually or together, allowing organizations to start with what they need and scale at their own pace. With built-in AI capabilities like Microsoft Copilot, businesses gain intelligent insights, improve decision-making, and automate repetitive tasks. Additionally, its low-code/no-code tools, such as Power Apps and Power Automate make customization accessible even without deep technical expertise.

Whether it’s optimizing financial operations, managing complex supply chains, or improving customer experiences, Dynamics 365 delivers a connected and flexible solution for modern enterprises.

NetSuite Overview

NetSuite provides foundational inventory management capabilities, including demand planning, automated replenishment, and basic warehouse tracking. Its Saved Searches and customizable dashboards offer valuable visibility, making it well-suited for businesses with simple product catalogs and straightforward inventory requirements.

However, companies that require more sophisticated features—such as real-time serialization, complex global inventory coordination, or support for multi-dimensional SKUs—may find NetSuite’s functionality limited in those areas.

Comparison table: NetSuite vs. Dynamics 365 Finance and Supply Chain

Below is a detailed comparison of the two systems:

Feature CategoryNetSuiteMicrosoft Dynamics 365
Merchandising & inventory managementNetSuite offers essential tools for managing inventory across locations, including demand planning, replenishment automation, and basic warehouse tracking. Its saved searches and customizable dashboards provide useful insights, making it a strong fit for companies with relatively straightforward product catalogs and inventory needs. While NetSuite covers these functions, it may fall short for businesses needing advanced capabilities like real-time serialization, global inventory coordination, or multidimensional SKU management.

Dynamics 365 excels in complex supply chain environments, offering multi-level product hierarchies, serial and batch tracking, and AI-driven demand forecasting. Its tight integration with warehouse automation systems, barcode scanning, and mobile inventory workflows make it ideal for manufacturers, distributors, and global retailers.

Dynamics 365 Supply Chain Management also supports cross-border inventory tracking, landed cost calculations, and real-time visibility across warehouses, empowering companies to enhance logistics performance and reduce stockouts or overstock situations.

Point of Sale (POS)NetSuite includes a native POS module and solid eCommerce functionality that works well for retail environments with modest channel complexity. It enables centralized data for sales, inventory, and customer transactions but often requires third-party tools or add-ons for a true omnichannel experience. While suitable for B2C brands with straightforward processes, NetSuite can be limiting for businesses that demand real-time store operations, complex promotions, or B2B commerce coordination across multiple regions.Pairing Microsoft Dynamics Finance and Supply Chain with Commerce delivers a powerful, end-to-end omnichannel solution. From in-store POS and mobile checkout to digital storefronts and marketplace integrations, the platform offers a single source of truth across every touchpoint. Built-in tools enable real-time customer insights, synchronized inventory, and dynamic pricing—empowering companies to elevate service and drive loyalty. The deep integration with other Dynamics 365 ecosystem apps like Customer Insights, Power BI, and Microsoft Teams enhances collaboration and personalization.
Financial managementNetSuite provides robust out-of-the-box finance and accounting functionality, including general ledger, accounts receivable/payable, bank reconciliation, and basic financial analysis tools. Its SuiteBilling module supports subscription-based models, making it ideal for SaaS and services businesses. However, its capabilities can feel limited for organizations with complex reporting structures, intercompany transactions, or compliance needs tied to GAAP or IFRS standards.

Dynamics 365 is built for global organizations with multidimensional and complex accounting needs. With features like multi-entity accounting, real-time budgeting, fixed asset tracking, subscription billing, cost accounting, and automated revenue recognition, Dynamics 365 Finance supports the needs of both finance teams and auditors.

The app’s native support for local tax regulations, multi-currency consolidation, and project-based accounting makes it particularly attractive for global firms. Additionally, embedded Power BI dashboards and Microsoft Copilot enable predictive insights and scenario modeling to help finance leaders stay ahead.

Omnichannel capabilitiesProvides omnichannel support through its SuiteCommerce platform, which connects eCommerce, in-store POS, and order management systems. While it offers essential capabilities like real-time inventory tracking and customer data unification, delivering a fully integrated omnichannel experience may require additional setup, third-party tools, or custom development.Supports omnichannel retailing through Dynamics 365 Commerce, allowing for cohesive customer experiences across online and offline channels. Features include unified customer profiles, cross-channel loyalty programs, and seamless order fulfillment processes.
Customization & integration

NetSuite promotes a “clicks not code” approach to customization. Using SuiteBuilder and SuiteCloud, users can configure fields, workflows, and dashboards with relative ease. Developers can extend functionality using SuiteScript, a JavaScript-based scripting language, and REST or SOAP APIs for system integration.

This low-code environment works well for companies with lighter customization needs, but limitations emerge when building deeply integrated, cross-platform business processes—especially those spanning CRM, finance, supply chain, and analytics.

Dynamics 365 F&O stands out with its tight integration into the Microsoft Power Platform. Using Power Automate, Power Apps, and Azure Logic Apps, businesses can build custom workflows, automate approvals, and connect F&O to virtually any system—without heavy development overhead.

Additionally, Microsoft’s Dataverse provides a unified data layer across Dynamics applications, making integration with Microsoft 365, Power BI, and Teams seamless. AI-driven recommendations through Copilot enhance productivity by suggesting smart workflows based on user behavior and context.

User experience & interfaceOffers a functional, dashboard-driven interface with strong data visibility. However, the UI can feel dated and less intuitive, often requiring more training or technical input.Features a modern interface consistent with other Microsoft products like Office 365, providing a familiar environment for users. The system offers customizable dashboards, workspaces, and a responsive design, enhancing user engagement across
Scalability & deploymentNetSuite is offered as a single-tier, multi-tenant SaaS solution, making deployment fast and upgrades automatic. This model is ideal for businesses seeking a streamlined path to ERP adoption without dedicating large IT resources.Dynamics 365 F&O provides enterprise-class scalability through modular licensing, regional Azure deployments, and flexible infrastructure configurations. Businesses can adopt what they need today—finance, supply chain, commerce—and scale into manufacturing, HR, or advanced analytics later.
Licensing & costsIts pricing includes bundled modules, which helps simplify procurement. However, that simplicity can lead to long-term trade-offs: limited control over upgrade timing, reliance on third-party solutions for industry-specific needs, and potential functional ceilings as business processes mature.The ability to control upgrade timing and deploy in specific geographies (for compliance or latency reasons) makes it highly attractive to global and multi-entity organizations. While initial licensing may seem higher, many businesses find the total cost of ownership (TCO) favorable over time due to fewer workarounds and more built-in functionality.
Customer supportOffers tiered support plans, but advanced support often comes at a premium. While resources like the NetSuite Help Center and SuiteAnswers are available, users frequently rely on third-party consultants for in-depth support and system customization—something more streamlined in the Dynamics 365 partner ecosystem.Microsoft offers Standard, Premier, and Unified Support. Some Microsoft Partners offer ongoing support programs, from handling maintenance and upgrades to implementing new modules and capabilities.

What about AI capabilities in Dynamics 365 vs. NetSuite?

Dynamics 365 is ahead of the curve when it comes to built-in AI. With the introduction of Microsoft Copilot, Dynamics 365 brings conversational AI and generative insights directly into ERP and CRM workflows. Users can automate tasks like invoice creation, email drafting, and report generation using natural language. Additionally, its deep integration with the Microsoft Power Platform (Power BI, Power Automate, Power Apps) allows users to build AI-powered dashboards, automate decision trees, and analyze trends using predictive analytics — all without heavy coding.

Microsoft’s ecosystem advantage plays a big role here: businesses using Teams, Outlook, or SharePoint can experience AI-enhanced workflows across systems, making Dynamics 365 a very intelligent and connected solution out-of-the-box.

NetSuite, while good in automation and reporting, is still catching up in AI features. It does offer machine learning in some areas like cash flow forecasting, demand planning, and anomaly detection, primarily through its SuiteAnalytics and SuitePeople modules. However, much of the advanced AI functionality often requires integration with third-party tools or custom development.

Oracle has introduced AI innovations across its broader cloud ecosystem, and these features are gradually surfacing in NetSuite, but the experience isn’t as deeply embedded or accessible yet compared to Dynamics 365.

The bottom line? You might outgrow NetSuite, too

…and end up right back where you started, looking for a replacement ERP system. NetSuite is a strong contender for businesses looking for rapid deployment, foundational financial management, and streamlining operations across a limited number of entities. For organizations with standard workflows and modest customization needs, NetSuite is a compelling starter cloud ERP.

However, for companies navigating global operations, complex supply chains, advanced warehousing and logistics needs, and long-term scalability, Dynamics 365 Finance and Supply Chain is the clear winner.

  • Advanced planning capabilities: Embedded demand forecasting, MRP, and AI-driven insights enable smarter supply chain decisions.

  • AI roadmap: Microsoft Copilot delivers real-time, embedded AI across finance, operations, and customer engagement modules, no integrations required.

  • Power Platform: Build custom apps, workflows, and automation with low-code tools like Power Apps and Power Automate, fully integrated with your ERP.

  • Seamless omnichannel capabilities: Unify in-store, online, and back-office operations with Dynamics 365 Commerce for consistent customer experiences.

  • Modern, intuitive UI: A user-friendly, Microsoft-aligned interface that reduces training time and boosts adoption.

  • Automatic updates & innovation: Benefit from continuous improvements and feature rollouts without disruption.

  • Microsoft ecosystem integration: Deep, native connectivity with Teams, Outlook, Excel, Azure, and more, enabling truly unified business operations.

When your business demands more than the basics, Dynamics 365 isn’t just the next step; it’s the strategic upgrade.

Frequently asked questions

NetSuite is a cloud-based ERP designed for mid-sized businesses with simpler processes, while Microsoft Dynamics 365 offers a modular, enterprise-grade ERP and CRM suite built for scalability, complex operations, and deep integration with the Microsoft ecosystem.

Yes. Dynamics 365 allows businesses to start with core modules and expand to areas like HR, manufacturing, and advanced analytics as they grow. It supports complex configurations and global rollouts, making it ideal for scaling.

NetSuite covers basic supply chain needs but lacks the deep features of Dynamics 365, such as AI-driven forecasting, landed cost calculations, and real-time visibility across global warehouses.

Dynamics 365 offers advanced financial tools including multi-entity accounting, cost tracking, subscription billing, and GAAP/IFRS compliance. NetSuite is strong in core finance but may fall short for complex reporting or compliance needs.

Both support these features, but Dynamics 365 handles them more comprehensively, with built-in consolidation, intercompany processing, and compliance tools.

Dynamics 365 excels in this area with embedded Power BI and native compliance tools. NetSuite handles standard reporting well but may require additional tools or services for advanced needs.

Dynamics 365 is preferred for manufacturing due to its support for MRP, BOMs, shop floor control, and integration with warehouse systems. NetSuite offers manufacturing features but is less robust.

Yes. Dynamics 365 uses AI for demand forecasting and planning. NetSuite includes demand planning but lacks predictive AI-driven insights.

Dynamics 365 offers a modern, Office-like interface with customizable dashboards and workspaces. NetSuite’s interface is functional but may feel dated and require more training.

Dynamics 365 leads in embedded AI with Copilot, enabling task automation, insights, and predictive analytics. NetSuite has some machine learning features but is still evolving in AI.

Dynamics 365 may have a higher upfront cost, but its total cost of ownership (TCO) can be lower due to fewer third-party tools and broader built-in features.

NetSuite offers tiered support, with advanced help often costing more. Microsoft provides Standard, Premier, and Unified support, with partner-led programs offering personalized service.

Dynamics 365 benefits from Microsoft’s global partner network and a strong ecosystem. NetSuite has certified partners too, but some users rely more on third-party consultants.

Yes. Many businesses migrate from NetSuite to Dynamics 365 as their operational complexity increases. Migration involves data mapping, platform configuration, and training.

Dynamics 365 is considered more future-proof due to embedded AI, Microsoft integration, modular design, and continuous innovation through the Microsoft Cloud roadmap.

Dynamics 365 is Your Forever System

If you’re deciding between Dynamics 365 and NetSuite, now is the time to explore your options. A smooth migration to Dynamics 365 can future-proof your business, reduce costs, and improve efficiency. Contact us today for a free assessment. Our experts will help you map out a cost-effective path forward and give you a blueprint for a successful ERP project.

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What is Quick Migrate? An overview of our data migration tool

What is Quick Migrate?

An overview of our data migration tool

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Accelerate Your Data Migration with Confidence

Sunrise QuickMigrate is the fastest and most reliable way to migrate legacy data to Microsoft Dynamics 365 Finance and Operations (D365 F&O). Built on Azure Data Factory and Power BI, QuickMigrate automates, validates, and accelerates your entire D365 data migration process—reducing project risks and saving hundreds of hours. Whether you’re planning a large-scale implementation or preparing for a go-live, QuickMigrate ensures your data migration is efficient, accurate, and stress-free.

Why Automate Your Dynamics 365 Data Migration?

Migrating data into D365 F&O is one of the most critical—and challenging—parts of any ERP project. QuickMigrate eliminates common data migration pain points:

  • Automated Data Extraction, Transformation, and Loading: Replace error-prone manual file handling with Azure Data Factory pipelines that automate the ETL process for Dynamics 365 migrations.
  • Built-In Data Validation and Comparison: Use integrated Power BI dashboards to verify data accuracy between legacy systems and D365 F&O at every migration cycle.
  • Simplified Error Management: Centralized dashboards make it easy to find, fix, and reprocess data errors without digging through D365’s Data Management workspace.
  • Faster Iterative Migration Cycles: Quickly manage multiple environments (Dev, UAT, Prod) and run migration cycles for CRPs, SITs, and Go-Lives with full tracking and reporting.
  • Self-Service Flexibility: Hosted in your Azure subscription, QuickMigrate empowers both consultants and client teams to manage migrations independently.

How Sunrise QuickMigrate Works

QuickMigrate automates every major phase of a Dynamics 365 Finance and Operations data migration:

  1. Extract and Transform Data: Pull data from legacy ERP systems, clean and transform it using pre-defined Azure Data Factory pipelines.
  2. Load into D365 F&O: Automatically create and run D365 Data Management projects to load master and transactional data.
  3. Validate Data Accuracy: Export data post-load, then run source-to-target comparison with visual insights from Power BI dashboards.
  4. Iterate Quickly: Manage multiple cycles seamlessly—from early CRPs to final go-live migrations—with change tracking and error resolution built in.

Work with an ERP Partner that Knows Your Industry

Planning an ERP project? Reach out to schedule a call with us today. We work with companies of all sizes to modernize their operations on a single platform—Dynamics 365.

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Dynamics 365 licensing guide

Dynamics 365 Licensing Guide

Check out the latest edition of the Dynamics 365 licensing guide, released in May 2026. It’s a comprehensive resource for understanding how Microsoft licenses its suite of business applications across finance, operations, sales, customer service, and more. This educational guide explains the types of licenses available—user, device, and tenant—and outlines the latest pricing, purchase channels, capacity entitlements, and use rights. Whether you’re evaluating Dynamics 365 for the first time or expanding your current deployment, this guide will help you make informed decisions, avoid costly licensing mistakes, and align your investment with actual usage.

 

Do you have questions about your specific situation? Our experts can help you map out the most cost-effective way to license Dynamics 365 for your organization. Contact us for a free assessment and licensing blueprint.

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Start Your Journey with Sunrise Today!

Whether you’re exploring your options for new business platforms, or ready to get started, we are trusted business partners for some of the world’s most well-known brands. With over 25 years of experience with the Microsoft stack, we can help you understand all the capabilities Microsoft has to offer.

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Dynamics 365 vs. Island Pacific

Island Pacific vs. Dynamics 365: A comparison

When on-premise systems reach end of life, retailers are often at a crossroads

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What happens when your on-premise infrastructure reaches its end of life?

Retailers running Island Pacific ERP on-premise are no strangers to hardware deprecation announcements. While the ERP software itself will continue to be supported, IBM’s Power 9 servers—which many Island Pacific users rely on—will reach end of life on January 31, 2026. That leaves retailers with two choices:

  1. Invest in a costly, time-consuming server upgrade to keep running Island Pacific on-premise.
  2. Seize the opportunity to migrate to the cloud and modernize their ERP strategy.

For decades, the Island Pacific + IBM Power server combination was a strong choice for retail operations. However, the retail landscape has evolved significantly, and the capabilities that today’s businesses need—scalability, AI-driven analytics, omnichannel commerce, and real-time insights—are difficult (if not impossible) to achieve on aging, on-premise hardware.

Deprecation announcements like this aren’t just obstacles—they’re a chance to rethink the future. Instead of doubling down on legacy infrastructure, retailers can evaluate cloud-based ERP solutions like Microsoft Dynamics 365 to expand capabilities, enhance agility, and position themselves for future growth.

What hardware is approaching end-of-life for Island Pacific?

It’s important to note that support for the Island Pacific ERP system is NOT ending; support for IBM’s Power 9 servers, is ending on January 31, 2026. If you’re an Island Pacific user, you can keep using your ERP system on-premise by upgrading your servers, but that’s an expensive and time-consuming prospect.

Even though organizations in every industry face this same dilemma, this blog focuses on retailers in particular since we encounter this scenario often. Moving off legacy infrastructure and onto the cloud opens up a realm of possibilities for retailers to modernize their brands.

A picture of Island Pacific retail software on an old AS400 iSeries computer screen.

If your business systems look like this, it may be time for a change.

Island Pacific vs. Dynamics 365: Which is the better choice for retailers?

Island Pacific is a global leader in providing retail software solutions to help retailers manage and optimize their operations across multiple channels. The company’s flagship product, Island Pacific SmartSuite, offers a comprehensive suite of modules designed to streamline retail operations. These modules include merchandising, replenishment, financials, sales audit, warehousing, and ticketing functionalities.

Dynamics 365 is a suite of applications that unify processes across finance, supply chain, commerce, and customer service on a single platform. Its integration with other Microsoft products, such as Office 365 and Azure, provides a seamless experience for users familiar with the Microsoft ecosystem.

Feature CategoryIsland PacificMicrosoft Dynamics 365
Merchandising & inventory managementOffers a robust merchandising system through its SmartRetail module, enabling retailers to manage product assortments, pricing, promotions, and inventory across multiple channels. The system provides real-time visibility into stock levels, facilitating efficient inventory control.Provides comprehensive inventory management features within Dynamics 365 Supply Chain Management. Users can track inventory levels, manage procurement processes, and optimize warehouse operations. The system supports real-time analytics to forecast demand and adjust inventory accordingly. Partners also offer solutions to customize Supply Chain Management for retailers, with advanced inventory allocation capabilities.
Point of Sale (POS)Features the SmartStore module, which includes fixed and mobile POS solutions. These systems are designed to enhance in-store customer experiences by providing seamless transaction processing and integrating with back-end systems for real-time data synchronization.Offers POS capabilities through Dynamics 365 Commerce, enabling unified retail experiences across physical and digital channels. The system supports personalized customer engagements, centralized payment processing, and integrated inventory management.
Financial managementIncludes a Financials module that interfaces tightly with merchandising and warehouse functions, ensuring seamless invoice matching and financial reporting. Retailers can manage accounts payable, chart of accounts, and extract stock ledger data efficiently.Dynamics 365 Finance offers global financial management capabilities, including budgeting, costing, consolidation, and financial reporting. Its integration with Power BI allows for in-depth financial analytics and insights. AI and Copilot capabilities can help automate and streamline financial processes.
Omnichannel capabilitiesSmartOmni provides a centralized view of inventory across all channels, enabling retailers to offer flexible fulfillment options such as ship-from-store and click-and-collect. This ensures a consistent customer experience regardless of the purchasing platform.Supports omnichannel retailing through Dynamics 365 Commerce, allowing for cohesive customer experiences across online and offline channels. Features include unified customer profiles, cross-channel loyalty programs, and seamless order fulfillment processes.
Customization & integrationHighly flexible and modular system, allowing retailers to integrate third-party apps and customize solutions as needed. Retail-specific features work well within the platform but limited API support makes integrating with other tools difficult.Dynamics 365 apps have an extensibility model that lets you extend the built-in functionality to fit different requirements. More customization options are also available through the Microsoft Power Platform, allowing businesses to develop custom workflows. Dynamics 365’s native integration with other Microsoft services ensures a cohesive ecosystem for users.
User experience & interfaceEmphasizes a user-friendly interface with intuitive dashboards, enabling quick adoption by retail staff. The system’s design focuses on streamlining retail operations, reducing the learning curve for new users.Features a modern interface consistent with other Microsoft products like Office 365, providing a familiar environment for users. The system offers customizable dashboards, workspaces, and a responsive design, enhancing user engagement across
Scalability & deploymentOffers both on-premises and cloud-based solutions, allowing retailers to scale operations as their business grows. The modular nature of SmartSuite enables businesses to add functionalities incrementally.Primarily a cloud-based solution, it offers scalability to accommodate businesses of varying sizes. The platform’s architecture supports global operations, making it suitable for enterprises with expansive reach.
Licensing & costsPricing details are typically customized based on the specific modules selected and the scale of deployment.  Infrastructure for on-premises deployments can add significant costs.Operates on a subscription-based model, with pricing varying depending on the selected apps and user count. A Microsoft partner with retail industry experience can help you estimate your licensing and Azure subscription costs.
Customer supportPersonalized customer service is available for enterprise clients.Microsoft offers Standard, Premier, and Unified Support. Some Microsoft Partners offer ongoing support programs, from handling maintenance and upgrades to implementing new modules and capabilities.

The challenges of remaining on AS400

Retailers still running AS400 face mounting challenges as the platform ages. While AS400 has been a reliable mainstay for decades, the reality is that legacy hardware is costly to maintain, difficult to integrate with modern solutions, and increasingly reliant on a shrinking pool of IT professionals with the necessary expertise. Upgrading AS400 infrastructure often means investing in specialized hardware and custom development, making it an expensive and resource-intensive endeavor.

Comparing AS400 to Dynamics 365 isn’t a direct 1:1 comparison—AS400 is a hardware and operating system platform, while Dynamics 365 is a modern, cloud-based ERP system. However, the comparison is still valuable because it highlights what’s possible with a cloud-based approach. The major differences are highlighted below:

Technology & Architecture

FeatureAS/400 (IBM i)Microsoft Dynamics 365 ERP
PlatformOn-premises, IBM Power SystemsCloud-based (Azure), hybrid, or on-premises
DatabaseIBM Db2 for i (integrated)Microsoft Dataverse & Azure SQL
ProgrammingRPG, COBOL, CL, JavaModern languages (.NET, C#, JavaScript)
User InterfaceGreen screen (5250) or web-based GUIWeb-based, intuitive UI with Power Platform integration
IntegrationLimited API support, file-based exchangeOpen API, Power Platform, seamless Microsoft 365 integration

Functionality & Capabilities

FeatureAS/400 (IBM i)Microsoft Dynamics 365 ERP
ERP ScopeCustom-built or third-party ERP solutionsFull ERP suite (Finance, Supply Chain, Commerce, etc.)
AI & AutomationLimited capabilitiesBuilt-in AI (Copilot, predictive analytics)
Business IntelligenceBasic reporting, Excel exportsPower BI, embedded analytics
CustomizationHighly customized but complexLow-code/no-code customizations with Power Platform
ScalabilityScalable but hardware-dependentElastic scalability in the cloud

Security & Compliance

FeatureAS/400 (IBM i)Microsoft Dynamics 365 ERP
SecurityStrong, but older security modelsCloud-based, zero-trust security model
ComplianceIndustry-compliant but requires manual managementBuilt-in compliance (GDPR, SOX, HIPAA, etc.)
UpdatesManual software updates, patchesAutomatic cloud updates with regular enhancements

Costs & Maintenance

FeatureAS/400 (IBM i)Microsoft Dynamics 365 ERP
Total Cost of Ownership (TCO)High (hardware, licenses, maintenance)Lower TCO with cloud model (subscription-based)
IT MaintenanceRequires in-house AS/400 specialistsCloud-based, managed by Microsoft
Upgrade CostsCostly and complexContinuous updates included

Future-Proofing

FeatureAS/400 (IBM i)Microsoft Dynamics 365 ERP
Cloud AdoptionLimited, mostly on-premisesCloud-native, hybrid options available
Workforce ReadinessHard to find AS/400 specialistsWidespread adoption, easy hiring
InnovationIBM continues to support but limited innovationConstantly evolving with AI, IoT, automation

Evaluating your ERP options? Consider the future

Your organization’s infrastructure should be a growth enabler, not a limitation. As on-premise hardware reaches end-of-life, retailers face a critical decision: invest in costly infrastructure upgrades or embrace cloud solutions that drive innovation and efficiency.

Moving from Island Pacific ERP on-premise to Dynamics 365 isn’t just about avoiding outdated hardware—it’s about unlocking new capabilities that redefine how retailers operate:

  • Real-time, unified commerce – Seamless data integration across finance, supply chain, POS, and customer service.
  • AI-powered insights with Copilot – Embedded intelligence to enhance decision-making and automate workflows.
  • Cloud-based flexibility – Scale as needed, reduce IT overhead, and ensure business continuity.
  • Modern, intuitive UI – A familiar, user-friendly interface that boosts adoption and productivity.
  • Automatic updates & innovation – Stay ahead with continuous enhancements and an exciting feature roadmap.
  • Microsoft ecosystem integration – Work effortlessly with Office 365, Power BI, and other Microsoft solutions.
  • Low-code development with Power Platform – Empower teams to customize and extend functionality without heavy IT involvement.
  • Easier talent acquisition – Skilled professionals prefer working with modern systems, not legacy green screens.

Free Island Pacific Migration Assessment

If you’re still on Island Pacific, now is the time to explore your options. A smooth migration to Dynamics 365 can future-proof your retail business while reducing costs and improving efficiency. Contact us today for a free assessment. Our experts will help you map out a cost-effective path forward and give you a blueprint for a successful ERP project.

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2025: The best time to upgrade an ERP system?

Planning an ERP upgrade?

Here’s your guide to an ERP upgrade: signs, benefits, and best practices

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Change is hard. Moving away from what you know can be challenging, and adjusting how someone does their job can feel intimidating. Deciding to upgrade your company’s ERP system is a significant milestone that can reshape your business. While change is hard, sticking with a legacy ERP system can hold your business back, leading to inefficiencies, high costs, and limited scalability. This guide covers everything you need to know about ERP upgrades, including when to consider one, financial implications, the benefits of modern ERP, and best practices for a smooth transition.

Table of Contents

When to Upgrade Your ERP System

ERP systems stay with companies for the long haul. Most organizations use an ERP system for 5-10 years, even though business processes may change every few years. Knowing when to upgrade your ERP is crucial to maintaining operational efficiency and supporting business growth. Here are some tell-tale signs that your ERP may be nearing the end of its usefulness:

Integration Frustration

Do your integrations require frequent maintenance or rely heavily on fragile third-party tools? These headaches likely take up valuable time from your IT team or disrupt critical business operations.

Siloed Data

If your teams are struggling to access consistent data across departments, your ERP may be perpetuating data silos. Siloed data can lead to redundancies, duplicated efforts, and an incomplete view of your business.

Lack of Modern Reporting Capabilities

Reporting should be seamless. If generating reports is cumbersome or lacks depth, it’s a sign your ERP system is behind on modern analytics.

Speed (or Lack Thereof)

Slow system performance can frustrate employees and customers alike. Older ERPs often lag, affecting productivity and customer experience.

Upgrade Frequency

Businesses generally upgrade their ERP systems every decade, but major events like acquisitions, developing new products, launching new lines of business, or outside factors might warrant more frequent changes. If your ERP hasn’t been touched in years, it could be time to explore a more modern solution.

Why Upgrade Your ERP?

Upgrading your ERP system opens the door to numerous business benefits. Here are some of the most compelling reasons:

Advanced Security Features

Modern ERP systems come with advanced security features to protect your business from increasingly sophisticated cyber threats. Any company running an on-premises system is much more susceptible to a cybersecurity breach. A cybersecurity attack can come in many shapes and sizes. Security should be the top concern for every organization. The Microsoft Azure ecosystem offers robust security measures that are managed by dedicated experts. Such top-tier security ensures robust protection for your data.

Cost Savings

While an ERP upgrade requires investment, modern systems typically reduce the ongoing costs associated with maintaining legacy systems, especially on-premises versions. On-premises systems require significant ongoing investment in hardware, maintenance, and security. An aging workforce that knows these systems is nearing retirement. Quality replacements will not be trained on legacy systems and thus would need a lot of time, money, and effort to get caught up to speed on an old system. In contrast, cloud ERP systems typically offer a more predictable cost structure, reducing the burden on internal IT resources and allowing them to focus on strategic initiatives rather than routine maintenance.

Scalability for Business Growth

A legacy on-prem ERP system will inhibit the company’s growth. Being caught between a rock and a hard place is not where any organization wants to be. Cloud ERPs are inherently more scalable, allowing you to easily add new users and modules as your business grows. This scalability ensures that your ERP system can adapt to your business needs without major disruptions, making it a strategic choice for growing organizations.

Leveraging Technological Advancements

Advanced technologies like AI, machine learning, and real-time analytics are transforming ERP systems. With a new ERP, your business can take advantage of these tools to make smarter, data-driven decisions. AI has been quite a buzzword over the last 18 months and Sunrise can help assess if your company is AI-ready. These tools can enhance business processes, improve decision-making, and provide a competitive edge. Keeping up with technological advancements is crucial for businesses looking to stay ahead.

Financial Considerations

When upgrading your ERP, financial factors are critical to consider. Here’s how to evaluate the costs and ROI of upgrading:

  • Cost of Doing Nothing: Sticking with a legacy ERP comes with hidden costs. Inefficiencies, lack of features, and missed opportunities can eat into your bottom line. Not upgrading could mean falling behind competitors.
  • On-premises vs. Cloud: If you’re still using an on-premises ERP, consider the benefits of moving to the cloud. Cloud solutions eliminate the need for costly hardware and frequent updates, offering a more budget-friendly approach.
  • Long-term ROI: When evaluating the cost of an upgrade, focus on the long-term return on investment (ROI). Upgraded ERPs improve efficiency, reduce operational costs, and provide better insight into business operations—resulting in a faster ROI.

Your Guide to Getting Started on Your ERP Upgrade

Deciding to upgrade to a cloud ERP isn’t just about keeping up with technological trends; it’s a strategic move to enhance business operations, reduce costs, and position your organization for future success. If you’ve identified the signs and are ready to upgrade, here are the key factors to consider when selecting a new ERP system:

  • Vendor Reputation: Ensure you choose a reputable ERP vendor with proven industry expertise and a solid track record of successful implementations.
  • Implementation Partner Selection: Selecting the right implementation partner can make or break your project. Choose a partner that understands your business needs and can customize the solution accordingly.
  • Scalability: Ensure the new system can grow with your business, whether adding users, locations, or expanding product lines.
  • Customization Options: Every business is different, so make sure your ERP can be tailored to meet your specific needs.
  • Support Options: Evaluate the vendor’s support structure to ensure they provide ongoing assistance and regular updates to keep your ERP functioning optimally.

Implementation Best Practices

Implementing a new ERP can be disruptive, but following these best practices will help minimize disruption and maximize success:

  • Planning is Key: Once you’ve committed to an ERP upgrade, ensure you have a solid plan. Define your goals, timeline, and responsibilities clearly.
  • Change Management: ERP upgrades often involve process changes and new ways of working. Implement a strong change management strategy to ensure smooth adoption by all employees.
  • Training: A new ERP is only as effective as its users. Provide comprehensive training to ensure employees are comfortable using the system from day one.

Conclusion

Upgrading your ERP system is a complex but necessary step to modernize your business. By staying on top of technology trends, evaluating the financial impact, and following best practices during implementation, you can ensure a smooth transition to a system that supports your long-term growth. Don’t wait until inefficiencies and costs pile up—start exploring your ERP upgrade options today.

Ready to Learn More?

Schedule a call with one of our industry experts today. We work with furniture brands, retailers, manufacturers, and distributors to streamline and modernize their operations on a single platform — Dynamics 365.

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Best Microsoft Dynamics 365 resellers: Spotlight on Sunrise Technologies, Volt Technologies, and Huamei Soft

Best Microsoft Dynamics 365 Resellers

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Sunrise Technologies: Experts in Dynamics 365 Finance & Operations for Retail, Manufacturing, and Distribution

For businesses in the retail, manufacturing, and distribution sectors, Sunrise Technologies is the go-to partner for Microsoft Dynamics 365 ERP, CRM, Commerce, and Power Platform.

With a deep understanding of the complexities and demands of these industries, Sunrise Technologies offers tailored solutions that address specific challenges.

Sunrise Technologies excels at implementing Dynamics 365 to enhance supply chain management, optimize production processes, and improve customer engagement. Sunrise’s team of experienced consultants works closely with clients to ensure that Dynamics 365 is seamlessly integrated into their operations, delivering tangible results and driving business success.
Whether you need to improve inventory management, streamline your production line, or enhance your customer experience, Sunrise Technologies has the expertise and solutions to help you achieve your goals.

Volt Technologies: Your Partner for Business Central and Small Business Solutions

Small and medium-sized enterprises (SMEs) often face unique challenges that require tailored solutions. Volt Technologies specializes in delivering Microsoft Dynamics 365 Business Central to these businesses, providing them with a robust platform to manage their finances, operations, sales, and customer service—without the cost and complexity that larger businesses require.
Volt Technologies understands the specific needs of small businesses and offers scalable solutions that grow with your company. Their expertise in Business Central ensures that you can streamline your processes, gain valuable insights, and make informed decisions to drive growth. Volt Technologies is dedicated to helping small businesses harness the full potential of Dynamics 365, making enterprise-grade technology accessible to all.

Huamei Soft: Certified Microsoft Development Center in China

With a strategic presence in Xi’an, China, Huamei Soft is dedicated to delivering exceptional Microsoft Dynamics 365 ERP and CRM solutions tailored to the unique demands of the Chinese market, and stands out as a premier certified Microsoft Development Center, specializing in development and customizations to augment project teams.

Their team of skilled developers and consultants work closely with clients to create bespoke solutions that drive efficiency and innovation. Even Microsoft is a client of theirs, handling the core system location requirements for many languages and regions around the world.

By leveraging their deep understanding of the Chinese market and regulatory landscape, they ensure that businesses not only implement Dynamics 365 effectively but also remain compliant and competitive.

Other key customers of Huamei include Sunrise and Volt, fully embedded into each project with development required with offshore rates and onshore management.

The Shared Methodology and Sunrise 365 Quick Start Solution That Helps Expedite Dynamics 365 Implementation Projects

These three Microsoft Partners each leverage a robust implementation methodology and project management solution for Dynamics 365, which was designed by Sunrise Technologies to deliver rapid and efficient results based on 30+ years of experience.

To ensure the successful deployment of an ERP project of any size it’s critical for the project team to follow a comprehensive approach that combines best practices with deep industry expertise. The methodology the three partners follow emphasizes thorough planning, agile execution, and continuous improvement, ensuring that each project meets the unique needs of the client while adhering to the highest standards of quality.

Sunrise 365 Quick Start is a game-changer for businesses looking to expedite their Dynamics 365 implementation. It offers a streamlined, accelerated path to go-live, leveraging pre-configured templates and proven industry-specific processes, reducing the time and cost associated with traditional implementations.

These are four great reasons to consider leveraging a proven methodology and project management toolset for your project:

• Effective change management approach for leadership and stakeholders.
• Improve decision-making with quantitative project reporting.
• Ensure a fast, effective, and affordable path to digital transformation.
• Stay competitive and agile in today’s fast-paced market.

Why Choose Our Partners for Microsoft Dynamics 365?

Huamei Soft’s status as a certified Microsoft Development Center ensures that you receive tailored solutions that meet your unique requirements.

Volt Technologies’ expertise in Business Central makes them an ideal partner for SMEs looking to leverage Dynamics 365 to drive growth.

Sunrise Technologies’ deep understanding of retail, manufacturing, and distribution at a complex global scale ensures that larger companies receive solutions that address those unique challenges.

By partnering with these experts, you can rest assured that your Dynamics 365 implementation will be in capable hands, allowing you to focus on what you do best—running and growing your business.

Get Started Today

Ready to transform your business with Microsoft Dynamics 365? Contact one of the best resellers in the channel today to learn more about how they can help you achieve your goals. With their support, you can harness the full power of Dynamics 365 and drive your business forward.

References

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Implement Dynamics 365

To customize, or not to customize?

To customize, or not to customize?

Establish a framework for deciding whether to customize your software or not

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Rizwan Ahmed is a Sr. Technical Architect at Sunrise Technologies and a Microsoft Fast Track Recognized Solution Architect for 2020. Rizwan is a seasoned ERP professional with extensive implementation experience, assisting clients in a variety of industries. 

During an ERP project, no one wants to hear the dreaded c-word: customizations. We often encounter executives and stakeholders who are eager to implement a new system, but with as little customization as possible. There is a rational basis for this fear — old, poorly maintained, or broken customizations are usually one of the reasons companies look for a new ERP system in the first place! While it’s important to use as much of the base functionality as possible, we believe no customizations across the board is the wrong decision, and decision-makers should take a more nuanced approach.

 

Gap-fit analysis

Pros and cons of each option

Important questions to ask

Frequently asked questions

Gap-fit analysis

This customization issue comes up during early stages of the project. Users document their business processes and compare against the functionality of the new business application. Once this process, known as gap-fit analysis, is complete, project teams must decide how to close the gap. They can either change the business process or change the software to fit the process. There are pros and cons to each approach.

Pros and cons of each option

Asking people to change their process is risky and time-consuming. In an earlier post, we defined ERP implementations as change-management initiatives. During an implementation, old business processes are being replaced, which makes users nervous. People get used to doing things the same way. When users see that a new system is going to change certain aspects of their jobs, they resist.

When met with this kind of resistance from users, customization may be seen as the way to go. In the short term, it’s faster, easier, and makes everyone happy. But using customizations as project shortcuts can cost much more in the long run — they need to be maintained, updated, and unforeseen changes can break things later. There are a lot of contingencies you can’t plan for.

Important questions to ask

So, how do you decide whether to customize a business process or not? A good rule of thumb is to ask yourself, “will this make my business more competitive in the marketplace?”

Here’s why: every company is unique. Your business processes drive this uniqueness. An ERP implementation can make your company more efficient, save on long-term costs, and in many cases, is essential to your company’s growth. But losing some of your key processes due to a no-customization policy isn’t worth it. Strive to maintain what makes you, you. By applying this rule consistently, you can maintain what is unique about your company, while still realizing all the benefits of a modern ERP system.

The good news is customizations are not as invasive as they used to be. With Dynamics 365 and its cloud-based platform, the system architecture makes it much easier to create extensions without harming other code.

Frequently asked questions

While it’s true that excessive or broken software customizations are harmful, throwing out the whole concept entirely isn’t wise. A good implementation partner will have a system and rationale for deciding whether to customize the software.

A process to determine if software meets a business requirement.

Determine if the business process is part of what differentiates your company in the market. In other words, is this essential to the way you do business?

Dynamics 365’s architecture is different from AX. The architecture of Dynamics 365 has made it easier to create extensions to model business processes without touching the core software. You can read more about extensibility here.

Further Reading

Evolve your ERP: moving from on-premise to the cloud

Seven factors for success: everything you need for a successful ERP deployment

Comparing ERP deployment strategies

Five hidden costs of doing nothing

Start Your Journey with Sunrise Today!

 Whether you’re exploring your options for new business platforms, or ready to get started, we are trusted business partners for some of the world’s most well-known brands. With over 25 years of experience with the Microsoft stack, we can help you understand all the capabilities Microsoft has to offer.

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Retail technology rollout: Three keys to succeed

Retail technology rollout: Three keys to succeed

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Scott Higley, Sr. Solutions Manager

Retailers face a spectrum of complexity when rolling out new technology to their stores. Deploying a new tech can seem relatively simple at first, but when multiplying the effort to hundreds of locations and thousands of employees, it inevitably gets harder. Furthermore, the closer the new tech is to the customer experience and order processing, the more difficult the rollout.

Often the most complex tech to implement are POS applications and connected hardware. These could be deployed to lanes or cash wraps in the form of fixed terminals or remain more mobile with tablets. For retailers, these projects entail large capital investment and are generally aimed at unifying commerce, differentiating the customer experience, and cloud modernization for greater security.

Based on my experience overseeing retail deployments in numerous stores, here are three key recommendations for ensuring a successful rollout:

Choose the right team

Retailers will need to tap into their own teams and partner with experienced service providers to be successful. When it comes to choosing your own team, look for individuals with a strong handle on retail operations. In many instances, these can be store managers at your best stores who have seen it all. If they are to take a prominent role in designing the technology to roll-out, they need to also be a strong internal champion of the change.

Regarding partner selection, the more project complexity the more experience you will want your partner to have. Good service partners will provide you with insight into aspects of the deployment that you may not otherwise consider. They will take a lead role in planning and executing the project in a way that balances factors such as risk, timeline, and budget. A good partner will be hyper-focused on the cutover and roll out plan of the implementation as it will help result in success if done right or spectacular failure if not. Pick a partner with a real proven track record and good referenceable customers. I could write a whole blog on this topic, but hopefully you are getting the point.

Train, train, train…and train some more

The right team means very little if you neglect training. Training is too often an afterthought. The larger the technology changes, the greater emphasis training requires. Remember to start early and iterate. As decisions on process flows are made during the project, be sure to build training documents. Should you have the means, video training that is formatted in small digestible chunks is probably the best way to go. It is impossible to prevent all training related issues, but if you train frequently and well, you will position your team to avoid many headaches during roll out.

Test, test, test…and test again

Testing is such a crucial element of complex retail rollouts. Plan your timing and approach early to testing. Generally, we recommend simulating go-live at least 3 times. Test scripts cannot focus on just happy path, they need to account for all process variations. In your testing you will often need to validate connections to hardware or integrations with other 3rd party software. For example, if the POS is being replaced it will often affect the pin-pads used with associated credit card gateways and processors. Always be sure to test every credit card type (Visa, Amex, Mastercard, etc.) and payment processing variation to be sure you don’t have any money issues when rolling out to stores. Assuming you listened to the first recommendation, you will have a good team throughout this testing, but it is also important to quantify testing efforts and breadth.

As the AI era continues to innovate retail, we are going to see new and interesting opportunities worth pursuing. Should you need to roll out new technology to your stores, remember these above recommendations to get the most out of your investment. Please feel free to reach out if you would like to chat about more specifics.

Start Your Journey with Sunrise Today!

 Whether you’re exploring your options for new business platforms, or ready to get started, we are trusted business partners for some of the world’s most well-known brands. With over 25 years of experience with the Microsoft stack, we can help you understand all the capabilities Microsoft has to offer.

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Don’t skimp on scope: The importance of scoping an ERP project

The importance of scoping an ERP project

Don’t skimp on scope: Five benefits of ERP project scoping

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By Jason Wolf, Senior Director, Solutions & Strategy

Having spent nearly two decades implementing enterprise resource planning software for organizations, I’ve seen firsthand the transformative power of a well-executed ERP project. However, the journey to successful implementation starts long before the software is installed, or the first datasets are migrated. It begins with a thorough and detailed project scoping process. Scoping an ERP project is crucial and sets the stage for a successful deployment by surfacing the value proposition, setting clear boundaries, defining roles and responsibilities, identifying risks, securing buy-in from key stakeholders, and more.

Surfacing the value proposition

The primary step in scoping an ERP implementation is to clearly define the objectives and expected outcomes for the project. What does the organization hope to achieve by deploying a modern ERP system? Whether it’s improving operational efficiency, enhancing data visibility, or supporting business growth, understanding the value proposition ensures the project aligns with the strategic goals of the organization. It ensures everyone understands the purpose and benefits of the project, aids in decision-making by prioritizing functionality that delivers the most value, and justifies the investment.

Setting boundaries: In-scope vs. out-of-scope

One of the critical tasks in the scoping phase is to delineate between what is included in the project and what is not. This involves identifying the specific business processes and technical tasks required to operate the business once the ERP system is live. It’s important to prioritize the critical tasks and define an achievable scope that allows the organization to realize value efficiently. Setting clear exclusions during this phase prevents scope creep from occurring during the implementation while ensuring the project team remains focused on delivering the agreed-upon functionality.

Defining roles and responsibilities

A successful ERP implementation requires a well-coordinated effort among various stakeholders across the organization. During the scoping phase, it is necessary to define the roles and responsibilities of each team member, from project sponsors and managers to core team members and IT staff. By doing so, it ensures everyone knows their responsibilities and can be held accountable during the project. Furthermore, it facilitates better communication and coordination between team members as well as streamlines decision-making, reducing delays and conflicts.

Identifying key risks

No project is without risks. Identifying potential risks during the scoping phase allows for defining mitigation strategies before the project begins. Risks can range from technical challenges or limitations and data migration issues to user resistance to change. By uncovering key risks during scoping, the team is prepared for the potential challenges, reducing the likelihood of project interference and delays.

Securing commitment from key stakeholders

Before progressing to project implementation, it’s critical to review the project scope with key stakeholders and obtain their approval. This formal approval process ensures there is a consensus on the project’s objectives, scope, and plan. The commitment from key stakeholders is necessary for confirming their support throughout the project while establishing a clear agreement that can serve as a reference during the project if issues arise.

Conclusion

While this list is not comprehensive, I hope it demonstrates how critical it is to start your ERP deployment journey with an effective project scoping phase. Invest the necessary time— the insights and clarity gained during this phase will pay dividends throughout the project lifecycle, ensuring your ERP implementation is a resounding success.

Ensure a successful ERP implementation

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