SmartScope: A Managed Implementation Service for Microsoft Dynamics 365

Are you looking to move to Microsoft Dynamics 365 Business Central but concerned about the process of migrating your data from your current system? SmartScope ensures that your data is not only transferred accurately but it’s also verified by one of our AAT accredited experts, no matter which system you’re upgrading from – Xero, Quickbooks, Sage, Pegasus or anything else! Plus, it’s all backed up by our DataReady Guarantee.

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Upgrade to Microsoft Dynamics 365 Business Central With Support From An Expert At Every Stage

Moving to a new finance system can feel like a daunting task, but with SmartScope from The HBP Group you can be confident in the process of migrating to Microsoft Dynamics 365 Business Central. With over 40 years’ experience, our team of experts have a vast knowledge of finance systems. That means you’re in safe hands when it comes to migrating the data from your existing system – all backed up by our DataReady Guarantee. What does an upgrade with SmartScope look like?

company setup

Phase One: Detailed Project Scoping

 
Our SmartScope approach begins with us getting a detailed understanding of your business, your key business processes and your requirements. Working alongside your team we will visually map out key areas of your business to understand exactly how you’re currently working and how it can be improved with Microsoft Dynamics 365 Business Central.

You’ll be assigned a dedicated Project Manager, who will be responsible for creating and managing your project from start to finish. They’ll act as your point of contact for any of your queries and you’ll always have a direct line of communication to them – whether it’s via chat, voice call or video whenever you need them.

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Phase Two: Data Migration with Accuracy Guarantee

 
You’ll receive a project schedule, which ensures that there is clarity between everyone of when each key milestone should be completed. By assigning tasks, the progress of key jobs (such as preparing import data) can be seen, so there is opportunity for discussion and updates.

Arguably, the most important stage of any software implementation is the migration of your data. If your data isn’t accurate in your new system then it can cause huge problems, which is why we guarantee that your data will be as good, if not better, when it is migrated from your current system into Microsoft Dynamics 365 Business Central.

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Phase Three: Expert Project Implementation

 
By now, we’ll have a deep understanding of your business needs and requirements, and we will have a detailed project plan based on the SmartScope Packs that you move forward with – now it’s time for implementation.

Our project managers are not only qualified in Microsoft Dynamics 365 Business Central but are also AAT qualified as a minimum, meaning they understand accountancy inside out, and will follow PRINCE2 project management processes. This ensures that your project is structured throughout and fully documented at every single stage.

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Phase Four: Training and Go Live

On completion of the system implementation, we will begin to prepare for go live with a series of User Approved Testing which will ensure everything meets your requirements. Once approved, user training sessions will take place and can be recorded too, for future use. Your system will then be put live and ready to use, with support from your Project Manager.

Your recorded training will be a valuable asset for referring back to any point and using as part of inductions for new members of your team, or personalised training sessions on each area of the system.

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Phase Five: Award Winning Aftercare & Support

As well as providing training for you and your team we also provide ongoing support and care packages, With SmartCare. Our award winning support team can help you with any issues that you have when using Microsoft Dynamics 365 Business Central and provide ongoing training, guidance and advice as you need it to get the most from your new system.

Our response times are less than 30 minutes – well below industry standards. A performance level that leads to a 99.7% satisfaction score from our customers.

DataReady GuaranteeThe Accuracy Of Your Data – Guaranteed!

When moving to a new finance or ERP system the accuracy of your data is paramount. Not only we will take the lead in export, checking and importing your data from your old system into Microsoft Dynamics 365 Business Central but with our SmartScope deployments we will guarantee that the data quality will be as good, if not better, than your current system. If it isn’t, we’ll fix it free of charge.

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The most important thing when moving to a new system is the accuracy of your data. That’s why we guarantee the quality of it.

DataReady-Guarantee

How Does SmartScope Work?

SmartScope projects are based on our SmartScope Packs which are the building blocks of your Microsoft Dynamics 365 Business Central system. Each pack contains installation, set up and training (if required) in key areas of the system to provide you with a project plan which has a fixed scope and a fixed price, so you know exactly what you’re getting and exactly what you’re paying for.

Each SmartScope Pack will be configured by one of our AAT accredited consultants, who will use their knowledge of best practice accountancy, Microsoft Dynamics 365 Business Central and your specific needs to build your system.

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Core Financials Pack

With the Finance Core Pack, we’ll get you up and running with your core financial modules. After your data migration, it will be business as usual – plus plenty of extras compared to your previous software. We’ll set up your data and provide training if its needed on general and nominal ledger function, cash management and your purchase and sales ledger. Your data related to customers and vendors will be visible from Outlook, plus create and send documents, such as quotes, orders and invoices straight from Outlook too.

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Financials Plus Pack

The Financials Plus Pack gives you everything from the Core Financials Pack but allows for the setup and consolidation of additional companies too. We’ll combine multiple charts of accounts and intercompany general journals, and you’ll have the ability to view all intercompany transactions from one platform. Once that’s complete, we will setup the reporting dimensions too, so you can get a holistic view over all of your companies in only a few clicks. Viewing and managing multiple companies has never been easier.

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Fixed Assets Pack

With our Fixed Assets Pack, we can migrate your data so you can manage your internal assets, track their history and see employee allocation and tracking from Business Central. With the Fixed Assets Pack, we’ll help you understand how to track warranty, service details and insurance information for each of your individual items, so you can easily monitor and manage equipment and other assets from a single platform. See your fixed asset opening balances and easily calculate the depreciation of any asset.

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Authorisation Pack

If you have a number of employees with access to your purchase ledger or that can action purchase orders and invoices, then you may want to consider the setup of approval workflows for additional peace of mind. With the Authorisation Pack, we’ll set up purchase ledger authorisation, so you can better manage your purchase ledger approvals and streamline your business processes quickly and efficiently. It will also allow for authorisation of key data changes within the business to maintain security and content too.

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Contact and Opportunity Pack

The relationship management features of Business Central helps you manage and support your sales efforts. We’ll import your data, so you have access to complete and accurate information from the very beginning of your journey with Business Central. We’ll import your contact information and migrate your customer opportunities, so you can easily manage contacts and groups. Your sales information and stages will be accurate, so you can focus your efforts on campaign management, sales processes and customer service.

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Sales and Purchase Ordering Pack

Streamline your supply chain easily with the Sales and Purchase Ordering Pack. Use a wide range of documents to set up the sales or purchase processes that best suits your needs. We’ll import open sales and purchase orders, as well as import your description-only stock. We’ll help you understand how to manage sales and purchase orders, manage your delivery process, invoicing processes and managing a base inventory and stock lists, helping you to make the most of your software to manage sales, purchases and stock.

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The Stock and Inventory Pack

The Stock and Inventory Pack includes all of the essential features you’ll need to handle the sale and purchase or your inventory stock. With our base pack, you will be able to manage your stock costings, movements, inventory and pricing. All these features will integrate with the Core Financials Pack and you’ll be able to track item availability and location, simplify your stock take process and manage customer price groups and any special pricing. Now you can simplify your sales and inventory forecasting and stock reserves.

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Stock and Inventory Plus Pack

The Stock and Inventory Plus Pack allows you to build upon your stock base setup with features such as multi-locations, bin locations and serial traceability. We’ll simplify your stock take and management even further with the setup of features such as multiple stock locations and bins within stock locations. Gain better visibility of your stock with direct location-to-location transfers and define lead times between them. Everything will be accounted for with serial and lot tracking and end-to-end warehouse tracking.

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Jobs Pack

With the Jobs Pack, you can manage long-term projects that involve labour and machine hours, inventory and other types of usage. It will provide a good overview of not only individual jobs, but also the allocation of employees, machinery, and other resources that are being used in all projects. We’ll setup job-specific prices and costs for resources, items, expenses and resource group pricing. You’ll be able to easily track budget vs. actual costs and expected billable vs. actual invoiced sales and manage all aspect of timesheets.

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Employee and HR Pack

Manage all aspects of employee data records with the Employee and HR Pack. In Business Central, you can keep detailed records of your employees. You can register and maintain employee information, such as employment contracts, confidential information, qualifications, and employee contacts. You can also register employee absences, which allows you to analyse registered absences and leave, as necessary. We’ll also show you how to setup important internal records such as training and disciplinary information too.

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DataReady Guarantee

Each of our Packs in the SmartScope deployment comes with our DataReady guarantee as standard – the most important thing when moving to a new system is the accuracy of your data. Not only will we take the lead in export, checking and importing your data from your old system into Microsoft Dynamics 365 Business Central, but with our SmartScope deployment we will guarantee that the data quality will be as good as it was before, if not better, than your current system. If for whatever reason it isn’t, we’ll fix it free of charge.

Improve Efficiency with Powerful Reporting

Watch Product Demos

Microsoft Dynamics 365 Business Central connects your financials, sales, services and operations to drive powerful efficiencies and smarter decision making. It brings you insightful reports and dashboards that allow you to make intelligent decisions about the future of your business, rather than just reporting on the past and with role-specific dashboards, your teams can perform their jobs more efficiently and only ever view what they need to see. You can watch our product videos here:  Watch Product Demo Videos >

No Idea Where To Start?Our FREE Process Review Is The Perfect Place.

Understanding your current processes is a vital step before implementing a new software solution. Our Business Process Review identifies three areas of challenge in your organisation and offers a streamlined way of managing each one with ERP.

Following an initial discussion, we can make recommendations, including a visual diagram of your existing process and a detailed explanation of your proposed new solution. It takes around 30-45 mins to have an initial chat and it’s completely free!

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Why Choose The HBP Group?

The HBP Group are a passionate accounts software provider you can trust and we’ve been supporting businesses for over 30 years. We specialise in providing unrivalled accounts software implementation and support for small and medium sized businesses across the UK.

Technical Consultant From Day 1

Technical Consultant From Day 1

If you decide to make an enquiry with us, then we’ll match you up with a software consultant who will focus on understanding your business, the software you use currently and what you’d like to achieve. All of our software consultants have decades of experience in the industry, so they understand exactly what is required to meet your needs.

Seamless Handover Processes

Seamless Handover Processes

As your project moves through our business, you will be assigned a dedicated project manager who will work with the software and implementation consultant and anyone at your business to organise and schedule all of the work that is required. You’ll be kept up-to-date at every stage so that you understand timescales related to your project and the handover process is seamless.

Our Internal Software Support Systems

Highly Accredited Engineers

The quality of your implementation is directly related to the technical ability of our staff, which is why, as an absolute minimum, every one of our support consultants is AAT accredited meaning they have a good understanding of financial processes and they have been trained in PRINCE2 and Agile project methodology, so they understand business accounting and fundamentals.

Highly Accredited Engineers

Additional Software Support

SmartCare is the ideal support package add-on for any business. We document every step of your process, so our internal systems are constantly updated with information about your project. This means that once the implementation phase is complete, our support team have full visibility of the work completed ready to help you out with anything needed in the future.

What Does Microsoft Dynamics 365 Business Central Do?

If you’d like to know more about each area of Microsoft Dynamics 365 Business Central then we’ve broken down the software into key areas so you can delve a little deeper. It’s important to remember that Business Central works together as one solution, combining the data and information from your finance, operations and sales teams to provide accurate and real-time reports on your organisation’s activities.

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Take Back Control of Your Finances

Easy access to the general ledger, workflows and audit trails, bank management, budgets, deferrals, bank reconciliation, dimensions, fixed assets and currencies. It’s all there, and with powerful insights into your data.
 
Finance Management >

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Always See The Bigger Picture

Marketing and Sales teams working from the same playbook. Strengthen sales, close and accelerate your quote-to-cash process. Set up and track your campaigns in just a few clicks, or log and monitor your sales leads at every step.
 
Sales & Marketing >

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Maximise Project Efficiency and Profits

Project Managers can effectively and efficiently manage budgets, stock inventory, time sheets, invoicing, profitability and reporting – all from one platform. Complete visibility of jobs and resources at every step.
 
Resource & Project Management >

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Predictive Insights and Consistent Reporting

You capture a huge amount of data, from sales and purchases to expenses and budgets. Harnessing this data can prove a powerful tool. With Business Central, you can easily gather, analyse and share your company data.
 
Reporting & Analytics >

Dynamics 365 Business CentralTransform Your Business

Microsoft Dynamics 365 Business Central connects your financials, sales, services and operations to drive powerful efficiencies and smarter decision making plus with built in intelligence and seamless Office 365 integration, the value is unparalleled.

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Flexible and configurable, Business Central readily adapts to your unique industry and business needs.

With Over 30 Years’ Accounting Software Experience, You’re In Safe Hands With Us

Since 1991, The HBP Group have been implementing accounting and finance systems and have vast experience in migrating customers from their existing systems to new ones. Coupled with our Microsoft Gold Partner Status, we can guarantee that your data will be as good, if not better, when you move to Microsoft Dynamics 365 Business Central. Below are just a few of the finance packages we have experience of.

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