Our Approach

What you can expect from Boyer’s 360 Framework

What does it look like to implement new software for your business? Well, that depends on the Microsoft Dynamics consulting partner you choose to help you through the process.

Understanding how a software reseller implements their solutions is key to finding the right partner for you. The approach can make a big difference in how your implementation is handled.

One partner might take a one-size-fits-all approach. This gets the job done quickly but leaves you with a cookie-cutter solution that might not meet all your needs. Another partner might tout a completely customized solution. That takes longer, is more expensive and harder to maintain.

Customizing a Proven Framework

At Boyer, we understand that no two companies are alike. The way you operate and what you need won’t be exactly the same as another company — even in the same industry.

We’ve also gained enough experience through hundreds of Microsoft Dynamics consulting projects to recognize patterns in our most successful implementations. We’ve taken those patterns and identified the key steps that form the foundation of our framework.

All of our Microsoft software implementations — ERP, CRM and Power Platform — touch on each of these key areas. How much your project focuses on any given part of the process depends on your company’s complexities and needs. Depending on the size and type of project, some might have a linear, waterfall approach to the framework while others adopt a more flexible agile style using the same proven framework.

Boyer 360° Framework

Educate

Learning from each other is key to setting a good foundation for a project. The more we understand about your goals in implementing new software, the better we can match you with the right-fit solution. To make sure we’re on the same page, you’ll get a personalized demo of our proposed solution before ever agreeing to a project.

Engage

Now that we’ve agreed at a high level what your goals are and selected the right Microsoft solution, it’s time to kick off the project. Your people, your processes and your current technologies are unique so we want to make sure we understand the nuances of how you operate. We’ll confirm base requirements and ID any risks/gaps before moving onto the design piece of our implementation phase.

Implement (Analyze & Design)

With a comprehensive picture of what you need in mind, it’s time to start mapping out the plan. Starting with a blueprint gives us the freedom to pivot as needed while we align what we think will work with what you truly need and want.

Implement (Build, Validate & Test)

Now we get to make those dreams a reality and bring the solution to life! Here’s where the technical heavy-lifting gets done, from configuring the software to installing any needed customizations and/or migrating data. We’ll do a lot of training and testing together so you can provide feedback on what’s working well and what needs tweaking.

Deploy

It’s time to go live! We’ll do final data migration and get the system online. We’ll always check in with you after the system is live to make sure everything is working well and that you’re satisfied with the completed project.

Nurture

At this point, your initial implementation project is done. But don’t worry — We’re not going to leave you in the lurch. Even a new system might need tweaks as your company continues to evolve. Our Client Care team has tiered Managed Service & Support plans designed to keep your systems up to date and aligned with your ever-changing needs.

You can trust our proven process to empower your next Microsoft Dynamics consulting project for success.

Frequently Asked Questions

What is unique about Boyer’s ERP implementation framework?

The Boyer 360 Framework is a customizable foundation built on patterns from our most successful implementations. This framework is designed to be flexible; depending on your project’s size, we can adopt a linear waterfall approach or a more agile style. This allows us to provide a proven, stable structure that is still tailored to your company’s unique complexities.

Our process consists of six key phases:

  • Educate: We learn your goals and provide a personalized demo.
  • Engage: We identify your unique processes, risks, and requirements.
  • Implement (Analyze & Design): We create a blueprint that allows us to pivot as needed.
  • Implement (Build, Validate & Test): We handle the technical heavy lifting, including configuration and data migration.
  • Deploy: We perform the final migration and go live.
  • Nurture: We provide ongoing managed service plans to keep your system updated.

Selecting a Microsoft Dynamics 365 partner is less about technical ability and more about methodology. Most businesses search for partners who understand their specific industry “nuances” rather than offering a generic setup. To ensure a high ROI, look for a partner that provides a transparent framework – such as the Boyer 360 Framework—which prioritizes an “Educate” phase before any contracts are signed. This ensures you aren’t just buying software, but a tailored solution that fits your unique operational patterns.

While many are moving to the cloud, on-premise deployment remains a frequent question for businesses with strict data residency requirements or specific hardware investments. The key is ensuring your deployment doesn’t become a “technical silo.” By choosing a partner who supports legacy systems like Dynamics GP or NAV while offering a clear “Cloud Migration” path, you can maintain control over your local servers while still leveraging a modern ERP implementation framework for future scalability.

To guarantee high adoption and a smooth transition, we move beyond simple installation. We conduct hands-on training workshops during the build phase so your sales and customer service teams can test the system and provide feedback in real-time. This collaborative approach ensures the system is user-friendly and implemented cost-efficiently from day one.

Beyond simple installation, Boyer acts as a strategic CRM partner focused on business outcomes. We align Dynamics 365 Sales, Service, and Marketing with your specific buyer journey. By leveraging the Power Platform for automation and Copilot for AI-driven insights, we help your team move from manual data entry to proactive relationship management, ensuring your CRM serves as a true engine for revenue growth.

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