Case study: Microsoft D365-implementation for PharmaLex
Project overview:
A leading pioneer in the pharmaceutical industry initiated a global Microsoft Dynamics 365 implementation, beginning with rollouts in Germany and Spain. However, the original go-live of their first country implementation was at risk due to significant delays in the data migration process. In Q4 2022, the company engaged Quantum Omega to take over the data migration stream for the German rollout, planned to go live within a few months, and to lead the implementation for the Spanish rollout.
Data migration and BI reporting challenges:
When Quantum Omega joined the project, approximately 75% of the overall implementation was completed. However, the data migration and BI reporting streams were only about 5% complete — a significant concern given the limited time remaining before go-live. The situation called for fast, reliable intervention to secure project success.
Our approach and expertise:
Despite external challenges impacting both the German and Spanish rollouts, Quantum Omega was able to drive the project forward effectively, applying a combination of deep expertise and a proven methodology:
- Data migration:
Data migration is one of our core strengths. Our experienced team applied an efficient, structured approach using pre-developed migration templates, custom program code, and well-established procedures. This allowed us to deliver high-quality data migration in a fraction of the typical time. - BI reporting:
The client chose to utilize Microsoft Dynamics Embedded Power BI, requiring specialized expertise across both technologies. Thanks to the continuous development of our consultants’ skills, Quantum Omega was able to provide the right experts quickly, enabling the client to meet their reporting requirements without delays. - Advanced Sure Step Method:
Our project delivery method integrates Microsoft Sure Step, FastTrack, Agile, and Waterfall approaches into one streamlined framework. Divided into five familiar phases, it emphasizes achieving early production readiness — 70% readiness in phase 1, 85% in phase 2, and 100% in phase 3 — greatly reducing the risk of go-live delays. This method, while fully Microsoft FastTrack compliant, often cuts implementation time by half compared to more traditional approaches.
The result:
Thanks to the combination of Quantum Omega’s data migration expertise and the Advanced Sure Step Method, we successfully addressed the challenges facing the project. Dynamics 365 was deployed within the planned time-frame and goals, supporting the client’s broader digital transformation without further delay.
2. Solution for User Readiness & Training: Interactive Workshops from Day 1.
4. Solution for pre Go-Live: LIVE Simulation
5. Solution for after Go-Live: GUIDED Go-Live Simulation
Consultant: Analysis & Shows
User: Repeats excercise directly in the system
Consultant: Creates manuals "on the fly"
User: Uses manual to do "homework"
Month End Closing Wk 1-4 Combined Testing
Consultants guide users in creating first live interactions.
INITIATE
IMPLEMENT
PREPARE
OPERATE
Phase 0, Build:
- Config
- Data
- Transactions
- Plan
Phase 1, Focus:
- Analyze
- Testing
- Training
- Document
Phase 2, Sharpen:
- Deep Dive
- Test Scenarios
- Train More
- Document More
Phase 3, Prepare:
- Validate
- Finalize
- Prepare
- Sign-off & Plan
Phase 4, GoLive:
- Run Playbook
- Validate
- Sign off
- Celebrate
FULL DATA MIGRATION
& CONFIGURATION
1. Solution for Aligning Expectations & Requirements: Data Migration from Day 1
3. Solution for Requirements Gathering: proper Libraries
INITIATE
Phase 0, Build:
- Config
- Data
- Transactions
- Plan
IMPLEMENT
Phase 1, Focus:
- Analyze
- Testing
- Training
- Document
Phase 2, Sharpen:
- Deep Dive
- Test Scenarios
- Train More
- Document More
PREPARE
Phase 3, Prepare:
- Validate
- Finalize
- Prepare
- Sign-off & Plan
OPERATE
Phase 4, GoLive:
- Run Playbook
- Validate
- Sign off
- Celebrate
FULL DATA MIGRATION
& CONFIGURATION
1. Solution for Aligning Expectations & Requirements: Data Migration from Day 1
2. Solution for User Readiness & Training: Interactive Workshops from Day 1.
Consultant: Analysis & Shows
User: Repeats excercise directly in the system
Consultant: Creates manuals "on the fly"
User: Uses manual to do "homework"
3. Solution for
Requirements
Gathering: proper
Libraries
4. Solution for pre
Go-Live: LIVE
Simulation
Month End Closing
Wk 1-4
Combined Testing
5. Solution for after
Go-Live: GUIDED
Go-Live
Simulation
Consultants guide users in creating first live
interactions.