The Process

Every project delivered by ixRM Limited will follow the methodology outlined below. Additional information about each stage is available on request.



Sales handover

  • Overview of Customer
  • Requirements and Quote Handover


Requirement guidelines

  • Gather & Write up
  • Scope & Internal Sign off
  • Customer Sign off


System design guidelines

  • Assess & Design
  • Internal Playback and Internal Sign off


Customise & configure

  • Internal Playback and Internal Sign off
  • Internal Testing
  • Test using Acceptance Criteria
  • Internal Sign off


UAT & Bug fixing

  • UAT training and customer testing
  • Bug fixing
  • Customer sign off


Data preparation

  • Prerequisite – UAT must be signed off
  • Produce data import template
  • Customer populates template
  • Training
  • Produce agreed training materials
  • Carry out training
  • Customer sign off


Pre-Go Live

  • Set up users and assign roles
  • Set up mailboxes and Outlook client
  • Deployment and import data


Go Live

  • Onsite/remote and telephone support
  • Project review meeting
  • Quarterly reviews


You love your new system

About ixRM

Find out more

Careers with ixRM

Find out more

Let's keep in touch.

If you’d like to know more about our services and how ixRM can help your business, please don’t hesitate to get in touch.

We can’t wait to hear from you.

Request your callback
microsoft dynamics 365, scroll to top button