> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/bevica-select-project-kick-off.md). # Bevica Select Project Kick-off Kick-off guide for Bevica Select implementation: roles, environments, training plan, data migration, and go-live steps in Dynamics 365 Business Central. You need a shared plan and clear roles from day one. This kick-off keeps scope tight and delivery predictable. Bevica Select is a packaged implementation approach. It uses a defined scope, a go-live-ready company, and templated processes. It focuses on rapid deployment through standardised setup, templated data migration, a clear project plan, and a guided training schedule. This helps you adopt Bevica’s best-practice processes rather than design new ones from scratch. The approach reduces risk. You validate processes in sessions, instead of running long test cycles. ### Project team and roles Your project team consists of a: * **Consultant(s)**: Bevica and Business Central experts who guide you through the project’s technical details. * **Project Manager**: Oversees delivery against the timeline and budget, runs fortnightly progress meetings, and addresses issues. The roles required on your side are: * **Project Sponsor**: Accountable for delivery, resources, and project decisions. * **Finance Super User**: Ensures Bevica finance is set up and fit for purpose. * **Operations Super User**: Ensures Bevica operations are set up and fit for purpose. * **Users**: Need training before go-live. ### Bevica Select implementation approach A Bevica Select installation project is typically made up of the following activities:
Bevica Select project phases from system setup through go-live and post go-live support.
* **System setup**: Your Bevica system is ready. Your licences and nominated users should be ready too. Your production environment contains **Production** and **Bevica Training**. * **Project kick-off**: We’ll confirm the plan, prerequisites, and immediate actions. * **Training**: Self-training modules and consultant-led sessions help you navigate the system and use its functionality. * **Familiarisation**: Super Users should become comfortable with daily Bevica processes. Use the system alongside the self-training modules. * **Data Migration Training**: We’ll show you the tools and areas you need to migrate your data. * **Data Migration**: The production company already holds most information you need for go-live. Prepare and import your customers, items, sales prices, and vendors. Identify how you’ll collate open items for go-live. * **User Training**: Once your project team knows Bevica and you’ve migrated data, create a training company containing your data. Then train your Users. * **Open Items**: On the day before go-live, prepare and import live open stock quantities and values. Import customer, vendor, bank balances, and the trial balance later if needed. * **Go-live**: You start using Bevica in production. * **Post-go-live support**: We’ll support your Bevica system for a month after go-live. Then we’ll transfer you to our Support team and arrange a handover meeting. ### Environments and companies You have two environments: **Production** and **Sandbox**. During the installation project, you will normally be working in **Production**. Once you have gone live with the system, you should use the Sandbox environment to train, explore queries and issues that you may experience. In the production environment, Bevica Select has two predefined **Companies**: * **Bevica Training** - is a pre-configured training company with demo data. * **Production** - is a go-live company with all the required base data. These have already been created for you and can be viewed within Bevica by navigating to **Companies**. For more information, see [Creating new Bevica companies](/bevica-select/bevica-select-data-migration/bevica_select_-_creating_new_bevica_companies.md). ### Users and licensing There are two primary licence types: **Full Bevica User** and **Team Member**:
LicenceScope
Full Bevica UserFull users have complete access to Bevica within the Microsoft licence terms.
Team MemberTeam users have read only access to Bevica. There are a limited number of features they can interact with; editing existing contacts, customers, sales and purchase documents.
Other licence types are available, see here: {% embed url="" %} Your initial licences are set up and assigned to nominated users. They should now be able to access the system. Contact your Project Manager if you need more licences during the project. ### Training plan (self-training modules and consultant-led sessions) Training is split into four areas: * **Introduction**: Navigate the system, create records, search, and answer queries. * **Finance**: Ensure financial information is correct and used appropriately. * **Operations**: Create and manage items, customers, and vendors for orders and invoices. * **Setup**: Manage setup tasks. For each area, there are self-training modules which are essential to complete in advance of each associated consultant led top-up session via Teams. For each self-training module, there are articles that guide you through how to use Bevica. Whilst following the training guides, you are encouraged to explore the system. Use the 'Bevica Training' company to do this. ### Introduction Self-training: Introduction to Business Central (Est. 2.5hr) Self-training: User familiarisation (Est. 1.5hr) *** ### Finance Session 1: General Ledger Part 1 Self-training - Finance Overview (Est. 1hr) Self-training - General Ledger - Part 1 (Est. 8hr) **Consultant led - Finance Session 1 - General Ledger Part 1 (Est. 2hr)** ### Finance Session 2: Sales Ledger & Purchase Ledger Self-training - Purchase Ledger (Est. 4hr) Self-training - Sales Ledger (Est. 4hr) **Consultant led - Finance Session 2 - Sales & Purchase Ledger (Est. 2.5hr)** ### Finance Session 3: Cash Management & General Ledger Part 2 Self-training - Cash Management (Est. 2hr) Self-training - General Ledger - Part 2 (Est. 5hr) **Consultant led - Finance Session 3 - Cash Management & General Ledger Part 2 (Est. 2hr)** *** ### Operations Session 1: Inventory & Purchasing Self-training - Inventory (Est. 4hr) Self-training - Purchase Order Processing (Est. 3hr) Self-training - Simplified Purchase Order Process Diagram (Est. 15mins) **Consultant led - Operations Session 1 - Inventory & Purchasing (Est. 2hr)** ### Operations Session 2: Sales Self-training - Sales Order Processing (Est. 3hr) Self-training - Simplified Sales Order Process Diagram (Est. 15mins) **Consultant led - Operations Session 2 - Sales (Est. 2hr)** ### Operations Session 3: Return Orders & Transfer Orders Self-training - Working with Sales Return Orders (Est. 1hr) Self-training - Working with Purchase Return Orders (Est. 1hr) Self-training - Working with Transfer Orders (Est. 30mins) **Consultant led - Operations Session 3 - Returns & Transfers (Est. 1hr)** *** ### Data Migration & Configuration Self-training - Configuration Worksheet (Est. 1hr) Self-training - Excel Template Data Migration (Est. 1hr) **Consultant led - Data Migration & Configuration (Est. 2hr)** ### Setup & Administration Self-training - Setup & Administration (Est. 2hr) **Consultant led - Setup & Administration (Est. 1hr)** *** ### Optional training sessions ### Finance: Fixed Assets Self-training - Fixed Assets (Est. 5.5-7.5hr) **Consultant led - Fixed Assets Finance Session (Est. 1.5hr)** ### Operations: Fine Wine Self-training - Working with Private Reserves (Est. 3hr) **Consultant led - Operations Session 3A (Est. 1hr)** {% hint style="info" %} This training will be included in the Operations Session 3 if the Fine Wine module is included in the project. {% endhint %} ### Operations: Warehouse Integration Self-training - Warehouse Integration (Est. 2hr) **Consultant led - Warehouse Integration Session (Est. 1hr)** ### Operations: Assembly Management Self-training - Assembly Management (Est. 3hr) **Consultant led - Assembly Management Session (Est. 1.5hr)** *** ### Data migration and importing your data Data migration is a key part of a system installation. Getting your old data into Bevica in a way that it can be used successfully moving forward. There are two types of data we look at: * **System and setup data** - most of this is already there in the Go-live Production company. * **Core data** - this is information specific to your business, i.e. items, customers, vendors and sale prices. During the Data Migration training, your consultant will show you how to use **RapidStart (Configuration Packages)**. This contains data templates for uploading data into Bevica Select. We will also walk you through key configuration in your Production company, including dimensions and accounting periods. See here to get started: [Configuration Worksheet](/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md#configuration-worksheet) and [Excel Template Data Migration](/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md#excel-template-data-migration) ### User familiarisation (process validation) User familiarisation is an important part of your project. During the early stages users can familiarise themselves with the processes in the training company. After the data migration training you will create a test company based on your configuration and imported data to follow transactions and data through the system. It is recommended this test company is created **a month** before go-live to give users time to process day to day transactions and be fully familiar with the system. For more information, see [User Familiarisation Project Phase](/bevica-select/bevica-select-data-migration/bevica_select_-_user_familiarisation_project_phase.md). ### Go-live and opening balances On the day prior to go-live, you should be in a position to import your stock opening balances. Once these are imported and signed off, you are live on Bevica! Other opening balances can be uploaded at the same time or at a later date: * Sales Ledger opening balances * Purchase Ledger opening balances * Bank opening balances * Trial Balance ### Post go-live support The first day of using Bevica in a live environment can feel daunting but your consultants will be on-hand to support you. Your consultant(s) will continue to provide support for 1 month following your go-live date, after which, we will transfer you across to the support team. Your consultant will remain available to the support team for any required escalation. ### Project management and governance Your Project Manager will work closely with you and your consultant(s) from project initiation through to project completion. They will kick-off the project, plan project activity, manage the demand and supply of resources, manage project risks and issues, monitor progress and act as a key point of contact for any non-technical queries. Your Project Manager will schedule fortnightly meetings through Microsoft Teams to review project progress and address your issues or queries. They will create and maintain a project plan and RAID log to help control the project, and where possible, create a collaborative working space in Microsoft Teams. ### Summary * You will work to a fixed Bevica Select scope and a guided delivery plan. * You will train in **Bevica Training** and implement in **Production**. * You will migrate core data, then prepare open items for go-live. ### Next steps * Schedule consultant-led training sessions. * Confirm licences, users, and access are correct. * Agree a fortnightly progress meeting slot and attendees. * Start self-training modules in the **Bevica Training** company. * Begin the configuration worksheet and gather migration data. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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