Business Central· Implementation plan
Step 1 of 11 · Pre-implementation · Updated October 26, 2026

Business Central implementation plan

A Business Central implementation plan turns the statement of work into tasks with owners, dates and dependencies. Most of the risk in a Business Central project is decided here: the structure, the scope of history, and who owns the data cleanup. superglue's agent drafts the plan from your kickoff documents and keeps it in a project that every later step reuses.

How this step works

What the agent does

  • Reads the statement of work, kickoff notes and uploaded exports, and extracts scope, entities and milestones.
  • Drafts tasks with owners, due dates and dependencies, grouped by workstream.
  • Turns open questions into client tasks, so blockers are visible early.
  • Keeps the project context, so later sessions know the client, the systems and the decisions already made.

What you decide and approve

  • The scope of the engagement and what is out of scope.
  • Owners, dates and the milestones the client signs.
  • Which playbook the project follows, built-in or your firm's own.

What the client gets

  • A project plan with tasks, owners, dates and dependencies.
  • A list of open questions and the client tasks that unblock them.

What to get right in a Business Central plan

  1. 01

    Know what the migration tool does not move

    Microsoft's Dynamics GP migration tool moves core data such as customers, vendors, items, GL balances and open documents. Reports, integrations and add-on data need their own tasks.

  2. 02

    Plan the rebuild of integrations

    Banking, payroll, CRM and tax connections usually have to be rebuilt in the new system.

  3. 03

    Name an owner for each dataset

    Finance owners validate each dataset and keep the evidence. That is also the audit trail.

Frequently asked questions

What should a Business Central implementation plan decide first?

Know what the migration tool does not move; Plan the rebuild of integrations; Name an owner for each dataset. These decisions shape every later step, so they belong in the plan.

Can the agent build the plan from our existing documents?

Yes. Upload the statement of work and kickoff notes, or connect the drive, Slack or Teams channel where they live. The agent drafts the plan and asks only where a business decision is missing.

How does superglue work with our consultants?

superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.

Can we use our own implementation method?

Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.

Which systems can we migrate from into Business Central?

Common sources are Microsoft Dynamics GP, Dynamics NAV, QuickBooks, Sage 50 and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.

Is client data safe?

superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.

How do we start?

Start with one live Business Central project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.