Project Map

Updated February 5, 2024

Step 1: Project Prerequisites (select app)
Β DescriptionParty Responsible
PartnerClientInsight Works
2.1Place software order with Insight Works.βœ“βœ“Β 
2.2Complete kickoff documents.βœ“βœ“Β 
2.3Order scanners from Insight Works if required.Β βœ“βœ“
2.4Create Insight Works project ticket (use this ticket for all install/setup communication).βœ“βœ“βœ“
2.5Schedule discovery via the provided links (1 to 2 weeks before training).βœ“βœ“Β 
2.6Schedule training via the provided links (1 to 2 weeks after discovery).βœ“βœ“Β 
Description Party Responsible
Partner Client Insight Works
3.1 Update NAV/BC license with Insight Works products (On Premises Only). βœ“ βœ“
3.2 Provide Insight Works with administrative access (On Premises Only). βœ“ βœ“
3.3 Provide a user account with super user access to Insight Works. βœ“ βœ“
3.4 Provide remote access to test/staging Environment via install ticket (use for passwords). βœ“ βœ“
3.5 Provide remote access to on premises service server (only if On Premises WHI and or using IIS). βœ“ βœ“
3.6 Provide remote access to on premises service server (always Shop Floor Insight). βœ“ βœ“
Β DescriptionParty Responsible
PartnerClientInsight Works
4.1Verify remote access.Β Β βœ“
4.2Verify administrative access (On premises only).Β Β βœ“
4.3Verify Business Central super user access.Β Β βœ“
4.4Verify service account licensing/users (require User or Device License).βœ“βœ“βœ“
4.5Address possible issues with environment via project ticket (see Step 2).βœ“βœ“βœ“
Β DescriptionParty Responsible
PartnerClientInsight Works
5.1Install Insight Works products.Β Β βœ“
5.2Identify/merge conflicting Business Central modifications (if required).Β Β βœ“
5.3Configure product on the test/staging environment.Β Β βœ“
5.4Configure scanner and or emulator (Warehouse Insight Only).βœ“βœ“βœ“
5.5Train customer IT staff remotely to connect scanner devices when they arrive on-site (Warehouse Insight Only).Β Β βœ“
5.6Verify any label printers are working (any configuration / troubleshooting is billable T&M).βœ“βœ“T&M


Β DescriptionParty Responsible
PartnerClientInsight Works
Β Discovery will need to be rescheduled if the pre-requisites have not been completed (see Step 1).Β Β Β 
6.1Warehouse Insight (required).βœ“βœ“βœ“
6.2Dynamic Ship (required).βœ“βœ“βœ“
6.3Shop Floor Insight (required).βœ“βœ“βœ“
6.4Identification of modifications (if required).βœ“βœ“βœ“
Β DescriptionParty Responsible
PartnerClientInsight Works
7.1Product training and Consulting.Β βœ“βœ“
7.2Identify modifications (Β βœ“βœ“
Β Important Reminder for Project Managers: Prior to the training sessions, ensure that either an emulator or scanner is fully set up and ready for use.Β Β Β 
View the Custom Modifications Process

Description Party Responsible
Partner Client Insight Works
8.1 Requirements & Design Phase (1-3 weeks depending on resources)Β (billable T&M). T&M
8.2 Development Phase (1-3 weeks depending on resources) (billable T&M). T&M
Β DescriptionParty Responsible
PartnerClientInsight Works
9.1Develop test case scenarios.βœ“βœ“Β 
9.2Conduct user testing based on test scenarios.βœ“βœ“Β 
9.3Insight Works will provideΒ UAT supportΒ as required (βœ“βœ“βœ“
9.4Identify modifications (βœ“βœ“βœ“
9.5Submit go-live ticket ( (requires 5 business days’ notice).βœ“βœ“Β 
Β DescriptionParty Responsible
PartnerClientInsight Works
10.1Move Insight Works product objects from the test system to the production system.Β Β βœ“
10.2Move Insight Works product configuration from the test system to the production system.Β Β βœ“
10.3Reconfigure service tier or install a new service tier (dependent on the client’s server setup).Β Β βœ“
10.4Reconfigure the devices to refer to the new company and service tier.βœ“βœ“βœ“
10.5Conduct a smoke test with the devices to verify connectivity with Business Central.Β βœ“βœ“
10.6Post Go-Live Support (billable T&M).βœ“βœ“T&M