Project Map

Updated October 24, 2025

Step 1: Project Prerequisites (select app)

Warehouse Insight

Dynamic Ship / LTL

Shop Floor Insight

Product Configurator

Enhanced Planning Pack

MxAPS

Counter Sales

Quality Inspector

Maintenance Manager

Other Apps

Warehouse Insight

	Description	Party Responsible
	Description	Partner	Client	Insight Works
1.1	Warehouse Insight Training Prerequisites
1.1.1	Identify warehouse processes.	✓	✓
1.1.2	Business Central – Configure, implement and training on the base Warehouse module.	✓	✓
1.1.3	Business Central – Test base NAV/BC Warehouse module by posting relevant transactions (picks, shipments, receipts, etc.)	✓	✓
1.1.4	Business Central – Verify base Warehouse module has test data.	✓	✓

Please Note: If the client plans to use scanners to count lot or serial-tracked items, or to perform counts in directed pick and put-away locations, they must also license Advanced Inventory Count (AIC).

Dynamic Ship / LTL

	Description	Party Responsible
	Description	Partner	Client	Insight Works
1.2	Dynamic Ship Training Prerequisites
1.2.1	Set up EasyPost account.	✓	✓
1.2.2	Business Central – Verify sales order is ready to ship as test data (if not using warehousing).	✓	✓
1.2.3	Business Central – Verify Warehouse shipment is created, picked, and ready to ship (if using warehousing).	✓	✓
1.2.4	Identify if Freight and Parcel Carrier Connectors for Dynamic Ship are required – Additional Licensing may apply.	✓	✓

Please note: If requesting a new or custom shipping integration, custom development may be required and will extend scope and timeline.

Shop Floor Insight

	Description	Party Responsible
	Description	Partner	Client	Insight Works
1.3	Shop Floor Insight Training Prerequisites
1.3.1	Identify Manufacturing processes.	✓	✓
1.3.2	Business Central – Configure, implement and train on the base manufacturing modules..	✓	✓
1.3.3	Business Central – Set up resources (if using time for Projects).	✓	✓
1.3.4	Business Central – Ensure Projects can be created and Projects Journals can post resource costs to them (if using time for jobs).	✓	✓
1.3.5	Business Central – Ensure released production orders can successfully post time, output, and consumption without errors.	✓	✓
1.3.6	Business Central – Ability to post with the Output Journal.	✓	✓
1.3.7	Business Central – Ability to post with the Consumption Journal.	✓	✓
1.3.8	Business Central – Verify that relevant test data created.	✓	✓

Product Configurator

	Description	Party Responsible
	Description	Partner	Client	Insight Works
1.4	Product Configurator Training Prerequisites
1.4.1	Identify sales processes (if using with sales documents).	✓	✓
1.4.2	Identify production order processes (if using with production orders).	✓	✓
1.4.3	Business Central – Set up component items and work centers (if using with production orders).	✓	✓
1.4.4	Business Central – Set up sample production BOMs and routings to support production order processes (if using production orders).	✓	✓
1.4.5	Business Central – Ensure released production orders can be processed using sample data and the results from posting meet both operational and costing requirements (if using production orders).	✓	✓
1.4.6	Identify assembly order processes (if using with assembly orders).	✓	✓
1.4.7	Business Central – Set up component items and resources (if using assembly orders).	✓	✓
1.4.8	Business Central – Set up sample assembly BOM(s) to support assembly order processes (if using assembly orders).	✓	✓
1.4.9	Business Central – Ensure assembly orders can be processed using sample data and the results from posting meet both operational and costing requirements (if using assembly orders).	✓	✓

Please note: We provide training to your key users on how to use the Product Configurator tool. You will be responsible for building and maintaining your own configurations.

Enhanced Planning Pack

	Description	Party Responsible
	Description	Partner	Client	Insight Works
1.5	Enhanced Planning Pack
	To use the Enhanced Planning Worksheet component of the EPP you must:
1.5.1	Ensure your Manufacturing Setup is complete (especially the Numbering and Planning FastTabs).	✓	✓
1.5.2	Ensure your BC item or SKU planning parameters are setup.	✓	✓
1.5.3	Ensure you have a forecast setup if you will be using one.	✓	✓
1.5.4	Ensure you can run the standard Business Central Planning Worksheet and planning suggestions are created.	✓	✓
1.5.5	If planning to use this it is probably best if users have already received training on the base BC Planning Worksheet or at least be familiar with how BC’s MRP works.	✓	✓
	In order to use the Enhanced Forecast Worksheet:
1.5.6	You will need sufficient item ledger entries of type sale (the system uses the Posting Date, Item, and Quantity).	✓	✓
1.5.7	Ensure the forecasting model setup has been completed.	✓	✓
	Additional requirements:
1.5.8	In order to use the Item Planning Review you will need sufficient item ledger entries.	✓	✓
1.5.9	In order to use the Routing Analysis you will need to have routings setup along with having posted production times through the output or production journals and also finished production orders.	✓	✓
1.5.10	In order to use the Multi-Level BOM you will need to have created production bills of material.	✓	✓

MxAPS

	Description	Party Responsible
	Description	Partner	Client	Insight Works
1.6	MxAPS Training Prerequisites
1.6.1	Business Central – Ensure work centers and shop calendars are setup.	✓	✓
1.6.2	Business Central – Ensure machine centers are created for any work centers that have a capacity of more than 1.	✓	✓
1.6.3	Business Central – Ensure routings are setup and contain setup and/or run times.	✓	✓
1.6.4	Business Central – Ensure production bills of material are setup if necessary.	✓	✓
1.6.5	Business Central – Ensure released production orders can successfully post time, output, and consumption without errors.	✓	✓
1.6.6	Business Central – Ensure that a representative amount and item mix of production orders have been created.	✓	✓

Counter Sales

	Description	Party Responsible
	Description	Partner	Client	Insight Works
1.7	Counter Sales Training Prerequisites
1.7.1	Identify sales process.	✓	✓
1.7.2	Business Central – Configure, implement and train on the base Sales module. Post test transactions: shipments, invoices, return receipts, credit memos	✓	✓
1.7.3	Business Central – If required Configure, implement and train on the base Warehouse module. Post test transactions: picks, shipments, receipts etc.	✓	✓
	Payment integration
1.7.4	If using a supported payment provider, finalize setup with the provider.	✓	✓
1.7.5	If using a new or unsupported provider, be aware custom integration may be required and will extend scope and timeline.	✓	✓

Quality Inspector

	Description	Party Responsible
	Description	Partner	Client	Insight Works
1.8	Quality Inspector Training Prerequisites
1.8.1	Identify internal quality processes and requirements	✓	✓
1.8.2	Business Central – Verify that the base modules where you plan to create inspection tests are configured and working as expected.	✓	✓

Please note: We provide training to your key users on how to create and use the Quality Inspection Tool. You will be responsible for building and maintaining your own Inspections.

Maintenance Manager

	Description	Party Responsible
	Description	Partner	Client	Insight Works
1.10	Maintenance Training Prerequisites.
1.10.1	Business Central – Configure, implement and train on the base item and finance modules (standard cost).	✓	✓
1.10.2	Identify Manufacturing processes.	✓	✓
1.10.3	Business Central – Configure, implement and train on the base manufacturing modules.	✓	✓
1.10.4	Business Central – Ensure work centers and shop calendars are setup.	✓	✓
1.10.5	Business Central – Ensure released production orders can successfully post time, output, and consumption without errors.	✓	✓
1.10.6	Business Central – Ability to post with the Production Journal, Output Journal, and Consumption Journal.	✓	✓

Other Apps

	Description	Party Responsible
	Description	Partner	Client	Insight Works
1.9	Training Prerequisites
1.9.1	Define relevant business processes.	✓	✓
1.9.2	Business Central – Verify that the base modules affected are configured and working as expected.	✓	✓

Step 2: Project Initiation

	Description	Party Responsible
	Description	Partner	Client	Insight Works
2.1	Place software order with Insight Works.	✓	✓
2.2	Complete kickoff documents.	✓	✓
2.3	Order scanners from Insight Works if required.		✓	✓
2.4	Create Insight Works project ticket (use this ticket for all install/setup communication).	✓	✓	✓
2.5	Schedule discovery via the provided links (1 to 2 weeks before training).	✓	✓
2.6	Schedule training via the provided links (1 to 2 weeks after discovery).	✓	✓

Step 3: Set Up Existing Environment

	Description	Party Responsible
	Description	Partner	Client	Insight Works
3.1	Update NAV/BC license with Insight Works products (On Premises Only).	✓	✓
3.2	Provide Insight Works with administrative access (On Premises Only).	✓	✓
3.3	Provide a user account with super user access to Insight Works.	✓	✓
3.4	Provide remote access to test/staging Environment via install ticket (use www.isafesend.com for passwords).	✓	✓
3.5	Provide remote access to on premises service server (only if On Premises WHI and or using IIS).	✓	✓
3.6	Provide remote access to on premises service server (always Shop Floor Insight).	✓	✓

Step 4: Review of Existing Environment

	Description	Party Responsible
	Description	Partner	Client	Insight Works
4.1	Verify remote access.			✓
4.2	Verify administrative access (On premises only).			✓
4.3	Verify Business Central super user access.			✓
4.4	Verify service account licensing/users (require User or Device License).	✓	✓	✓
4.5	Address possible issues with environment via project ticket (see Step 2).	✓	✓	✓

Step 5: Insight Works Products Implementation and Configuration

	Description	Party Responsible
	Description	Partner	Client	Insight Works
5.1	Install Insight Works products.			✓
5.2	Identify/merge conflicting Business Central modifications (if required).			✓
5.3	Configure product on the test/staging environment.			✓
	5.4 – 5.6 is Warehouse Insight only
5.4	Configure scanner and or emulator.	✓	✓	✓
5.5	Train customer IT staff remotely to connect scanner devices when they arrive on-site.			✓
5.6	Verify any label printers are working (any configuration / troubleshooting is billable T&M).	✓	✓	T&M

Step 6: Insight Works Discovery

	Description	Party Responsible
	Description	Partner	Client	Insight Works
	Discovery will need to be rescheduled if the pre-requisites have not been completed (see Step 1).
6.1	Warehouse Insight (required).	✓	✓	✓
6.2	Dynamic Ship (required).	✓	✓	✓
6.3	Shop Floor Insight (required).	✓	✓	✓
6.4	Identification of modifications (if required).	✓	✓	✓

Step 7: Insight Works Product Training (Train the Trainer)

	Description	Party Responsible
	Description	Partner	Client	Insight Works
7.1	Product training and Consulting.		✓	✓
7.2	Identify modifications ([email protected]).		✓	✓
	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.

Step 8: Product Modifications (if required)

View the Custom Modifications Process

	Description	Party Responsible
	Description	Partner	Client	Insight Works
8.1	Requirements & Design Phase (1-3 weeks depending on resources) (billable T&M).			T&M
8.2	Development Phase (1-3 weeks depending on resources) (billable T&M).			T&M

Step 9: UAT Phase

	Description	Party Responsible
	Description	Partner	Client	Insight Works
9.1	Develop test case scenarios.	✓	✓
9.2	Conduct user testing based on test scenarios.	✓	✓
9.3	Insight Works will provide UAT support as required ([email protected]).	✓	✓	✓
9.4	Identify modifications ([email protected]).	✓	✓	✓
9.5	Submit go-live ticket ([email protected]) (requires 5 business days’ notice).	✓	✓

Step 10: Go Live

	Description	Party Responsible
	Description	Partner	Client	Insight Works
10.1	Move Insight Works product objects from the test system to the production system.			✓
10.2	Move Insight Works product configuration from the test system to the production system.			✓
10.3	Reconfigure service tier or install a new service tier (dependent on the client’s server setup).			✓
10.4	Reconfigure the devices to refer to the new company and service tier.	✓	✓	✓
10.5	Conduct a smoke test with the devices to verify connectivity with Business Central.		✓	✓
10.6	Post Go-Live Support (billable T&M).	✓	✓	T&M

VIEW PROJECT MAP IN EXCEL FORMAT

Project Map

Warehouse Insight

Dynamic Ship / LTL

Shop Floor Insight

Product Configurator

Enhanced Planning Pack

MxAPS

Counter Sales

Quality Inspector

Maintenance Manager

Other Apps

Warehouse Insight

Dynamic Ship / LTL

Shop Floor Insight

Product Configurator

Enhanced Planning Pack

MxAPS

Counter Sales

Quality Inspector

Maintenance Manager

Other Apps

Office Closure: Holiday Break

The Insight Works office will be closed beginning at 4:00 PM MST on December 24, 2025, and will reopen at 8:00 AM MST on January 2, 2026, to continue our top-notch service. Happy Holidays!

Plan Ahead: Office Closure Notification

Office Closure - November 11, 2025

Heads up! Insight Works will be closed for Remembrance Day on Tuesday, November 11, 2025. We’ll be back at 8 AM MDT on Wednesday, November 12, 2025, to continue our top-notch service.

Office Closure - November 11 , 2024

Heads up! Insight Works will be closed for Remembrance Day on Monday, November 11, 2024. We're back at 8 AM MDT on Tuesday, November 12, 2024, to continue our top-notch service.

Office Closure - October 13, 2025

Heads up! Insight Works will be closed for Canadian Thanksgiving on Monday, October 13, 2025. We’ll be back at 8 AM MDT on Tuesday, October 14, 2025, to continue our top-notch service.

Office Closure - September 1, 2025

Heads up! Insight Works will be closed for Labour Day on Monday, September 1, 2025. We're back at 8 AM MDT on Tuesday, September 2, 2025, to continue our top-notch service.

Office Closure - August 4, 2025

Heads up! Insight Works will be closed for the Civic Holiday on Monday, August 4, 2025. We’ll be back at 8 AM MDT on Tuesday, August 5, 2025, to continue our top-notch service.

Office Closure - July 1, 2025

Heads up! Insight Works will be closed for Canada Day on Tuesday, July 1, 2025. We’ll be back at 8 AM MDT on Wednesday, July 2, 2025, to continue our top-notch service.

Office Closure - May 19, 2025

Heads up! Insight Works will be closed for Victoria Day on Monday, May 19, 2025. We’ll be back at 8 AM MDT on Tuesday, May 20, 2025, to continue our top-notch service.

Office Closure - April 18, 2025

Heads up! Insight Works will be closed for Good Friday on Friday, April 18, 2025. We’ll be back at 8 AM MDT on Monday, April 21, 2025, to continue our top-notch service.

Office Closure - February 17, 2025

Heads up! Insight Works will be closed for Family Day on Monday, February 17, 2025. We're back at 8 AM MDT on Tuesday, February 18, 2025, to continue our top-notch service.

Office Closure - Holiday Season

Heads up! Insight Works will be closed from 4:00 PM MST on Tuesday, December 24, 2024, and will reopen at 8:00 AM MST on Thursday, January 2, 2025, to continue our top-notch service.​ We wish you a wonderful holiday season!

Heads up! Insight Works will be closed from 4:00 PM MST on Tuesday, December 24, 2024, and will reopen at 8:00 AM MST on Thursday, January 2, 2025, to continue our top-notch service. We wish you a wonderful holiday season!