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I’d like to propose an enhancement to the Go-Live Readiness Review process in the Implementation Portal that could improve both usability and customer perception.


The current challenge is that when starting a new Go-Live Readiness Review, users are prompted to select applicable products. However, this type of review does not allow product selection—making this step confusing and irrelevant. Moreover, although products can't be selected, the review still includes product-specific items (e.g., questions related to D365 Sales, Power Apps, Power Pages), even when they are not part of the customer's implementation. This leads to bloated reports that do not reflect the scope of the actual project.


Suggested improvements are the following:


Clarify the prompt at the creation of the review

If product selection is not intended for this review type, the initial step should either:

  • Be removed entirely, or
  • Be reworded to clearly inform users that this step is non-interactive and they can proceed directly.


Auto-Apply Project Products to Review

Ideally, the review should inherit the products defined at project setup. This would:

  • Eliminate confusion during review creation
  • Allow automatic tailoring of questions and sections based on the actual project scope
  • Ensure the generated report reflects only relevant product areas


The above suggestions would add value to the customers by bringing forth a focused and streamlined report that improves clarity for customers reviewing their readiness. This enhances professionalism and trust in our delivery processes and reduces unnecessary back-and-forth clarifications during go-live preparation.


This small refinement can significantly improve both partner and customer experience.


Category: General
STATUS DETAILS
New