Approach

A pragmatic, evidence-based approach

Enough structure to make sound decisions. Enough agility to create value early.

Complex transformations need a sound foundation, but they should not disappear into months of analysis before anything is learned. My preferred approach combines focused discovery, rapid prototyping of solution alternatives, high-level solution design and targeted proof with iterative delivery and consolidated end-to-end assurance.

It is a preferred starting point, not a methodology imposed on the client. I adapt it to the organisation’s governance, culture, delivery model, project leadership and existing partner landscape.

Inspired by selected Microsoft Success by Design principles and refined through more than two decades of international Dynamics delivery experience. It is an independently evolved approach, not an official Microsoft methodology.

The differentiating idea

Evidence on both sides of the high-level design

I don’t only validate a completed design. I also use rapid prototypes to help discover the right design in the first place.

Before the HLD · explore and shape

Prototype the alternatives

Translate business strategy and requirements into several solution alternatives. Use rapid, AI-assisted prototypes and stakeholder playbacks to make those alternatives tangible. Score them against business fit, functional fit, technical feasibility, time-to-value, risk, cost and operating model. The evidence becomes direct input to the HLD.

After the HLD · prove and de-risk

Prove the critical components

Use focused PoCs and technical spikes for the solution components that carry material performance, security, integration, data, product-capability or delivery risk. The evidence confirms constraints, changes the design where needed and supports explicit go/no-go decisions.

Exploratory prototypes are not production code. They remain subject to normal engineering, security and quality standards before implementation.

The shape of it

Four macro bands, nine stages, one continuous governance layer

Select a stage to read what it involves. Everything shown here is also written out in full below — nothing depends on hovering.

Initiation Once per project · non-iterative
Project definition Mainly non-iterative · evidence can loop
Project delivery Iterative build · consolidated assurance
Project support Per release · continuous
Continuous Governance · decision records · risk & dependencies · stakeholder alignment · security, performance & data · architecture assurance

The approach runs across four macro bands. Initiation (stage 1) is non-iterative and happens once. Project definition (stages 2–5) is mainly non-iterative, but evidence from prototyping loops back into discovery and design. Project delivery (stages 6–8) is iterative for build, with consolidated assurance cycles per release; proof of critical components loops back into the design. Project support (stage 9) runs per release and continuously. A governance layer runs beneath every stage.

01

Initiate

Once per project — non-iterative foundation

Create a shared frame before architecture work fragments across domains.

Typical activities

  • Define the problem, desired outcomes and success measures
  • Connect the company strategy to the transformation context
  • Confirm initial business requirements, constraints and decision rights
  • Establish the budget envelope, timing assumptions and governance
  • Confirm high-level scope, current partners and team responsibilities
  • Prepare the initial environment and information required for discovery

Typical outputs

  • Problem statement
  • Success measures
  • Governance and decision model
  • Initial scope and risk map
02

Discover & frame

Focused discovery — not an open-ended analysis phase

Build enough shared understanding to design responsibly while creating momentum quickly.

Typical activities

  • Understand business outcomes, journeys and priority capabilities
  • Review the existing application, integration and data landscape
  • Identify constraints, dependencies, assumptions and stakeholder interests
  • Review existing blueprints, partner proposals and architectural decisions
  • Identify the decisions that need early evidence

Typical outputs

  • Guiding principles
  • Priority decisions
  • Constraints and dependencies
  • Discovery backlog
03

Model & prototype solution alternatives

Evidence before the HLD

Make alternative ways of meeting the requirements tangible before the programme commits to one design.

Typical activities

  • Define a small number of credible solution alternatives
  • Use rapid, AI-assisted prototypes to demonstrate key journeys or interactions
  • Play alternatives back to business, functional and technical stakeholders
  • Capture new requirements and operating implications revealed by the prototype
  • Score alternatives against strategy, business/functional fit, feasibility, time-to-value, risk, TCO and operating model

Typical outputs

  • Prototype alternatives
  • Stakeholder playback findings
  • Weighted scorecard
  • Recommended design direction
04

Shape the high-level solution design

One coherent direction

Turn the preferred direction and early evidence into a coherent architecture that sets boundaries without pretending every detail is known.

Typical activities

  • Define application responsibilities and system boundaries
  • Describe the end-to-end business and solution flow
  • Set integration, data, security and operational principles
  • Make key alternatives and trade-offs explicit
  • Capture architecture decision records and transition considerations

Typical outputs

  • High-level solution design
  • Architecture principles
  • System responsibility model
  • Decision records
05

Scope & phase

Prepare controlled delivery

Translate the HLD into a realistic delivery shape that recognises dependencies, value, risk and team capacity.

Typical activities

  • Confirm in-scope and out-of-scope capabilities
  • Define releases, increments and transition states
  • Set up the delivery team, responsibilities and specialist capacity
  • Plan the first sprint/release backlog and architecture runway
  • Confirm budget allocation and major milestones

Typical outputs

  • Phased roadmap
  • Release scope
  • Team model
  • Initial delivery and assurance plan
06

Deliver iteratively

Once per iteration within a release

Refine detailed analysis, design and development inside clear architectural guardrails while learning from working increments.

Typical activities

  • Refine detailed requirements and acceptance criteria
  • Complete functional and technical design for the iteration
  • Develop with appropriate unit and test-driven practices
  • Run solution playbacks and scope reviews
  • Update decision records, dependencies and living documentation
  • Keep domain specialists responsible for their areas while preserving end-to-end coherence

Typical outputs

  • Working increments
  • Updated design and decisions
  • Iteration evidence
  • Refined release forecast
07

Prove critical components

Evidence after the HLD — embedded where risk warrants it

Prevent high-impact assumptions from surviving into production merely because the HLD looked convincing.

Typical activities

  • Run technical spikes and product-capability checks
  • Validate APIs, events, data flows and integration ownership
  • Establish performance and volume baselines
  • Test security feasibility and identity boundaries
  • Confirm migration or operational constraints
  • Record go/no-go decisions and refine the architecture

Typical outputs

  • PoC evidence
  • Confirmed constraints
  • Revised design where needed
  • Explicit decision
08

Consolidate, test & harden

Multiple cycles per release — non-iterative release assurance

Prove that increments work together as one operational solution, not only as locally successful components.

Typical activities

  • Manage the release and resolve integrated defects
  • Execute process, end-to-end and regression testing
  • Complete user acceptance testing
  • Run performance and volume tests
  • Complete security hardening and operational monitoring
  • Confirm data, support and cutover readiness

Typical outputs

  • Integrated release candidate
  • Acceptance evidence
  • Performance/security findings
  • Go-live readiness decision
09

Cut over, stabilise & operate

Once per release, followed by continuous learning

Move into production responsibly and use operational evidence to guide support and future improvement.

Typical activities

  • Execute cutover and go-live controls
  • Run hypercare with clear ownership and escalation
  • Monitor performance, integration and operational health
  • Transfer knowledge and support responsibilities
  • Capture lessons and feed them into the next release or operating backlog

Typical outputs

  • Production release
  • Hypercare exit criteria
  • Operational ownership
  • Improvement backlog
Across every stage

The continuous layer

  • Governance and decision ownership
  • Architecture decision records and traceability
  • Risk, dependency and assumption management
  • Stakeholder alignment and transparent trade-offs
  • Security, performance, data and operational considerations
  • Architecture assurance across client teams and delivery partners
Next step

Need an independent view on a complex Dynamics 365 decision?

Let’s discuss the architecture, the trade-offs and the realistic options — without starting from a predefined solution or delivery model.

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