Dynamics 365 Path Forward: 3-Wk Assessment

Our process will evaluate what you currently have in place for supporting business applications and determine the best path forward as it relates to those solutions. This could involve potentially replacement or integration with Microsoft Dynamics 365 solutions like, F & O (Finance & Supply Chain Management), Business Central, Sales, Customer Service, Field Service, and/or Microsoft Power Platform apps like Power BI, Power Apps, or Power Automate. The Path Forward will outline a phased approach which will involve defining the most business appropriate application. We will provide a perspective of best practice and minimal enhancement. As well as the deployment of either strategic components of the core solution or leveraging functionalities from other solutions that will provide a holistic solution model that will meet the organizational needs into the future.

Completion of this engagement will provide value to your management team through the development of target state processes and system recommendations that are aligned with desired business goals and objectives. The Path Forward will provide tactical benefits to the business through the adoption of the near-term phases, as well as providing strategic benefit by the creation of a solution roadmap that will guide investment in technology. At the same time, the risk of deploying the enterprise solution(s) will be effectively managed and/or mitigated.

SUMMARY & SCOPE OF SERVICES Business Process Review - The engagement will involve review sessions with the business experts specifically focusing on critical business areas. Facilitated workshops will be delivered to: Provide overview of the approach and introduction to key concepts Review existing business environment to gain understanding of desired KPIs and metrics, current utilization of systems, existing requirements and processes and data collected

DELIVERABLES

The Solution Roadmap document outlining: Current state Target state Observations & Recommendations Plan - This plan will identify the near-term solutions and processes as well as longer term activities, processes and solutions that will benefit the organization and the order in which they should be deployed.

Price is based on scope of work