ERP Modernization: Assessment
HSO
If you know you need to start a journey toward a modern ERP platform, but are unsure where to begin, how to prioritize investments, or how emerging technologies such as AI and automation fit into your transformation strategy, HSO can help.
We see five key drivers shaping the next generation of ERP transformation: Business Transformation, Operational Excellence, Data & Insights, Modernization, and Growth.
In this assessment, we explore these drivers in the context of your strategic objectives, operational priorities, and business drivers for change. Together, we evaluate your current environment and identify opportunities to simplify processes, improve performance, strengthen financial and operational visibility, enhance reporting capabilities, and support future innovation through Dynamics 365 Finance and Operations and the Microsoft platform.
Agenda:
- ERP-related requirements driven by your business and digital transformation strategy
- Current limitations of your existing ERP landscape
- Areas for process optimization and operational improvement
- High-value use cases for automation, advanced analytics, and AI-enabled capabilities
- Data, integration, governance, and architecture assessment
- Clean-core and ERP modernization evaluation
- Upgrade, migration, and future-state platform considerations
- Business and technology roadmap development
- Executive workshop focused on priorities, investments, and business outcomes
Deliverables:
- Current-State ERP Assessment
- Future-State ERP Landscape, Integration Scenarios, and Architecture
- ERP Modernization Roadmap
- Business Process Improvement Opportunities
- AI, Analytics, and Automation Opportunity Assessment
- Initial Project Approach, Resources, Timeline, and Budget Considerations
- Executive Findings & Recommendations
- Business Case for Modernization
As a result, you gain a clear roadmap to implement, optimize, or extend your use of Microsoft Dynamics 365 Finance and Operations, supported by prioritized recommendations and guidance from HSO.
At HSO, we combine deep industry expertise with extensive experience helping organizations implement, optimize, and extend Microsoft Dynamics 365 Finance. The ERP Modernization Assessment provides executive teams with the clarity, recommendations, and roadmap needed to make informed modernization decisions and maximize the value of their technology investments.
Please note: This offer includes a complimentary discovery engagement for qualified accounts. Additional workshops and associated services vary by customer requirements and location.