Dynamics 365 ERP envisioning & platform selection engagement

Offer Description

As organizations enter critical growth phases, selecting the right Dynamics 365 ERP platform becomes a strategic decision with long-term impact. Visionet’s Dynamics 365 ERP Envisioning Engagement helps organizations evaluate Microsoft Dynamics 365 ERP options, align them to business goals, and define a future-ready ERP roadmap.

Delivered through a structured, short-duration engagement, this offering provides comparative insights across Dynamics 365 ERP platforms, a clear recommendation aligned to growth objectives, and a phased roadmap that supports scalability, efficiency, and operational agility.

Offer Details

This engagement follows a proven four-step methodology delivered over 1–2 weeks.

Step 1: Business & Vision Alignment

• Leadership workshop to understand growth plans, system challenges, and key decision drivers.
• Focus areas include scalability, efficiency, compliance, and agility.

Step 2: Process & Requirements Assessment

• Departmental workshops across Finance, Procurement, Sales, Warehouse, Retail, and Manufacturing.
• Assess workflows, pain points, and process maturity.
• Deliver a high-level requirements matrix grounded in real operations.

Step 3: ERP Assessment & Fitment

• Detailed comparison of Microsoft Dynamics 365 ERP options against current needs and a 10-year growth horizon.
• Evaluate solutions for functional fit, scalability, integration, reporting, usability, and cost models.
• Deliver a Fitment Scorecard and side-by-side solution comparison.

Step 4: Leadership Readout & Roadmap

• Leadership presentation with a clear ERP recommendation.
• Target solution architecture overview.
• Phased implementation roadmap.
• Identification of key risks and dependencies.

Conclusion

The Dynamics 365 ERP Envisioning Engagement removes uncertainty from ERP decision-making. By combining business alignment, operational insight, and platform fitment analysis, Visionet helps organizations confidently select the right ERP foundation—ensuring their technology investment supports efficient operations and scalable growth for years to come.