KINETIQ Foresight for Microsoft Fabric and Dynamics 365 Finance and Operations

PLAN AND FORECAST WHERE YOUR DATA ALREADY LIVES

Many organizations continue to manage planning through disconnected spreadsheets, siloed forecasting processes, and separate operational and financial planning tools. These limitations reduce visibility, slow decision-making, and make it difficult to understand how operational changes affect financial performance. KINETIQ Foresight provides a unified planning foundation built on Microsoft Fabric and Business Performance Planning in Dynamics 365. This implementation engagement connects demand, supply, inventory, capacity, revenue, margin, and cash flow planning into a single governed environment that enables finance, operations, and supply chain leaders to plan using the same trusted data. During this 12-week engagement, KINETIQ specialists assess current planning processes, design a unified planning architecture, deploy planning models within Microsoft Fabric and Business Performance Planning, integrate Dynamics 365 data, configure dashboards and reporting, and train business and technical teams for long-term adoption.

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KEY BENEFITS

Unify operational and financial planning Improve forecast accuracy and responsiveness Accelerate budgeting and forecasting cycles Enhance scenario planning and what-if analysis Increase return on Microsoft Fabric investments Improve executive visibility into operational and financial tradeoffs

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DELIVERABLES

Planning readiness assessment Unified planning architecture Fabric-based planning models Dynamics 365 integrations Power BI dashboards User training and enablement Operational runbook and roadmap

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Trusted by organizations including ZEISS, Publix, TK Elevator, Barrick, MasTec, ITW, YMCA, Empire CAT.

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DURATION

12-week integrated planning and FP&A implementation.

Phase 1 – Discovery & Assessment

Phase 2 – Solution & Data Model Design

Phase 3 – KINETIQ Foresight Implementation

Phase 4 – Validation, Training & Handover

For larger or more complex organizations, this engagement can serve as a Phase 1 implementation, followed by an expansion and optimization roadmap.

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WHO THIS IS FOR

For mid-market and enterprise organizations using Microsoft Fabric and Business Perfomance Planning in Dynamics 365 to modernize Sales and Operations, financial planning, forecasting, and cross-functional performance management.

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RECOMMENDED NEXT STEP

Contact KINETIQ to schedule a complimentary 60-minute Integrated Planning Strategy Session. During this session, our specialists will review your current S&OP and FP&A processes, assess your data landscape, and identify the highest-value opportunities to unify operational and financial planning. You will receive an executive-level readiness summary and recommended next steps for implementation.