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A 5-Day expert review, typically spanning 2–3 weeks, to uncover inefficiencies and optimise your Dynamics 365 Business Central Financial Management solution
Unlock the full potential of your Dynamics 365 Business Central financial management with a structured, expert-led assessment designed to identify inefficiencies, missed opportunities, and optimisation areas.
Overview Even powerful ERP systems like Dynamics 365 Business Central can underperform if not fully tailored to your needs. Challenges often arise from rapid implementations, limited training, or lack of ongoing optimisation as businesses evolve, resulting in underused features, inefficient processes, and scaling difficulties.
Our 5-day Health Check uncovers these gaps and delivers actionable recommendations to maximise your Dynamics 365 Business Central investment.
Who this is for:
Designed for SMBs using Dynamics 365 Business Central primarily for financial management, covering: • General Ledger, AP/AR, Cash & Bank Management, Fixed Assets, Financial Reporting
Ideal for organisations that:
• Use Dynamics 365 Business Central primarily for core finance functionality • Want more efficient or automated financial processes • Are planning growth or organisational change • Need to validate configuration against best practices • Are considering expanding Dynamics 365 Business Central usage to other areas
What you'll get:
5 days of consultant effort delivered over 2-3 weeks
Phase 1: Discovery & Current State
• Kick-off session covering business goals and pain points • Structured workshops across GL, AP, AR, Cash, Fixed Assets, and Reporting • System configuration review against best practices • User interviews and data quality assessment • Integration review (banking, payroll, expense management) • Licence and permissions audit • Reporting and analytics assessment
Deliverables: Current state documentation, process maps, initial findings
Phase 2: Analysis & Recommendations
• Gap analysis vs Dynamics 365 Business Central finance best practices • Identification of underutilised features • Performance bottleneck analysis • Automation opportunities • Financial reporting improvements (Power BI, Account Schedules) • Microsoft ecosystem opportunities (Power Platform, Copilot for Finance) • Impact vs effort prioritisation
Deliverables: Comprehensive Health Check Report with executive summary, process-by-process assessment, prioritised improvement roadmap, quick wins list, strategic recommendations
Phase 3: Quick Wins & Knowledge Transfer
• Report walkthrough and feedback session • Implementation of selected improvements • Hands-on training on underutilised features • Best practice demonstrations in your environment • Month-end close efficiency guidance
Deliverables: Configured improvements, training materials, recorded session, action plan
Project Management
Dedicated PM coordinates sessions, tracks progress and ensures minimal operational disruption.
Expected Outcomes • Comprehensive Understanding - Full visibility of your Dynamics 365 Business Central financial configuration and opportunities • Prioritised Roadmap - Practical improvement list with effort estimates and business impact Immediate Value - Quick wins implemented during engagement • Improved Knowledge - Finance team trained on underutilised features and best practices Strategic Confidence - Clear understanding of Dynamics 365 Business Central Finance within Microsoft ecosystem • Validated Practices - Confirmation of alignment with accounting standards and Dynamics 365 Business Central best practices • Actionable Next Steps - Clear plan for continuing optimisation beyond the health check.