Dynamics 365 Finance and Operations Strategic Assessment

Eliminate ERP risk before you implement.

This 30-day Dynamics 365 Finance and Operations Assessment is designed for organizations evaluating or preparing to implement Dynamics 365 Finance and Operations. It provides executive clarity, budget transparency, and operational alignment before signing an implementation contract. ERP projects don’t fail because of the software. They fail because of misalignment between strategy, customization decisions, data readiness, and organizational capacity. This structured assessment identifies and eliminates those risks early.

Who Benefits • CFOs and Finance Leaders seeking governance and financial control • COOs and Supply Chain Executives managing operational complexity • CIOs leading ERP modernization initiatives • Organizations upgrading from legacy ERP systems (AX, NAV, GP, or other platforms)

Assessment Agenda (30 Days) Phase 1: Preparation (Remote) • Deployment of Microsoft Gyde Survey to department leaders • Identification of Super Users across Finance and Operations • Technology stack and integration audit • Initial data quality review

Phase 2: Onsite or Virtual Workshops (1–3 Days) • Process deep-dives and “as-is” workflow mapping • Solution alignment to Dynamics 365 capabilities • Governance and success metrics workshop • Data and organizational readiness evaluation

Phase 3: Blueprint for Success (Delivered Within 2 Weeks) • High-Level Fit-Gap Analysis (Standard vs. ISV vs. Custom) • Phased Implementation Roadmap • T-Shirt Sized Budget Estimate • Data Health Scorecard (Red/Yellow/Green readiness assessment) • Steering Committee Charter and Governance Framework

Customer Deliverables At the conclusion of the engagement, the customer receives a comprehensive implementation blueprint that belongs to them—regardless of implementation partner selection. This includes a clearly defined roadmap, budget estimate, data readiness scorecard, and governance model to guide implementation success.

Engagement Options • Finance Focus: 1-Day Onsite | Starting at $15,000 + T&E • Distribution Focus: 2-Day Onsite | Starting at $30,000 + T&E • Manufacturing Focus: 3-Day Onsite | Starting at $45,000 + T&E

Final pricing may vary based on organizational complexity, number of departments involved, and integration landscape. 50% Credit Guarantee

If the customer signs an implementation Statement of Work within 30 days of the final presentation, 50% of the assessment fee is credited toward implementation services.

Replace uncertainty with a structured plan. This assessment ensures your Dynamics 365 investment is aligned to your strategic objectives, operational reality, and data foundation for long-term success.