Dynamics 365 Process Review: 5-Day Assessment

Stoneridge Software's Dynamics 365 for Operations Enterprise Process Review involves a discovery resulting in deliverables outlining how to get your project back on track and live, with a focus on actionable recommendations for your team.

The deliverables contain a long-term, high-level plan with an actionable list of the most critical items to act on immediately and recommended next steps. The review and its deliverables ultimately put you in a better position to mitigate business risk and optimize your current or future processes.

Each deliverable will include an estimated cost and timeline so you can prioritize and move ahead with a strategic plan for elements of highest importance.

Agenda

Day 1

• Meet with executive and leadership team to discuss business objectives and processes to assess
• Gain an understanding of how the executive and leadership are currently utilizing technology

Day 2 - 4

• Connect with organization team members to determine their business objectives, changes, areas for improvement, and end business goals
• Outline challenges that may hinder team members from making progress on their business objectives
• Document processes that team members are looking to implement
• Understand the current use of the technology in place
• Identify inefficiencies and potential risks and of the technology in place

Day 5

• Stoneridge gathers findings of the Enterprise Process Review in an Executive Summary
• Stoneridge presents the Executive Summary and recommendations, with respect to best practices, to the executive and leadership team

Deliverables

Executive Summary documenting the long-term plan and action items for success in Dynamics 365 for Operations. The Executive Summary can include:

• Project Governance
• Functional
• Technical
• Development
• Integration