Dynamics 365 Business Central: 1-Week Assessment

AN ASSESSMENT IS FOR YOU IF...

• You understand the basics of your ERP, but you’re not getting the most out of it and haven’t kept pace with updated features.
• Turnover or lack of training left staff without full instructions on how to use your system.
• Your setup requires constant troubleshooting, and you need to learn what it’ll take to fix the problem.

If you’re dealing with any of these issues, you may be considering a change — such as upgrading or implementing a new system. BroadPoint will expertly evaluate your current capabilities and identify what must be added or overhauled to meet your needs.

Tasks:

1. Intake Session. BroadPoint’s experts sit down with you and discuss objectives for your software, as well as your goals as an organization.
2. Assessment & Roadmap. We review existing processes and technology, as well as your customizations, workarounds, reporting issues, and training needs.
3. Findings Report & Roadmap Presentation. We hold up a mirror to your current state so you can see challenges in a new light and opportunities for quick-impact tweaks. We also provide recommendations for deep changes that map a future state to your goals. You walk away with a documented action plan that you can present to your leadership and board.

After receiving BroadPoint’s recommendations, you will be ready to take action. The next step may be carrying out a training plan to optimize an existing system. Or, you may finally feel sure about upgrading to a new solution, knowing you won't lose any functionality. Assessments can also solidify decisions to implement Business Central.

Whichever direction the assessment steers your organization, you will come away with confidence that you are positioned for growth.