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AI Optimisation Assessment for Dynamics 365 Business Central

Storm Technology Ltd

Ceny Zdarma

Expert-led assessment designed to evaluate your existing financial processes and ERP environment to uncover opportunities where AI can be used to enhance financial processes and deliver impact

  1. Discovery & Scoping - Kick-off session with key stakeholders to discuss the current state of the organisation’s financial processes, existing ERP modules, and pain points.

  2. ERP & Process Review – Storm’s ERP specialists will perform a system-level assessment of the ERP environment (configuration, integrations, data flows) and map end-to-end financial processes to identify bottlenecks, inefficiencies, risks, and areas of manual intervention. Sample data will be pulled from Business Central to assess potential ROI, cost savings, or efficiency gains.

  3. AI Opportunity Identification – Storm's experts will then align process challenges with AI capabilities deliverable by Copilot for Business Central and/or AI agents; for example: • Bank reconciliation. • Sales order processing. • Data analysis. • Natural language query for reporting. • Document processing. • Invoice automation. • Predictive cash flow forecasting.

  4. Tailored Recommendations – Client receives a detailed report outlining: • Opportunities for enhancement with AI. • A prioritised list of strategic AI use cases and an actionable roadmap tailored to the organisation’s specific needs. • Practical recommendations for AI adoption, including security and governance considerations. • Compare current workflows with optimized ones using Business Central features

Rychlý přehled

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