D365 Finance: 3-Day Roadmap Workshop

Rand Group, LLC

3-day workshop using the Microsoft Catalyst methodology to build your financial management roadmap

Microsoft Catalyst Roadmap

With the increasing shift to digital technology, securing financial data has become more important than ever. It is essential to be able to optimize financial operations while also protecting revenue due to increasingly prevalent fraud in the current business climate. The Microsoft Catalyst workshop methodology helps service organizations create a roadmap to implement high return, high value financial initiatives.

Microsoft Catalyst is a proven and powerful methodology to value identification. As part of a Catalyst engagement, meet with our team of finance specialists, integration engineers, and analytics consultants for a roadmap workshop. The scope of the engagement starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, ending with a clear, actionable blueprint of how you can reach your business goals.

This workshop may be eligible for Microsoft funding up to 100% of the value of the offer.

Agenda for 3-day Roadmap Workshop:

Day 1

  • Interviews to understand current state, identify business challenges, opportunities for improvement, and observe end users to understand the user experience

Day 2

  • Workshop with key business stakeholders synthesize on high-level vision, prioritize business opportunities and initiatives, and create high-value transformation scenarios

Day 3

  • Delivery and review of Finance Roadmap, including prioritization of finance initiatives and execution plan for next steps – be it a Catalyst Pilot for tailored transformation or a Rapid365 Implementation for a fast, prescribed best practices deployment.


  • Roadmap to digital transformation in financial management, including blueprints to establish next steps for ongoing success

At a glance