Construction Process Review: 3-Day Assessment

Stoneridge Software LLC

A review of construction-related business processes delivering an actionable plan to address critical project and month-end issues and objectives.

Stoneridge Software's Dynamics 365 for Operations Construction Process Review is focused on the job-to-profit business processes that are fundamental to construction companies. The review results in a long-term plan with a detailed list of actionable items to get you continual updates on project costs, statuses and margins, as well as stable and fast month-end processes.

Stoneridge's Construction Process Review ultimately puts you in a better position to maintain your margins, keep your cash flow consistent, and get you the insights needed to run your construction company.


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

  • 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 3

  • 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


Executive Summary outlining a long-term plan and immediate action items for success in the construction industry when using Dynamics 365 for Operations. The Executive Summary can include:

  • Project Governance
  • Functional
  • Technical
  • Development
  • Integration

At a glance