Synoptek's assessment includes the first two stages of upgrade: Evaluation and Analysis. We provide a personalized upgrade roadmap as well as review your current licenses and provide estimates for corresponding licenses in Dynamics 365 Business Central.

Assessment Requisites

• List of current pain points and manual workarounds
• Current list of operating companies, locations, organization structure, and consolidations
• Timeline and budget for a potential upgrade
• Admin access to your current GP or NAV system for review

Agenda

Day 1

• Meet with the executive and leadership team virtually to discuss business objectives and vision for the upgrade
• Virtual meets with functional SMEs to understand current business processes and how they have changed from what was set up in your current system
• Understand the current infrastructure and implementation as well as discuss major customizations/integrations
• Review business documents, customer and vendor interactions, and item characteristics that are currently documented outside of the current ERP system
• Review high-level business and reporting objectives

Day 2

• Review current licensing
• Discuss with business owners and SMEs new functionality available within Dynamics 365 Business Central
• Review the SaaS software model, including Microsoft Road Map for Dynamics product line
• Brief demo

Deliverables

• Recommendation on the upgrade vs re-implementation
• Possible roadmap and next steps
• High-level understanding of the new SaaS license model and a license transformation guide
• Discuss the overall viability of Dynamics 365 Business Central upgrade for your business
• A budgetary estimate of an upgrade including ISV extensions