Dynamics 365 ERP: 4-Hr Suitability Assessment

Overview

Our review will consist of a solution specialist meeting with key members of your team to discuss your needs and goals as an organization. With the information gathered, we will be able to provide you with a recommendation as to which Dynamics 365 solution better fits your business, together with a preliminary budgetary expectation and potential timeline.

Agenda

We will be discussing the following areas of your business;

• Company Overview, Size and Objectives
• Customer Engagement & Management
• Quote to Cash
• Purchase to Pay
• Financial Management & Reporting
• Other Key Business Functions and Processes
• Integrations with Existing Systems (if required)

Existing Microsoft ERP customers will also be made aware of any advantages to be gained from their current solution and active Microsoft offers around licensing and migration. SHEA Global is a CSP representing the entire suite of Microsoft products (Dynamics 365, legacy Dynamics, Office, Azure) and is uniquely positioned to give you an unbiased opinion across them all.

Deliverables

Our recommendation will be delivered in the form of a slide presentation which can be used internally by your organization following this engagement.