Dynamics 365 Business Central: 2-Hr Assessment

Our process is very straightforward and involves a 90-minute discussion with you and your team to completely understand your business objectives, processes, pain points, and functional requirements.

Agenda

Gain a background on your current business processes and future needs

• Your company, team, products/service offerings, vision, etc.
• Understand high-level business requirements
• Financial reporting process and requirements
• Procure to pay process (purchasing, receiving, invoice receipt, payment)
• Quote to cash process (quotes, orders, fulfillment, invoicing, cash receipts)
• Manufacturing process (bill of material and production)
• Jobs (time and expense entry, project billing, project scheduling)
• CRM, HR, Inventory
• Current pain points/challenges
• Other systems currently in use and any integration needs
• Migration of existing data

Deliverables

• Recommendation outlining the Dynamics 365 Business Central components needed, as well as any third-party apps
• Proposal with estimated subscription cost, the costs for configuration/setup, training, integration and data conversion/migration