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.

Agenda

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

Deliverables

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

Construction Process Review: 3-Day Assessment

Stoneridge Software LLC

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