Dynamics 365 Business Central: 1-Hr Assessment

VISTAS invites you to a free 1-hour assessment of your business needs, discuss and understand your business objectives, existing processes, pain points, and technical-functional requirements.

Agenda

• Understand
• the nature of your business: goals, mission, vision, values, future growth plan, and strategies
• the high-level requirements of your business
• Discover your existing processes, products, services, and tools
• Financial reporting
• Inventory reporting
• Purchasing, receiving, invoicing receipt, and payment
• Sales quotes, orders, fulfillment, invoicing, and cash receipts
• Manufacturing: assembly BOM and production BOM
• Jobs with time and expense entry, project billing, and scheduling
• Perform root cause analysis to identify any pain points and recommend possible solutions
• Recognize your integration needs with your current operational systems
• Evaluate existing data for migration
• Discuss implementation roadmap

Deliverables

• Plan the components needed for Dynamics 365 Business Central implementation including any third-party apps.
• Proposal with estimated implementation costs for licensing, setup and configuration, training and reporting, integration, data migration, milestones, pricing, a 5-year cost outlay and Dynamics 365 Business Central extensions.
• Go- Live Plan and After Go-Live Support