Get the Most Out of Your MS Dynamics Finance and Operations
Agile and requirements management are complementary, not competitors.
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Microsoft Dynamics 365 Finance and Operations implementations draw a lot of resources and focus initially but overtime can lose their appeal.
- Enterprise applications often involve large capital outlay and unquantified benefits.
- Microsoft Dynamics 365 Finance & Operations is a big system integrating with numerous sources of data and systems.
- Add to that poor processes and lack of training, and user dissatisfaction is common.
ERP optimization is essential to stay competitive and productive in today’s digital environment.
- Regularly assessing your Microsoft Dynamics 365 Finance and Operations portfolio will align the application to the business objectives.
- Validate Microsoft Dynamics 365 Finance and Operations capabilities, user satisfaction, data quality, vendor management, and costs to build out an optimization strategy.
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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
Book NowModule 1: Define Your D365 F&O Application Vision
The Purpose
Define your Microsoft Dynamics 365 Finance and Operations application vision
Key Benefits Achieved
Set the foundation for optimizing Microsoft Dynamics 365 Finance and Operations by building a cross-functional team, aligning with organizational strategy, inventorying current system state, defining your timeframe, and exploring current costs.
| Activities: | Outputs: | |
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| 1.1 | Identify stakeholders and build your optimization team. |
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| 1.2 | Build an ERP strategy model. |
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| 1.3 | Inventory current system state. |
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| 1.4 | Define optimization timeframe. |
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| 1.5 | Understand Microsoft Dynamics 365 Finance & Operations costs. |
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Module 2: Map Current-State Capabilities
The Purpose
Map current-state capabilities.
Key Benefits Achieved
Measure the state of your current D365 F&O system to understand where it is not performing well.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Assess D365 F&O capabilities. |
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| 2.2 | Review your satisfaction with the vendor/product and willingness for change. |
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Module 3: Assess D365 F&O
The Purpose
See where improvements are needed.
Key Benefits Achieved
Explore underperforming areas to:
- Uncover where user satisfaction is lacking, and possible root causes.
- Identify process and workflows that are creating issues for end users and identify improvement options.
- Understand where data issues are occurring and explore how you can improve these.
- Identify integration points and explore if there are any areas of improvement.
- Investigate your relationship with the vendor and product, including that relative to others.
- Identify any areas for cost optimization (optional).
| Activities: | Outputs: | |
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| 3.1 | Prioritize optimization opportunities. |
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| 3.2 | 3.2 Discover optimization initiatives. |
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Module 4: Build the Optimization Roadmap
The Purpose
Knowing where to go next.
Key Benefits Achieved
Understanding where you need to improve is the first step, now understand where to focus your optimization efforts, build out next steps and put a timeframe in place.
| Activities: | Outputs: | |
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| 4.1 | Build your optimization roadmap. |
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