ERP implementation
Choose the right ERP. Set the project up to work.
Define scope, data, testing and cutover for a Business Central or Dynamics 365 Finance and Operations implementation.
Request ERP Assessment
Before the build, make the choices visible
Map the operations that matter: accounting, billing, purchasing, inventory, distribution, reporting, and the handoffs to other systems. Separate standard ERP capability from necessary customization and from work that belongs outside the ERP.
Define ERP requirements before the build.
Document workflows, controls, data and acceptance criteria with finance, operations and IT before a Microsoft ERP build.
Typical need
Unclear requirements, competing priorities, process exceptions, reporting gaps, or weak approval inputs.
What we clarify
Workflows, controls, data needs, open questions and testable acceptance criteria.
Useful outcome
Documented requirements and testable acceptance criteria for team review.
How we help
Select for fit
Compare process needs, entities, transaction complexity, reporting, integration, and operating model before committing to a platform or scope.
Equip the program
Define decision rights, business owners, partner roles, requirements, data responsibilities, milestones, and the time needed from your team.
Prepare for adoption
Plan testing, reconciliations, training, cutover, and support so the implemented process can be used and governed after launch.
What a first engagement produces
A product-fit and scope discussion, a working view of requirements and risks, an initial delivery plan, and clear ownership for the next decisions. We agree the specific deliverables with you, based on the project stage and the information available.
Technology should follow the operating model
ERP is the financial and operational system of record where appropriate, but it does not need to absorb every workflow. We plan integrations and adjacent automation so the whole process works without unnecessary customization.
Request ERP Assessment