Explore Our Services
Procurement support
We help you manage and optimise your D365 F&O procurement process and supplier relationships, ensuring you maximise your return on investment. This includes:
- Understanding what you need to provide your prospective implementation partners, in order to get the response detail you need
- Helping you to ask the right questions, by translating your business terminology to D365 F&O, in order to get accurate answers
- Identifying the correct resources from your in-house team and beyond to fulfil crucial client-side project roles
- Challenging the sales process, to validate the genuine capabilities and methodologies of your implementation partner
We do this by bringing our unique perspective and experience of both procuring the services of, and working for, implementation partners.
Business architecture and analysis
We work with you to understand your business needs and goals, and translate them into clear and detailed functional, non-functional, and technical requirements for your D365 F&O solution. This includes:
- Facilitating workshops with business process owners and subject matter experts, to understand as-is and determine to-be processes
- Interviewing end users to identify, define and consolidate challenges facing different areas across the business
- Documenting and presenting findings, overlaid with specialist product knowledge for quick wins and phased improvements
- Contextualising and formalising strategy with a focus on operational needs
We achieve this by employing tools and best practice to elicit, analyse, validate, and document your requirements, in order to solve your business problems and deliver real business value.
Solution architecture and product management
We design and architect robust and scalable D365 F&O solutions that meet your requirements and align with your business strategy and objectives. This process includes:
- Considering the technical, functional, and operational aspects of your solution, based on your MoSCoW requirements
- Modelling your existing architecture, taking into account current integrations, line of business applications, and data flow
- Designing your future architecture, applying lessons learnt from the process
We produce an output that meets or exceeds Microsoft standards and guidelines.
Configuration
We configure and customise your D365 F&O solution to fit your specific business processes and preferences, based on the solution design, as documented. This includes:
- Prioritising the built-in capabilities and features of Dynamics 365 F&O and the wider Microsoft suite
- Ensuring the selected configuration functions as intended to deliver against the business requirements
- Liaising with developers to support the functional aspects of customisations and integrations where needed
We typically provide this service in direct support of an implementation partner to expedite a build phase, or can operate as part of an integrated partner-client team.
Testing
We can support all stages of testing your solution, ensuring it meets your quality and performance expectations. A particular focus area being user acceptance testing (UAT), where many companies implementing D36 F&O struggle to understand what is required of them.
We will assist with planning, executing, and monitoring all testing activities, providing the platform-specific context that some test management experts may lack, and ensuring employees conducting the testing fully appreciate what is expected of them.
Where defects are identified in testing, we will provide feedback and recommendations for resolution, workarounds, or solution improvement.
Staff training and content development
We have a particular specialism in this area, since the benefits of D365 F&O can only be fully realised when your staff are educated on how to use and benefit from the system. We will:
- Conduct training needs analysis to determine the appropriate means of delivery for different audiences, whether wikis, documents, videos, or task recordings
- Produce and communicate technical subject matter in plain English, to ensure no-one is left behind
- Develop and deliver engaging and effective training content and materials, tailored to your specific roles and scenarios
We will gather training feedback to ensure objectives have been met and work with you to establish an ongoing strategy for staff rotation.
Quality assurance of your delivery
We will work alongside you as a critical friend and quality assurance architect, ensuring that your D365 F&O implementation partner delivers on their side of your contract. This includes:
- Reviews and spot checks of configuration, documentation, testing procedures and outputs
- Challenging estimates and timescales for work packages and change requests
- Keeping all parties honest and communicating, with the aim of a positive delivery outcome
With estimates for ERP project failures ranging from 55%-75%, our approach could be key for ensuring your project does not become another statistic.
Implementation review
Whether before cutover or after a few months or years of operation, we can provide a third-party perspective to ensure your D365 F&O solution is implemented per your original requirements and is/still functioning as intended.
This will include interviewing business process owners and end users to understand where their day-to-day challenges have or have not been resolved by the implementation. Often, this will identify smaller issues that can either be resolved on-the-spot or through a package of remedial training.
In other cases, a review will unearth opportunities to improve your implementation, whether through adjusting configuration, enabling new features, or applying enhancements, such as low-/no-code solutions through Power Platform.
Our output will include a report that details system areas reviewed, specific findings, and recommended mitigation or actions.
Practice development advisory
With our experience supporting developing practices across Europe, the Middle East, Africa and beyond, we can help you to grow and improve your D365 F&O implementation practice, by providing strategic and operational advice, as well as best practices identified over the course of our experience.
We can provide you with a fresh perspective on areas such as marketing, business development, pre-sales techniques, delivery methodology, resource management, and competency development.
Resource augmentation
Whether your need is partner-side delivery consultants, or client-side project or business-as-usual expertise, we can leverage our significant network and database of contacts to signpost peer-endorsed Dynamics 365 F&O consultants, who we can be confident will add value to your projects.
Specific requirements can be discussed on request.
