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What the Business Central readiness assessment examines
Processes
We walk through order to cash, procure to pay, inventory, production or projects, and the month-end close. The people who run them join us, workarounds and all.
Chart of accounts and dimensions
Whether your account structure and reporting segments can map onto Business Central's chart of accounts and dimensions. The test is that management keeps the reports it relies on.
Data quality for Business Central readiness
Duplicate customers and vendors, items with no costing, and old open transactions nobody closed. Also, how much history is worth moving.
Integrations and add-ons
Every system that sends or receives data today, and which ones have a proven Business Central connector or AppSource app.
Reports
The reports people open every week and who uses them. Then, whether standard reports, Excel layouts or Power BI will replace them.
People and ownership
Who will own the system internally and how much time they can give the project. Also, which decisions only the owner or CFO can make.
Controls and approvals
Who approves purchases, payments and journal entries today. Plus the separation of duties your auditors expect in the new system.
Deployment constraints
Whether Business Central online suits you, or whether a regulatory, connectivity or add-on requirement points toward on-premises.
What your Business Central assessment delivers in writing
- ✓A fit and gap list: each requirement marked as standard, setup, AppSource app or custom extension
- ✓A data migration scope: which master data, open items, balances and history to bring across
- ✓An integration list with a recommended approach for each connection
- ✓A recommended license shape: which users need Essentials, Premium or Team Members access
- ✓Risks to settle before implementation starts, each one listed plainly
- ✓A recommendation: go ahead, wait until you fix named issues, or look at a different product
Why a Business Central readiness check saves trouble later
Most troubled ERP projects that clients bring to us went wrong before configuration started. Someone gathered requirements in a sales demo, and data cleanup waited until the last weeks. Also, nobody inside the business had the time or authority to decide quickly.
A Business Central readiness assessment brings those problems forward while they are still cheap to fix. Cleaning a customer list before migration is a clerical task; cleaning it after go-live means correcting posted documents.
The findings belong to you. Say you choose another implementation partner. The document is still useful to them, and it gives you a fair basis to compare proposals.
How we run Business Central assessment sessions
- 1
Kickoff with the sponsor
The owner or CFO explains why the business is weighing the change and what must not break. They also name the outcomes that would make the project worth it. Those answers shape every later session.
- 2
Process walkthroughs
Short sessions with each team, run on their own screens and paperwork. That way we see the real steps rather than the documented ones.
- 3
Data and systems check
We pull and profile samples of master data and open transactions. Then we list each connected system with its owner and how data moves today.
- 4
Business Central assessment findings meeting
We walk your leadership through the written report and answer questions. Then we explain the recommendation point by point.
Business Central readiness assessment questions
Do we have to use you for the implementation afterwards?
No. The Business Central readiness assessment stands on its own, and the written findings are yours. Some clients do continue with us. However, we write the recommendation so that any competent Business Central partner could act on it. That independence is the point of doing it first.
What do we need to prepare?
Access to the people who run each process, plus a trial balance and sample invoices and orders. We also need a list of your systems and the reports your managers read. Read-only access to your current system helps. We send a short checklist ahead of the first session so nobody is surprised.
What if the answer is that we are not ready?
Then the report says why, and lists what to fix first, in order. Common reasons are poor data, an undecided chart of accounts, or no internal owner with time to give. Fixing those first nearly always makes the eventual project smoother and cheaper.
Does the assessment cover Dynamics 365 Finance too?
Yes, where it matters. If Business Central looks too small for you, the report says so. It explains which requirements point toward Dynamics 365 Finance and Supply Chain Management. The reverse also happens: companies expecting to need the larger product often find Business Central covers them.
How much does it cost and how long does it take?
Both depend on the number of companies, sites and processes in scope. We agree the scope and the terms in writing before starting, after a short call about your business. Nothing starts without that written agreement.
Talk to us about your project.
Tell us what you run today and what has to change. A senior consultant replies with a written next step.