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What the assessment examines
Processes
Order to cash, procure to pay, inventory, production or projects, and the month-end close are walked through with the people who run them, including the workarounds they would rather not mention.
Chart of accounts and dimensions
Whether your account structure and reporting segments can map onto Business Central's chart of accounts and dimensions without losing the reports management relies on.
Data quality
Duplicate customers and vendors, items with no costing, open transactions that should have been closed, and 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, who uses them, and whether standard reports, Excel layouts or Power BI will replace them.
People and ownership
Who will own the system internally, how much time they can give the project, and which decisions only the owner or CFO can make.
What you receive 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 licence shape: which users need Essentials, Premium or Team Members access
- ✓A risk list, with the risks that should be settled before implementation starts
- ✓A recommendation: go ahead, wait until named issues are fixed, or look at a different product
Why a pause here saves trouble later
Most troubled ERP projects we are asked to look at went wrong before configuration started. Requirements were gathered in a sales demo, data cleanup was left for the last weeks, and nobody inside the business had the time or authority to make decisions quickly.
An 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. If you choose another implementation partner, the document is still useful to them, and it gives you a fair basis to compare their proposals.
How the sessions are organized
- 1
Kickoff with the sponsor
The owner or CFO explains why the change is being considered, what must not break, and which outcomes 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, so we see the real steps rather than the documented ones.
- 3
Data and systems check
Samples of master data and open transactions are pulled and profiled, and each connected system is listed with its owner and how data moves today.
- 4
Findings meeting
The written report is walked through with your leadership, questions are answered, and the recommendation is explained point by point.
Readiness assessment questions
Do we have to use you for the implementation afterwards?
No. The assessment stands on its own and the written findings are yours. Many clients do continue with us, but the recommendation is written 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, a trial balance, sample invoices and orders, a list of the systems you use, 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?
If your size or complexity suggests Business Central may be too small, the report says so and 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.