The right time to pause and look at what you really get from Business Central
After years of using Dynamics NAV or Business Central, your business is no longer the same. Your team has changed, new employees have joined, processes have evolved, and new needs have emerged. The system has evolved too, and newer versions offer capabilities your current ways of working may not use. An audit is the right time to compare how the system is used today with what your business needs now, then decide what to improve next.
Two reasons to take the pause
You use Business Central today
How well do we use what we own?
- Features you already pay for, going unused
- Manual steps and spreadsheets the system could handle
- The smallest fix first: training, configuration, add-on, module
You are preparing an upgrade
What deserves to be carried forward?
Everything in the first audit, plus:
- Custom code that is now standard in Business Central
- Custom code a proven add-on covers
- Custom code nobody uses, left behind
How we do it
Four steps
From your strategic direction down to a concrete action plan.
Business vision
We meet your leadership. Technology follows the direction of the business.
Department diagnostic
Top irritants, current use, and real needs, with each department.
Target
A technology target aligned with your objectives, phased by department.
Action plan
Priorities, budget, timeline, and your internal capacity, reconciled.
How we do it
What we review
- Your business objective
- Sales
- Purchasing
- Inventory
- Warehousing
- Manufacturing
- Finance
- Custom development
- Current add-ons
- Licensing & recurring costs
The deliverables
What you receive
Detailed audit report
Findings and recommendations, by department.
Executive summary
Results, work blocks, and priorities for leadership.
Improvement list
One line per recommendation, with the effort. The last columns are yours: retained, and at what priority.
Sample documents, click to enlarge. Fictional data.
Before you start
Questions about your Business Central audit
Do we need to commit to a migration first?
No. The audit establishes a factual picture of your current solution and a prioritized improvement list. Use those findings to decide which changes to retain and whether to plan a Dynamics NAV or Business Central migration.
Who should take part?
Include the people who use and own the processes being reviewed, particularly finance and operations, along with the person responsible for the solution. Their input helps connect technical findings to the work your teams need to accomplish.
What should we prepare?
Bring your current version, the companies and processes in scope, known issues, important reports, integrations, customizations and add-ons. Identify the decisions you need to make so we can agree on the scope and the people to involve.
What happens after the audit?
You receive the detailed report, executive summary and improvement list described above. Your team decides which recommendations to retain and their priority. Discuss implementation, migration or ongoing support with us according to the next steps you choose.
Take the pause. Keep the facts.
An honest picture of where you stand, and a prioritized list of what would make Business Central serve you better.
Plan your audit