I will review your business processes and propose improvements in the context of Dynamics 365

Microsoft Office 365 / Microsoft Dynamics 365
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  • 14 days

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Job Description

A Teams conversation is required to completely understand your requirements.

During a discovery session, I will be able to narrow your business processes and propose valuable opportunity related to Dynamics 365. This discovery could be related to any of these business units:

  • Distribution
  • HR
  • Sales
  • Procurement
  • Manufacturing
  • Support Services
  • Finances
  • Operations / Projects

Following the discovery session, a diagram of the current state and desired state of the business processes will be provided to you. The current state will contain details about current processes, the technologies currently in use, and the different access and roles of users.

The desired state will highlight the areas for improvement as well as the reports needed for the various stakeholders.

Using teleconference tools, I meet with customers for two 3 hours workshop sessions. The workshop can take many forms, but will aim to gather as much information as possible on the following parameters:

  • Business needs and their value to the organization
  • Current state and pain points
  • Budgetary constraints
  • Technological constraints and preferences
  • Risks

At the end of the workshops, I will produce a document with the following outputs (when necessary):

  • Proposed future state
  • Product book and deliverable
  • Documented Business processes
  • Effort estimate for delivery


The accuracy of the outputs will not be at the level of a "waterfall" analysis phase, but will be sufficient to guide the development of a project in agile increments.



  • Based on one business units


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