Assessment
Why is your team still struggling with an application you've already invested in?
Alliason's Assessments investigate why a Dynamics 365 application is falling short of what your team needs. We examine the affected tasks, application setup and connected systems. You receive written findings explaining the problems we identify, what you can keep and which changes we recommend first. We can investigate applications already in use or being implemented.
Starting at
$4,500
Before paying for another fix, understand why the problem keeps coming back.
Your team reaches the same step and gets stuck again. Someone has to stop what they're doing and help finish that task while others wait. You've raised the problem before, but you still don't have an explanation you can use to decide what should change.
Now there's another suggestion: more training, a change to the setup or another application. You need to know why it would help before committing more money and your team's time. The Assessment traces the problem through the steps people follow, the application settings, and the information they use.
Where does the task get difficult?
We examine what your team needs to do, where they get stuck and the extra steps they take to finish.
Can your team trust the information?
We check whether people can find the information they need and trace gaps or conflicting figures.
Is the setup helping or getting in the way?
We check how the settings, changes made for your business and automated steps affect the task.
What should you address first?
We explain what you can keep, which changes we recommend first and why those deserve attention.
Show us where your team gets stuck. We'll investigate why.
Alliason's advisors have hands-on experience implementing and improving applications across Dynamics 365. We understand how business needs translate into application settings, connected systems and the steps people follow. That experience helps us investigate why your application is falling short and explain what needs to change.
You don't need to know the technical cause before speaking with us. We compare what should happen with what happens in practice, following connected steps and systems where needed. If further investigation would go beyond the agreed scope, we'll discuss it with you before proceeding.
01
See the task through your team's eyes
The people doing the task show us their steps, where they get stuck, and what they do to get past the problem. Managers and the person responsible for the application explain what the task needs to achieve.
02
Trace the steps, settings and information involved
We compare those steps with the settings and information used in the task. We trace where information comes from and how it moves between people and systems. Reports, support requests, and project plans help us check what was intended against what happens now.
03
Explain what needs to change and why
We connect each recommendation to the problem it addresses and explain why it deserves attention. The findings identify what your team needs the application to support, what is working, and what to check after a change.
Choose the Assessment for your Microsoft application.
Select your application to see what we investigate and what the findings help you decide. We agree on the processes and problems to review before starting.
Business Central Assessment
Dynamics 365 Sales Assessment
Dynamics 365 Customer Service Assessment
Dynamics 365 Customer Insights Assessment
Dynamics 365 Field Service Assessment
Dynamics 365 Project Operations Assessment
Business Central Assessment
Question the Assessment answers
Why does your team still need help to finish everyday finance and operations tasks in Business Central, and what needs to change?
What Alliason Investigates
How your team completes the finance and operations tasks being reviewed.
Where people have to compare figures by hand, enter information twice or use separate spreadsheets.
How Business Central is set up for those tasks.
How add-ons, changes made for your business, approvals, and automated steps affect the process.
Whether the records and reports provide what people need, who can access them, and which other systems supply information.
What your findings will explain
The problems we identify, what causes them, and how they affect the tasks reviewed.
What finance and operations need the application to help them do, set out in writing.
Which parts of the current process and setup are working, and what we recommend changing.
Which changes should come first and which risks need attention.
What to check after changes to see whether figures are more reliable and tasks are easier to complete.
Know what you're buying before you commit.
Your findings give your team or provider written requirements to discuss before quoting for changes. You can ask how a proposed change addresses the problem we identified and why it should come first. The findings also explain what to check afterward to see whether the change helped.
We make no changes to your live application during the Assessment. You decide what to approve and who makes the changes; your own team, your current partner, or another provider can use the findings. Any changes by Alliason require a separate agreement and quote.
Assessment fee
Starting at $4,500
We agree on the scope and fixed fee before you purchase the Assessment. The fee covers the agreed investigation, written deliverables, and Executive Findings Call.
Delivery timing
Timing agreed before we start
The Assessment is generally delivered over 1–2 weeks. We agree on timing based on the scope, application access, available information and when your team can take part.
Your team's time
2 to 4 hours per person
We agree on who needs to participate and what information they should provide.
Who takes part
The people who use, manage, and depend on the application
We may need to hear from the people doing the tasks, their managers, the person responsible for the application, IT and whoever approves the next steps. One person may have several of these roles.
From the first conversation to your written findings
01
Tell us what keeps going wrong
Tell us what is happening and what you've tried. We'll discuss whether an Assessment is appropriate and agree on what we'll investigate and the fixed fee before you buy.
02
Review what has already been tried
Share the reports, process notes, support requests and previous recommendations you already have. We use these to understand what was intended and what has already been tried.
03
Hear from the people doing the tasks
We speak with users, managers, and application owners to understand the affected processes, what information they need, and where they encounter problems.
04
Check the application and its connections
With the agreed access, we review the application and relevant connections within scope. We make no changes to your live application. If further investigation is needed beyond that scope, we'll discuss it with you first.
05
Put the findings and priorities in writing
We prepare your written findings, requirements and recommended priorities. A senior Alliason consultant oversees the Assessment and reviews the findings.
06
Discuss the findings and your next steps
During a one-hour Executive Findings Call, we'll explain what we found and answer your questions. You can ask what led us to a finding, what is working well and why one recommended change should come before another.
Customer Service: Highlight Health needed to know what to keep and what to change.
Highlight Health's Dynamics 365 implementation had stalled. Separate screens supported parts of the claims process, but the application didn't connect the steps needed to take a claim from intake through review.
Alliason's Assessment identified what could be retained and what needed to change. Those findings guided the recovery that followed. In that separate engagement, the team retained useful parts of the application and configured it to support claims intake, analysis and review.
Read the Highlight Health customer story
“They did not tell us to tear everything out and start over. They helped us build from what was already there and make it fit our needs... With Alliason, there was dialogue, problem-solving, and a real working relationship.”
Alan M., Vice President, IT, Highlight Health
Questions before you decide
Know why the next change is worth making.
Tell us where your team gets stuck and what you've tried. We'll discuss whether an Assessment would help explain the problem and identify what needs attention. The conversation does not commit you to buying. We agree on the scope and fixed fee before you proceed.