Business Central Assessment
Business Central still isn’t delivering what your business needs.
Your team may still rely on spreadsheets, check figures by hand, or need help completing everyday tasks. You expected less manual work and information your team could use with confidence. It’s unclear why Business Central and the processes around it aren’t delivering those benefits.
Alliason’s Assessment reviews how your system and business processes work together to find what’s getting in the way. We explain the underlying causes, how they affect your business and what needs attention so you can move toward the results you expected.
Starting at $4,500.
We confirm the fixed fee with you before we begin.
You can see where work gets difficult. The cause may be less obvious.
Your team can show where a task gets difficult. The cause could be in how they use Business Central, how it's configured, the steps they follow, or information from another application.
Figures that need checking can delay decisions, while extra steps can hold up work between teams. The Assessment reviews what’s causing those difficulties so you can understand whether attention is needed in the system, the process or both. Its recommendations connect what needs attention to the work your business needs to complete.
Know what’s holding your team back and how to move forward
Your findings answer five practical questions:
What is working correctly? | We explain which processes and configurations are working and why we recommend changing other parts. |
What needs attention, and why? | We explain what needs attention in your system or business processes, how it affects the work and what we recommend doing about it. You’ll understand which recommendations to act on first and how they relate to the results your business needs. |
How will we know we’re making progress? | We explain what to measure after acting on the recommendations to check whether they helped. Depending on what we review, that could mean less time spent checking figures, fewer steps to complete a task or more consistent information between teams. |
Why is the work still harder than it should be? | We review the steps, configuration and information involved to understand where the difficulty starts and what causes it. |
What does our team need from Business Central? | We clarify what your team needs to achieve, such as completing an invoice or explaining a balance, and where the current process falls short. |
In a one-hour Executive Findings Call, we'll explain what we found and answer your questions. You can ask how the causes affect the results you need and how the recommendations would help address them.
You decide which changes to approve and who makes them. The Assessment covers review and recommendations. Making changes requires a separate agreement and quote.
Sales and finance show different profit figures.
What happens today
Contoso already uses Business Central. Sales keeps a separate spreadsheet that shows more profit on the same sales than finance’s report. Leaders have to check the difference before reviewing prices.
What the Assessment finds
Sales leaves out delivery costs and returns that finance includes. The reports are measuring different things.
Recommended change
Define which costs belong in the shared profit figure. Update the existing reports so both teams can use that figure when reviewing prices.
Free, 30 minutes. Discuss what isn’t working in your current Business Central setup.
Fictional illustration
Contoso, Inc
An invented scenario showing an Assessment finding. It does not describe an actual client or result.
Show us how the work happens. We’ll review what’s getting in the way.
Show us what your team needs to do and where it gets difficult. Bring existing reports, support requests or proposals that help explain what’s happening. You don't need to know the technical cause.
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We hear from the people completing the process.
The people who do the task show us their steps, where they need help, and what they check elsewhere. Managers and the person responsible for Business Central explain what the process needs to achieve.
02
We compare those steps with Business Central.
We compare what your team needs to do with the steps they follow and how Business Central is configured. We check the settings and data used in the task. Reports, process notes, and implementation plans help us compare what was intended with what happens in practice.
03
We trace the information and connected steps.
We check where information is entered, how it reaches Business Central, and how people use it. That may involve order details, stock records, approvals, or another application. We explain where those connections affect the work or information your team relies on, including any related risks, and causes beyond the initial concern raised.
Every Alliason advisor has at least 10 years of ERP implementation experience. Our team’s experience includes Business Central and Dynamics NAV implementations across finance, purchasing, inventory, and warehousing.
That experience covers reviewing business needs, configuring the system, testing and training users. It helps us examine how the steps your team follows fit with how Business Central is configured.
A senior Alliason consultant oversees the Assessment and another reviews the findings and recommendations prior to presenting.
If we need to review anything beyond the confirmed scope, we'll explain what's needed before you commit to it.
Know the fee and scope before committing to the review
Starting at $4,500, with a confirmed fixed fee. Your Assessment includes:
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A review of the application and processes within the confirmed scope, with written findings and recommendations.
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Written requirements that explain what Business Central needs to help your team do.
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Recommendations for addressing the causes we identify, in priority order, plus ways to measure whether the resulting changes help.
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A one-hour Executive Findings Call to explain the findings and answer your questions.
We agree on timing before starting.
The schedule depends on what we need to investigate, access to your system and information, and when your team can take part.
About 2–4 hours per person from your team.
We confirm who needs to take part. This may include people in finance, operations, IT personnel, the person responsible for Business Central, and whomever approves the next steps.
We confirm access in advance.
We'll explain what access and information we need. We make no changes to your live application during the Assessment. Making the recommended changes requires a separate agreement and quote.
Questions before you decide
Find out why the results you expected haven’t followed
Alliason's Assessment helps you understand what’s causing the difficulties and what to do about them. You can discuss the recommendations with your team or partner, decide how to proceed and use the suggested measures to check whether the changes help.
Tell us what you expected Business Central to help your business do and where it’s falling short. We’ll discuss whether an Assessment would help clarify the cause and the path forward.
Having trouble with the calendar? Open the Bookings page.
Not ready to book a call?
Send us a message about what you’re considering or where you’re stuck. We’ll respond within one business day.