Confidence Roadmaps
Know exactly what you need before you pay to implement it.
You’re considering Dynamics 365 to give your team reliable information, reduce repeated work, or serve customers more effectively. Before committing, you need to understand how the proposed application would support those improvements and what could prevent them.
Alliason’s Confidence Roadmap reviews your business needs, how work happens today, and the application you’re considering. We explain where it fits, what needs to be included, and which questions need answers before you proceed.
Starting at
$9500
Connect the investment to the improvements you expect.
A report needs reliable information behind it. A faster handoff needs clear responsibilities. Your Roadmap reviews those connections so you can see what the investment must address before implementation begins.
Agree on what needs to improve
Clarify the results leaders and teams expect. Different priorities or assumptions can lead to a system that does what it was designed to do while everyday work remains difficult.
Identify the requirements
Review what people need to do, the information they rely on, and how work passes between teams. Missing steps, reports, or connections can leave the expected benefits out of reach.
Check the application fit
Compare those needs with what Dynamics 365 supports. Understand where additional software, changes to the process, or further review may be needed before you commit.
Build on what is working
Identify the practices, information, and systems already supporting your team. Use that understanding to focus investment where a change would serve a clear business need.
Turn your business needs into a plan you can act on.
We connect the results you want with the application capabilities and ways of working needed to support them. You can then consider the proposed investment with a clearer understanding of its requirements and limitations.
01
Start with what needs to improve
Describe where decisions wait, tasks repeat, or customers experience delays. Explain what a better result would mean for the business.
02
Understand what is working
Review how your team completes the work, including useful practices and the information and responsibilities each step depends on.
03
Define what the application must support
Connect those needs to application fit and requirements. Our recommendations explain what deserves attention and what could prevent the intended improvements.
Give customers delivery dates your team can rely on.
What happens today
Sales promises delivery dates using a separate spreadsheet. Production and purchasing updates arrive later, leaving the team chasing changes.
The improvement needed
Give sales reliable order information so they can set delivery expectations and flag delays sooner.
What is working
The team already tracks customer orders, production schedules, and supplier dates.
The recommendation
Make shared order information a requirement of the proposed Business Central implementation. Define who updates production and purchasing dates and when sales needs those updates.
What needs to be confirmed
How Business Central and any connected systems would provide those updates, and whether the timing would let sales give customers reliable delivery dates.
The cost this could help avoid
Paying to add missing scheduling connections and order-status reports after setup, while the team continues chasing updates.
Explore the Roadmap for your business needs.
Choose the application you’re considering. Each Roadmap connects the work your team needs to do with the requirements and decisions that affect the value of your investment.
Business Central Confidence Roadmap
Sales Confidence Roadmap
Customer Service Confidence Roadmap
Customer Insights Confidence Roadmap
Field Service Confidence Roadmap
Project Operations Confidence Roadmap
Business Central Confidence Roadmap
Question the Roadmap answers
What would clearer financial reporting and better cost control require from Business Central and your team?
What we examine
Financial reporting and how costs are recorded.
Purchasing, inventory, and order handling.
Production activity and costs, where relevant.
Information held in spreadsheets or other systems.
How teams share updates and handle situations that don’t follow the usual process.
What your findings help you clarify
Which reporting and cost-control improvements deserve priority, and how to measure them.
Where Business Central fits, which information and connections the improvements require, and which gaps need attention.
What implementation could cost, with an estimate explaining major costs, assumptions, and exclusions.
What ongoing use could cost, where reasonably known, and the time your team needs to contribute.
Whether the investment is worthwhile, through a business case comparing expected improvements with costs, effort, and risk.
Know what the investment needs to deliver before you approve it.
Executive Decision Brief
Use our recommendations and business case to weigh expected benefits against costs, effort, and risks, then decide whether to proceed and what to fund first.
A tailored demo for selected Roadmaps
Sales, Customer Service, and Customer Insights Roadmaps include a tailored demo showing how recommended improvements could look in practice.
Application fit and requirements
Understand how the proposed application supports your team’s needs, what is working today, and where gaps or changes to business processes need attention.
IMPLEMENTATION INVESTMENT ESTIMATE
Plan your budget with a realistic cost range, major costs, assumptions, and exclusions. Understand which requirements and unresolved questions could change cost or timing, and where a simpler approach could meet your goals.
A two-hour Executive Findings Call
Discuss the recommendations and the reasons behind them. Ask how the application would support the results you need and what still needs to be resolved before committing.
You own the outputs and can use them with any implementation provider.
A focused investment. A clear commitment from your team.
Your investment covers the agreed Roadmap scope, Executive Decision Brief, and two-hour Executive Findings Call. We agree on participants, information needs, and the fixed fee before beginning.
Starting Investment
$9500
Your agreed scope determines the fixed fee.
Typical Timeframe
2 to 3 weeks
Timing depends on scope and the availability of participants and required information.
Customer Time
One meeting per participant
We generally gather information through one meeting with each participant, with brief follow-ups as needed. To keep disruption to your business to a minimum, we limit participation to no more than eight hours per person across the entire Roadmap.
Participants
The people who understand the business
Include the leaders responsible for the outcomes and the team members who know how the work happens.
What clients say about working with Alliason.
"With Alliason, there was dialogue, problem-solving, and a real working relationship."
Alan M., Vice President, IT, Highlight Health
What happens during your Roadmap
Alliason’s advisors have hands-on experience implementing and improving Dynamics 365 applications. That work involves translating business needs into application settings, connected systems, and the steps people follow. We bring that experience to reviewing what your proposed investment needs to include.
01
Tell us what needs to improve
Share the results you want, where work gets difficult, and the Dynamics 365 application you’re considering. We agree on scope and fee.
02
Share the information you already have
Provide relevant reports, process notes, or other materials. You don’t need a finished requirements document.
03
Meet with us
We speak with participants about their responsibilities, what is working, and what they need to accomplish. We review where missing information, repeated steps, or unclear handoffs affect the work.
04
Review requirements and application fit
We compare those needs with Dynamics 365 capabilities and identify gaps that could affect the expected results. For Sales, Customer Service, and Customer Insights, we also prepare the included tailored demo.
05
Review the recommendations
We prepare your Executive Decision Brief, connecting recommendations to business needs and explaining what requires attention. Before we present it, a second senior consultant reviews the evidence behind the recommendations and checks whether they address your business needs.
06
Discuss the findings
Use the two-hour Executive Findings Call to consider the recommendations, question the reasoning, and discuss what the findings mean for your investment decision.
Questions before you begin
Give your next software investment a clear business purpose.
Tell us what you expect Dynamics 365 to help your business achieve and where work needs to improve.
We’ll discuss how a Confidence Roadmap can help you understand the fit, requirements, and decisions behind those results before you commit to implementation.