Confidence Roadmaps
Know whether the Dynamics 365 investment is right before you recommend it, approve it, or commit to it.
See whether the application can handle the work, what the project would need to include, what should stay in place, what must connect, and what could change the cost.
Starting at
$9,500
The application can look right and still leave important questions unanswered.
Before you recommend it, approve it, or commit budget to it, you still need to know whether the application can handle the work, where ownership or handoffs need to change, what should stay in existing systems, what must move or connect, and what could change the price or timeline.
Right application
Can this Dynamics 365 application handle the work the business plans to rely on it for?
Ownership and handoffs
Where is ownership unclear, where do approvals stall, and where do handoffs create delays or rework?
Systems and data
What should stay, what must move, and what needs to connect?
Scope and cost
What is included, what is not, and what could change the price or timeline?
Build the Dynamics 365 project around how the business actually works.
The Roadmap starts with how the business operates today. We trace how the work moves from person to person and system to system, including the reports, spreadsheets, approvals, and handoffs people rely on now. That shows whether the application can handle the work, what the project must include, what should stay where it is, and what could add time or cost.
01
Find where the current process breaks down
Document where people wait for answers, re-enter data, rebuild reports, work around the system, or are unsure who owns the next step.
02
Follow the work from start to finish
Trace who does what, which system or spreadsheet they use, where information changes hands, and where the process leaves one system and enters another.
03
Define what the Dynamics 365 project must cover
Decide what moves into the Dynamics 365 application, what stays where it is, what must connect, and which requirements, data issues, or integrations could change the price or timeline.
Choose the Confidence Roadmap for the Dynamics 365 application you are considering.
Each Roadmap compares what the application can do with how the business actually works, then shows what a project would need to include, what should stay in place, and what could add cost or delay.
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 Business Central need to support across finance and operations to replace the spreadsheets, manual reconciliations, and disconnected systems holding the work together, and what would the project need to include?
What Alliason works through with your
team
How month-end close, reporting, cash management, approvals, and financial controls work today
Where purchasing, inventory, order fulfillment, projects, service, or production create manual work or reporting gaps
Which spreadsheets, reconciliations, and duplicate entries are holding core processes together
Which data needs to move and which financial and operational reports leadership needs
Which Dynamics 365 and other systems should remain and how they need to connect
What leadership will know
Fit decision: whether Business Central can handle the finance and operations work the company wants to move into it
Which finance and operations work belongs in Business Central
What should remain in existing systems
What data must move, which reports leadership needs, which systems must connect, and which approvals and user access rules the project must cover
What could change the price or timeline, and which spreadsheets, reconciliations, duplicate entries, or disconnected steps the project should reduce or remove
The evidence leadership needs to decide whether and how to move forward
Executive Decision Brief
The findings, recommendation, and evidence leadership needs to make the decision
Fit Decision
Whether the application is appropriate for the business requirements examined
Defined Scope Boundaries
What belongs in the project, what does not, and what should remain elsewhere
Risks and Dependencies
The issues, assumptions, integrations, data concerns, or decisions that could materially affect the project
Investment Case and Recommended Path
The likely investment implications, business case, and recommended way forward
What the Roadmap asks of your team, and what leadership receives.
You do not need to start implementation to find out whether the application can handle the work. The Roadmap shows what a project would need to include, what should stay in place, and what could add cost or delay before you recommend the investment, approve it, or move forward.
Starting Investment
$9,500
We confirm the fixed fee after a short conversation about how many teams and systems are involved and how much of the business we need to review.
Typical Timeframe
2 to 3 weeks
Timing depends on how quickly the right people and existing materials are available and how many teams and systems need to be reviewed.
Customer Time
Up to 8 hours per resource
No one on your team should need more than 8 hours across the engagement.
Participants
The people who know the work
Executive sponsor, department leaders, subject matter experts, and advisors who understand how the work runs today and what needs to change.
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
01
Start with the question you need answered.
You may be deciding whether a Dynamics 365 application is the right move, testing your own idea before taking it to the board, or reviewing a proposal or estimate someone has already prepared. We start there.
02
​Start with the material you already have.
We review existing process and system diagrams, business analysis, reports, proposals, estimates, and sample information before asking your team for anything new.
03
Talk to the people who do the work and manage it.
We speak with the leaders and subject matter experts who know where reports get rebuilt, handoffs fail, approvals stall, ownership is unclear, or people work around the current system.
04
Answer the application questions that are still open.
If we still need proof that the application can handle a specific requirement, we use a targeted demo or test to answer that question. We do not turn the Roadmap into a full product demo.
05
Have a second senior leader challenge the recommendation.
A second senior Alliason leader reviews the findings, looks for missing requirements or assumptions that have not been proven, and checks anything that could change what the project includes, its price, or its timing.
06
See exactly what we recommend and why.
In a 2-hour Executive Findings Call, we show whether the application can handle the work, what the project should include and exclude, what should stay in place, what could change price or timing, and the specific result leadership should hold the project accountable for: a faster project close, a more reliable forecast, clear ownership of customer issues, better field scheduling, fewer missed customer follow-ups, or better control of project cost and margin.
Questions leadership usually asks before starting a Confidence Roadmap
Not ready to put your name behind the Dynamics 365 investment?
Bring us the business problem, the Dynamics 365 application you are considering, or the proposal or estimate already in front of you. We will show whether the application can handle the work, what the project would need to include, and what could change the cost before you move forward.