An independent health check for your D365 Finance & Operations project
In about a week, a senior partner reviews your Microsoft Dynamics 365 Finance & Operations (F&O) project or system and tells you plainly where it stands. You get a written report, a prioritized risk list and a plan.
In short: A D365 Finance & Operations health check is an independent review of your project or system, typically one week, led by a senior partner. You receive a written report, a prioritized risk list, a recovery or improvement plan and a meeting with your leadership.
When a review makes sense
A health check is useful whenever you need an independent view before a decision. Common situations:
- Go-live is getting closer, and confidence in the date is falling.
- Budget or timeline has moved, and nobody can explain clearly why.
- A key consultant or architect has left, and no one owns the solution design.
- Data migration testing keeps failing, or reconciliation doesn't add up.
- You are live, but month-end close, performance, integrations or warehouse operations are unstable.
- Leadership, the board or investors want an independent view of the project.
- You simply want a second opinion before the next phase.
You don't need to be in trouble to ask for one. A review can also confirm that a project is on track, in writing.
What the health check covers
The health check typically takes one week. It is led by the partner whose expertise best fits your situation, or by both partners when the focus is broad. We review:
Solution design and configuration
Does the design fit your processes, and is it configured to match?
X++ code quality
Are customizations and extensions maintainable, and do they follow the platform's extension model?
Integrations
Are interfaces reliable, monitored and fit for the volumes they carry?
Data and migration readiness
Are mapping, cleansing and reconciliation ready for cutover?
Performance
Where are the slow processes, and what is causing them?
Security and roles
Do roles and duties match how people actually work?
ALM and DevOps
How is code built, tested, released and controlled?
Project plan and risks
Is the plan realistic, and are the real risks on it?
User readiness for go-live
Are key users trained, and are they ready to test and sign off?
What you receive
- A written report on where the project or system stands
- A prioritized risk list
- A recovery or improvement plan
- A meeting with your leadership to walk through the findings and the plan
How we use AI in the review
We use AI to assist the analysis, for example when reviewing code and configuration. It works under the same controls as all our AI use: only with your permission, on enterprise plans that do not train on your data, and with every finding reviewed by a senior person. Your business data never leaves your environment. AI works on code, configuration and documentation, and helps us build the scripts that run inside your systems.
What happens next
The plan is yours. You can carry it out with your current team and partner, or ask us to help. Where we take part, the work usually follows one of two paths.
Recovery
For a project that is off track, we step in at the architecture level. We stabilize what works, fix what blocks progress, and lead the project to a realistic go-live.
Improvement
For a project or live system that is basically sound, we work through the prioritized list with your team, starting with the highest risks.
The same people, through to the end
We stay until your system is ready. The partners who start your project are the partners who finish it.
The team you meet is the team that stays. We don't rotate people off your project, and everyone we assign is dedicated to it. When a project needs more hands, we bring in senior specialists we've worked with for years, under our direct lead.
Questions about the health check
How long does it take?
Typically one week. We confirm the scope and timing with you before we start.
What does it cost?
We don't publish a price. After the free intro call, we propose a scope and cost that fit your situation.
Can you review a project another partner is delivering?
Yes. The review is independent of who is delivering your project. We focus on the project and the system, not on assigning blame, and we can work openly with your current partner.
What access do you need?
We agree on access with you before we start. AI is used only with your permission, and the business data in your database is never processed by AI.
Who does the review?
The partner whose expertise best fits your situation, or both partners. The people who review your project are senior solution architects, and they are the same people who would lead any follow-on work.
Do we have to hire you afterward?
No. The report and plan are yours to use with any team.
Find out where your project stands
Start with a free intro call. Tell us what's happening, and we'll tell you honestly whether a health check is the right next step.