ERP Readiness & Process Optimisation

Before migrating or upgrading ERP, we help finance leaders stabilise and optimise core processes, ensuring inefficiencies are addressed before being automated within Dynamics 365.

How We Unlock D365 Value

Stabilising Finance Before Change

Strengthening finance processes ahead of ERP change reduces operational friction, improves control, and ensures Dynamics 365 is configured around efficient, standardised ways of working that scale across the organisation.

Core Capabilities

Preparing Finance for Sustainable Change

Ahead of ERP change, structured readiness and optimisation activities reduce noise, stabilise operations, and create consistent finance foundations that support scalable design decisions and lower delivery risk.

1

Finance Process Optimisation

Improve R2R, P2P, and O2C before system change.

1

Finance Process Optimisation

Improve R2R, P2P, and O2C before system change.

1

Finance Process Optimisation

Improve R2R, P2P, and O2C before system change.

2

Control Strengthening

Address weaknesses impacting audit and compliance confidence.

2

Control Strengthening

Address weaknesses impacting audit and compliance confidence.

2

Control Strengthening

Address weaknesses impacting audit and compliance confidence.

3

Process Standardisation

Reduce unnecessary variation across entities and regions.

3

Process Standardisation

Reduce unnecessary variation across entities and regions.

3

Process Standardisation

Reduce unnecessary variation across entities and regions.

4

ERP Readiness Assessment

Evaluate organisational readiness beyond technical capability.

4

ERP Readiness Assessment

Evaluate organisational readiness beyond technical capability.

4

ERP Readiness Assessment

Evaluate organisational readiness beyond technical capability.

5

Migration Risk Reduction

Minimise downstream issues caused by broken legacy processes.

5

Migration Risk Reduction

Minimise downstream issues caused by broken legacy processes.

5

Migration Risk Reduction

Minimise downstream issues caused by broken legacy processes.

6

Value-Led Design Input

Ensure future-state design reflects operational reality.

6

Value-Led Design Input

Ensure future-state design reflects operational reality.

6

Value-Led Design Input

Ensure future-state design reflects operational reality.

Key Outcomes

Lower Risk, Better Outcomes

Strengthened finance processes ahead of ERP change reduce disruption, improve control, and ensure Dynamics 365 is implemented on stable foundations that support scalability and long-term value.

Reduced Migration Risk

Fewer issues carried into the new system

Reduced Migration Risk

Fewer issues carried into the new system

Reduced Migration Risk

Fewer issues carried into the new system

Improved Finance Controls

Stronger processes support audit and compliance confidence

Improved Finance Controls

Stronger processes support audit and compliance confidence

Improved Finance Controls

Stronger processes support audit and compliance confidence

Operational Stabillity

Less disruption during transition and cutover

Operational Stabillity

Less disruption during transition and cutover

Operational Stabillity

Less disruption during transition and cutover

Value-Led System Design

Configuration reflects real finance operations

Value-Led System Design

Configuration reflects real finance operations

Value-Led System Design

Configuration reflects real finance operations

Get in touch

Ready to modernise your finance function? Let’s talk.

Whether you’re tackling process challenges, preparing for automation, or accelerating digital transformation, we’re here to support you. Reach out to discuss your goals — no pressure, no obligation.

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