Finance Transformation Delivery
We help CFOs navigate complex Microsoft ERP programmes through critical delivery milestones. Our approach combines strategic programme oversight with access to specialist Microsoft practitioners, ensuring your finance transformation stays on track, on scope, and delivers intended business value.
The Challenge
Success By Design Needs Finance Validation
Success by Design provides implementation structure. But who validates finance outcomes at each gate? SI optimises for technical delivery. You need independent validation each phase protects finance.
How It Works
Finance Validation Per SbD Phase
Five capabilities mapped to Success by Design phases. Each deploys full TFAM methodology with process mining where applicable, delivering evidence-based validation at critical gates.
Key Outcomes
Structured Four-Step Methodology
Each review follows proven TFAM process—Review, Workshop, Analyse, Report. Deploys at Success by Design gates, delivering finance validation in two to four weeks.
Get in touch
Read to add independent protection to your implementation?
Schedule a 30-minute discovery call to discuss your situation and how Retained Advisory can provide the independent perspective you need.
Get in touch
Let’s discuss how independent assurance, finance-led delivery, and practical optimisation can unlock measurable value from your Dynamics 365 investment.
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