Process Intelligence

Most finance teams rely on interviews, workshops, and process mapping to understand how their processes work. Process Intelligence reads the actual data inside D365 and shows you the reality, not the assumption. 

The Challenge

The Visibility Gap

Workshops capture how people believe processes run. Documentation reflects how they were designed. Neither tells you what is actually happening inside your system across every live transaction, every single day. 

How It Works

What Process Intelligence Uncovers

An objective, evidence-based view of your D365 finance operation across P2P, RTR, and O2C, quantifying where value is being created, where it is leaking, and what needs to change. 

1

Purchase to Pay Analysis

Reconstructing every invoice and payment journey through D365 to surface automation shortfalls, approval bottlenecks, and duplicate payment exposure across your P2P process.

1

Purchase to Pay Analysis

Reconstructing every invoice and payment journey through D365 to surface automation shortfalls, approval bottlenecks, and duplicate payment exposure across your P2P process.

1

Purchase to Pay Analysis

Reconstructing every invoice and payment journey through D365 to surface automation shortfalls, approval bottlenecks, and duplicate payment exposure across your P2P process.

2

Record to Report Analysis

Mapping your actual close sequence against design to identify the intercompany, journal, and reconciliation steps consuming disproportionate time and manual effort each period.

2

Record to Report Analysis

Mapping your actual close sequence against design to identify the intercompany, journal, and reconciliation steps consuming disproportionate time and manual effort each period.

2

Record to Report Analysis

Mapping your actual close sequence against design to identify the intercompany, journal, and reconciliation steps consuming disproportionate time and manual effort each period.

3

Order to Cash Analysis

Examining AR, cash application, and collections workflows to quantify where revenue recognition and working capital performance are falling short of system capability.

3

Order to Cash Analysis

Examining AR, cash application, and collections workflows to quantify where revenue recognition and working capital performance are falling short of system capability.

3

Order to Cash Analysis

Examining AR, cash application, and collections workflows to quantify where revenue recognition and working capital performance are falling short of system capability.

4

Conformance Checking

Comparing live transaction behaviour against your designed control framework across every finance process, flagging deviations before they become audit findings.

4

Conformance Checking

Comparing live transaction behaviour against your designed control framework across every finance process, flagging deviations before they become audit findings.

4

Conformance Checking

Comparing live transaction behaviour against your designed control framework across every finance process, flagging deviations before they become audit findings.

5

Anomaly Detection

Surfacing behavioural patterns across AP, AR, and GL transactions that fall outside normal parameters, identifying risk before it becomes a financial loss.

5

Anomaly Detection

Surfacing behavioural patterns across AP, AR, and GL transactions that fall outside normal parameters, identifying risk before it becomes a financial loss.

5

Anomaly Detection

Surfacing behavioural patterns across AP, AR, and GL transactions that fall outside normal parameters, identifying risk before it becomes a financial loss.

6

Continuous Monitoring

Replacing periodic sampling with evidence-based oversight across every transaction, giving the CFO real-time visibility of control effectiveness and process performance.

6

Continuous Monitoring

Replacing periodic sampling with evidence-based oversight across every transaction, giving the CFO real-time visibility of control effectiveness and process performance.

6

Continuous Monitoring

Replacing periodic sampling with evidence-based oversight across every transaction, giving the CFO real-time visibility of control effectiveness and process performance.

Key Outcomes

From Data to Decision

Process Intelligence requires no interviews, no workshops, and no disruption to your finance team. It works directly from the event data already inside your D365 system. 

Connect

We access your D365 event log directly, replacing the need for workshops, interviews, or process mapping exercises entirely.

Connect

We access your D365 event log directly, replacing the need for workshops, interviews, or process mapping exercises entirely.

Connect

We access your D365 event log directly, replacing the need for workshops, interviews, or process mapping exercises entirely.

Reconstruct

Every P2P, RTR, and O2C process is mapped as it actually ran, transaction by transaction, across your chosen timeframe.

Reconstruct

Every P2P, RTR, and O2C process is mapped as it actually ran, transaction by transaction, across your chosen timeframe.

Reconstruct

Every P2P, RTR, and O2C process is mapped as it actually ran, transaction by transaction, across your chosen timeframe.

Analyse

Gaps, anomalies, and control deviations are quantified and ranked by commercial and operational impact across each finance domain.

Analyse

Gaps, anomalies, and control deviations are quantified and ranked by commercial and operational impact across each finance domain.

Analyse

Gaps, anomalies, and control deviations are quantified and ranked by commercial and operational impact across each finance domain.

Present

Findings are delivered in a clear, board-ready format with specific, prioritised recommendations tied to measurable business outcomes.

Present

Findings are delivered in a clear, board-ready format with specific, prioritised recommendations tied to measurable business outcomes.

Present

Findings are delivered in a clear, board-ready format with specific, prioritised recommendations tied to measurable business outcomes.

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.

Call us at:

+44(0)121 6301231

Call us at:

+44(0)121 6301231

Call us at:

+44(0)121 6301231

Visit us at:

Tierpoint Partners, WeWork, Colmore Row, Birmingha, B1 2AT

Visit us at:

Tierpoint Partners, WeWork, Colmore Row, Birmingha, B1 2AT

Visit us at:

Tierpoint Partners, WeWork, Colmore Row, Birmingha, B1 2AT

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