When the ERP is the constraint, everything downstream inherits it.
A discovery and delivery program that modernizes finance, operations, sales and service on Dynamics 365, designed around the processes the business actually runs rather than the ones documented a decade ago.
AIM Offer 05
The system of record stopped reflecting how the business works.
Core business systems age in a specific way. The platform stays functional while the business changes around it, so the gap is closed by people: a spreadsheet for the part the system cannot do, a manual reconciliation between two modules, a report built outside the platform because the one inside it was never right. Eventually the workarounds are the process, and nobody has a full picture of it.
The cost shows up as month-end close duration, inventory accuracy, quote-to-cash cycle time and service response, and as the inability to answer basic questions without an analyst. It also shows up the moment an AI initiative needs clean transactional data and finds none.
Discovery first, then a program scoped to the value, not the module list.
AIM runs a Dynamics 365 Discovery Workshop against your actual operating processes. We map current state, quantify where cost and cycle time sit, and define a target process and platform design across the Dynamics applications your business needs, finance and operations, sales, customer service, field service, or Business Central where that is the right fit.
Implementation is delivered in phases tied to business outcomes, with Power Platform used for the extensions that genuinely need to be custom and configuration used everywhere else. Because AIM also builds the data and AI layer, Dynamics is implemented as part of a connected estate rather than another system to integrate later.
AIM also operates Dynamics environments after go-live, including for organizations whose original implementation was delivered by another partner.
What you receive
- A current-state process assessment across the functions in scope, with cost and cycle time quantified
- A target process design, including the workarounds to be eliminated and the ones to be formalized
- A Dynamics 365 solution architecture and application footprint recommendation
- A phased implementation roadmap with each phase tied to a business outcome
- A data migration and integration design connecting Dynamics to the wider estate
- A licensing and commercial model covering implementation and ongoing run
- An adoption and change plan, because ERP programs fail on adoption more often than on configuration
Business outcomes
- Shorter close, faster quote-to-cash and measurable reduction in manual reconciliation
- Transactional data clean enough for analytics and AI to use
- Fewer spreadsheets holding process that belongs in the platform
- A platform that can absorb the next business change through configuration rather than another program
Is this you?
- Month-end close takes longer than it should and nobody can shorten it
- Critical process runs in spreadsheets outside the system of record
- You are on an aging ERP or a Dynamics version approaching the end of its support horizon
- Your implementation was delivered by a partner you no longer work with
- Sales, service and finance each hold a different version of the customer
- An AI or analytics initiative has stalled on the state of your transactional data
How it starts
A working session with the process owner and the finance or operations executive who carries the cost of the current state. We establish whether the constraint is the platform, the process or the operating model, and they are not always the same thing.
The Dynamics 365 Discovery Workshop follows as a fixed-scope engagement, and produces the business case before any implementation is committed.