Confidence Roadmaps
Know exactly what you need before you pay to implement it.
Get clear on the business improvements you need and what Dynamics 365 must support to deliver them.
A focused Roadmap investment helps you check product fit and requirements before you commit, reducing the risk of costly changes or a system that leaves the original problem unresolved.
You receive an Executive Decision Brief with recommendations you can use to set priorities and review implementation proposals.
Starting at
$9,500
Resolve the questions that can become expensive later.
Finding a missing requirement early gives you time to change the plan. Finding it after setup begins can mean paying to redo it.
Agree on what needs to improve
Identify the business outcomes that matter so the project’s priorities reflect why you’re investing.
Identify the requirements
Clarify what your team needs to record, see, share, and act on before missing reports or connections become costly changes.
Check the application fits
Understand where Dynamics 365 supports your needs and where gaps or additional software could affect your decision.
Build on what is working
Understand the practices and information already helping your business, so recommendations build on them.
Turn your business needs into a plan you can act on.
Connect the improvements you want with what Dynamics 365 needs to support, so you can set priorities before committing to implementation.
01
Start with the business problem
Describe what needs to improve, who it affects, and what a better result would look like.
02
Understand what is working
Examine how your team handles the work today, including useful practices, delays, and missing information.
03
Define what the application must support
Connect those findings to requirements, application fit, and recommended next steps.
Give customers delivery dates your team can rely on.
The business problem
Sales promises delivery dates using a separate spreadsheet. Production and purchasing updates arrive later, leaving the team chasing changes.
The improvement needed
Give sales reliable order information so they can set delivery expectations and flag delays sooner.
What is working
The team already tracks customer orders, production schedules, and supplier dates.
The recommendation
Bring order, production, and purchasing information together in Business Central. Give sales a shared view of progress and delays.
What needs to be confirmed
Which updates sales needs, who maintains them, how quickly they become available, and how the requirements fit Business Central.
The cost this could help avoid
Paying to add missing scheduling connections and order-status reports after setup.
Explore the Roadmap for your business needs.
Choose the application you’re considering to see the questions your Roadmap can help you resolve.
Business Central Confidence Roadmap
Sales Confidence Roadmap
Customer Service Confidence Roadmap
Customer Insights Confidence Roadmap
Field Service Confidence Roadmap
Project Operations Confidence Roadmap
Business Central Confidence Roadmap
Question the Roadmap answers
What would improve if your team could see costs, cash, and orders sooner?
What we examine
Financial reporting and the numbers leaders need.
Purchasing, inventory, and order handling.
Production activity and costs, where relevant.
Information held in spreadsheets or other systems.
How teams share updates and resolve exceptions.
What your findings help you clarify
Which improvements deserve priority.
What Business Central needs to support.
Where reporting or connected systems need attention.
Which gaps could affect cost or timing.
What to resolve before approving implementation.
Get recommendations you can use before spending more.
Executive Decision Brief
See what we recommend, which business need it addresses, and what still needs to be resolved. Use your Brief to set priorities and review implementation proposals.
A tailored demo for selected Roadmaps
Sales, Customer Service, and Customer Insights Roadmaps include a tailored demo showing how recommended improvements could look in practice.
Application fit and requirements
Understand what the application needs to support, what is working today, and where gaps need attention.
Cost and timing guidance
Understand the factors that could affect implementation cost and timing, so you can assess next steps and compare proposals.
A two-hour Executive Findings Call
Discuss the recommendations, question the reasoning, and work through the decisions ahead.
You own the outputs and can use them with any implementation provider.
A focused investment. A clear commitment from your team.
Your investment covers the agreed Roadmap scope, Executive Decision Brief, and two-hour Executive Findings Call. We agree on participants, information needs, and the fixed fee before beginning.
Starting Investment
$9,500
Your agreed scope determines the fixed fee.
Typical Timeframe
2 to 3 weeks
Timing depends on scope and the availability of participants and required information.
Customer Time
One meeting per participant
We gather information through one meeting with each participant, with brief follow-ups as needed. Allow no more than eight hours per participant across the entire Roadmap.
Participants
The people who understand the business
Include the leaders responsible for the outcomes and the team members who know how the work happens.
What clients say about working with Alliason.
"With Alliason, there was dialogue, problem-solving, and a real working relationship."
Alan M., Vice President, IT, Highlight Health
What happens during your Roadmap
01
Tell us what needs to improve
Share the business problems, decisions, and Dynamics 365 applications you’re considering. We agree on scope and fee.
02
Share the information you already have
Provide relevant reports, process notes, or other materials. You don’t need a finished requirements document.
03
Meet with us
We speak with participants about their responsibilities, what is working, and where they need better support.
04
Examine requirements and application fit
We connect the findings to Dynamics 365 capabilities and identify gaps. For Sales, Customer Service, and Customer Insights, we also prepare the included tailored demo.
05
Review the recommendations
We prepare your Executive Decision Brief and complete a second senior review.
06
Discuss the findings
Use the two-hour Executive Findings Call to examine the recommendations and questions that affect your next decision.