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Assess Your Financial Readiness and Build a Roadmap for Dynamics 365 Finance Success
Evaluate your current financial processes, uncover improvement opportunities, and develop a practical roadmap for adopting Dynamics 365 Finance to improve visibility, control, forecasting, compliance, and decision-making.
3
Day Finance Assessment & Workshop
3
Phases: Assess, Explore & Plan
1
Tailored Dynamics 365 Finance Roadmap
transactional function into a strategic business enabler.
Financial leaders are expected to provide greater visibility, faster reporting, stronger compliance, and more accurate forecasting while managing increasingly complex business environments. Many organisations still rely on disconnected systems, manual processes, spreadsheets, and limited financial insights, making it difficult to respond quickly to changing business conditions. The Dynamics 365 Finance Readiness Assessment & Workshop is designed to help organisations evaluate their current finance environment, understand the capabilities of Dynamics 365 Finance, and identify the best path forward. Through a structured engagement, we assess your existing processes, explore opportunities for improvement, and create a roadmap aligned to your business objectives.
Microsoft Partner
Improve Financial Visibility
Gain real-time access to financial information, reporting, and performance metrics that support faster decision-making.
Modernise Financial Operations
Replace manual and disconnected processes with streamlined and integrated financial workflows.
Strengthen Forecasting & Planning
Improve budgeting, forecasting, cash flow management, and financial planning accuracy.
Enhance Governance & Compliance
Establish stronger financial controls, auditability, and compliance processes.
Build a Scalable Finance Function
Create a modern financial management platform capable of supporting future growth and transformation.
What to Expect
Our structured assessment workshop helps organisations evaluate where they are today and create a practical path toward financial transformation.
Assessment Phase
›
Exploration Phase
›
Planning Phase
›
Readiness Review
›
Review existing financial processes, challenges, business objectives, and operational requirements to understand current-state maturity and opportunities for improvement.
Explore Dynamics 365 Finance capabilities through demonstrations, use cases, and real-world scenarios relevant to your organisation's financial operations.
Develop a tailored roadmap that defines implementation priorities, business outcomes, timelines, and change management considerations.
Assess organisational readiness, stakeholder alignment, data requirements, reporting needs, and process maturity.
Challenges We Help Solve
Limited Financial Visibility
Decision-makers often lack timely access to financial data, reports, and operational insights.
Manual Finance Processes
Spreadsheet-driven processes and fragmented systems reduce efficiency and increase risk.
Budgeting & Forecasting Complexity
Traditional planning processes often struggle to keep pace with changing business conditions.
Compliance & Audit Requirements
Finance teams continue to face increasing governance, audit, and regulatory obligations.
Disconnected Financial Systems
Lack of integration creates duplicate effort, inconsistent information, and operational inefficiencies.
Talk To Our Experts
Deliverables
Current-State Finance Assessment
An evaluation of your finance environment, processes, reporting, and operational challenges.
Dynamics 365 Finance Capability Review
Insights into how Dynamics 365 Finance can address current business requirements and future objectives.
Finance Transformation Roadmap
A structured plan outlining key opportunities, priorities, milestones, and implementation recommendations.
Readiness Findings
Assessment of people, process, data, governance, and technology readiness for transformation.
Executive Recommendations
Practical guidance designed to support leadership decision-making and investment planning.
Why Exigo Tech
Microsoft Business Applications Expertise
Deep experience delivering Dynamics 365 solutions across finance, operations, supply chain, and business transformation initiatives.
Business-Led Approach
We focus on business outcomes, operational improvements, and measurable value rather than technology alone.
End-to-End Transformation Capability
From assessment and planning through implementation, adoption, and optimisation.
Financial Transformation Experience
Helping organisations modernise finance functions, improve reporting, and strengthen operational performance.
Change Management Guidance
Supporting user adoption, stakeholder alignment, and successful business transformation.
Microsoft Business Applications Expertise
Deep experience delivering Dynamics 365 solutions across finance, operations, supply chain, and business transformation initiatives.
Business-Led Approach
We focus on business outcomes, operational improvements, and measurable value rather than technology alone.
End-to-End Transformation Capability
From assessment and planning through implementation, adoption, and optimisation.
Financial Transformation Experience
Helping organisations modernise finance functions, improve reporting, and strengthen operational performance.
Change Management Guidance
Supporting user adoption, stakeholder alignment, and successful business transformation.
STORIES OF IMPACT
CASE STUDY
Ready to Transform Your Finance Function?
Discover how Dynamics 365 Finance can modernise financial operations, improve visibility, and support better business decisions.
It is a structured engagement that helps organisations evaluate their current finance environment, explore Dynamics 365 Finance capabilities, and develop a roadmap for financial transformation.
The workshop includes an assessment of existing financial processes, exploration of Dynamics 365 Finance functionality, and development of a tailored transformation roadmap.
The workshop is designed as a focused 1-day engagement with follow-up recommendations and findings.
You will receive readiness findings, transformation recommendations, roadmap guidance, and insights into how Dynamics 365 Finance can support your business objectives.
No. The workshop is designed to help organisations understand opportunities, assess readiness, and make informed decisions before investing.
Yes. The assessment explores opportunities to strengthen budgeting, planning, forecasting, reporting, and financial visibility.
Finance leaders, finance teams, business stakeholders, and transformation leaders involved in financial operations or ERP decision-making.
As a Microsoft Solutions Partner, Exigo Tech helps organisations assess, plan, implement, and optimise Dynamics 365 Finance while aligning transformation initiatives with business goals.
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