ERP Discovery

ERP discovery is the foundational phase of ERP implementation, where business processes, challenges, and goals are analyzed to create a clear roadmap for deploying Dynamics 365.

It saves the business from scope creep, budget overruns, and failed implementations by providing clear requirements and identifying risks.

It usually takes 2–6 weeks, depending on business size, complexity, and the number of stakeholders involved.

Key stakeholders from finance, operations, IT, sales, and leadership teams must be involved in gathering requirements.

A detailed roadmap including:

• Current process analysis
• Gap identification
• Success criteria definition
• Implementation scope and timeline
• Estimated costs

It is an investment that reduces overall project costs by preventing rework, delays, and misaligned expectations.

Yes. Many partners, including Dynamics 365 specialists, offer remote virtual workshops, interviews, and documentation reviews.

Following discovery, the project proceeds to design, configuration, and implementation in accordance with the roadmap.

You find the bottlenecks, compliance needs, and integration challenges upfront to minimize unexpected issues later.

No. Discovery benefits all businesses, regardless of size, and ensures that global and multi-entity requirements are addressed.

Users familiar with Office tools will adapt quickly, and training and support from a Dynamics 365 partner will make them proficient.

Discovery is more than just a technology upgrade; it enables your business to achieve growth, compliance, cost reduction, and digital transformation.

Yes. You can evaluate requirements against different ERP options (e.g., Dynamics 365 Business Central vs. Finance & Operations) to find and finalize the right fit.

All the data, including financial data, operational workflows, reporting needs, compliance requirements, and integration points with existing systems.

Change management is supported by engaging users early, spreading awareness and buy-in, reducing resistance, and increasing user adoption when the ERP goes live.

Yes. Discovery helps identify inefficiencies, redundancies, or outdated processes before they are automated, allowing for improvements to be made.

Workshops include high-level strategy sessions with executives and deep-dive process mapping with operational teams.

Absolutely. ERP discovery of regulatory requirements, such as SOX, GDPR, HIPAA, and IFRS/GAAP, for smooth implementation.

Yes. It covers integrations with payroll, CRM, e-commerce, or legacy applications to ensure seamless data flow.

ERP discovery helps document, analyze, and standardize workflows, providing clarity before implementation begins.

A successful discovery delivers a clear, actionable roadmap with a defined scope, budget, and timeline with complete transparency.