Microsoft Dynamics 365 Finance Assessment

Our Finance transformation experts, many with 25+ years experience, work alongside organisations to define, prioritise and deliver transformation. Projects at organisations including The Royal Mint, Dr Martens, DHSC and Clarion Housing underline our reputation as the best in Europe when it comes to transformation enabled with Microsoft Dynamics 365 Finance.

Our Microsoft Dynamics 365 Finance Assessment delivers a report of your current finance implementation or on-going project. The report includes a key action plan and RAG status, executive summary and focus areas to help you deliver a successful transformation.

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Why would my organisation benefit?

Where an implementation (project or BAU) is not going as originally perceived in a specific area of concern, typical examples include:

• Ability to go-live on a particular date

• Unable to progress data migration

• Problems with integration to Dynamics 365

• Key solution areas may not deliver desired business objective

• Where governance and controls are perceived to be ineffective

• Ability to establish a robust test management approach

• Unable to efficiently adhere to the continuous updates from Microsoft

• Business of usual support of your implementation is ineffective

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What common challenges do we see?

Our expertise and experience enables us to pinpoint areas of concern that commonly occur during project delivery and post go live. Each report is individual but common focus areas where we add value centre around:

  • Project management and governance
  • Data migration and testing
  • Business readiness and change management
  • Post implementation support
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Our Approach

Our approach to each assessment will always be based on your individual scenario, however our engagement structure will always focus on the same core principles to ensure the output is of maximum value.

Our team will engage in conversation with your key team members and business stakeholders to gain an understanding of the project objectives and deliverables. We will also review key documentation and conduct direct observations whilst preparing our report.


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Our Experts
Here to support


Everyone here plays a part in our ongoing story of success. It’s impossible to show them all, so here are just a few of our truly exceptional people.

Alpesh Mistry

Alpesh Mistry

Vice President, Solutions

With over 24 years in solutions consulting, Alpesh brings together the business objectives, technical capability, and digital foresight requirements of transformation – ensuring that the transformation initiatives not only deliver on today’s needs but also have the flexibility to adapt to future market changes.   

David Singh

David Singh

Senior Solution Director

David has over 20 years of experience in manufacturing.  He designs innovative solutions to help drive business transformation using technology to optimise supply chain and operations. David specialises in helping organisations understand how sustainability and diversity can drive a better outcome for manufacturers.

Carolina Azevedo

Carolina Azevedo

Lead Finance and Operations Consultant

Carolina joined in November 2017 and specialised in the design of Microsoft D365 Finance and Operations solutions, providing our clients with digital transformation insights. With previous experience in M&A and financial auditing, Carolina is passionate about consulting and helping clients transform their businesses. Since joining Hitachi, she worked in programmes across many industries, from manufacturing to professional services, helping her to attain good skills in leadership, finance and the solution and implementation of Microsoft ERP programmes.