Business Process Review: 3-Day Assessment
$10,000
A review of business processes delivering an actionable plan to address critical project and month-end issues and objectives.
Our Dynamics 365 Business Process Review is focused on the job-to-profit business processes that are fundamental to assisted living facilities. The review results in a long-term plan with a detailed list of actionable items to get you continual updates on costs, statuses and margins, as well as stable and fast month-end processes.
Our Business Process Review ultimately puts you in a better position to maintain your margins, keep your cash flow consistent, and get you the insights needed to run your assisted living facility.
Agenda
Day 1
- Meet with executive and leadership team to discuss business objectives and processes to assess
- Gain an understanding of how the executive and leadership are currently utilizing technology
Day 2
- Connect with organization team members to determine their business objectives, changes, areas for improvement, and end business goals
- Outline challenges that may hinder team members from making progress on their business objectives
- Document processes that team members are looking to implement
- Understand the current use of the technology in place
- Identify inefficiencies and potential risks and of the technology in place
Day 3
- We gather findings of the Enterprise Process Review in an Executive Summary
- We present the Executive Summary and recommendations, with respect to best practices, to the executive and leadership team
Deliverables
Executive Summary outlining a long-term plan and immediate action items for success in the assisted living industry when using Dynamics 365. The Executive Summary can include:
- Project Governance
- Functional
- Technical
- Development
- Integration