Whether you're evaluating a migration, restructuring your ERP approach, or trying to get more from a system you already have, our advisory services give you the clarity to make better decisions with less risk.
Advisory engagements are most valuable when significant decisions are on the horizon — and when the cost of a wrong move is high. Here's where we see the most impact.
Your current system is aging — or Microsoft has announced end of support for Great Plains or NAV. You need an objective assessment of what migration actually involves, what it costs, and what the right path forward looks like for your organization specifically.
You've already implemented Business Central — but adoption is low, reporting is still manual, or the system doesn't reflect how your business actually works. We identify what's broken and what to fix first.
Finance and operations leaders need better data — faster close cycles, real-time dashboards, and reporting that actually supports decisions. We design reporting architectures that deliver insight without requiring IT involvement for every request.
You're expanding into new markets, acquiring another business, or restructuring operations — and you need to know whether your current ERP can scale, or what needs to change before it can.
Our advisory practice covers the full range of ERP strategy — from readiness and selection through operational improvement and long-term roadmap planning.
A clear, sequenced plan for modernizing your technology — with realistic timelines, cost ranges, and risk mitigation built in from the start.
A structured assessment of your current environment, business processes, and data quality against Business Central's capabilities and implementation requirements.
Analysis of your finance team's workflows, close cycle, and reporting — with specific recommendations for improvement in Business Central or adjacent Microsoft tools.
A review of how your operations team interacts with the system — identifying manual processes, duplicate data entry, and workflow gaps that erode productivity.
Design of a reporting architecture that gives leadership real-time visibility without requiring finance or IT to build custom exports on demand.
Advisory engagements are structured, time-bound, and deliver concrete outputs — not open-ended consulting retainers with vague deliverables.
Our advisory process is designed to be efficient, focused, and immediately actionable — with no ambiguity about what you'll receive.
A focused conversation to understand your situation, goals, and constraints. We'll confirm whether advisory is the right next step and what scope makes sense.
We conduct interviews with key stakeholders, review your current environment and processes, and analyze the data that matters to your specific advisory question.
A written deliverable with specific findings, prioritized recommendations, and a sequenced roadmap. We present it to your team and walk through each component.
Many advisory clients move forward with Optimal IQ to implement the recommended plan — whether that's a full implementation, a managed services engagement, or targeted optimization work.
Advisory engagements begin with a no-cost discovery call. We'll help you understand what questions you should be asking and whether an advisory engagement is the right next step for your organization.