A Kendra Dynamics Phase 0 review for organizations running Dynamics GP, SL, AX, NAV/Navision, Business Central, Finance & Operations, CE, and business-critical custom applications. We help leaders stabilize the current state, evaluate practical options, and create a defensible modernization roadmap before implementation momentum takes over.
Indicative fixed-scope review range: $3,500-$8,000, confirmed after scope alignment.
Designed for mixed Dynamics estates where legacy platforms, custom systems, modern ERP, and AI expectations need to be sequenced rather than forced into a single big-bang answer.
Many organizations do not need panic migration messaging. They need a disciplined view of what to stabilize, what to connect, what to modernize, and what to leave alone because it still serves the business well.
This review gives CIOs, CFOs, controllers, and operations leaders a practical decision package: current-state reality, support risk, process fit, modernization options, TCO/ROI logic, governance considerations, and a sequenced roadmap that respects business capacity.
The method is designed to reduce selection and modernization risk before the business commits to a platform move, implementation partner, or major budget cycle.
Understand platforms, customizations, process pain, support load, business constraints, and executive goals.
Map finance, operations, CRM, custom app, data, and integration requirements to the future-state operating model.
Translate business needs into requirements, demo scripts, vendor questions, and evaluation logic.
Compare feasible paths across D365, Business Central, CE, integration, custom app modernization, and retain/evolve options.
Use scripted scenarios and weighted scoring to surface platform fit, gaps, risk, and delivery complexity.
Create the recommendation, TCO/ROI model, risk register, and sequenced modernization path.
These anonymized patterns show the kind of decision work the review is designed to support: operating context, strategic risk, platform trade-offs, and a value case leadership can defend.
Fragmented AS/400 and local workflows created supply chain blind spots, inconsistent master data, and planning friction across a global plant network.
Acquisition growth left regulated quality, traceability, electronic records, and audit readiness spread across multiple systems.
Disconnected PSA, CRM, HR, and finance created revenue leakage, weak margin visibility, and manual close pressure.
An aging ERP could not sustain peak transaction volume, API needs, real-time availability, or modern WMS expectations.
Regional ledgers and reporting definitions slowed consolidation, cash visibility, and shared-services governance.
Long-running custom applications still carried business-specific workflow logic that leadership did not want to lose in a modernization program.
Illustrative outcome ranges grounded in Phase 0 workstreams, strategic fit analysis, and transformation governance. Actual value depends on scope, environment complexity, and execution readiness.
The purpose is not to force a platform. The purpose is to make trade-offs explicit across fit, risk, economics, change impact, and time-to-value.
Evaluate D365 F&O, Business Central, CE, Power Platform, and Microsoft-native integration against process fit and change impact.
Compare SAP, Oracle, NetSuite, Workday, and other ecosystems where economics, capability depth, or operating model fit justify it.
Decide where legacy ERP, custom applications, or specialized systems should be retained, wrapped, integrated, or modernized in stages.
These videos preserve the narrated material from the original ERP selection site, now framed as Kendra Dynamics modernization review content.
Why Phase 0 advisory protects decision quality before transformation spend accelerates.
The six-step review method, deliverables, and board-ready recommendation package.
How weighted scoring makes platform, risk, value, and change trade-offs visible.
Representative operating situations across manufacturing, regulated quality, services, distribution, and finance.
Start with a focused review that clarifies what to stabilize now, what to modernize next, and how legacy Dynamics, modern D365, CE/CRM, data, custom applications, and AI readiness should fit together.