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Business Process Review: 3-Day Assessment

Business Process Review: 3-Day Assessment


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.


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


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

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