Guides and downloads
30-day modernization worksheet
A four week worksheet for turning vague operational pain into one scoped first move, with a champion, a baseline and a decision.
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Guides and downloads
Working through a Dynamics 365, Power Platform, or Copilot question? Start with a guide and bring us the questions it sparks. Highlighting enthusiastically is entirely optional.
Guides and downloads
Client opportunity scorecard
A scorecard for MSP owners, vCIOs and service leaders to spot business application opportunities already sitting inside their client base.
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Copilot evaluator
Score your Copilot use cases on time saved, input quality and risk, so you pilot the one that pays off instead of the one that sounds best.
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Dynamics 365 buyer’s guide
Which Dynamics 365 applications you need, how they connect, and the budget considerations most companies miss before they commit.
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Friction finder worksheet
A ten minute worksheet for finding where work actually slows down, ready to bring to your next team meeting.
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GP to Business Central migration guide
What to settle before a Dynamics GP to Business Central migration starts: data, customizations, timing and the real cost drivers.
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Microsoft 365 Copilot buyer’s guide
What Microsoft 365 Copilot, Copilot for Sales and Copilot for Service actually do, and what has to be true before a rollout works.
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Microsoft tools glossary
Eight Microsoft terms your next partner email will assume you know: Dynamics 365, Business Central, Power Platform, Copilot and the rest.
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MSP advisor guide
A plain English guide to Dynamics 365, Business Central and the Power Platform for advisors whose clients keep bringing them up.
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MSP partnering playbook
How MSPs monetize business application opportunities through a delivery partner, without building a Dynamics practice or taking delivery risk.
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Power Platform quick wins
Five small Power Platform builds that turn licenses you already own into working automation, starting with approvals and expense tracking.
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QuickBooks to ERP guide
Three signals that separate a real QuickBooks to ERP candidate from a reporting problem, for CPA, CAS and bookkeeping firms advising clients.
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Rescue implementation playbook
A 12 point assessment and 90 day reset plan for a Dynamics 365 or Power Platform implementation that never quite reached the finish line.
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