This example is a composite, built to represent a realistic System Optimization engagement rather than one specific client..
Operation: A multi-location outpatient clinic group running Dynamics 365 Business Central for financials and patient billing operations. Industry: Healthcare, outpatient services. Prior environment: Business Central in place for two years, configured at launch and never revisited since. Engagement scope: System Optimization, a two-week fixed-scope assessment of the existing Business Central environment. Timeline: Two weeks, kickoff to delivery.
The challenge
Billing staff had built workarounds for a handful of reports that pulled incorrect numbers, routing insurance claims through a manual double-check before anyone trusted the totals. Nobody on staff had reviewed user permissions since go-live, and a recent audit had raised questions the finance team couldn’t answer with confidence. Leadership suspected the system could do more than it currently did, but didn’t have the internal bandwidth to figure out what, or the confidence to sign up for a full re-implementation over a problem that might be a configuration fix.
The approach
TruNova scoped the assessment to the group’s five highest-impact pain points: two misconfigured reports, a permissions review, an integration with the clinics’ scheduling system that occasionally dropped records, and a manual reconciliation step that ate a full day each month. A Solution Architect reviewed the environment and walked through each item with the finance team on a single assessment call. The delivery report ranked all five by priority and effort, with cost estimates attached to each.
Results
- Two incorrect reports traced to a configuration issue introduced during a prior update, with a fix scoped and estimated rather than left as a standing workaround.
- A full permissions review completed for the first time since go-live, closing the gap the audit had flagged.
- The dropped-record integration issue identified as a timing conflict with a nightly batch job, with a fix estimated at a fraction of the cost of the manual double-checking it had been causing.
- A clear, prioritized plan the finance team could act on immediately, without committing to a larger project until they knew what was actually broken.
Next step
Tell us what you are trying to fix and we will tell you what the work involves. Estimate my project gives you an initial planning range, or see what this has looked like for other teams.