How the audit works
One week, read-only access, and a written report that tells you what your Dynamics 365 and Power Platform setup is costing you and what to fix first. £750, fixed.
The method
- Discovery call. Thirty minutes on what the system is for, what's frustrating people and what you'd like it to do better. Before the week starts
- Read-only access. You give me a read-only account. I can't change anything, and anything more is agreed in writing first.
- Review. I go through the configuration, the processes it supports and every Power Automate flow, against what you told me matters.
- Risks and waste. I note anything that's costing time or money, anything that could break, and anything nobody uses.
- Prioritise. Each finding is scored on business impact and the effort to fix it, then put in order.
- Written report. A summary for whoever pays for the system, then every finding with the problem, the risk and the exact steps to fix it. End of the week
- Walkthrough. A 30-minute call to go through the findings and agree what happens next, if anything.
What it usually finds
- Licensing
- Leavers still assigned, and light users on full licences
- Forms and views
- Cluttered forms, unused fields and views nobody trusts
- Manual work
- Re-keying and copy-pasting that the system could do
- Power Automate
- Flows owned by one person, failing silently or doing too much
- Data quality
- Duplicates, missing fields and records nobody owns
- Reporting
- Reports that don't match, or that can't answer basic questions
- User experience
- Too many clicks for everyday jobs
- Technical debt
- Changes made straight in live, and customisation nobody can explain
- Adoption
- Spreadsheets kept alongside the CRM because people don't trust it
How findings are ranked
Each finding gets two scores: how much it's costing the business, and how much work it is to fix. Those give it a priority, so you know where to start without reading the whole report.
| Priority | Means |
|---|---|
| Fix first | High impact, low effort. Usually a week or two of quick wins. |
| Plan in | High impact but more work. Worth scheduling properly. |
| Tidy up | Low impact, low effort. Do when there's a quiet day. |
| Leave | Low impact, high effort. Noted, not worth the cost right now. |
If you already have a partner
The audit doesn't replace them. It gives you an independent view of what you're paying for, and a ranked list you can hand to them, your own team or me. I don't take a cut from anyone and I've no stake in past decisions.
See an example report
A full 8-page report for a fictional company, in the same format you'd get. It has:
- a one-page summary for whoever signs off the budget
- 14 findings, ranked by impact and effort
- the problem, the risk and the steps to fix each one
- a suggested order of work
The company, people and figures are all made up. It's an illustration, not a real client.
Next step
£750, fixed, with no VAT to add. It covers one production environment; if you run more, we'll confirm scope on a 20-minute call first.