How the Health Check works

To start with we will give you a quick call to understand the size and complexity of your Dynamics NAV system and to arrange a date to conduct your Health Check. Most Health Checks are conducted onsite at your business’s office and take about a day to complete but for some smaller systems we can conduct the Health Check via a video conference call.

Our consultant starts the Health Check by getting a general overview of your business and your Dynamics NAV system.  Then they will meet with each of your super-users to understand how the system is being used through-out your business; we make sure that we cover every potential use of NAV by structuring the Health Check as if we were living a ‘Day in The Life’ of your business – following your business processes step-by-step from start to finish. The agenda below gives you an idea of what a standard Health Check day would look like:

Purchasing & Payments

  • Purchasing/stock
  • Purchase invoice processing
  • Non-stock purchase to pay
  • Paying suppliers
  • Expenses

Inventory

  • Goods received
  • General warehouse/stock taking
  • Goods dispatch

Customer Relationship Management

  • Marketing/lead generation
  • Sales/pipeline management

Sales Order Processing

  • Quoting
  • Order processing accounts receivables (invoicing)
  • Returns & issue management (customer services)
  • Financial Management
  • Bank reconciliation
  • Reporting

General Reporting

Manufacturing, service management & warehousing (where applicable)

Bespoke: Any additional areas specific to your business

During the course of the day our consultant will get a good understanding of your system’s performance, users’ competence in using each area, where additional training is required and where processes are inefficient and better methods could be used.

If there is a particularly complex issue (for example a complicated warehouse process) our consultant will arrange for a NAV People specialist in that area to have a call with the super-user to discuss the issue in more detail and give advice on the best solution.

After the Health Check our consultant will write-up their findings along with their recommendations and will arrange a date with you to explain what they found. They will talk you through their suggestions to resolve issues and recommend improvements which will ensure your system is equipped to serve your business for many years to come.