Build your finance roadmap with a 3-day transformative workshop

Our roadmap workshop facilitators use design thinking concepts to help business decision makers establish primary goals and vision using an approach that encourages thinking beyond simply making existing processes more efficient.

All or part of the cost of the workshop could be eligible for Microsoft co-funding.

Finance Roadmap

Use the Microsoft Catalyst methodology to build your finance operations roadmap

With the increasing shift to digital technology, securing financial data has become more important than ever. It is essential to be able to optimize financial operations while also protecting revenue due to increasingly prevalent fraud. The Microsoft Catalyst workshop methodology helps organizations create a roadmap to implement high return, high value financial initiatives.

In this personalized, one-on-one workshop, Rand Group will guide you through prioritizing high-value transformation scenarios to help you achieve ongoing innovation. At the end of the engagement, we deliver a roadmap to success and blueprints of high priority transformation scenarios which will be the foundation to making your new vision a reality.

Questions and Answers

Day 1

Conduct interviews and ask thought-provoking questions to understand the current state of financial operations, identify business challenges, opportunities for improvement, and observe end users to understand the user experience.

Ideation

Day 2

Participate in a workshop with key business stakeholders to synthesize high-level vision, prioritize business opportunities and initiatives, and create high-value transformation scenarios.

Scheduling

Day 3

Delivery and review of Finance Roadmap, including top priority and value finance initiatives and execution plan for next steps – be it a Catalyst Pilot for tailored transformation or a Rapid365 Implementation for a fast, prescribed best practices deployment.

Catalyst Methodology

About the Microsoft Catalyst methodology

Microsoft Catalyst is a proven and powerful methodology to value identification. As part of a Catalyst engagement, meet with our team of finance specialists, integration engineers, and analytics consultants for a roadmap workshop. The scope of the engagement starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, ending with a clear, actionable blueprint of how you can reach your business goals.

Your business transformation begins with an I.D.E.A

Build, plan, and execute business transformation strategies with a proven, innovative approach from Microsoft Catalyst — an envisioning and planning program that employs Microsoft Dynamics 365, the Microsoft Power Platform, and the Microsoft Cloud.

Inspire

Imagine a future state solution for your business. Start with an envisioning workshop.

Design

Discover what’s possible by aligning
technology investments to business goals. Take the business value and solution assessment.

Empower

Empower others in your organization to see the value. Present a solution demonstration.

Achieve

Achieve business outcomes and improved customer experiences. Develop your transformation plan.

Go a step further with a 3-week pilot to evaluate Finance

Rand Group offers a 3-week pilot customized to your business processes using the Microsoft Catalyst methodology to help visualize how Dynamics 365 Finance can transform your finance operations:

  • Personalized pilot environment including data, transactions, and processes relevant to your financial processes
  • Free 30-day trial of Dynamics 365 Finance
  • Live pilot simulation demonstration to key stakeholders
Financial Pilot Signup

Transform your financial operations. Contact Rand Group.