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    • Global
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      • Wiise Business Central
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  • About
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    • The Management Team
    • Global
  • Solutions
    • Microsoft Dynamics 365 CRM Development
    • Cloud Technology
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    • Data and AI
    • Enterprise Content Search
  • Services
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      • Getting Ready for AI
      • Dynamics 365 Agents
      • ECLEVA Agents
    • Business Systems Consulting
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      • Wiise Business Central
    • Customer Engagement (CRM) & Marketing Automation
    • Business Intelligence (Power BI)
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    • Process Automation (RPA)
  • Sectors
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finance management tools Tag

Home Posts Tagged "finance management tools"
Digital TransformationIT

Asset-finance company 3E Advantage builds a scalable lending-management platform using Microsoft Dynamics CRM alongside ECLEVA

With tight control over the timing and cost of each new build, 3E Advantage created a...

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Slide

In-Workshop
Step 1: Discover Your Business Challenges

We begin by exploring the parts of your organisation where work feels slow, repetitive, inefficient or difficult to scale. This includes operational bottlenecks, manual processes, disconnected systems, high-touch workflows, and areas where teams rely heavily on workarounds. The goal is to understand the real challenges behind your daily operations so we can identify processes that are strong candidates for improvement, automation or AI assistance.

Slide
In-Workshop
Step 2: Prioritise What Matters Most

Not all problems are equal. In this stage, your team collaboratively prioritises the challenges identified, ranking them based on business impact, urgency, and strategic importance.

This ensures the workshop stays focused on what truly matters — not theoretical use cases — and that every opportunity we identify is anchored to real, agreed business priorities.

Slide
Post-Workshop
Step 3: Map AI & Automation Opportunities

Following the session, ECLEVA translates your prioritised challenges into practical AI and automation opportunities that align to your current Microsoft environment, such as:

Microsoft 365 & Copilot
Dynamics 365 & Business Central
Power Platform (Power Apps, Power Automate, Power BI)
Each opportunity is assessed using a Value × Ease framework, clearly highlighting:

Quick wins
High-impact initiatives
Opportunities requiring more planning or investment
We then present these findings back to your team, walking you through the prioritisation, recommended sequencing, and logical next steps. You’ll receive a clear, visual prioritisation that makes decision-making easy.

Slide
Post-Workshop + Optional Next Phase
Step 4: Feasibility & Readiness Check

We complete a high-level feasibility and readiness check, covering:

Data availability and quality
System and integration readiness
Security, governance, and compliance considerations
Risks, blockers, and any preparation required
The outcome is a clear, actionable roadmap outlining recommended next steps, sequencing, and indicative effort.

If you choose to proceed, ECLEVA can support you through:

Detailed solution design
Proofs of concept or pilots
Implementation and change enablement
Always at your pace, aligned to your goals.

Slide
LEAVE WITH A CLEAR, ACTIONABLE ROADMAP
Step 5: Recommended Next Steps

At the end of the workshop, we consolidate your insights into a clear, practical set of next steps. This includes prioritized opportunities, suggested sequencing, indicative effort levels and a path that aligns to your goals, technology landscape and operational priorities. You leave with an actionable starting point — something you can share with leadership or use to guide your internal planning.

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