Align business processes, technology, data, and operational requirements with solution design services built around how your organization works.
Business Process & Solution Design
Understand how work happens today, identify what needs to improve, and define how processes, data, systems, and teams should work together before implementation begins.
Talk to an ExpertFor organizations that need greater clarity before deciding what comes next.
Who It’s For
Business challenges often extend across processes, teams, data, and systems. This service helps create a shared understanding of how work happens today, where improvements are needed, and what should guide future process and technology decisions.
Planning a New System
Define what the business needs before selecting or implementing new technology.
Improving Disconnected Processes
Identify gaps, delays, manual work, and handoffs that make everyday work harder.
Bringing Teams and Processes Together
Create a shared understanding of how work should move across departments and business functions.
Creating More Consistent Ways of Working
Standardize important processes across teams, locations, and business units where it makes sense.
Unsure Where to Start
Clarify current challenges, agree on priorities, and identify the right next steps.
A clear understanding of how the business works —and what needs to improve.
WHAT SUCCESSFUL SOLUTION DESIGN REQUIRES
Good solution design starts with understanding how work happens today, where teams face challenges, and what the business needs moving forward. Creating that shared understanding early helps guide better process and technology decisions.
Clear Business Goals
Agree on what needs to improve and the outcomes that should guide future decisions.
A Shared View of How Work Gets Done
Understand how work moves across teams, where challenges occur, and which processes need to change.
The Right People Involved
Include the people who understand the work, use the processes, and will be affected by future changes.
A Practical Path Forward
Turn business needs and priorities into clear next steps for processes, data, systems, and implementation.
Turn business needs into a clear and practical path forward.
WHAT XCELPROS HELPS YOU ACHIEVE
XcelPros helps bring together the people, processes, data, and technology involved—creating a shared view of what needs to improve and a clear plan for moving forward.
- A Clear View of Current Challenges
- Better Processes Across the Business
- Clear Business and System Needs
- Better Alignment Across Teams
- Fewer Surprises During Implementation
- A Practical Plan for What Comes Next
See the full picture before deciding what comes next.
WHY XCELPROS FOR YOUR IMPLEMENTATION
Business challenges rarely exist within one process, team, or system. XcelPros helps uncover how work connects across the organization, bring the right perspectives together, and turn complex needs into clear, practical decisions.
- We Look Beyond a Single Process
- We Ask the Questions That Create Clarity
- We Bring Different Perspectives Together
- We Keep the Design Practical
- We Turn Decisions into a Clear Plan
- Discuss Your Business Needs
FAQ
What is included in a Dynamics 365 implementation with XcelPros?
XcelPros helps align Dynamics 365 with your business processes, operational needs, data, and connected systems. Depending on your needs, the work may include solution design, configuration, integrations, data migration, testing, training, deployment, and support after go-live.
How do we decide which Dynamics 365 applications and capabilities we need?
XcelPros helps align Dynamics 365 with your business processes, operational needs, data, and connected systems. Depending on your needs, the work may include solution design, configuration, integrations, data migration, testing, training, deployment, and support after go-live.
Can you improve or expand our existing Dynamics 365 environment?
XcelPros helps align Dynamics 365 with your business processes, operational needs, data, and connected systems. Depending on your needs, the work may include solution design, configuration, integrations, data migration, testing, training, deployment, and support after go-live.
Can Dynamics 365 connect with our existing systems?
XcelPros helps align Dynamics 365 with your business processes, operational needs, data, and connected systems. Depending on your needs, the work may include solution design, configuration, integrations, data migration, testing, training, deployment, and support after go-live.
How long does a Dynamics 365 implementation take?
XcelPros helps align Dynamics 365 with your business processes, operational needs, data, and connected systems. Depending on your needs, the work may include solution design, configuration, integrations, data migration, testing, training, deployment, and support after go-live.
How do you handle data migration?
XcelPros helps align Dynamics 365 with your business processes, operational needs, data, and connected systems. Depending on your needs, the work may include solution design, configuration, integrations, data migration, testing, training, deployment, and support after go-live.
How do you prepare our teams for the new system?
XcelPros helps align Dynamics 365 with your business processes, operational needs, data, and connected systems. Depending on your needs, the work may include solution design, configuration, integrations, data migration, testing, training, deployment, and support after go-live.
What support is available after Dynamics 365 goes live?
XcelPros helps align Dynamics 365 with your business processes, operational needs, data, and connected systems. Depending on your needs, the work may include solution design, configuration, integrations, data migration, testing, training, deployment, and support after go-live.
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