ERP Health Check

How Healthy Is Your Business Central?

After running your Business Central application for a year or more, are you confident that the system is still running optimally? Your business changes as time passes, and your ERP needs to as well. Are your configurations aligned to current processes? Are they generating quality data? Is your security still properly aligned? Are you leveraging new features? It can be hard to know the answers to all of these questions without a systematic review.

An ERP Health Check is a comprehensive assessment that examines your Business Central deployment across multiple dimensions: system configuration, data quality, performance, security, customizations, and feature utilization. We analyze your actual system, interview key stakeholders, review processes, and assess against industry best practices. The result is a clear, prioritized roadmap of risks to address and opportunities to pursue.

We recommend health checks particularly in three scenarios: after your implementation is finished and stable for a year or more, when you’re considering new capabilities or integrations, or before a major upgrade. You may want to consider a health check if you are going through major changes to your business, like a change in leadership, new business unit, or new market. When your system performance or data quality are in doubt, start with objective insight and a clear direction for improvement.

What's Included

A thorough assessment across every dimension of your system

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System Configuration Review

Comprehensive review of your system setup across all modules: Finance, Sales, Purchasing, Inventory, Manufacturing. Validation against best practices and alignment with your business processes.

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Customization Review

Evaluation of all customizations and extensions, assessing business value, maintenance burden, and impact on upgradeability and system stability.

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Data Quality Assessment

Evaluation of master data quality (customers, vendors, items), transactional data integrity, and data governance practices. Identification of data issues and cleansing opportunities.

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Performance Analysis

Analysis of system responsiveness, database performance, report execution times, and integration performance. Identification of bottlenecks and tuning opportunities.

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Security & Compliance Assessment

Review of user access controls, role-based security, audit trails, and compliance with your data governance policies and regulatory requirements.

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Feature Utilization Analysis

Assessment of available features versus actual usage, identifying underutilized capabilities that could add value and unnecessary configurations that create complexity.

Frequently Asked Questions

Common questions about ERP health checks

Can we address issues found in the health check? +

Absolutely. The health check is often just the beginning. Many organizations engage EFOQUS to help implement recommendations from the health check report. We can help prioritize work, estimate effort and cost, and execute improvements. This is a natural progression from assessment to action.

What happens after the health check? +

We deliver a comprehensive written report with findings organized by priority. The report includes quick wins you can tackle immediately, medium-term improvements, and longer-term strategic enhancements. We typically present findings in a workshop with your team to discuss priorities and next steps. Many organizations use the health check report to plan their 12-month improvement roadmap.

What does a health check cost and how long does it take? +

A typical health check takes 2-3 weeks of assessment work and costs significantly less than an implementation project. The exact timeline depends on system complexity and available access to data and stakeholders. We can provide a detailed proposal after a brief preliminary discussion about your system size and complexity.

Should we do a health check if we're satisfied with our system? +

Even well-functioning systems benefit from periodic assessment. You might discover optimization opportunities, hidden risks, or underutilized capabilities that could add significant value. It's similar to a medical checkup: even when you feel fine, periodic assessment catches issues early. A health check every 2-3 years is a reasonable cadence for most organizations.

Ready to Assess Your Business Central?

Let's conduct a health check and identify optimization opportunities.

Schedule a Consultation