D365 Services
Independent Project Management & Business Analyst Support for Dynamics 365
Flexible, client-side project management and business analyst expertise wherever you need it.
One Partner. Every Stage of Your D365 Journey.
Whether you’re preparing for a new implementation, navigating a complex project, recovering an initiative that has gone off track, or looking to optimize your systems after go-live, our team provides the experienced project leadership and business expertise to help you move forward.
We work alongside your organization and technology partners to bridge the gap between business needs and technical delivery. We bring structure, clarity, and momentum to every stage of the journey. Our services are flexible and scaled to your organization’s needs, providing the right level of support when and where you need it.
Build the foundation for a successful implementation.
Before beginning implementation, our team helps your organization understand where you are today, where you need to go, and what it will take to get there. We work with your business and technology teams to establish a clear, practical foundation for implementation, including:
- Readiness Assessment: Assessing your organization’s people, processes, technology, data, and governance to identify gaps, risks, and areas that need to be addressed before implementation.
- Requirements Gathering: Working with stakeholders to understand business needs, document requirements, and prioritize what is truly critical for the future solution.
- Implementation Planning: Developing a practical roadmap for implementation, including scope, priorities, timelines, resources, dependencies, governance, and key decisions.
- Business & Process Alignment: Understanding current-state processes and identifying opportunities to simplify, standardize, and improve before translating them into a new system.
- Vendor Evaluation & Selection: Supporting your organization through implementation-partner evaluation to ensure the selected vendor aligns with your business needs, capabilities, and budget.
The result: a clear understanding of what needs to change, why it needs to change, and a practical plan for moving into implementation with fewer surprises.
D365 Licensing Optimization
Live with D365 already? Are you paying for more licenses than you need?
As your organization evolves, D365 users, roles, and responsibilities change, but licensing doesn’t always keep pace. We assess how your users are actually accessing and using D365 to identify opportunities to optimize your licensing model.
Our review can include:
- User & Role Analysis: Assessing users, security roles, and system access to understand what licenses are actually required.
- License Right-Sizing: Identifying users who may be assigned a higher-cost license than their role requires.
- Unused & Underutilized Licenses: Identifying inactive, duplicate, or unnecessary licenses that may be contributing to avoidable costs.
- Access & Compliance Review: Ensuring users have the appropriate level of access to perform their roles without over-licensing.
- Ongoing Optimization: Establishing practical processes to review licensing as your organization, workforce, and D365 environment change.
We help you acheive a licensing model that better aligns with how your organization actually uses D365, helping reduce unnecessary costs while ensuring your team has the access they need.
About Cascadia
Based in Vancouver, BC, we are a management consulting firm focused on
helping organizations plan and deliver complex digital transformations. Our
technology practice includes strategy and planning, vendor selection, readiness assessments, system implementation, and organizational change management, alongside extensive experience delivering Microsoft Dynamics 365 solutions.
We support clients across the Dynamics 365 journey, from planning and
implementation to post-go-live enhancements. We have a specialized
focus on recovering complex or at-risk D365 projects – we bring the structure,
expertise, and practical approach needed to get these projects back on track and set them up for long-term success.
See how Cascadia can help
Have a project you’re planning, navigating, or trying to get back on track? Let’s talk about how we can help.