Project / Delivered

Discovery & solution design

A full Discovery for an enterprise client: scoping a Dynamics 365 solution, mapping current-state processes, and producing a phased delivery roadmap. The engagement also produced a reusable internal method doc for running a Discovery end to end.

Status
Delivered
Group
Client Work
Stack
Dynamics 365, Dataverse, process mapping
Repo
Previous employer — private (Azure DevOps)
Related writing
Internal only (previous employer)

Architecture

  • Current-state process capture mapped to a proposed Dynamics 365 target state.
  • Phased roadmap balancing quick wins against longer-term platform work.
  • Reusable Discovery playbook authored off the back of the engagement.

Evidence

  • Delivered Discovery output and roadmap.
  • Internal "how to run a Discovery" reference adopted for later projects.
  • Owned scoping and design directly with the client.

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