Tool Sprawl and Unclear Ownership
Microsoft tools evolve in silos. The result: slower adoption and eroding ROI. Misalignment can cost 1–5% of EBITDA, and businesses waste $30B annually on unused software.
Free 2-Hour Discovery Session
Bring Clarity and Control to Your Microsoft Business Systems
In a focused working session, we review how your Dynamics 365, Power Platform, and data environment are operating today — then provide a clear roadmap to improve performance, reduce risk, and get more value from your Microsoft investments.
- Gain clear visibility across sales, operations, and finance
- Eliminate disconnected systems and manual work
- Reduce risk before investing further in Microsoft tools
Microsoft Is Powerful. Lack of Alignment Is Expensive.
Most organizations aren’t struggling with tools — they’re struggling with coordination. AI, data, security, and business applications often evolve in silos, creating friction instead of acceleration.
Data Without Insight
Disconnected systems stall decisions. Teams lose 12 hours per week chasing data, and 79% of leads never convert due to broken handoffs.
AI Pressure Without a Plan
AI adds urgency — but without structure, it adds risk. 46% of organizations report customer impact from scattered data, and 82% make decisions using outdated information.
It Starts with a Free Strategic Assessment
Engage in a complimentary two-hour strategy session designed to create clarity, alignment, and a documented roadmap. During the session, we evaluate four critical areas:
AI Readiness
What we assess during the session:
- Copilot licensing alignment and entitlement gaps
- Information architecture and security posture
- Governance readiness for AI deployment
- Practical, measurable AI use cases aligned to business goals
- Opportunities for custom agents and automation
Outcome:
Clarity on whether your organization is truly AI-ready — and what must be addressed before scaling.
Business Systems Alignment
What we assess during the session:
- Current Dynamics 365 environment (Sales, Service, Marketing)
- Integration gaps across CRM, ERP, and Power Platform
- Pipeline visibility and service workflow efficiency
- Data flow between systems affecting reporting and CX
Outcome:
Identification of friction points limiting revenue visibility, customer experience, or operational scale.
Modern Work & Governance
What we assess during the session:
- Teams and SharePoint governance structure
- Information sprawl and permission complexity
- Adoption challenges and shadow IT risks
- Workflow inefficiencies slowing collaboration
Outcome:
A clearer structure for modern work that improves productivity without increasing complexity.
Data & Forecasting Integrity
What we assess during the session:
- Power BI model integrity and semantic consistency
- Definition alignment (“one version of the truth”)
- Data source connectivity gaps
- Forecasting reliability and reporting bottlenecks
Outcome:
A prioritized plan to turn fragmented reporting into decision-grade intelligence.
Proven Results That Speak for Themselves
Manufacturing & Distribution · Professional Services · Financial Services · Healthcare · Technology & SaaS · Business Services
+250
Clients Served
+300
Biz Apps Implementations
95%
Client Retention Rate
+16
Years of Microsoft Solutions
What You Walk Away With
This is not a surface-level conversation. It’s a structured, consultant-led strategy session designed to produce a documented plan you can act on immediately.
Current-state review
We’ll map what you’re using today across business apps, modern work, data, AI, and security—plus where things are stuck.
Quick wins + risks
Practical improvements you can act on quickly, plus risks to address before scaling (especially around AI and governance).
Prioritized roadmap
A sequenced plan tied to business outcomes—what to do now, next, and later, with success metrics you can track.
What Happens After You Book
Confirmation & Fit Alignment
After you submit the form, we’ll review your details and confirm alignment. You’ll receive a scheduling link to secure your two-hour strategic session at a time that works for you.
Executive-Level Strategy Session
During the session, we assess your business goals, current systems, and alignment gaps across AI, data, security, and operations.
You receive your Strategic Technology Roadmap within a few business days.
Within a few business days, you’ll receive a documented roadmap outlining priorities, quick wins, risk areas, and recommended next steps — structured around measurable business outcomes.
Frequently asked questions
Is this a sales call?
No. This is a structured strategy session led by a senior Microsoft strategist.
The purpose is to assess your current environment, identify alignment gaps, and produce a documented Strategic Technology Roadmap.
If there’s a mutual fit afterward, we can discuss next steps — but the session itself is diagnostic and value-focused.
Is the session really free?
Yes. The two-hour strategic assessment and the resulting roadmap are provided at no cost.
Our goal is to demonstrate our strategic approach and determine whether a longer-term engagement makes sense.
What will we receive after the session?
Within a few business days, you’ll receive a documented Strategic Technology Roadmap that includes:
- Current-state alignment summary
- Immediate opportunities and risk areas
- Prioritized initiatives (Now / Next / Later)
- Recommended next-phase actions
This roadmap is yours to keep.
What types of organizations is this best suited for?
This session is ideal for organizations that:
- Are actively using Microsoft 365, Dynamics, Power Platform, Azure, or Copilot
- Are evaluating AI readiness or modernization initiatives
- Need clearer prioritization across systems and data
- Are planning transformation in the next 3–12 months
How quickly can we get started?
Once you submit the form, we’ll confirm alignment and provide scheduling options.
Most sessions are booked within 1–2 weeks, depending on availability.
What happens after the roadmap is delivered?
After reviewing your roadmap, you can:
- Implement internally
- Use it to guide vendor discussions
- Or engage TrellisPoint to support the Decide and implementation phases
There’s no obligation to continue.
Get Clarity on Your Microsoft Business Systems
Book a guided strategy session to review your current environment across Dynamics 365, Power Platform, and Microsoft 365. You’ll walk away with a practical roadmap to reduce tool sprawl, improve data visibility, and identify high-impact automation opportunities.