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ERP Modernization Workshop

Modernize Your ERP With Microsoft Dynamics 365

Join our ERP Envisioning Workshop to unlock AI-powered insights, streamline operations, and future-proof your business.

Why It Can't Wait

Why ERP Modernization Can't Wait

Business leaders everywhere are facing rapid market shifts, your systems need to keep up.

Complexity Demands Visibility

Operations today are more connected than ever, from finance and HR to inventory, projects, and customer experience. Without real-time visibility, delays, cost overruns, and inefficiencies multiply. Legacy systems can't keep pace, creating bottlenecks across the entire organization.

Why It Matters
  • Real-time tracking can reduce operating costs by up to 25%
  • Integrated data improves delivery and service accuracy by 15 to 20%
  • Cloud-based ERP enables faster pivots during market disruptions

Competitors Are Already Using AI

Organizations embracing AI and automation are setting the standard. They're streamlining workflows, reducing costs, and making faster, smarter decisions. If your ERP can't analyze data and act proactively, you risk falling behind in efficiency, pricing, and customer responsiveness.

Why It Matters
  • AI-driven forecasting improves planning accuracy by up to 50%
  • Automation can cut manual data entry time by 60 to 80%
  • Predictive insights reduce unplanned downtime by up to 30%

A Workforce That Works Everywhere

Your team is no longer in one place, and your ERP shouldn't be either. Remote work, distributed teams, and partner networks require secure, cloud-enabled solutions that connect people, processes, and data in real time. Without it, communication breaks down and productivity slows.

Why It Matters
  • Cloud ERP improves collaboration by giving teams a single source of truth
  • Secure, role-based access keeps data safe on any device
  • Real-time collaboration reduces project turnaround times by up to 20%
What You'll Gain

Unlock Efficiency, Insight, and Growth With Microsoft Dynamics 365

What a modern ERP upgrade actually gets you.

Pinpoint Your Gaps
Identify where your current ERP falls short with a targeted gap-fit analysis.
See the Future of ERP
Explore a vision for modern operations using Dynamics 365 Finance & Operations.
Make the Business Case
Gain a proposal outlining clear cost-benefit insights for your organization.
Tailored for Your Business
Receive a custom implementation blueprint designed around your unique workflows and goals.
Track in Real Time
Monitor key business metrics with live, accurate data across every department.
Plan Ahead With Confidence
Leverage forecasting and planning tools to anticipate needs and adapt quickly.
Connect Every System
Integrate seamlessly with the tools and platforms you already use.
Empower Smart Decisions
Use AI-driven insights and automation to optimize processes and improve outcomes.
Business Central

Microsoft Dynamics 365 Business Central Overview

Trusted by over 40,000 SMBs as an all-in-one solution with seamless integration with Microsoft 365. The numbers speak for themselves.

45,000+
Customers worldwide now using Dynamics 365 Business Central, a milestone reached by early 2025.
75%
Year-over-year increase in monthly active Business Central users.
$45M
Estimated ROI from moving to Business Central.

Want the full picture? A Forrester Total Economic Impact study breaks down the measurable gains, ROI, payback period, cost savings, and productivity improvements, reported by companies that moved to Dynamics 365 Business Central.

The Workshop

Join Our ERP Envisioning Workshop

Designed for organizations across industries.

Assessment

We start by mapping your current ERP environment against where your business actually needs to go, pinpointing the specific gaps, workarounds, and hidden costs slowing your team down.

  • A gap-fit analysis of your current system against your business requirements
  • An estimate of what a migration would cost and how long it would take

Envisioning

With the gaps on the table, we build a picture of what a modern, cloud- and AI-enabled ERP could look like for your specific operations, not a generic modernization deck.

  • A future-state vision built around Dynamics 365 Business Central's cloud and AI capabilities
  • Direct input from your team on what "better" actually needs to mean for your workflows

Business Value

Vision only matters if it pencils out. We translate the proposed changes into a business case your leadership can act on, covering cost, risk, and expected return.

  • A cost-benefit breakdown tailored to your organization, not industry averages
  • Proof points from Business Central's real-world adoption and ROI data

Blueprint

You walk away with a concrete, sequenced roadmap for getting from where you are today to the future state we defined together, ready to hand to your team or ours.

  • A phased implementation plan scoped to your environment and timeline
  • A clear starting point for scoping the actual engagement, if you choose to move forward
TrellisPoint consultants working with a client on Microsoft strategy
Why TrellisPoint

Built on Partnership. Focused on Your Goals.

We start with the business result you are trying to achieve, then design the right ERP modernization path to get there. Our consultants work side-by-side with your teams, bringing structure, clarity, and accountability throughout the journey.

One Partner Across Your Microsoft Stack
Dynamics 365, Power Platform, and Copilot working as one system, not managed piecemeal by six different vendors.
A Proven, Five-Step Process
Every engagement follows the same Discovery-to-Grow framework, not a different approach depending on who is staffed.
Senior Consultants, Not Junior Resources
The person scoping your project is the person delivering it.
95% Client Retention
Reflects how we work post go-live, not just at launch.
Get Started

Book Your ERP Envisioning Workshop

Join our ERP Envisioning Workshop to unlock AI-powered insights, streamline operations, and future-proof your business.

  • A practical assessment of your current ERP challenges and constraints
  • Clarity on how AI, cloud, and modern ERP capabilities could apply to your operations
  • Guidance on ERP modernization options, including when Dynamics 365 does and does not make sense
 
Frequently Asked Questions

ERP Modernization FAQ

What happens during the ERP Envisioning Workshop?

The workshop moves through 4 phases: Assessment (identifying ERP gaps and estimating migration costs), Envisioning (defining your future ERP vision with cloud and AI-enabled capabilities), Business Value (building a business case), and Blueprint (a tailored implementation roadmap you walk away with).

Why Dynamics 365 Business Central specifically?

Business Central is trusted by over 40,000 SMBs as an all-in-one ERP with seamless Microsoft 365 integration, and adoption has grown quickly - over 45,000 customers worldwide by early 2025, with a 75% year-over-year increase in monthly active users.

What kind of ROI can we expect from modernizing our ERP?

Companies moving to Business Central have reported an estimated $45M in ROI. For the full breakdown - payback period, cost savings, and productivity gains - a Forrester Total Economic Impact study covers the measurable results in detail; ask us about it during your workshop.

Is this workshop only for a specific industry?

No. The ERP Envisioning Workshop is designed for organizations across industries, not built around one vertical's specific processes.

What do we walk away with after the workshop?

A tailored implementation Blueprint - a roadmap built around your specific ERP gaps and business case, not a generic modernization checklist.