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Category: Workflow & Integration
Evaluates how seamlessly processes flow within Dynamics 365 and across other enterprise systems, measuring the shift from manual coordination to a unified, trusted ecosystem where workflows connect people, systems, and data across the business.
How efficient and seamless are your workflows?
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Dynamics 365 supports core transactions, but the full breadth of its workflow features is not yet in use. Many cross-functional processes within D365 are still managed in part or entirely through email and spreadsheets, creating manual work and limited visibility.
Departments actively use and trust the advanced features of Dynamics 365. Cross-functional work within D365 is system-driven, but other critical systems involved in broader workflows (such as CRM, WMS, TMS, MES) are not fully integrated, requiring email or spreadsheets to complete handoffs and maintain visibility.
End-to-end value streams such as order-to-cash, procure-to-pay, and forecast-to-plan are connected across Dynamics 365 and other enterprise systems (CRM, WMS, TMS, MES), improving coordination, visibility, and data flow between functions.
Legacy systems and cross-functional workflows have been redesigned to be more intuitive and productive, removing bottlenecks and enabling departments to operate cohesively across integrated platforms.
All critical workflows operate seamlessly within a trusted enterprise ecosystem that connects Dynamics 365 with surrounding systems. Data and processes are fully aligned across functions, and systems empower users—being intuitive, well-adopted, and no longer barriers to performance. This environment enables real-time visibility, confident decision-making, and unified execution.
To what extent should improving workflow maturity be prioritized right now?
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Low
1
2
3
4
High
5
1 is Low , 5 is High
Which D365 Finance Modules are Currently Live?
General Ledger
Accounts Payable
Accounts Receivable
Cash and Bank Management
Fixed Assets
Budgeting
Cost Accounting
Expense Management
Credit and Collections
Cost Management
Rebate Management
Which D365 Operations Modules are Currently Live?
Inventory Management
Warehouse Management
Procurement and Sourcing
Product Information Management
Production Control
Master Planning / Planning Optimization
Asset Management
Transportation Management
Commerce
Service Management
Project Management and Accounting
Sales and Marketing
What are your challenges and opportunities for workflow within D365 and between D365 and other key systems?
Which Modules are on Your Short List for Implementation?
Accounts Payable
Accounts Receivable
Asset Management
Budgeting
Cash and Bank Management
Commerce
Cost Accounting
Cost Management
Credit and Collections
Expense Management
Fixed Assets
General Ledger
Integration Framework
Inventory Management
Master Planning / Planning Optimization
Procurement and Sourcing
Product Information Management
Production Control
Project Management and Accounting
Rebate Management
Sales and Marketing
Service Management
Transportation Management
Warehouse Management
How would improvements impact business performance?
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Category: Automation
Evaluates how effectively automation supports the business by reducing manual effort, standardizing workflows, and enabling people to focus on higher-value analysis and decision-making within a governed framework.
To what extent has automation reduced manual effort and enabled your people to focus on higher-value analysis and decision-making?
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People are performing most tactical and administrative tasks manually, with minimal automation support. Processes depend on individual effort and are prone to delay or inconsistency.
Automation is applied effectively within departments, streamlining key tasks and improving efficiency. However, automation is minimal or nonexistent across functions, and handoffs between departments still rely on manual coordination.
Automation extends beyond departmental boundaries to support cross-functional workflows. Teams collaborate using shared processes that reduce manual handoffs and increase visibility, though governance and standardization remain limited.
A great deal of work is automated across the enterprise, with clearly defined governance ensuring consistency, accountability, and control. Automation supports role-based workflows and standardized data flow, establishing the structure needed for future AI enablement.
Some decisions and actions are executed autonomously within defined role-based thresholds. Governance disciplines ensure transparency, auditability, and alignment with business intent, allowing people to oversee and continuously optimize automated performance.
To what extent should improving automation maturity be prioritized right now?
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Low
1
2
3
4
High
5
1 is Low , 5 is High
What are your challenges and opportunities for automation?
How would improvements impact business performance?
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Category: Analytics & Insight
Evaluates how effectively analytics deliver trusted, actionable insights that align teams around a single version of the truth and support confident, data-driven decision-making across the enterprise.
How effectively do analytics provide trusted, consistent insights that align departments and enable confident, data-driven decision-making?
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Analytics are fragmented; each team builds its own spreadsheets, and numbers rarely align. There is no shared definition of key metrics or a consistent reporting structure, resulting in conflicting views of performance.
Departments use a mix of Power BI and Excel-based reports, while the executive team reviews aggregated KPI dashboards in Power BI. Departmental reports focus on daily execution, and executive dashboards track MTD and QTD performance. There are varying degrees of trust in the data depending on the situation, and reporting remains tactical rather than providing forward-looking strategic insight.
Decision-makers have access to a focused set of KPIs tied to what truly drives performance. When results shift—positively or negatively—leaders and their teams can drill into the drivers, understand the cause, and take action with confidence in the reporting.
A data-driven S&OP process improves planning and decision-making, supported and governed by a strategic FP&A capability. Analytics are unified, trusted, and used to align operational and financial goals across the enterprise.
AI-driven decision support accelerates both the pace and depth of insight. Leaders interact with data through highly governed CoPilot or other LLM interfaces, conducting strategic analysis in a conversational context. Human and artificial intelligence work together to anticipate outcomes and drive continuous performance improvement.
To what extent should improving analytical maturity be prioritized right now?
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Low
1
2
3
4
High
5
1 is Low, 5 is High
What are your challenges and opportunities for analytics?
How would improvements impact business performance?
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Category: Decision-Making
Evaluates how effectively the organization uses trusted data and defined governance to make timely, proactive decisions that align departments and drive business performance.
How effectively are decisions driven by timely, trusted information rather than experience or instinct, and supported by governance that ensures the right people act at the right time?
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Decisions are made largely on experience, tribal knowledge, and gut instinct. Most reports are limited to monthly or bi-monthly roll-ups, leaving leaders to react to results rather than anticipate them. As a result, decisions are reactive and opportunities are often missed.
Departmental decisions are based on reports, but cross-functional planning remains difficult due to conflicting numbers or incomplete information. Leaders still rely heavily on experience, tribal knowledge, and intuition. Reporting lags keep the organization reactive and limit collaboration across functions.
Cross-functional teams collaborate and coordinate on trusted facts. Finance, Sales, and Operations meet regularly to review forecasts, demand plans, and performance results. Because data is timely and trusted, the organization can make proactive decisions that minimize problems and maximize opportunities.
Decision makers review and act on KPIs within role-based responsibilities and thresholds; automatic escalation ensures the right people get the information at the right time to increase organizational responsiveness to problems and opportunities.
Actionable insight is enhanced through AI-driven predictive and scenario modeling, while human intelligence and experience remain central to driving business outcomes.
To what extent should improving decision-making maturity be prioritized right now?
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Low
1
2
3
4
High
5
1 is Low, 5 is High
What are your challenges and opportunities for better decision-making?
How would improvements impact business performance?
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Category: Operational Impact
Evaluates how modernization has transformed operational norms—shifting the organization from reactive problem-solving and daily firefighting to proactive, data-driven execution where teams anticipate issues, control outcomes, and continuously improve.
How has modernization changed the way your organization operates day-to-day?
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“We’re still fighting the same fires every day - always reacting, meeting about meetings. Don't understand how we can't get better.”
“Not much has changed… fires keep happening, departments are all well managed, but we lack coordinated planning and execution.”
“Teams are collaborating and solving our biggest problems. We are finally free of the daily firefighting!”
"We are operating in an entirely new way. We see opportunities and risks early, which allows us to manage outcomes rather than let them happen to us.”
"We’re leading our industry and redefining what great looks like. We are evolving our organizational model to reflect the new needs of the organization.”
To what extent should improving operational maturity be prioritized right now?
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Low
1
2
3
4
High
5
1 is Low, 5 is High
What are your challenges and opportunities in operational maturity?
How would improvements impact business performance?
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Category: Cultural Impact
Evaluates how culture has changed with modernization.
How have modernization efforts impacted the culture?
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Accountability remains low, ownership of outcomes is unclear, collaboration is ad hoc and reactive. Finger pointing.
Accountability has increased within departments, but cross-functional ownership is missing. Limited collaboration and coordination. Siloes persist.
There is a high degree of accountability and ownership for cross-functional performance, people collaborate to identify the root cause of problems and solutions.
People are passionate about solving challenges. Accountability and collaboration are data-driven, system-enabled, and extend to customers and trading partners.
Teams are fully engaged in identifying and developing use cases where AI can enhance decision-making, efficiency, and profitable growth. Curiosity and collaboration define the culture—people see technology as a partner in solving challenges and advancing the business.
To what extent should improving cultural maturity be prioritized right now?
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Low
1
2
3
4
High
5
1 is Low, 5 is High
What are your challenges and opportunities for cultural norms?
How would improvements impact business performance?
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Workflow
Workflow Maturity Level
Workflow Maturity Description
Workflow Silo
Workflow Early Modern
Workflow Integrated and Collaborative
Workflow Connected and Aligned
Workflow AI-Enabled
Automation
Automation Maturity Level
Automation Maturity Description
Automation Silo
Automation Early Modern
Automation Integrated and Collaborative
Automation Connected and Aligned
Automation AI-Enabled
Analytics
Analytics Maturity Level
Analytics Maturity Description
Analytics Silo
Analytics Early Modern
Analytics Integrated and Collaborative
Analytics Connected and Aligned
Analytics AI-Enabled
Decision Making
Decision Making Maturity Level
Decision Making Maturity Level Description
Decision Making Silo
Decision Making Early Modern
Decision Making Integrated and Collaborative
Decision Making Connected and Aligned
Decision Making AI-Enabled
Operational Impact
Operational Imp Maturity Level (old)
Operational Imp Maturity Level
Operational Imp Maturity Level Description
Operational Impact, Silo (old)
Operational Impact, Silo
Operational Impact, Early Modern (old)
Operational Impact, Early Modern
Operational Impact, Integrated and Collaborative (old)
Operational Impact, Integrated and Collaborative
Operational Impact, Connected and Aligned (old)
Operational Impact, Connected and Aligned
Operational Impact, AI-Enabled (old)
Operational Impact, AI-Enabled
Culture
Cultural Maturity Level (old)
Cultural Maturity Level
Cultural Maturity Level Description
Culture, Silo (old)
Culture, Silo
Culture, Early Modern (old)
Culture, Early Modern
Culture, Integrated and Collaborative (old)
Culture, Integrated and Collaborative
Culture, Connected and Aligned (old)
Culture, Connected and Aligned
Culture, AI-Enabled (old)
Culture, AI-Enabled
Maturity Levels
Siloed Enterprise Cat Text (old)
Siloed Enterprise Cat Text
Siloes with Depart. (Early Mod) Cat Text (old)
Siloes with Depart. (Early Mod) Cat Text
Integrated and Collab Text (old)
Integrated and Collab Text
Connect and Aligned Text (old)
Connect and Aligned Text
AI Enabled Text (old)
AI Enabled Text
Stars
Workflow Score
workflow_siloed_star_calc
workflow_early_star_calc
workflow_integrated_star_calc
workflow_connected_star_calc
workflow_ai_star_calc
Automation Score
automation_siloed_star_calc
automation_early_star_calc
automation_integrated_star_calc
automation_connected_star_calc
automation_ai_star_calc
Analytics Score
analytics_siloed_star_calc
analytics_early_star_calc
analytics_integrated_star_calc
analytics_connected_star_calc
analytics_ai_star_calc
Decision Score
decision_siloed_star_calc
decision_early_star_calc
decision_integrated_star_calc
decision_connected_star_calc
decision_ai_star_calc
Operational Impact Score
operational_siloed_star_calc
operational_early_star_calc
operational_integrated_star_calc
operational_connected_star_calc
operational_ai_star_calc
Culture Score
culture_siloed_star_calc
culture_early_star_calc
culture_integrated_star_calc
culture_connected_star_calc
culture_ai_star_calc
Maturity Score
Congratulations!
We know you put a lot of thought into your answers, so congratulations on competing the first step to further modernization! Modernization is about people coming together and leveraging technology to expand what's possible. Once D365 is in place, modernization can be achieved in smaller business outcomes focused projects that deliver impact, creating a virtuous cycle of investment and return.
Just one more thing before we share the report that includes the Modern Maturity Matrix.
Future follow up protocol:
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Contact Information
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First Name
Last Name
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Title
Company
Email
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Workflow Silo
Workflow Early Modern
Workflow Integrated and Collaborative
Workflow Connected and Aligned
Workflow AI-Enabled
Should be Empty: