Why DeFacto365?

In a constantly evolving environment, SMEs must regularly rethink their processes, tools, and systems to remain agile and competitive. We act as a strategic partner to support executives in building a clear, coherent, and business-aligned digital vision.

Our Approach is based on three structured steps:

1. Current State and Identification of Pain Points

We begin with a meeting with the leadership team to understand their view of the current state, along with the key challenges and pain points.

Next, we shift the focus to the future, exploring the desired corporate and digital vision. We also meet with key stakeholders to identify day-to-day operational obstacles. This dual perspective — strategic and operational — allows for a complete and objective understanding of the organization.

2. Definition and Prioritization of Needs

The goal is not to replicate the current setup, but to define the organization’s real business needs, independently of the tools currently in place. This neutral and solution-agnostic approach allows for a realistic target state.

Once the needs are clearly defined, we prioritize them based on business value, evaluating:
– Potential return on investment;
– Impact on efficiency or customer experience;
– Feasibility within the organizational context.

This prioritization is critical to shaping a phased and realistic transformation plan, knowing that not everything can be addressed in the first phase.

3. Clarifying the Short- and Mid-Term Vision

Once the needs are validated and prioritized, we consolidate the findings to build a coherent enterprise-level vision that rises above individual requirements.

We then develop a structured roadmap including:
– An enterprise-wide digital vision;
– Transformation phases;
– Organizational impacts;
– Indicative budgets;
– A realistic implementation timeline.

This vision becomes a key decision-making tool for executives, enabling better technology choices, investment planning, and team engagement.

Whether it’s an ERP, CRM, RFID project or any other type of technology initiative, success depends on solid preparation, smart decision-making, and strong governance. Our role is to support you during the project to help maximize your chances of success by staying on track with timelines, budgets, and business goals.

Active governance during project execution

Once the project is underway, we stay engaged to support successful delivery. Our involvement is flexible and tailored to your internal capacity:
– Coaching of the internal sponsor on key responsibilities;
– Identification and monitoring of project risks;
– Participation in project steering and executive committees (especially in ERP contexts);
– Support in tracking deliverables, timelines, and budgets.

We adjust our role based on your team’s maturity — acting as a strategic co-pilot or as a targeted advisor. The goal remains the same: to ensure a well-managed project that delivers value to your organization.

We cover all Business Central modules except Finance, which can be supported by your internal finance specialist—with coaching and guidance from our team.

Our 8-Step Engagement Process

Step 1 – 1-Hour Partner Briefing
We begin with a briefing session to review the account, customer context, and sales opportunity.

Step 2 – Discovery Session with the Prospect
Together with your account manager, we conduct a 1-hour discovery session to identify the customer’s specific needs, processes, challenges, and industry requirements.

Step 3 – High-Level Scope Definition
We define a high-level project scope, including key functionalities, potential add-ons, and any customization requirements needed to support the prospect’s operations.

Step 4 – Business Central Demo Preparation
We build a personalized Business Central demonstration using actual prospect data (e.g., customers, vendors, items, BOMs) to reflect their reality.

Step 5 – Dry Run with the Partner
We conduct a rehearsal session with you to validate the agenda, demo flow, and messaging.

Step 6 – Demo Scheduling
We align with the partner and prospect to schedule the live demo session.

Step 7 – Business Central Demonstration
We deliver the live demonstration via Microsoft Teams. Sessions typically last 3 hours and focus on real-world business scenarios with measurable impact.

Step 8 – Post-Mortem & Scope Adjustment
Following the demo, we regroup to identify any new requirements or clarifications and adjust the project scope to better align with the customer’s expectations.