5-DAY DIAGNOSTIC FIXED FEE

Know Exactly What's Broken in Your D365 CE —
and Have a Roadmap to Fix It

The CE Health Check is a 5-business-day fixed-scope engagement: full environment audit, written findings report + risk register, prioritized 90-day remediation roadmap, and a 60-minute review call. The diagnostic fee is credited in full if you start a retainer within 30 days.

Start the Health Check → Have questions first? Book a call

Fixed scope · 5 business days · Full credit toward retainer

DELIVERABLES

Complete Risk Clarity in 5 Days

Every deliverable is scoped before we begin. You receive the full package on day five — no extended timelines, no vague next steps. For many clients, this assessment marks the beginning of an ongoing retainer relationship, with a clear roadmap already in hand. If the findings point to automation or copilot opportunities, the natural next step is an AI readiness audit on your CE data.

Full CE environment audit — configuration, workflows, plugins, integrations, data model
Written findings report + risk register — every issue ranked by business impact
Prioritized 90-day remediation roadmap — what to fix first, second, and third
60-minute review call — walk through findings together and align on next steps
Quick-win list for immediate operator relief
Leadership summary for stakeholder alignment

BEST FIT FOR

Is the CE Health Check Right for You?

This engagement was built for a specific type of operator. If any of these match, a 5-day diagnostic is the fastest path forward.

This is for you if:

You're mid-rollout and adoption is stalling — the platform is live but not actually being used the way it was sold to leadership
Your CRM data isn't being trusted — pipeline reviews are tense, reps work around the system, and forecast accuracy is unreliable
You're evaluating AI (Copilot, custom assistants) on top of D365 and need to know whether your current configuration can support it cleanly

🏚️

Inherited a Broken Deployment

You took over a CE environment you didn't build. Things work "mostly" but forecast meetings are tense and nobody trusts the data.

📈

Preparing for Growth

You're about to add staff, launch a new module, or sign bigger deals. The last thing you want is for CE instability to derail expansion.

🚧

Hit a Wall Post Go-Live

The implementation went live but performance never matched expectations. You need clarity on what went wrong before you invest more.

HOW IT WORKS

5 Days to Full Clarity

Intake Call (Day 1)

Structured discovery of your CE environment, team structure, and top reported pain points. No prepared presentations needed.

Environment Analysis (Days 1–3)

We work through your CE configuration, workflows, plugins, integrations, and data model to map every risk.

Findings + Roadmap (Days 3–4)

We build the risk register, priority sequence, and 90-day execution roadmap.

Debrief Session (Day 5)

We walk through everything together, answer questions, and align on immediate next steps.

CE Health Check

Fixed scope. Guaranteed deliverables. No surprises.

Fixed-scope diagnostic

The full diagnostic fee is credited back if you start a retainer within 30 days.

Full CE environment audit
Written findings report + risk register
Prioritized 90-day remediation roadmap
60-minute debrief review call
5 business day delivery
Remote (all time zones)
Fixed scope — no surprise extensions

Start the Health Check →

Questions first? Email wgolden@goldenconsultingpartners.com

Know Exactly What's Broken in Your D365 CE —and Have a Roadmap to Fix It