What is a Business Central
Health Check?
A Health Check is a structured review of your Business Central environment. We look at how the solution is being used today, where the friction is, and where improvement, including automation and AI, can add the most value.
When to do one
There is no fixed schedule, but some moments make a Health Check especially valuable.
Moments that call for a Health Check
Go-live
Business Central is live and stable
Live for a while
You want more value from the system you have
Things have changed
Processes, teams or reporting needs have moved on
Release wave
April and October updates are on the way
Ready for AI
Automation, Copilot or agentic AI opportunities
How it works: four steps
A Health Check follows a short, structured process. Each step builds on the one before, so the findings get sharper as we go.
Current-state review
We review your configuration, security, integrations and how key processes are set up today.
Process assessment
We walk through finance, operations and reporting with your team to find friction, gaps and manual workarounds.
Release-wave readiness
We review the upcoming Microsoft release changes and assess what is relevant to your environment.
Prioritised roadmap
We bring the findings together into a prioritised, practical improvement plan with clear next steps.
Typical effort 5-9 days
Outcome: a plan, not a long technical wish list
Eight areas, one joined-up view
We review the parts of Business Central that most affect day-to-day work and long-term value, so the picture is joined up rather than a set of separate notes.
Current Configuration
Chart of accounts, posting groups, dimensions, sales and supply chain processes, month-end procedure.
Reporting & Power BI
Built-in reports, Power BI dashboards and whether the right people see the right numbers.
Workflows & approvals
Approval flows for purchasing, sales and general journals, and how manual the process really is.
Users & permissions
Who has access, whether permission sets match roles, and inactive users still licensed.
Extensions & integrations
Installed apps, custom extensions and connections to other systems, and whether they are still needed.
Licences & usage
Licence types, assigned vs. used, and opportunities to reduce cost without losing capability.
Operational processes
Purchasing, sales, inventory and jobs, and whether they reflect how the business works today.
Automation & AI
Where Copilot, agents and automation can reduce repetitive work and add practical value.
The outcome: a prioritised roadmap, not a wish list
The output of a Health Check is a practical improvement plan, not a long technical wish list. Every finding is paired with a recommendation, an indication of effort, and a suggested order, so you can decide what to act on now, what to plan, and what to park for the next release wave.
Quick wins
Finish a workflow, tidy a report, fix a setup issue
Planned improvements
New module, integration or process redesign, scoped separately
Easy tidy-ups
Small fixes bundled into support
Park for now
Revisit at the next review
NOWQuick wins users notice straight away
NEXTScoped improvements, planned and budgeted
LATERIdeas to revisit at the next release wave
What happens next
A Health Check is a starting point, not a one-off event. The value comes from acting on the roadmap: delivering quick wins, planning bigger changes, and revisiting the plan at each release wave so Business Central keeps getting better.
The improvement loop
A Health Check feeds into a simple loop: review, act, support, prepare, and review again. Each turn keeps Business Central aligned with the business.
Ready for a Clear View of Your Next Step?
Book a Free Discovery call to discuss your needs.
We will help you identify whether a Health Check is the right next step for your Business Central environment.