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Resources

Prepare for a useful conversation.

Use these prompts to identify where the process breaks down before you choose a technology solution.

Book a 30-minute diagnostic

Project profitability: what to bring

Where does the current margin forecast come from?
Which timesheets, expenses or changes are waiting for approval?
Which delivered work is waiting to be invoiced, and why?

Explore the project diagnostic →

Finance integration: what to establish

Which Dynamics and accounting products and editions do you use?
Which system owns each customer, invoice and payment record?
Who reconciles exceptions and duplicate records?

Explore the finance readiness review →

Support rescue: what to prioritise

Which issues block a business-critical process?
What customisations and integrations need support?
Who owns prioritisation and acceptance?

Explore the support assessment →

Further reading

Why centralising product and pricing data matters →

Browse the article archive →

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People. Process. Technology.

Bring the evidence you have.

A simple process map can start a useful conversation. Note where work stalls, what it affects and who handles the next step.

More perspectives from Blackwater

Generating trust across organisations

How clear processes, shared information and software can support trust across teams.

Dynamics 365 and the customer journey

A published Blackwater perspective on connecting customer interactions from discovery to ongoing service.

Connect events with the customer journey

Blackwater’s published exploration of Dynamics 365 Marketing and Microsoft Teams event workflows.

Start with the problem that matters most.

Tell us where work slows down, what your team uses today and what needs to change. We’ll use a focused conversation to establish whether we can help.

Book a 30-minute diagnostic