Modernise the ERP process that costs you most. Then decide about the rest.
Identify the close, reconciliation, procurement, inventory, reporting, or supply chain processes that are consuming the most time, then build a phased Dynamics 365 roadmap that proves value before wider modernisation begins.
Share a few details and a Reliance Infosystems ERP transformation specialist will contact you.
When Finance Friction Becomes Business Risk
ERP modernisation rarely starts as a platform conversation. It starts with the close taking too long, reconciliations depending on fragile spreadsheets, supplier exceptions arriving faster than the team can clear them, and leaders waiting for reports instead of acting on trusted real-time insight.
When these issues repeat every month, the cost is no longer hidden in finance operations. It appears as overtime, delayed decisions, weak forecast confidence, process risk, and operational friction across procurement, inventory, supply chain, and reporting.
Offer value
The ERP Transformation Assessment helps you move from a broad modernisation ambition to a measurable starting point. Reliance Infosystems reviews your high-effort finance and operations processes, estimates the cost of current inefficiencies, and defines the first phase of a Dynamics 365 roadmap that can run safely alongside your existing environment before wider rollout.
What visitors get
A quantified view of the close, reconciliation, reporting, procurement, inventory, or supply chain exceptions creating the highest operational cost.
A recommended Microsoft Dynamics 365 path aligned to business scale, process complexity, and growth ambition.
A phased modernisation roadmap that starts with one high-value process rather than a disruptive big-bang ERP replacement.
AI and Copilot agent opportunities for exception handling, variance explanation, invoice matching, approvals, forecasting, and guided decision-making.
A practical next-step plan for proof, pilot, implementation, and scale.
How the Assessment Works
Step 1: Discover.
Review current finance, procurement, inventory, reporting, and supply chain workflows to identify recurring manual effort, exception volume, process delays, and data-quality gaps.
Step 2: Prioritize.
Estimate the operational cost of close delays, reconciliation effort, spreadsheet dependency, supplier exceptions, reporting lag, and forecast uncertainty.
Step 3: Design.
Select the process that offers the strongest proof opportunity based on measurable value, business urgency, integration readiness, risk, and stakeholder alignment.
Step 4: Roadmap.
Define the Dynamics 365 implementation sequence, AI agent opportunities, pilot criteria, success measures, and scale path for wider ERP transformation.
Proof and Credibility
Customer story
Bi-Courtney Aviation Services, Aviation, Lagos, Nigeria
Fragmented financial reporting across subsidiaries, manual procurement workflows and hard-to-use inventory reports held back the business. Reliance Infosystems replaced the legacy system with Microsoft Dynamics 365 Business Central and its AI-assisted features.
- 75% improvement in procurement efficiency and productivity.
- Real-time reports for every user through AI-assisted "Analyze mode".
- Automated matching of purchase orders to vendor invoices.
Who this is for
01.
CFOs and finance leaders who need faster close, stronger controls, and clearer forecast confidence.
02.
COOs and operations leaders dealing with recurring procurement, inventory, supply chain, or reporting exceptions.
03.
Finance transformation and ERP programme leaders who need a safer phased path to modernisation.
04.
Businesses using legacy accounting, finance, or ERP platforms that no longer support growth, visibility, or operational speed.
05.
Organisations evaluating Microsoft Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Business Central, Copilot, or AI agents.
FAQ
Do we need to replace our ERP immediately?
No. The assessment is designed to identify the best starting point and build a phased roadmap. The first proof can run alongside your existing system before wider decisions are made.
What data is required?
The assessment typically uses process information such as close timelines, reconciliation effort, exception categories, reporting cycles, approval workflows, system landscape, and sample operational inputs. Sensitive data should only be shared under the right confidentiality arrangement.
How quickly can we see value?
The assessment identifies the highest-value proof opportunity first, then recommends a measured pilot and rollout path based on process impact, data readiness, integration complexity, and stakeholder priorities.
Where do AI agents fit?
AI agents can support repetitive finance and operations work such as exception handling, variance explanation, invoice matching, approval routing, forecasting support, and guided decision-making. The assessment identifies where agent support can remove work rather than simply move it to another team.
Build your ERP modernisation case with
process-level evidence, not assumptions.
Book an ERP Transformation Assessment with Reliance Infosystems to identify the process costing your
business the most, define the right Dynamics 365 path, and create a phased AI-enabled roadmap that
delivers measurable value without disrupting operations.