Your organization is unique, but there are a lot of characteristics that must be taken into account when selecting a Microsoft Dynamics product. Industry requirements, company size, company resources, an organization’s complexity, and of course your implementation budget, timeline, and approach all play a role.

Approximately how many employees work for your company? *

employees

Important: Approximately, what is your organization’s yearly revenue? *
Less than $20 million
$20 – $99 million
$100 – $249 million
Greater than $250 million

Do you have a competent IT Team for internal support? *
Yes, and they’re a big team!n
Yes, but there aren’t too many of them.
No
Don’t know

To what degree do you agree with the following statements: *

“My company’s processes are extremely unique.
We have a business unlike anyone else’s.”

Don’t Agree At All Very Strongly Agree

“My company is a multi-dimensional business. We have multiple lines of business, operational departments, revenue sources, or business models.”

Don’t Agree At All Very Strongly Agree

“My company has offices, employees, and operations all over the world.”

Don’t Agree At All Very Strongly Agree

Important: What is the approximate budget for your ERP system implementation? *
<$10K
$10K – $50K
$50k – $100K
$100k – $250K
$250K – $500K
$500K – $750K
$750K – $1M
$1M

How do you want to approach your Dynamics implementation? *
Unsure
I want to sign up and configure the solution on my own.
I will need assistance configuring the solution to my requirements.

Some companies need extra analysis, development, and testing to get the most out of their ERP. Some systems also require more work up-front before they can operate. *
I need to start using this software as soon as possible.
There can be some up front work, but not more than 2 or 3 months.
I think that my project will take at least 3 months to complete, if not more.

To what degree do you agree with the statement: *
“I am comfortable spending a little extra time and money to design a solution for my specific needs”

Don’t Agree At All Very Strongly Agree

About Your Requirements

Asking some simple questions can help us narrow down the options for your recommended Microsoft Dynamics solution.

Are you looking for any of the following in an ERP? Check all that apply. *
I mostly need something to manage my organization’s finances (Chart of Accounts, GL, AR/AP, Sales, Purchasing)
I need something to replace my entry-level accounting system.
I need something between entry level and enterprise size.
I need to run financial statements and consolidations across multiple currencies.
I need something to meet the needs of my very large organizational structure.

Approximately how many of your employees will log in and use your ERP software? *

users

Do you need payroll capabilities within your software? *
Yes
No
Don’t Know

Do you want any of the following “extra” functionality to be included out-of-the-box: Manufacturing, HR, or Supply Chain Management? *
Yes
No (or I don’t need this functionality)
Don’t Know

Is it very important to you that your employees can tailor and personalize their user interface? *
Yes
Not Really
Don’t Know

Where do you want your ERP software to be hosted? *
On my own servers so my IT team can manage the infrastructure.
In my 3rd-party environment (i.e. Microsoft Azure or AWS).
Centrally hosted by Microsoft; I don’t need to control the infrastructure at all.
Whichever option costs the least.
Don’t Know/Don’t Care

Important: Do you want a true “SaaS” ERP? – a Microsoft-hosted cloud service with automatic updates and monthly per-user subscription pricing? *
Unsure/Don’t Care (please select if you are unfamiliar with the term “SaaS”)
Yes
No

In which regions do you do a significant amount of business? Check all that apply. *
North America
Europe
Africa
Asia
Middle East
Central/South America

Your Contact Details

So we can send you your report!

About Your Company

About Your Requirements

Your Contact Details