The Challenge
MoneyTech operates in financial services and fintech, where customer relationships and process discipline are central to the business. Dynamics 365 promised a platform to manage that, but a CRM or business application implementation goes wrong when it starts before anyone has properly mapped the requirements.
MoneyTech needed to understand what Dynamics 365 should do for it, how it would fit existing processes, and what the right path forward looked like, with a partner ready to support the environment as it grew.
What Evocate Delivered
In 2023 Evocate delivered a Dynamics 365 discovery and a support SLA as a single engagement:
- Discovery workshops: captured MoneyTech’s requirements and processes
- Capability mapping: mapped those processes against Dynamics 365 capabilities
- Fit assessment and roadmap: a clear solution direction and path forward
- Managed services SLA: ongoing support and accountability
Outcomes
MoneyTech now has a defined, validated view of what Dynamics 365 should deliver and how it maps to the way the business actually runs. Requirements are documented, so any implementation starts from clarity rather than assumptions, reducing the risk of costly rework. The support SLA means MoneyTech also has a partner committed to keeping the environment healthy as it evolves.
Why This Matters
The most expensive Dynamics 365 projects are the ones that skip discovery and build the wrong thing. MoneyTech shows Evocate’s approach is to define before delivering: understand the business, map it to the platform, set a roadmap, then stand behind it with a support commitment. For financial services and fintech firms weighing Dynamics 365, the lesson is that a disciplined discovery is not a delay, it is the cheapest insurance you can buy.
