You're paying for BC every month. It should be doing more.
Most companies go live in Business Central, get through the immediate chaos of launch, and then just… stop. The system works enough to survive. But months or years later, the workarounds have calcified, the manual processes have become "how we do things," and the reports still need an Excel massage before anyone trusts them.
If any of these symptoms are present in your BC environment, your team is working harder than they should be — and your BC investment is not delivering what it's capable of.
- Reports are slow to run and require manual manipulation in Excel before anyone trusts the numbers
- Your team has built complex workarounds because BC "can't seem to do what you need"
- There are no real dashboards — just data exports, pivot tables, and spreadsheets
- Manual processes that "just work this way" are eating hours your team should spend on analysis
- BC and your other tools — CRM, payroll, e-commerce, WMS — don't talk to each other
- Staff are doing things manually that Business Central should be doing automatically
Six areas. Maximum business impact.
Every optimization engagement is tailored to your highest-pain areas. We don't work through a checklist — we identify the changes that will actually move the needle for your business and execute those first.
Financial Reporting
Real-time P&L by dimension. Management dashboards that don't require an Excel rebuild every month. Power BI connected directly to your live BC data. Reports your leadership team will actually trust and use — built around your chart of accounts and reporting structure, not generic templates.
Workflow Automation
Approval workflows, automated posting rules, document routing, and scheduled job queues that remove manual steps from your daily operations. If your team is clicking the same sequence of buttons every day — or checking the same thing in three different places — we can automate it inside BC.
Integrations & APIs
Connect Business Central to your CRM, e-commerce platform, WMS, payroll system, and custom tools — so data flows automatically instead of being re-keyed. Native BC connectors, Power Automate flows, and custom API integrations: we build the connections your stack actually needs.
Performance Tuning
Job cards that load in seconds instead of minutes. Reports that don't time out. Month-end processes that run overnight instead of all day. We diagnose the root cause of your BC performance issues — bloated dimension tables, unoptimized queries, runaway extensions — and fix them at the source.
User Adoption & Training
BC is only as powerful as the people using it correctly. Role-based training built around your actual workflows — not generic Microsoft walkthroughs. Process documentation your team will reference. Internal champions who understand the system well enough to handle day-to-day questions without calling a consultant.
Data Quality & Cleanup
Duplicate vendors and customers. Corrupted ledger entries. Mis-posted transactions creating reconciliation nightmares. Historical data that doesn't match the source. We fix data problems at the root — not with band-aids — so your reports finally reflect reality and your team can stop second-guessing every number.
Three steps. No wasted time. Results first.
Every optimization engagement follows the same structured process — so you know exactly what to expect, when to expect it, and what you'll have at the end of each phase.
Assessment
Taylor reviews your current BC environment — workflows, reporting, integrations, data quality, and system performance. We map where you are, identify the highest-ROI opportunities, and agree on the optimization priority list before a single change is made.
Optimization Sprint
Focused execution on the agreed improvements — in priority order, sequenced so the highest-impact changes deliver value first. Weekly check-ins so you see progress, not silence. No scope creep, no surprise invoices, no deliverables buried at the end of a long engagement.
Ongoing Support
Monthly optimization review calls, proactive monitoring as your business evolves, and quarterly roadmap updates to stay ahead of the next wave of improvements. BC isn't static — your optimization shouldn't be either.
What optimization actually delivers.
These aren't theoretical improvements. They're the consistent results BC Team clients see within the first 90 days of an optimization engagement — across industries, company sizes, and BC configurations.
Manual AR processes. Excel-based reporting. Disconnected tools. Staff rekeying data between systems. These aren't just inefficiencies — they're measurable costs hitting your bottom line every month. A single optimization sprint often pays for itself within weeks.
"We'd been live in Business Central for two years and still running our management reporting entirely out of Excel. BC Team spent four weeks optimizing our reporting structure and connecting our data to Power BI — our leadership team now has real-time dashboards they actually use. The time we've saved pays for the engagement every single month."
Everything you need to know.
How is this different from a BC Rescue Audit? +
The BC Rescue Audit is a pure diagnostic — we find what's broken and deliver a prioritized fix plan. BC Optimization is the hands-on work of actually implementing improvements in your live environment. They're complementary: many clients start with an audit to understand the full picture, then move into an optimization sprint to execute on the findings. If you already know where the problems are and just need them fixed, you can skip straight to optimization.
How long does an optimization engagement take? +
Scope drives timeline. A focused engagement — fixing a specific reporting problem or connecting a single integration — can be completed in 2–4 weeks. A broader optimization across multiple areas (reporting, workflows, integrations, and data cleanup) typically runs 6–12 weeks. We always sequence work by ROI, so you see measurable improvements in the first few weeks — not just at the end of the engagement. Before we start, you'll have a clear scope, timeline, and deliverable list in writing.
Do we need to stop or pause operations during optimization? +
No. We work around your business — not the other way around. Changes are tested in a sandbox when required and deployed during off-peak windows. We plan around your month-end close cycles, busy seasons, and operational constraints. The vast majority of clients run their entire optimization engagement while their team continues normal day-to-day operations in BC — with zero disruption to live transactions or posting.
What's the typical ROI? +
Results vary by scope, but the consistent patterns we see: finance teams save 6–12 hours per week on manual reporting, data manipulation, and workaround management. Month-end close time typically drops 30–60%. Automated workflows eliminate recurring manual tasks worth thousands of dollars per month in staff time. Real-time dashboards replace spreadsheet processes that previously consumed entire days. Most clients recover the full cost of their optimization engagement within 60–90 days — measured in staff time saved alone, before any revenue or compliance improvements are counted.
Rescue Audit vs. Optimization — quick guide.
- You don't know why BC is struggling
- Reports are wrong and you can't pinpoint the cause
- Your implementation partner is gone and nobody knows how things were set up
- You need a clear picture before committing to fixes
- You know what needs to improve — you just need it done
- Reporting, workflows, or integrations need targeted fixes
- BC works, but not nearly as well as it should
- You want measurable results within 90 days
Not sure which fits? Book a free 30-minute call — Taylor will tell you exactly which path makes sense for your situation.