Disconnected systems
Finance, operations and sales run on tools that do not share data.
ERP Advisory · Microsoft Dynamics 365
Settle the ERP decision before you pay for the build.
We assess your current ERP, define what the business needs next and map a clear path to the right Microsoft Dynamics 365 solution, so your team gets a practical roadmap instead of a guess.
- Hyderabad, India
- Dynamics 365 focused
- India & global delivery
Free ERP fit review
4-stepAssess to recommendation
D365Microsoft ecosystem focus
GSTIndia compliance built in
1 teamConsulting through delivery
0rediscovery when
delivery begins
delivery begins
Where this fits
Get the ERP decision right first
Your ERP shapes finance, operations, sales and supply chain. We start with your current environment, requirements and priorities, then recommend a direction.
Start with the business
We map how finance, operations and sales really work before any product is named.
Recommend, then hand over
You get a roadmap you can take to any partner, ours included.
No restart at delivery
Requirements and decisions carry straight into configuration.
Recognize the signs
When your ERP no longer fits the business
Growth changes how you operate. When the system cannot keep up, teams build workarounds that quietly make everyday work harder.
Too much manual work
Spreadsheets and duplicate entry eat hours your team should spend elsewhere.
Limited visibility
Leaders wait for reports instead of seeing cost, cash and stock as they stand.
Growing complexity
New branches, entities and product lines expose limits that were invisible before.
Ageing technology
Legacy platforms are harder to secure and keep compliant with GST changes.
Teams work around it
Private processes outside the system erode data consistency and control.
Our approach
A clear path from assessment to action
Each phase builds on the last, so you always know what needs to change, why it matters and what to do next. The four steps below run in order, with sign-off at each stage.
Understand where you are
We review your ERP, processes, data and integrations to find the friction.
Identify what you need
Priorities become clear requirements across finance, operations and sales.
Build the roadmap
We map requirements to Dynamics 365 and sequence the work.
Give your team direction
Solution approach, priorities and next steps in one recommendation.
What you walk away with
Clear deliverables, not just advice
Outputs that support internal decisions, stakeholder alignment and implementation planning.
Current-state assessment
Systems, processes, integrations and the gaps holding operations back.
Prioritized requirements
Aligned to how your teams actually work, not assumptions.
Modernization roadmap
A sequenced path showing what to address, when and why.
Solution recommendation
A Dynamics 365 or custom ERP direction matched to needs and budget.
Implementation readiness
A clear read on scope, dependencies, risks and next work.
How we engage
A structured engagement, from first workshop to final readout
Every engagement follows the same three working stages, so you know what happens, who is involved and what you receive.
Stage 1
Discovery workshops
Working sessions with finance, operations and sales leads to document how work really flows today.
- Stakeholder interviews
- Process and data walkthroughs
- Pain-point and risk log
Stage 2
Assessment & fit analysis
We compare your requirements against Dynamics 365 options, and a custom build where it makes sense.
- Gap analysis against requirements
- Platform and licence options
- Integration and migration scope
Stage 3
Roadmap & leadership readout
A written report and a leadership presentation that turn findings into decisions and next steps.
- Prioritized, phased roadmap
- Recommendation and rationale
- Implementation readiness view
Platform fit
The right platform for the business
We stay inside the Microsoft ecosystem, and we say so plainly when a custom ERP is the better choice.
OptionBest forTypical signals
Business Central
Growing SMEs needing finance, inventory, sales and purchasing in one system.
Single or few entities, fast go-live, GST and e-invoicing
Finance & Supply Chain
Larger or multi-entity operations with complex finance and warehousing.
Multiple legal entities, advanced manufacturing or logistics
Sales & Customer Service
Teams needing one view of leads, accounts and cases tied to ERP data.
Fragmented customer data, slow quote-to-cash
Power Platform & Power BI
Gaps needing light apps, automation and live dashboards.
Spreadsheet workarounds, delayed reporting
Custom ERP
Small-scale industries whose workflows do not fit a packaged product.
Unique processes, tight budgets, simple user base
Business and technology, together
We connect operational needs with the systems, data and reporting to support them.
Built for Indian compliance
GST, e-invoicing and multi-branch reporting are requirements from day one.
Consulting that continues
What we learn in consulting flows into implementation, so discovery never restarts.
Industry experience
Consulting built around how you operate
ERP requirements shift from one industry to the next, so we align our approach with the processes that matter most to you.
Manufacturing
Production, inventory and finance in sync.
Distribution
Fulfilment and multi-location visibility.
Professional Services
Projects, utilization and billing.
Healthcare
Compliance-aware operations and reporting.
Retail & Commerce
Inventory, sales and connected commerce.
What comes next
From ERP strategy to implementation
Once requirements, priorities and direction are clear, our Dynamics 365 team turns the roadmap into a working system.
ERP Consulting
- Assess
- Define
- Roadmap
- Recommend
Dynamics 365 Implementation
- Configure
- Integrate
- Migrate
- Deploy
Build an ERP strategy designed for long-term growth
Selecting a solution, planning an implementation or recovering a stalled project: our consultants help you define a direction that fits your business.
Schedule a consultationGot questions?
Frequently asked questions
What are ERP consulting services?
ERP consulting helps businesses select, plan, implement and optimize ERP software so operations run more efficiently, processes are automated and the system can support growth.
How does ERP consulting improve business operations?
It connects departments, replaces manual tasks, centralizes data and improves reporting accuracy, which leads to faster and better-informed decisions.
Which industries benefit from ERP consulting?
Manufacturing, distribution, retail, healthcare, professional services, construction, education and logistics all benefit, since each has distinct ERP requirements.
What does a Jay Ai ERP consulting engagement include?
Business analysis, current-state assessment, requirements definition, a modernization roadmap, a solution recommendation and an implementation readiness review.
Do you only recommend Microsoft Dynamics 365?
Dynamics 365 is our focus, but we also assess custom ERP for small-scale industries when a packaged product is not the right fit. The recommendation follows your requirements.
Can you work with remote or multi-location teams?
Yes. Workshops, reviews and follow-ups can run online, and we can work with teams across branches and time zones.
Tell us where your ERP stands today
Share what you run today and what is slowing you down. We will come back with a scoped assessment plan, not a generic pitch.
info@jayaitech.com
Phone
+91 76600 00135
Office
Hyderabad, Telangana, India