Business Applications · Construction · Managed Service · Ongoing
The Standing Arrangement Behind a Business Platform That Keeps Changing
A regional roofing and exteriors contractor
The challenge
A business platform is never finished. Processes change, someone finds an edge case the original design did not anticipate, a form needs a new field, a workflow sends an email nobody wants any more. Handled as a series of small projects, each of those is mostly overhead. Handled as nothing, the platform slowly stops matching the business.
Where we came in
This is deliberately a retainer rather than a project. A fixed monthly block of senior time means small changes get made in the week they are asked for, and it removes the incentive to inflate a two-hour fix into something worth quoting. It is the least dramatic engagement model and the one that keeps a platform alive.
What we did
- A fixed block of hours each month covering administration, configuration and development
- System administration: user management, security roles and general configuration
- Bug fixes against the live platform, prioritised with the client rather than by us
- Enhancements to forms, views and workflows as processes change
- Maintenance of the integrations between the platform and the accounting system
Where it landed
- The platform keeps pace with the business instead of drifting from it
- Small changes are made as they arise rather than accumulating into a re-implementation project
- A predictable monthly cost rather than a series of separately quoted small projects
Technologies
- Dynamics 365
- Power Apps
- Power Automate
- Business Central
Delivered and closed out in our project management system. Outcomes describe the resulting state — we have not published a measured before-and-after for this engagement.
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