Discovery & Alignment
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A structured discovery to map processes, identify friction, and design a practical roadmap.
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Focused on real workflows; not generic requirements.
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Output: Findings + recommended solution approach + next steps.
Dynamics 365 CRM
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Sales, Customer Service, Customer Insights - Journeys, & Field Service
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Setup, configuration, security roles
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Forms/views, workflows, automation
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Data migration + integrations
Power Platform
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Power Apps
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Power Automate
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Power Pages
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Governance & Best Practices
1
Intro call (15–30 min)
Confirm fit and urgency
2
Assessment & Discovery
Current tools, systems, and processes → clear scope and priorities
3
Deliver
Support/implementation in agreed time blocks
4
Review
What changed, what’s next, and handover notes
ABOUT
Technology that isn’t aligned with business creates rework, manual admin, scattered data, and slow decisions. At IT Align, the focus is on maximising value by aligning technology with business needs right from the beginning. Early alignment means faster ROI, clearer ownership, cleaner data, and automations that actually stick. Get in touch to find out more!