Assess business processes, configuration, customizations, integrations, data, security, reporting and user experience to understand current risks and establish clear improvement priorities.
BUSINESS APPLICATION WARNING SIGNS GAPS
Business systems rarely become difficult to operate because of one isolated issue. Performance, data, integrations, customizations and user behavior often affect one another.
Users Regularly Work Outside the System
Teams may rely on spreadsheets, email or manual records because the application does not support the process clearly or efficiently.
Application Performance Has Declined
Screens, reports, batch processes or transactions may take longer to complete as data volumes, customizations and integrations increase.
Integrations Fail Without Clear Visibility
Interfaces may stop processing, duplicate records or require manual intervention without reliable monitoring and error handling.
Customizations Are
Difficult to Maintain
Older extensions may be undocumented, unsupported or too closely tied to core application components.
Reports Do Not Match Operational Needs
Users may repeatedly extract and manipulate data because reports are incomplete, slow or based on inconsistent sources.
Security No Longer Reflects Current Roles
Access may have accumulated over time without a structured review of job responsibilities, approval authority or segregation of duties.
Data Quality Is Affecting Operations
Duplicate, incomplete or inconsistent master data can reduce reporting reliability and disrupt transactions.
Updates Create Unexpected Issues
Changes may affect existing processes because regression coverage, environment control or dependency documentation is limited.
1. Discover
Key Activities
Stakeholder interviews
Current issue review
Application and environment inventory
Process-owner discussions
Support-history review
Scope confirmation
2. Inspect
Key Activities
- Configuration review
- Customization inventory
- Integration inspection
- Batch and job review
- Security-role review
- Reporting assessment
3. Analyze
Key Activities
- Performance analysis
- Process-gap analysis
- Customization-risk review
- Data-quality analysis
- Integration-dependency review
- Supportability assessment
4. Validate
Key Activities
- Finding walkthroughs
- Business-impact confirmation
- Technical validation
- Sample transaction review
- Priority confirmation
- Assumption resolution
5. Prioritize
Key Activities
- Severity classification
- Business-impact ranking
- Technical-risk ranking
- Dependency mapping
- Quick-win identification
- Remediation sequencing
6. Recommend
Key Activities
Executive summary
Detailed findings
Remediation recommendations
Delivery options
Effort considerations
Improvement roadmap
KAISPE ASSESSMENT LIFECYCLE
Identify root causes, prioritize critical issues, and implement targeted corrective actions.
APPLICATION ASSESSMENT COVERAGE
KAISPE’s health-check service focuses on Dynamics, Business Central, Power Platform, Azure, NetSuite, and custom applications where practical remediation and support can be delivered.
Processes & User Experience
Data & Customization
Integration & Environments
Supportability & Ownership
FUNCTIONAL AND PROCESS REVIEW
Evaluate whether the application continues to align with current business processes, user needs, and operational goals.
Process & Workflow
Alignment
Configuration & Process Controls
Manual Workarounds & Efficiency Gaps
User Adoption &
Experience
TECHNICAL STABILITY AND MAINTAINABILITY
Identify technical gaps early to reduce performance issues, upgrade challenges, and operational risks.
Custom Code &
Extensions
Review customizations, extensions, unused code, dependencies, and documentation.
Performance & Background
Processing
Assess batch jobs, processing times, failures, queries, data volumes, and performance bottlenecks.
Environment & Deployment Management
Evaluate environments, source control, releases, configuration movement, and recovery practices.
Application Lifecycle
Management
Standardize financial controls, tax processes, electronic invoicing, auditability, and reporting across companies and regions.
DEVELOPMENT PLATFORMS
Choose the right technology based on business needs, scalability, and the existing environment.
Microsoft Dynamics 365
Microsoft Dynamics AX
Dynamics 365 Business Central
Microsoft Power Platform
Microsoft Azure
Microsoft Power BI
Oracle NetSuite
Custom Business Applications
The assessment delivers actionable findings across applications, processes, configurations, customizations, performance, integrations, data, security, reporting, environments, and user adoption. It also provides a health scorecard, risk register, quick wins, prioritized remediation backlog, modernization recommendations, support guidance, and a phased improvement roadmap.
SHARED ASSESSMENT OWNERSHIP
Combining business context with technical expertise ensures accurate, actionable findings.
Business & Technical Participation
Access & Information
Validation & Business Impact
Done!
ASSESSMENT PRINCIPLES
Identify root causes, assess business impact, and deliver clear, actionable recommendations.
Business Impact First
Application boundaries, data ownership, environment strategy, integrations, performance, scalability, error handling, and monitoring.
Evidence-Based & Platform
Ground recommendations in evidence while assessing the environment against current platform capabilities and best practices.
End-to-End Assessment
Evaluate how configuration, data, integrations, reporting, and user behavior work together.
Practical Prioritization
Separate urgent risks, quick improvements, and longer-term modernization needs without forcing unnecessary replacement.
Clear Ownership & Roadmap
Assign corrective-action ownership and provide actionable recommendations for remediation, modernization, or support planning.
APPLICATION HEALTH CHECK VALUE
Expand your technology portfolio and create new opportunities by working with KAISPE.
Improve Stability &
Performance
Strengthen Data, Security & User Experience
Enable Smarter Modernization &
Planning
NEXT STEPS AFTER THE HEALTH CHECK
The assessment can lead into one or more focused engagements:
Upgrade & Modernization
Move unsupported or unsustainable environments toward a current platform.
Custom Development
Replace unsuitable workarounds or legacy components with focused applications and extensions.
Integration Services
Redesign interfaces, monitoring and data exchange.
Application Support
Establish ongoing monitoring, issue management and controlled enhancements.
