Identify Performance, Stability & Maintainability Issues

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

Small Issues Often Point to Broader Application Problems

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 

Understand the application landscape, operational concerns, affected users and business priorities. 

Key Activities

  • Stakeholder interviews  

  • Current issue review  

  • Application and environment inventory  

  • Process-owner discussions  

  • Support-history review  

  • Scope confirmation  

2. Inspect 

Review functional setup, technical components, data, security, integrations and environments. 

Key Activities

  • Configuration review  
  • Customization inventory  
  • Integration inspection  
  • Batch and job review  
  • Security-role review  
  • Reporting assessment  

3. Analyze 

Identify patterns, dependencies, root causes and areas of operational or technical risk. 

Key Activities

  • Performance analysis  
  • Process-gap analysis  
  • Customization-risk review  
  • Data-quality analysis  
  • Integration-dependency review  
  • Supportability assessment  

4. Validate

Confirm findings with process owners, system administrators and technical teams. 

Key Activities

  • Finding walkthroughs  
  • Business-impact confirmation  
  • Technical validation  
  • Sample transaction review  
  • Priority confirmation  
  • Assumption resolution  

5. Prioritize 

Classify findings by impact, urgency, risk and implementation effort. 

Key Activities

  • Severity classification  
  • Business-impact ranking  
  • Technical-risk ranking  
  • Dependency mapping  
  • Quick-win identification  
  • Remediation sequencing  

6. Recommend 

Produce a practical plan for stabilization, optimization, modernization or support. 

Key Activities

  • Executive summary  

  • Detailed findings  

  • Remediation recommendations  

  • Delivery options  

  • Effort considerations  

  • Improvement roadmap  

KAISPE ASSESSMENT LIFECYCLE 

Move from Symptoms to Prioritized Corrective Action 

Identify root causes, prioritize critical issues, and implement targeted corrective actions.

APPLICATION ASSESSMENT COVERAGE 

Review the Application as a Business System—not Only as Software 

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
Review processes, configurations, responsibilities, controls, usability, and manual workarounds.
Data & Customization
Assess performance issues, data quality, customizations, extensions, reporting, and analytics.
Integration & Environments
Evaluate integrations, access controls, environments, releases, deployments, and change management.
Supportability & Ownership
Review documentation, monitoring, incidents, knowledge ownership, and long-term maintainability.

FUNCTIONAL AND PROCESS REVIEW

Determine Whether the Application Still Supports the Operating Model 

Evaluate whether the application continues to align with current business processes, user needs, and operational goals.

Process & Workflow
Alignment
Assess business processes, workflows, and system alignment across core operations.
Configuration & Process Controls
Review system configuration, approvals, validations, controls, and audit requirements.
Manual Workarounds & Efficiency Gaps
Identify spreadsheets, email approvals, duplicate entries, offline tracking, and manual reporting.
User Adoption &
Experience
Evaluate user understanding, training, security access, usability, and system limitations.

TECHNICAL STABILITY AND MAINTAINABILITY 

Identify Technical Debt Before It Becomes an Operational Risk 

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

Select Technology Based on the Requirement & Existing Environment 

Choose the right technology based on business needs, scalability, and the existing environment.

Microsoft Dynamics 365 
Microsoft Dynamics 365 
Assess modules, configuration, integrations, security, and performance.
Popular
Microsoft Dynamics AX
Microsoft Dynamics AX
Assess legacy systems, customizations, data, and modernization readiness.
New
Dynamics 365 Business Central
Dynamics 365 Business Central
Review extensions, configuration, integrations, data, and cloud readiness.
New
Microsoft Power Platform
Microsoft Power Platform
Assess apps, automation, Dataverse, environments, and governance.
 Microsoft Azure
Microsoft Azure
Review integrations, APIs, identity, hosting, data, and monitoring.
New
Microsoft Power BI
Microsoft Power BI
Evaluate data models, refresh, security, performance, and reporting.
New
Oracle NetSuite
Oracle NetSuite
Assess functionality, integrations, reporting, and platform health.
Custom Business Applications
Custom Business Applications
Review architecture, security, integration, performance, and maintainability.
New

Findings That Can Be Used for Remediation and Planning 

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 

Accurate Findings Require Business and Technical Input 

Combining business context with technical expertise ensures accurate, actionable findings.

1
Business & Technical Participation
Engage sponsors, process owners, administrators, and technical teams throughout the assessment.
2
Access & Information
Provide relevant environments, documentation, support history, transactions, reports, security roles, and user insights.
3
Validation & Business Impact
Validate findings with business users to prioritize issues based on operational impact and business priorities.
Done!

ASSESSMENT PRINCIPLES 

Focus on Root Causes, Business Impact and Actionable Recommendations

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 

Make Better Decisions About Stabilization, Investment and Modernization 

Expand your technology portfolio and create new opportunities by working with KAISPE.

Improve Stability &
Performance
Identify root causes, improve transaction performance, strengthen integrations, and reduce recurring support issues.
Strengthen Data, Security & User Experience
Improve data quality, reporting confidence, security, user adoption, and reduce manual workarounds.
Enable Smarter Modernization &
Planning
Rationalize customizations, clarify ownership, improve release controls, and create a prioritized roadmap for upgrades and enhancements.

NEXT STEPS AFTER THE HEALTH CHECK

Move from Findings into Controlled Improvement 

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. 

STRATEGY & DELIVERY FOR BUSINESS GROWTH

Assess First, Change
Smarter

Whether the concern involves performance, customizations, failed integrations, unreliable reporting, security or upgrade readiness, KAISPE can assess the application environment and establish a practical improvement roadmap.