Data consulting
Comprehensive data engineering solutions tailored for Microsoft Dynamics 365 and enterprise systems
DATA CONSULTING
Our consulting services
Our consulting offering is centered on technical data engineering—we specialize in translating complex, multi-source datasets into clean, governed, and consumable formats aligned with D365 F&O, Microsoft Fabric, or custom enterprise platforms. We help clients and partners align their data architecture and migration approach with best practices and regulatory expectations.
01
Source system discovery & profiling
Technical discovery of all relevant data sources with comprehensive profiling
- Identify key tables, relationships, and primary keys
- Analyze data quality (nulls, outliers, duplicates)
- Assess volume (record count, growth trends)
- Evaluate performance impacts of extraction
- Legacy ERPs (Oracle, JD Edwards, NAV, AX 2012, SAP)
- Operational systems (CRM, HR, MES)
- Flat files, APIs, external data feeds
02
Mapping, modeling & transformation design
Guide data alignment process for seamless staging to D365 or analytics platforms
- Map source structures to D365 F&O staging schema
- Recommend join paths, foreign key alignment, and surrogate key creation
- Implement lookup-based enrichment and transformation rules
- Design star schema and snapshot models for BI
- Schema mapping to D365 F&O, Dataverse, or Synapse targets
- Transformation rules for cleansing formats (date, currency, codes)
- Historical layering for audit-compliant records
03
Validation, testing & reconciliation frameworks
Define robust validation layers to ensure data accuracy and completeness
- Define field-by-field reconciliation logic
- Build exception reports for data anomalies
- Create sample test cases for migrated data sets
- Help establish lineage between source, staging, and final targets
- Validation planning with comprehensive reconciliation logic
- Audit & traceability support for compliance requirements
- Support reconciliation dashboards and validation scripts
04
Integration readiness & partner collaboration
Coordinate with functional and technical implementation partners
- Sync deliverables with cutover plans and business validations
- Support reporting enablement and artifact handover
- Coordinate data dictionaries and final mapped files
- Provide reusable pipelines or code templates
- Cutover plans alignment
- Business validations coordination
- DevOps integration for data pipeline readiness
Common data challenges
Real challenges our consulting team addresses
Which fields from legacy systems map correctly to D365 staging tables?
Can we incrementally migrate open transactions while preserving history?
What are the expected failure points in the migration process?
How do we validate journal balances or inventory values pre/post-load?
Our consulting approach
01
Discovery & assessment
Duration: 2-3 weeks
Understanding current state and identifying opportunities
- Stakeholder interviews and requirements gathering
- Data quality and volume analysis
- Technical architecture assessment
- Risk identification and impact assessment
02
Analysis & design
Duration: 3-4 weeks
Developing recommendations and detailed plans
- Gap analysis and solution design
- Integration architecture planning
- Technical specification development
- Compliance and governance framework design
03
Planning & roadmap
Duration: 2-3 weeks
Creating actionable implementation plans
- Detailed project planning and timeline development
- Risk mitigation strategy development
- Resource allocation and skill requirements
- Success criteria and KPI definition
04
Handover & support
Duration: 1-2 weeks
Knowledge transfer and ongoing support setup
- Documentation handover and training
- Ongoing support framework establishment
- Implementation team briefing
- Success monitoring and optimization planning
Areas of expertise
Deep domain knowledge across critical areas
ERP data architecture
Deep expertise in D365, SAP, Oracle data models
- Schema analysis
- Data flow mapping
- Integration patterns
- Performance optimization
- Fabric Pipelines
Regulatory compliance
Healthcare, financial services, and manufacturing compliance
- HIPAA compliance
- SOX controls
- FDA validation
- GDPR requirements
Cloud migration strategy
Azure, AWS, and hybrid cloud data strategies
- Cloud architecture
- Cost optimization
- Migration planning
- Security design
Analytics enablement
BI and analytics platform readiness
- Semantic modeling
- Performance tuning
- Self-service enablement
- Governance design