The first step is a conversation to understand your system and goals. We’ll then agree the scope, timescales and deliverables before starting the review.
A practical, joined-up review of your systems and the platforms they run on. We assess application, data, and platform health to support stability, growth, and future change.
Most system issues don’t start with a single application. They come from how systems, data, and platforms interact over time.
Our System & Platform Health Check looks at your core business systems and the platform foundations underneath them. We assess application health, data quality, integration, security, and resilience to help you understand what’s working, what’s holding you back and what to fix first.
Far too often, systems get reviewed in isolation.
Performance issues are often blamed on users, upgrades are delayed, and risks quietly accumulate beneath the surface.
We like to take a broader view.
Instead of asking whether a system ‘works’, we look at how it behaves within the wider platform it depends on. That includes identity, data, integrations, security controls and hosting foundations.
It’s that approach that helps us surface root causes early and avoid short-term fixes that never seem to stick.
Your CRM system sits at the centre of sales, service, marketing and engagement. When they drift out of shape, teams feel it quickly.
That’s why when we review CRM environments, we do it with a focus on configuration quality, data structure, performance and usability. That typically includes Dynamics 365 and related Power Platform solutions, alongside integrations and customisations that have built up over time.
The aim is to understand whether the system supports how your teams actually work, or whether complexity and technical debt are starting to slow things down.
Finance and operational systems carry different risks. Small issues here can have wide-ranging impacts.
For ERP environments, including Business Central, we focus on data integrity, performance under load, configuration decisions and reporting reliability. We also look at how finance systems connect to your CRM, data platforms and external services.
That gives us a clearer picture of where controls are strong, where workarounds exist, and where future change may carry risk.
Reliable reporting depends on more than just dashboards.
We’ll assess the health of your entire data estate, including data quality, flows between systems, reporting dependencies and how information is consumed across the organisation. That helps identify fragility in pipelines, duplication and manual effort that often goes unnoticed.
We also consider things like readiness for analytics, automation and AI initiatives, grounding ambition in what your current foundations can realistically support.
Applications inherit the strengths and weaknesses of the platform they run on.
As part of our health checks, we’ll review the platform and hosting context that supports your systems. We focus on how the platform influences stability, cost, and change, rather than treating infrastructure as a separate concern.
We then look as to whether the platform is enabling stability, scalability and control, or quietly limiting progress through cost, complexity or risk.
Our health checks are structured, collaborative and focused on practical insight rather than lengthy documentation.
We review your core business systems, including CRM, ERP, Dynamics 365, Power Platform solution and custom applications. That covers anything and everything… from configuration, performance, stability and data quality to ensure alignment with real business processes.
We assess how systems are hosted and structured at a platform level.
This helps identify whether current foundations support reliability, cost control and future change without unnecessary complexity.
We review identity and access foundations, permissions and security controls at a platform level. The focus is on reducing risk whilst keeping systems usable and proportionate to the organisation’s needs.
We look at how systems connect, where data flows, and where hidden dependencies exist.
That helps surface fragility, bottlenecks and risks that can affect upgrades, reporting or resilience.
Continuous Improvement is at the heart of everything we do.
That’s why we’ll always assess scalability, backup and recovery approaches, disaster recovery readiness, and how well your current setup supports future initiatives such as data platforms, automation and AI.
How do we get started with a system & platform health check?
The first step is a conversation to understand your system and goals. We’ll then agree the scope, timescales and deliverables before starting the review.
How does a health check improve user adoption?
By highlighting where users are struggling, we can recommend training, process adjustments or interface changes to make adoption easier.
What sectors do you provide health checks for?
We work across NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution, amongst others.
Do you check security and compliance during a health check?
Absolutely. We review access controls, audit logs and governance settings to make sure your system meets security and compliance standards.
Can a health check save us money?
Yes. By spotting inefficiencies, unused licences and poor processes, a health check can reduce costs and increase the return on your system.
What happens after a health check?
We provide a clear report with findings, risks and recommendations. You can then decide whether to make improvements internally, work with us, or plan a future project.
How long does a system & platform health check take?
Smaller reviews can be completed in a few days, whilst larger, multi-department systems may take several weeks. We’ll confirm timescales before starting.
What areas do you cover in a system & platform health check?
We look at system performance, configuration, data quality, security, user adoption and governance. The scope is agreed with you before we begin.
Can you run a health check on a system another partner built?
Yes. We often review systems we didn’t implement originally, providing an independent assessment and practical steps to improve them.
How often should we run a health check?
Most organisations benefit from a health check every 12–18 months, or sooner if there have been major updates, changes in business processes or performance issues.
Why should we run a system & platform health check?
A health check identifies risks before they become serious problems. It helps you improve performance, boost adoption and protect your investment in your ERP, CRM, Data, Reporting, Platform and Infrastructure.
What do we mean when we say system & platform health check?
A system & platform health check is a review of your technology stack to make sure it’s performing as expected. At FormusPro, we examine configuration, adoption, governance and security, then provide recommendations for improvement.
contacts from our CE supported clients
over 13 years
To book your FREE system health check, get in touch by simply filling in the form and someone will be in touch as soon as possible, alternatively you can give us a call.
Tel: 01432 345191
A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.
We travel all over the UK.
Just ask.