Many organisations run health checks before a major upgrade, cloud migration or transformation project. Others use them to investigate performance issues or to prepare their technology foundations for AI and automation initiatives.
FormusPro provide Dynamics 365 Customer Engagement, Business Central, Power Platform, Azure environment and Infrastructure health checks for organisations that either want a second opinion of their existing estate, or where they may be looking to move to a new implementation or support partner.
Technology platforms naturally evolve over time, but without regular review they can become inefficient, complex or misaligned with business needs. FormusPro’s System & Platform Health Check provides a structured assessment of your Microsoft technologies, identifying opportunities to improve performance, strengthen security, simplify processes and ensure your platforms continue supporting your organisation’s long-term goals.
Over time, even well-implemented systems become more complex. Customisations build up, integrations multiply, data quality declines and documentation disappears. The result is slower systems, higher support costs and projects that take longer than they should.
Our System & Platform Health Check gives you an independent assessment of your estate, helping you understand what’s working, what’s creating risk and where you can improve.
Whether you’re planning an upgrade, introducing AI, moving to the cloud or simply want to get more value from your investment, we’ll give you a clear roadmap for what comes next.
We’ll provide an independent, practical assessment of your technology estate to identify stability, security, process, data and reporting risks, and produce a prioritised remediation plan with clear owners and effort estimates.
We’ll define clear objectives from the start, to ensure that you’re getting exactly what you need from the health check. By ensuring we know what is in and out of scope, we’ll be able to build the report tailored to your needs.
Uncover performance issues, security risks and inefficient processes in your Microsoft Dynamics 365 CRM environment. Get expert recommendations to improve user adoption, optimise performance and ensure your CRM continues to support you.
Ensure your Business Central or ERP solution is secure, efficient and ready for the future. We identify configuration issues, performance bottlenecks, and process improvements that help maximise your ERP investment.
With a Health Check you can turn your business data into a trusted asset. We assess data quality, reporting, Power BI, Microsoft Fabric readiness and governance to help you build reliable insights, improve decision-making and prepare for AI-driven analytics.
We review Azure cloud platform and your infrastructure technology stack to identify security risks, performance issues and optimisation opportunities that support long-term business success for your Microsoft technology estate.
FormusPro will run onsite, remote or blended workshops which will include your key SME’s, Super uses and other key stakeholders. Sessions can and will be recorded and used for writing up and reference.
The sessions will be broken down into sensible timeframes typically 2-3 hours, and carved out based on teams’ availability, paint points and overall requirements. This is followed by an hour recap by our consultants to combine & consolidate notes before the next workshop.
FormusPro produces a report for your internal use and will cover all information captured in the workshops, significant findings, and, importantly, a table of recommendations and the estimated effort to achieve these.
Once we have discussed the overall effort to conduct the health check and the resources FormusPro requires, we will provide a timeline for the engagement, from onboarding through to report delivery. Every health check is different, so timelines may vary.
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.
When is the best time to run a health check?
Many organisations run health checks before a major upgrade, cloud migration or transformation project. Others use them to investigate performance issues or to prepare their technology foundations for AI and automation initiatives.
What outcomes should we expect from a platform health check?
The outcome is a clear view of your current technology landscape. You should understand what is working well, where risks exist and which improvements will deliver the biggest impact for stability, security and future change.
What systems can be included in a health check?
A health check can include CRM systems such as Microsoft Dynamics 365, ERP platforms like Business Central, Power Platform solutions, integrations, data pipelines and the cloud infrastructure those systems run on.
Why do organisations need a system health check?
Most technology problems don’t come from a single system. They come from how systems interact over time. A health check helps identify hidden issues in configuration, data quality, integrations or platform design that can slow teams down or increase risk.
What’s a system and platform health check?
A system and platform health check is a structured review of the applications, data, integrations and infrastructure that support your organisation’s core systems. The aim is to understand how well everything worksntogether and identify risks, performance issues or technical debt before they cause larger problems.
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?
The timeframe depends on the complexity of your environment. 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.