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ERP & group data architecture Internal work sample

Business Central remediation and integration readiness

Completed a Business Central remediation in weeks rather than months, protecting a live CRM integration and leaving documented operating controls.

months → weeks
Remediation time

Evidence inputs

  • Dynamics 365 Business Central / Navision environment within the group.
  • Dynamics 365 Business Central · Navision · AI-assisted workflow design

Transformation

  • Rebuilt item master, costing and dimension structures for consistent posting and reporting.
  • Validated expected ledger behaviour before sign-off.
  • Produced an operating manual and warehouse procedures to sustain the change.

Controls & assurance

  • Stabilised master data before integration so the connected system used a known-good state.
  • Paired remediation with operating procedures so the control would hold after go-live.

Output

  • Remediation completed in weeks rather than months, ahead of the live CRM integration.

Business value

  • Protected the integration timeline and left a documented, operable system.
  1. Problem

    Weak item master, costing and dimension structures put a time-critical CRM integration at risk.

  2. Approach

    Rebuilt item master, costing and dimension structures for consistent posting and reporting.

  3. Outcome

    Remediation completed in weeks rather than months, ahead of the live CRM integration.

Business value

Protected the integration timeline and left a documented, operable system.

Transformation route

  1. 01

    Rebuilt item master, costing and dimension structures for consistent posting and reporting.

  2. 02

    Validated expected ledger behaviour before sign-off.

  3. 03

    Produced an operating manual and warehouse procedures to sustain the change.

Decision log

  • Stabilised master data before integration so the connected system used a known-good state.
  • Paired remediation with operating procedures so the control would hold after go-live.

This case study proves

  • Dynamics 365 Business Central / Navision ERP & Systems Strong
  • SOPs & runbooks Ways of Working Strong

Full skill evidence →

What I learned

  • Master-data remediation lasts only when operating ownership and procedures change with it.

Future improvements

  • Convert the method into a reusable pre-integration runbook for other entities.

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