Microsoft Dynamics 365 & ERP Transformation

ERP Solutions Built Around Your Business

Successful ERP transformation requires more than selecting the right technology. BAOS combines Microsoft Dynamics expertise, energy industry knowledge and experienced delivery leadership to help organizations plan, implement and optimize enterprise solutions.

Enterprise finance and technology
Core Platform

Microsoft Dynamics 365 Finance & Supply Chain Management

Full cycle implementation, optimization and support for Microsoft Dynamics 365 Finance and Supply Chain Management; configured around the financial and operational realities of energy organizations.

  • Financial management, general ledger and financial reporting
  • Accounts payable, accounts receivable and cash management
  • Procurement, inventory and supply chain processes
  • Project accounting and capital related processes
  • Data, reporting and business intelligence requirements
  • Post-go-live optimization and ongoing support

Our delivery approach emphasizes experienced consultants, direct accountability and practical solutions aligned with your business requirements.

Modernization

Dynamics AX to D365 Modernization

A structured, risk managed path from legacy Dynamics AX to Microsoft Dynamics 365; covering business process redesign, data migration, integration modernization and deployment.A structured, risk managed path from legacy Dynamics AX to Microsoft Dynamics 365; covering business process redesign, data migration, integration modernization and deployment. Modernization isn't simply a technical upgrade. It's an opportunity to simplify processes, improve controls and establish a modern ERP foundation.

01

Assess

Current state AX review, gap analysis and D365 readiness assessment to establish a realistic modernization baseline.

02

Design

Business process redesign, D365 configuration and solution architecture aligned to your operational requirements.

03

Migrate

Data migration strategy, source-to-target mapping, cleansing and cutover planning to protect data integrity.

04

Deploy

Controlled go-live execution, stabilization and team enablement to support a successful transition.

Energy industry operations
Specialized Energy ERP

EnergyCONNECT

EnergyCONNECT extends Microsoft Dynamics 365 with purpose built functionality for the energy sector. BAOS brings deep EnergyCONNECT knowledge together with Microsoft Dynamics expertise and decades of energy industry experience.

  • Joint Venture Accounting
  • Authorization for Expenditure (AFE)
  • Oilfield Equipment Rentals
  • Energy specific Microsoft Dynamics 365 functionality
  • Experience across upstream, midstream and oilfield services
Finance Transformation

Finance Transformation

Transform finance processes, reporting, controls and operating models to take full advantage of modern Microsoft Dynamics 365 capabilities.

Operating Model Design

Assess and redesign finance processes and operating models to align with Dynamics 365 capabilities and modern finance practices.

Close Process Optimization

Identify opportunities to improve period-end and year-end close processes through better workflows, system capabilities and financial controls

Management Reporting

Design management reporting requirements and frameworks that provide timely, decision ready financial and operational information.

Controls & Compliance

Align internal controls, approval workflows and system processes to support governance, audit and compliance requirements.

Governance & Delivery

ERP Program & Project Management

Senior-led program governance, risk management and delivery assurance for complex, multi-phase ERP initiatives; from initial planning through go-live and stabilization.

BAOS brings experienced ERP program leadership, disciplined project governance and direct accountability to complex transformation initiatives.

  • Program governance structure, reporting and steering committee support
  • Risk identification, tracking and mitigation planning
  • Vendor and systems integrator management
  • Schedule, budget and scope oversight
  • Independent delivery assurance and quality review
  • Stakeholder communication and executive reporting
Data & Integration

Data & Integration

Data migration and integration planning, coordination and delivery support, connecting Microsoft Dynamics 365 with your broader technology ecosystem.

01

Migration Strategy

Data migration strategy, source-to-target mapping and cutover planning to protect data integrity through go-live.

02

Data Cleansing

Data quality assessment, cleansing coordination and validation to ensure accurate, reliable data in the new system.

03

Integration Architecture

Integration requirements, design and architecture coordination connecting D365 with operational and third-party systems.

04

Testing & Reconciliation

End-to-end integration testing and data reconciliation to support system readiness before go-live.

Quality & Deployment

Testing & Deployment

Structured testing strategy, execution coordination and deployment planning designed to reduce risk and support a controlled, confident go-live.

What We Cover

  • Test strategy, plan and script development
  • System integration testing (SIT) coordination
  • User acceptance testing (UAT) facilitation and defect management
  • Cutover planning and go-live readiness assessment
  • Post-go-live stabilization support
Ongoing Value

Optimization & Support

Post-implementation optimization and support designed to help your Microsoft Dynamics 365 environment continue delivering value as your business evolves.

System Health Review

Structured review of your D365 configuration, processes and usage to identify optimization opportunities.

Process Improvement

Targeted improvements to business processes, workflows and configurations to increase efficiency and reduce manual effort.

Upgrade Planning

Planning and coordination support for D365 updates, feature releases and platform changes.

Ongoing Advisory

Flexible advisory support providing access to experienced ERP expertise as your organization's requirements evolve.

Start the Conversation

Let's Discuss Your ERP Roadmap

Whether you're planning a new D365 implementation, modernizing from Dynamics AX, implementing EnergyCONNECT or need experienced leadership for a program already underway, we'd like to hear about your objectives.