Diagnostic Services

Clarity Before Complexity. Strategy Before Software.

Before you commit to a build, we help you ask the right questions, validate your direction, and align stakeholders. Our Diagnostic Services are where vision, feasibility, and value come together, so you move forward with confidence.

Why Diagnostic Services Matter

AI, ERP, and CRM projects don’t fail from bad tech. They fail from unclear goals, misaligned teams, and unchallenged assumptions.

Our Diagnostic Services give you the insight, alignment, and architecture you need to start strong, whether you’re deploying Dynamics 365, Copilot Studio, or an entire Agentic operating model.

What We Offer

1. Vision & Strategy Workshops

Define your North Star and business goals
Align stakeholders across business and IT
Identify key opportunity areas (AI, ERP, CRM, or all three)

2. Use Case Discovery & Scorecards

Facilitate use case identification + qualification
Score for ROI, feasibility, and strategic alignment
Create a prioritized backlog with near-term wins

3. Solution & Readiness Assessments

Assess current systems, processes, and data
Recommend D365 modules, AI tools, and licensing needs
Review AI maturity and cultural readiness

4. Architecture & Implementation Planning

Build a scalable solution blueprint
Define integrations, governance, and agent design
Create a phased roadmap aligned to SureStep/ISD delivery

When to Engage Sync(d) Diagnostic Services

Deliverables You Can Expect

Discovery workshop outputs & alignment artifacts
Use Case Scorecard Tracker (Notion or Excel)
Solution Architecture Summary (F&O, BC, CRM, or Copilot)
30/60/90 Day Action Plan or phased SureStep roadmap

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