The implementation decisions Finance teams consistently regret six to eighteen months after go-live, the questions Finance should be asking during discovery and design that nobody is asking because Finance isn’t in the room, and the configuration investments that pay back within the first close cycle versus the ones that create technical debt Finance spends years working down.
Ten Lessons Finance Teams Learn the Hard Way
The Finance Implementation Readiness Checklist
Use this checklist before signing the implementation contract to confirm that the implementation scope and timeline give Finance what it needs to go live correctly.
Finance BC Implementation Readiness Checklist
Up Next:
Implementation lessons address the decisions Finance makes before go-live. The next post addresses a Finance workflow that every AP-heavy BC environment should be automating but most are not: AP Automation and Invoice Capture in Business Central—how BC’s Invoice Capture feature uses AI document recognition to convert vendor invoices into draft BC purchase invoices without manual data entry, the configuration and tolerance settings Finance must own, the validation workflow that ensures captured invoices are reviewed before posting, and the five AP automation failures that introduce errors faster than manual entry would have.
— Bobbi
D365 Functional Architect · Recovering Controller
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