Plan Your Project

Plan Your Business Central Project With Confidence

Thinking about implementing Microsoft Dynamics 365 Business Central? We help businesses work out what they need, what the project could involve and what to do next.  Backed by experience of 300+ ERP implementations, The HBP Group gives you greater clarity before you commit.

This page will help you understand the different routes available depending on where you are in your ERP journey — whether you’re still exploring your options and want to understand if Business Central is the right fit, or you’re already confident in the platform and ready to start defining your project.

300+ ERP implementations delivered

Early Discovery → Implementation & Support

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Planning a Business Central project? Start by understanding what your business really needs.

There isn’t one single starting point for every Business Central project. The right approach depends on how far along you are in your decision-making journey and how much clarity you already have around your requirements. 

At The HBP Group, we offer two different routes to help you move forward with confidence:

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Route 1: 360° ERP Assessment

Still working out what the right ERP solution looks like?

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Our 360° ERP Assessment takes a broader look at your current systems, business processes, challenges and future plans. It helps establish what needs to change and what your business genuinely needs from its next ERP platform.

We’ll help you identify priorities, explore opportunities for improvement and consider whether Business Central is an appropriate fit before moving into detailed project planning.

What you’ll come away with:
A clearer understanding of your requirements, the challenges your future ERP needs to address and the most appropriate next step for your business. 

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Route 2: Solution Design

Already confident Business Central is the right platform?

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Solution Design turns Business Central from your preferred platform into a more clearly defined project. We’ll work through your requirements and how they could be met, including integrations, data migration and any additional functionality.

We’ll also explore the proposed scope, delivery approach, costs and timescales, helping you understand what the implementation involves before making the larger commitment.

What you’ll come away with:
A clearer picture of the proposed solution, implementation scope and commercial considerations to support an informed investment decision and internal or board approval.

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Where are you in your journey?

Not every business starts from the same place. Some are still working out whether Business Central is the right fit, while others are already confident in the platform and need to understand what implementation will involve.

 The questions you’re asking can help identify your next step. Which of these sounds most like the conversations happening in your business today? 

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I’m still exploring my options

Work Out What Your Business Really Needs

You may be asking:

  • What needs to change about our current systems and processes?
  • What should our next ERP do that our current setup can’t?
  • How do we compare different platforms against our requirements?
  • Is Business Central genuinely the right fit for our business?

Your likely next step: 360° ERP Assessment

I’m ready to define the project

Understand The Scope Before You Commit

With Business Central as your preferred platform, you may be asking:

  • How will Business Central support our key business processes?
  • What should the project include, and what can wait until later?
  • What are the likely costs, timescales and demands on our team?
  • What information do we need for internal or board approval?

Your likely next step: Solution Design

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Not Sure Which Route Is Right For You?

You don’t need to diagnose the right route yourself.

If you’re unsure whether you need a broader ERP assessment, you’re ready to start defining a Business Central project, or you simply have specific requirements you want to talk through, speak to The HBP Group. We’ll help you understand where you are today and recommend the most appropriate next step. 

Every ERP Journey Starts Somewhere

Every Business Central project starts from a different place. Some businesses are still deciding what needs to change, while others have already chosen Business Central and are ready to define the project. The journey below shows how the different stages can fit together — but you can enter at the point that best reflects where you are today.

Step 1.

1. Considering Change

You know your current systems, processes or ways of working need to improve, but you may not yet know what the right solution looks like. 

Step 2.

2. 360° ERP Assessment (Some start here!)

Take a broader look at your systems, processes, challenges and future requirements to understand what your business really needs from its next ERP platform.

Optional starting point — ideal if you’re still defining the right ERP direction. 

Step 3.

3. Business Central Identified As The Right Direction (Others start here!)

You’re confident that Microsoft Dynamics 365 Business Central is the platform you want to take forward. 

Already chosen Business Central? You can join the journey here. 

Step 4.

4. Solution Design

Turn Business Central into a clearly defined project by working through your requirements, scope, integrations, data, delivery approach and commercial expectations. 

 

Step 5.

5. Internal / Board Approval

Use the agreed scope and proposal to secure internal sign-off and make an informed decision about moving into implementation. 

Step 6.

6. Business Central Implementation

With the project defined and approved, implementation can begin with greater clarity around what needs to be delivered and how. 

 

Why Businesses Trust The HBP Group for Business Central

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Supporting 650+ Businesses, With 300+ ERP Implementations Delivered

With over 30 years' experience supporting UK SMEs, we've scoped and delivered Business Central and ERP projects across manufacturing, distribution, professional services and finance — reflected in our 4.8 rating on Clutch.

That experience means we've already seen where quotes go wrong — licences bought without mapping usage, projects scoped without proper discovery, costs that creep once implementation starts. We apply what's worked, and avoided what hasn't, so your quote reflects your business from the outset. 

Real Business Central Results, Delivered with The HBP Group

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Nene Park Trust

3x Faster Financial Reporting

Business Central produced trusted management reports three times faster, with clearer visibility across projects, funds and cost centres.

 “People are happier, the information is trusted, and we’re moving faster than ever before.”
Charles Benn, Business Partner 

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Shine Charity

20% Lower Costs

Shine streamlined manual finance processes, saved valuable time each week and reduced finance system costs by 20%.

 “You absolutely went the extra mile. You understood our limitations and worked with us brilliantly.”
Steve Ellen, Director of Finance 

Hinchliffe Hydraulics

45+ Hours Saved Every Year

Business Central automated repetitive tasks for Hinchliffe Hydraulics, saving more than a working week of time each year.

 “I want to automate, use Power BI and include AI. Business Central gives us that foundation.” 
Stewart Hinchliffe, Finance Director

Frequently Asked Questions
Do I need to have chosen Business Central before speaking to you?

No. You can speak to The HBP Group while you’re still considering your options. We can help you explore your requirements and understand whether Business Central is worth taking forward. You don’t need a finished project brief or to know which planning route you need before getting in touch. 

What’s the difference between a 360° ERP Assessment and Solution Design?

A 360° ERP Assessment looks at your current systems, processes, challenges and future plans to help establish what your business needs from its next ERP system.

Solution Design is for businesses that have identified Business Central as their preferred platform and need to define the requirements, scope, costs and delivery approach before implementation.

Do I need a 360° ERP Assessment before starting Solution Design?

No — the 360° ERP Assessment isn’t a mandatory first step. If you’re already confident Business Central is the right direction, you can move straight into discussing Solution Design. The assessment is an alternative starting point for businesses that need a broader review before deciding which platform to take forward. 

What should we prepare before discussing our project?

Start with what is prompting the change: the problems you want to solve, the systems you currently use and what you want to improve. Any initial thoughts on budget, target dates and who needs to be involved are also useful. You don’t need to arrive with every requirement documented — identifying those requirements is part of the planning process. 

Who should be involved in planning a Business Central project?

It helps to involve someone who can make project decisions, alongside the people who understand your day-to-day processes. Depending on your business, that could include finance, operations, purchasing, sales, warehouse teams and IT. Bringing the relevant people into planning helps establish priorities and identify requirements that might otherwise be missed. 

What if we have specialist requirements or systems we need to keep?

Those are useful things to discuss early. Tell us which processes are specific to your business, which systems need to remain and what information needs to move between them. We can help identify what needs investigating before you make a platform or implementation decision, rather than assuming everything must be replaced. 

 

How long does the planning process take?

The time needed depends on the breadth of the review, the complexity of your requirements and the availability of the people involved. A broader ERP assessment and a detailed Business Central design engagement serve different purposes, so they won’t necessarily follow the same timetable. An initial conversation helps establish the appropriate scope and a realistic timescale. 

Can you help us understand implementation costs before we commit?

Yes. Solution Design helps establish a clearer picture of the proposed project so costs can be considered against defined requirements rather than broad assumptions. Areas such as data migration, integrations, additional functionality, training and delivery scope all need to be considered when building that picture. 

Is Solution Design a paid service?

Yes. Solution Design is a paid discovery and scoping engagement, rather than an initial enquiry or product demonstration. It focuses on defining your proposed Business Central project before you commit to implementation. Speak to our team about what the engagement would include and the associated fee. 

 

Can Solution Design help us secure internal or board approval?

It can help you build a stronger proposal by clarifying what you’re asking the business to invest in. The proposed scope, expected costs, delivery approach and internal resource requirements give decision-makers a more informed basis for reviewing the project, including the assumptions and dependencies that need consideration. 

What happens after the assessment or Solution Design?

After a 360° ERP Assessment, the next step depends on the findings. If Business Central is an appropriate direction, you may move into Solution Design; other questions or preparation may need addressing first.

After Solution Design, you can review the proposed project internally and decide whether to proceed. Implementation follows once the scope, commercial arrangements and necessary approvals are in place.