Business Central· Discovery
Business Central discovery and requirements
Discovery workshops decide what the client needs from Business Central. The answers end up spread across call notes, emails, chat threads and the sales team's memory, and some get lost between pre-sales and delivery. superglue's agent reads all of them and keeps one list of requirements, with the source and the decision behind each item.
How this step works
What the agent does
- Reads workshop transcripts from your notetaker, and the email, Slack or Teams threads and documents of the project.
- Writes the requirements per business process, with the source and the person who stated each one.
- Lists open questions and conflicting statements for the next workshop.
- Keeps a decision log that design, testing and your colleagues reuse.
What you decide and approve
- Which requirements are in scope.
- The priority of each requirement.
- When the requirements go to the client for sign-off.
What the client gets
- A requirements document per business process.
- A decision log with the source of each decision.
What to get out of Business Central discovery workshops
- 01
Walk the standard process in a sandbox
Show each process in a Business Central sandbox with demo data during the workshop. Gaps found against real pages are concrete and easy to decide.
- 02
Ask early if the client needs Premium
Manufacturing and Service Management need the Premium license. Essentials users cannot sign in to a company set to the Premium experience, so the answer changes the license for every user in that company.
- 03
Capture costing and warehouse needs per item
Ask how each item group is costed and how goods are picked and shipped. The costing method and the warehouse settings on a location are hard to change after the first postings.
- 04
Collect every document the client sends
Invoices, statements, checks, remittances, bank files and e-invoices each need a layout or a format in Business Central. List them with a sample of each.
Frequently asked questions
What should come out of Business Central discovery workshops?
Walk the standard process in a sandbox; Ask early if the client needs Premium; Capture costing and warehouse needs per item; Collect every document the client sends. The agent keeps the requirements and the decisions in the project, so design and testing reuse them.
Which meeting tools can the agent read?
Circleback, Granola, Fireflies, Fathom, Fellow, Read AI and Otter, plus email, Slack, Teams and shared drives. The agent only reads them.
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into Business Central?
Common sources are Microsoft Dynamics GP, Dynamics NAV, QuickBooks, Sage 50 and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live Business Central project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.