1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Flows

Evaluate goals and identify opportunities
Activity Flow

During implementation, you can evaluate the goals in your strategy to identify the opportunities for your company. You can, for example, schedule evaluations for each phase of the implementation project.

You can use the evaluation to do a structured assessment of your business goals and the related business opportunities. During the evaluation, you rate the goals on these properties:

  • Value - Rate the business value of the goal.
  • Maturity - Rate the maturity of the processes and the technology that are used to reach the goal.
  • Complexity - Rate the effort that is required to reach the goal. For example, with regards to regulatory compliance.
  • Performance - Rate the performance of the business with regards to the goal. Are the key objectives met?

Based on the result of this assessment, you identify the opportunities for each goal. In general, you rate the opportunity as:

  • High or very high if a goal has high business value, low maturity, high complexity, and low performance.
  • Low or very low if a goal has low business value, high maturity, low complexity, and high performance.

The result of an evaluation answers questions like:

  • Where do we really need detailed business process flows first?
  • Where can we, for-the-time-being do with just a textual description of the process?

So, the evaluation results in the focus areas for, for example, the implementation phase you are about to start.

Business analyst Business analyst Define goals and metrics

Define goals and metrics

Define the strategy for the solution in terms of goals and metrics

 Start Start Create evaluation Create evaluation Before you evaluate the goals and identify opportunities, you create the evaluation. Procedure 1. Click Business strategy. 2. Click the Evaluations tab. 3. Click New. 4. In the Evaluation field, type a value. 5. Click Save. Note: As a result, all goals and related importance, as linked to the current RapidValue solution, are automatically added to the evaluation. 6. Close the page. Evaluate goals and identify opportunities Evaluate goals and identify opportunities Have a meeting or workshop to evaluate the goals in your strategy to identify the opportunities for your company.Do a structured assessment of your business goals and the related business opportunities. During the evaluation, you rate the goals on these properties:ImportanceMaturityComplexityPerformanceOpportunity Procedure 1. Click Business strategy. 2. Click the Evaluations tab. 3. In the list, find and select the desired record. 4. Click Edit. Note: You can enter the ratings for each goal. 5. In the Importance field, select an option. 6. In the Maturity field, select an option. 7. In the Complexity field, select an option. 8. In the Performance field, select an option. 9. In the Opportunity field, select an option. 10. In the Notes field, type a value. 11. Expand the Summary section and enter a description. 12. Close the page. End End Are your  goals and metrics  defined and up-to-date? Are your  goals and metrics  defined and up-to-date? No Yes

Activities

Name Responsible Description

Define goals and metrics

Business analyst

 		Define the strategy for the solution in terms of goals and metrics

Create evaluation

Business analyst

Before you evaluate the goals and identify opportunities, you create the evaluation.

Evaluate goals and identify opportunities

Business analyst

Have a meeting or workshop to evaluate the goals in your strategy to identify the opportunities for your company.
Do a structured assessment of your business goals and the related business opportunities. During the evaluation, you rate the goals on these properties:
  • Importance
  • Maturity
  • Complexity
  • Performance
  • Opportunity

Activities

Name Responsible Description

Define goals and metrics

Business analyst

 		Define the strategy for the solution in terms of goals and metrics

Create evaluation

Business analyst

Before you evaluate the goals and identify opportunities, you create the evaluation.

Evaluate goals and identify opportunities

Business analyst

Have a meeting or workshop to evaluate the goals in your strategy to identify the opportunities for your company.
Do a structured assessment of your business goals and the related business opportunities. During the evaluation, you rate the goals on these properties:
  • Importance
  • Maturity
  • Complexity
  • Performance
  • Opportunity
Related to Notes

Evaluate goals and identify opportunities

 		 

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