YOUR SITUATION · RESCUE

Your Dynamics 365 project is in trouble. Someone else is not the plan.

Stalled milestones, a budget that keeps moving, a go-live date nobody believes anymore: this is the most common reason a second partner gets called, and the one most partner sites are built to pretend does not exist.

Why this happens

Most Dynamics 365 rescues share the same handful of root causes.

Different symptoms, same underlying pattern: scope was never really fixed, the data was harder than anyone tested for, or the team doing the work changed more than once.

What we usually find

  • 1
    Scope that grew without a corresponding change orderEvery "quick add" during design review, uncosted and unscheduled, until the sum of them is the real reason the date moved.
  • 2
    Data migration underestimated from day oneMaster data cleansing usually needs three to four times the hours in the original plan.
  • 3
    Consultant turnover mid-projectKnowledge walks out the door with each departure, and the next person restarts discovery, quietly.
  • 4
    Testing treated as a phase instead of a habitUAT gets compressed to make room for more configuration, so defects surface after go-live instead of before it.

What a rescue actually does

  • An independent health check firstBefore any commitment, an honest read on what is salvageable, delivered as a written assessment.
  • A re-baselined plan, not a resumed oneNew scope, new timeline, new checkpoints, not just picking up where the last team left off.
  • A single owner for scope going forwardOne document, one person accountable for logging and pricing every change from day one.
Signs it is time to call someone

None of these on their own is a crisis. Two or more together usually is.

Most teams do not decide to call for help. They arrive at it gradually, after enough of the following stack up.

  • 1
    The go-live date has already moved onceAnd the new date was set without a written list of what has to be true to hit it.
  • 2
    The same open items appear on three or more consecutive status reportsNobody is closing them, just carrying them forward.
  • 3
    Nobody can explain the scope drift in one sentenceWhat changed between the original statement of work and what is being built now is unclear even to the project lead.
  • 4
    The people who started the project are not the people finishing itAnd the handover between them was informal, not documented.
  • 5
    Testing keeps getting pushed laterTo make room for more configuration work, which almost always means defects surface after go-live instead of before it.

"The project was not doomed. It was just never re-planned after the third change order."

How we usually describe it after the first assessment
Two rescue situations

Pick the one that matches where you are.

Both start with the same independent assessment. What differs is what broke.

The project has stalled

Milestones keep slipping, go-live keeps moving, and nobody can tell you a date they actually believe.

The budget is out of control

You are well past the original number with no clear line of sight to done.

Common questions

What people usually ask before the first call.

Q.Will you just tell us to start over?

No. Starting over is rare and expensive, and we say so when it is not the right answer. Most rescues keep 60 to 80 percent of what already exists; the assessment tells you which parts those are.

Q.Do we have to end our relationship with our current partner first?

Not necessarily. Some engagements run as an independent second opinion alongside an existing partner. Others involve a full handover.

Q.How long does the initial assessment take?

Typically one to two weeks, depending on how much documentation already exists. You get a written report either way, not a verbal summary.

Q.What if the honest answer is that it cannot be saved?

That happens occasionally, and we say so directly rather than taking the engagement anyway.

Q.Does the assessment cost anything?

We will tell you the structure on a call, since it depends on project size and how much is already documented.

In the middle of a rescue right now

Get an honest read before you commit to anything.

No pitch, no assumption that the answer is starting over. Tell us where the project stands and we will tell you, plainly, what a realistic path back looks like.

Book a 30-minute call

With someone who has run a rescue engagement before.

Run the situation diagnostic

Four minutes, no email required to see the result.