Pre-Study and Business Case
Assess a CRM investment, automation opportunity or AI pilot with clear scope, costs, benefits and risks, so you can decide what is worth doing and how to begin.
Considering a CRM or AI investment?
For teams assessing a CRM project, Copilot adoption, automation or an agent opportunity before agreeing the scope or budget.
Your business case
What’s included
We bring business and technical findings together so you can compare your options and see what still needs to be confirmed.
Need + baseline + benefit
01 / Establish the evidence
Define the work to improve, who it affects and how to measure progress. Less administration, faster follow-up or better decisions need a starting point.
Scope + feasibility + readiness
02 / Test scope and feasibility
Assess the data, integrations, permissions and adoption work needed, including AI governance where relevant.
Proceed + reshape + pause
03 / Support the decision
Compare a full project, a smaller release or a focused pilot. Test the important uncertainties before committing to a wider rollout.
We agree the study around the decision you need to make. It provides enough technical detail to assess feasibility and key risks; detailed solution design follows during implementation unless a specific uncertainty needs deeper investigation first.
How we work
Define what you need to decide, who should be involved, what success means and which evidence is already available.
Review processes, systems, data readiness and people to test feasibility, governance needs and readiness for change.
Bring estimated benefits, costs, effort, timing and risks together, with the assumptions behind each option clearly stated.
Recommend whether to proceed, phase, reshape or pause the project, including any further checks needed before committing.
What you take away
We agree the outputs with you at the start. Benefits and costs are estimates based on the information available, with gaps and assumptions recorded so you can review them before approval.
Agreed business need, decision criteria and success measures
Scope, technical feasibility and readiness findings
Estimated benefits, delivery and ongoing costs, with their assumptions
An option comparison with risks, dependencies and open questions
A recommendation, possible phases and the next steps to confirm
FAQs
A few practical answers before we talk about your project.
A strategy sets your broader CRM direction. A pre-study assesses a specific initiative to help decide whether to invest, which scope or phase to approve, or whether Dynamics 365 fits. It can also recommend reshaping or pausing the project, or gathering more evidence. We agree the decision to support at the start.
The size of the decision, available information and depth of technical investigation affect the study's effort, cost and timing. We agree the scope and participation with your decision owner and colleagues who understand your processes, systems and costs.
Within the agreed scope, we assess subscriptions, implementation, data, integrations, environments, testing, security, training, change, internal effort and ongoing support and improvement. Benefits are estimates based on agreed baselines and assumptions, not guaranteed returns. Actual value depends on delivery, adoption and operating conditions. Your organization owns the outcomes, and current supplier prices must be validated before approval.
Enough to test feasibility and expose material cost or risk. Detailed solution design belongs in the implementation lifecycle unless a specific technical uncertainty needs deeper investigation before the decision.
Yes, when tied to defined work and outcomes. We assess whether standard Microsoft capability, a workflow or an agent fits the need. Data readiness, integrations, permissions, human review and ongoing costs inform the business case. A focused pilot can test uncertain benefits before a wider rollout; a demonstration alone is not evidence of business value.
You use the findings to decide the next step. Nemely can support follow-on work within a separately agreed scope. The documented decisions, assumptions and scope can also guide another qualified delivery team; you do not have to use Nemely for implementation.
Start a conversation
Tell us what you are considering, what you need to decide and where you need a clearer view of scope, costs or benefits.
Discuss your next project
Ideas to take with you
