How to Conduct a Business Central Health Check

A structured health check can identify configuration gaps, performance issues, and optimization opportunities in any live Business Central environment.

A Business Central health check is a structured assessment of a live implementation against established best practices. It identifies configuration gaps, data quality issues, process workarounds, and optimization opportunities. For organizations that have been on Business Central for more than 12 months, a health check is often the highest-ROI consulting engagement available.

What a Health Check Covers

A comprehensive BC health check examines: financial configuration (chart of accounts, posting groups, dimensions), master data quality (customers, vendors, items, resources), transaction accuracy (open entries, unreconciled accounts, posting errors), system performance, security and user access, and process alignment (are people using the system as designed?).

Common Health Check Findings

The most common findings from BC health checks are: dimension value proliferation (the dimension structure has grown uncontrolled), posting group misconfigurations that are causing incorrect GL postings, open entries from prior periods that should have been closed, user access that doesn't reflect current roles, and workarounds that have become permanent.

Prioritizing the Findings

A good health check produces a prioritized action list, not just a finding inventory. We categorize findings into three tiers: critical (causing incorrect financial statements or significant operational risk), high (causing material inefficiency or reporting gaps), and low (optimization opportunities).