Technology that holds up in diligence, scales through the hold, and adds to the multiple at exit

Growing portfolio companies rarely fail on technology. They lose value on it: an ERP that cannot support the plan, integrations nobody understands, reporting the board does not trust, and a key person who is the only one who knows how it works. We fix that, from the first look at a target to the day you hand over the keys.

• Technology due diligence on the target: systems, contracts, licences, security, technical debt and the real cost to fix
• Review of the ERP (Business Central, NAV, Sage, bespoke) and what it will take to run the business at the size you plan for
• Integration and data risk: what is undocumented, what depends on one person, what breaks on day one
• Findings in a board-ready report with a costed 100-day plan

• Fractional CIO or CTO in the business from completion, so leadership questions have an owner
• Secure the estate: identity, backups, access, Cyber Essentials, supplier contracts
• Management information the fund can rely on: Power BI reporting into Business Central from month one
• Decide what to keep, fix, replace or retire, and sequence it

• A standard Business Central platform across the portfolio, with a repeatable playbook for every bolt-on acquisition
• Integrations that remove manual work: e-commerce, EDI, 3PL, banks, CRM, booking and HR systems
• AI and agents where they pay back: Payables Agent, Sales Order Agent, Copilot reporting
• Cost control: licensing, partner contracts and cloud spend reviewed every quarter

• Exit readiness review: documented architecture, clean data, no key-person dependency, no surprises in the buyer's diligence
• Data room pack: system inventory, contracts, licences, security posture, roadmap and run costs
• Carve-out or separation support where part of the business is sold
• Handover to the buyer's team, and support for the deal team through completion

• Senior people only. The person who does the diligence is the person who runs the 100-day plan. No handover to a junior bench.
• Independent. We are not a Cloud Solution Provider or a reseller, so our advice on what to buy is not tied to what we sell.
• Portfolio pricing. One retained arrangement across several companies, invoiced by Business Boxed Limited, with the same playbook each time.
• Board-level and hands-on. We present to the investment committee and we write the AL code. Both, on the same engagement.
• Fast to start. Diligence findings in days, a fractional CIO or CTO in the business from completion.

Which version are you running today?

How customised is your system?

What about integrations with other systems?

How is your data and documentation?

Who looks after Business Central internally?

The health check is a one off fee of one day of consultancy. Your answers are only used to prefill the enquiry form; nothing is stored.

codeunit 50101 "BBXD Shipment Events"
{
    var
        CourierMgt: Codeunit "BBXD Courier Management";

    // Book a courier collection as soon as the sales order posts.
    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Post",
        'OnAfterPostSalesDoc', '', false, false)]
    local procedure BookCourierOnPost(var SalesHeader: Record "Sales Header")
    begin
        if SalesHeader."BBXD Courier Service" = '' then
            exit;

        CourierMgt.CreateBooking(SalesHeader);
    end;
}

All the major modules, implemented by people who know them

We configure, extend and support every core area of Business Central, from finance through to manufacturing, projects and service, so you are not passed between specialists as your requirements grow.

Where Business Central is right now

Microsoft releases a major version every April and October and a minor update every month. This panel keeps the dates, the deadline and the Feature Management switches in one place, updated live.

• SOAP web services disabled on Microsoft UI pages
• Masking of sensitive data in the UI
• Manual flushing method without requiring a pick
• Default values for financial reports
• New communication texts for reminder terms

• New Document Report Experience: expected to become default in a later release. Try it in a sandbox now; check custom document layouts.
• Accelerated depreciation for fixed assets: optional in 29, review before 30. Finance to confirm whether any asset classes need it.

• Essentials and Premium include one production and three sandbox environments. Each extra production environment (bought through your CSP) adds three more sandboxes and 4 GB.
• If you exceed the quota, nothing stops: users keep working and you are not charged automatically. Microsoft just blocks creating, copying or restoring environments until you tidy up or buy more.
• Extra capacity is sold through a CSP in 1 GB and 100 GB add-ons, with a cheaper overage SKU once you hold a 100 GB block.
• You can see usage per environment in the admin centre under Capacity, and the Table Information page shows which tables are big, which is usually where a clean-up starts: archiving document attachments to SharePoint, deleting old change log entries, compressing ledger history.

Diagnostic

High level discovery of your goals, current systems, fit with Business Central and a budget range.

Analysis

Requirements workshops with process owners and a fit gap against standard Business Central. Super users are named and the training plan agreed here, not at the end.

Design

Solution design for configuration, AL extensions, integrations and data migration, plus the test strategy: UT, SIT and UAT scripts drafted against the design.

Development

Build with unit testing (UT) on every extension, then system integration testing (SIT) end to end with migrated data. Super users are trained early so they can test with us.

Deployment

User acceptance testing (UAT) run by your trained super users, end-user training alongside it, migration rehearsal and cut-over to live.

Operation

Hypercare, then ongoing support, release upgrades and a roadmap of improvements.