Sourced consumer goods and financial services context
Products, customers, and controlled transactions: Dynamics 365 CRM
The Cincinnati Futures Commission final report identifies consumer goods and financial services among the regional strengths that give the city strategic advantages. Translate the operating setting into accounts, contacts, opportunities, cases, work orders, assets, and activities. Require a reason for each custom table or process variation. These businesses can join product catalogs, orders, customer records, payments, accounts, contracts, approvals, reporting, fraud controls, and service operations.
Evidence to request: Use a process-design case and require table, form, automation, security, reporting, and ownership decisions. Define the product or financial service, customer lifecycle, transaction authority, system of record, approval chain, reconciliation, reporting deadline, and support owner.
Sourced life sciences, research, and technology context
Research, product, and data operations: Dynamics 365 CRM
The same Cincinnati report identifies life sciences as a regional strength and recommends targeting research and development and technology-focused companies. Define the Dataverse, Power Platform, ERP, identity, and external-service boundaries. Candidates should cover APIs, events, virtual tables, security, retries, and monitoring. These programs may connect experiments, laboratories, regulated records, product data, software, access controls, validation evidence, intellectual property, and commercialization steps.
Evidence to request: Review an ERP or external integration with source-of-truth rules, matching, failure handling, replay, and reconciliation. Name the research or product stage, source records, regulated boundary, validation protocol, software or lab interfaces, data rights, release authority, and reviewer.
Sourced advanced manufacturing and job sites context
Plants, infrastructure, and production controls: Dynamics 365 CRM
The Cincinnati Futures Commission recommends acquiring and improving development-ready sites for good jobs and uses advanced manufacturing as the operating case for those sites. Set migration and release ownership. Ask how the consultant profiles source data, controls duplicates, tests roles and automation, sequences cutover, and supports users afterward. Manufacturing sites can combine utilities, equipment, materials, production schedules, engineering changes, quality, inventory, maintenance, worker access, and environmental records.
Evidence to request: Ask for a migration or release the consultant owned, including data quality, role testing, defects, training handoff, and acceptance. Set the plant and product boundary, infrastructure dependencies, equipment interface, production model, traceability, quality release, maintenance window, and change authority.