Strategy & Assessment

Expert technology evaluations, insights, advice, and solution roadmapping

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Make the Right Decisions for Your Organization

Considering a new business application? Wondering if there's more you can do with a solution you already have? Our award-winning team of consultants has the knowledge to assist with all of your strategic technology questions.


Altriva Solutions is an award-winning technology consulting firm that specializes in business applications, automation, integrations, and analytics with an emphasis on Microsoft technologies including Dynamics 365, Power Platform, Azure, and more. With our deep strategic and technical experience, we offer insights into the products you're considering (or currently using) to help you evaluate their potential internal applications, understand their limitations, and take full advantage of their capabilities.

Whether you're evaluating the fit of a new solution or defining the roadmap of your current platform, we can help.

What We Do

In-depth evaluations of your platform and processes

Technology and business processes optimization

Help solve complex operational and technology problems

Free* product fit assessments for Microsoft business technologies [Learn More]

Demonstrate what is (and isn’t) possible to achieve with your solution(s) and/or custom development

Platform / technology road-mapping

Strategic Services

You have questions. We have answers.

After hundreds of successful deployments and over a decade in the industry (we've worked with Microsoft Dynamics since its alpha release), Altriva's consultants have the strategic and technical experience to help you make the best technology decisions for your organization. Get strategic assistance solving complex business process challenges, evaluating solution options, and making the most of your current technology investments with insights from our team of advisors, developers, and solution architects.

A few examples of the types of the strategic challenges we can help you with:

How can I make better use of my existing technology?

Are you making the most of your existing business technology? With the frequent updates and new feature development expected of major business applications like Dynamics 365 and Power Platform, most companies are not. As a company that specializes in CRM and Microsoft business technologies, we have the technical and strategic experience to help you unlock the full capabilities of your solutions.

What technology capabilities should I invest in now? What should I be working towards in 2 years? What features of the platform can I utilize to provide more insight into my operations?

      Trying to determine what improvements would be the most impactful? Our team gets to know your business and processes to make strategic recommendations around platform expansion. We can help you determine what needs to be changed now and what can wait until further down the road.

        How can I reduce the information tracking burden on my Sales team, so they have more time to engage prospects?

          Need help getting more from your data? Whether it’s revealing your highest performing customer service agent, building quarterly reports, or revealing which area of your sales process is most in need of adjustment, we can show you how to leverage technology to produce better insights.

            How can we reduce inbound call volume at our call center without negatively impacting customer satisfaction?

              Some of your biggest business challenges have a technological solution—and Altriva can help you find it. In addition to being incredible technical resources, our consultants are strategic advisors that help you discover ways to automate tasks, integrate systems, and eliminate inefficiencies in order to save time and reduce costs.

                How can I migrate from an old on-premises application?

                Making the move from an on-premises to online solution has huge benefits such as improved security, access to the latest features and updates, and reduced maintenance tasks required. It also involves major considerations. Altriva has a proven migration methodology that enables organizations to move their data and processes over faster and more efficiently.

                  How can I better automate my business processes?

                  Business process automation is a powerful tool that enables your team to respond more quickly and efficiently to customers, while spending more time focusing on high-value tasks while automation handles repetitive ones. Our consultants utilize a wide variety of automation applications to streamline operations such as Power Automate, Azure Logic Apps, plug-ins, and more and can even extend the capabilities of those solutions with custom coding and integrations.

                  How can I engage with my customers and partners via a portal that connects to my internal applications?

                  Whether you're interested in creating a portal for customers, employees, or partners, we can show you what's possible. Get our expertise on building customer self-service sites and employee portals that display insights and visualizations powered by your internal database and learn about the potential impacts of your options.


                    How can I leverage AI for my customer-facing business processes?

                    AI is an incredibly powerful tool for a customer-facing business. It can help you better understand your customers, increase the effectiveness of your service team, and identify the most impactful ways to improve customer experiences.  Our consultants can help you determine which of the latest Microsoft AI applications and features are aligned with your team's needs.

                    Which product should I choose?

                    Not sure which business application is right for your organization? Interested in defining the next step in your platform journey?  Wondering about the differences between Dynamics 365 and Power Apps? Unsure whether you need an enterprise or professional subscription? Our team of business technology experts can help you make the right choice for your unique requirements.


                      Assessment Services

                      Platform Assessments

                      Professional assessments of existing technology, business processes, and integrations with recommendations for improvements

                      Looking for a better way to solve a business process pain point or improve a solution you've already implemented? Altriva Solutions offers in-depth assessments of your platform, integrations, and business processes to provide strategic advice on how you can align your technology and business processes with your organization's needs and industry best practices.


                      Submit the inquiry form below to learn more about platform assessments.

                      New Product Fit Assessments

                      Expert overviews of new products with time for Q & A

                      Considering migrating to a Microsoft business solution like Dynamics 365 Sales or Microsoft Power Apps? Request a free* new product fit assessment to help you better understand how well the solution can meet your organization's needs. 

                      New fit assessments are available for the following products:

                      Dynamics 365 Sales
                      Dynamics 365 Customer Service
                      Dynamics 365 Marketing
                      Dynamics 365 Field Service
                      Dynamics 365 Customer Insights
                      Power BI
                      Power Apps
                      Power Automate
                      Power Virtual Agents
                      Azure Synapse
                      Azure Logic Apps
                      Azure Data Factory
                      *Altriva offers free product assessments to qualified applicants with 25 or more expected users. Product assessments are also available to organizations with less than 25 expected users for a fee.

                      Strategy & Assessment Inquiry

                      Fill out the form below to learn more about our strategy and assessment services. You can also reach us by phone at 425.616.3921

                      Other Services

                      Additional consulting services you may be interested in...

                      Microsoft Licensing

                      Considering a Microsoft cloud product subscription? We directly license all major Microsoft business application lines including Dynamics 365, Power Platform, Office 365, Teams, and more. 
                      Learn More >

                      Implementation & Migration

                      Make your move to Dynamics 365 or Power Platform with confidence. Our experts will help you define and align your business processes, data,  and technology.
                      Learn More >

                      Support Plans

                      Receive ongoing support for your platform from a team of Dynamics 365 and Power Platform consultants with a proactive technical and strategic support plan.
                      Learn More >