OthoTech
Job Description
D365 F&O Health Check Consultant ( Ability to travel to Stamford, CT )
Regulated Cannabis Industry — Legacy System Assessment Engagement
Scope of Engagement
- Conduct a comprehensive health check/assessment of an existing (legacy) Dynamics 365 Finance & Operations instance
- Deliver findings report covering technical debt, configuration gaps, performance issues, and upgrade readiness
- Provide prioritized remediation recommendations
Experience
- 5+ years hands-on with Dynamics 365 F&O, including experience specifically performing system health checks or pre-upgrade assessments (not just implementations)
- Track record reviewing legacy/aging instances — identifying customizations, deprecated features, unsupported ILV (Isolated Layer Versioning) code, and technical debt
- Experience in regulated or highly-audited industries preferred (cannabis, pharma, alcohol/tobacco)
Technical Skills
- Ability to assess code quality/customizations (X++), database performance, integration health, data quality, and security/role configuration
- Experience evaluating integrations with seed-to-sale tracking systems (e.G., METRC, BioTrackTHC, Leaf Data Systems)
- Familiarity with Microsoft’s LCS environment monitoring and diagnostic tools
- Experience evaluating on-prem vs. cloud readiness if a migration path is being considered
- Ability to assess SSRS reports and identify broken/redundant reporting
Compliance & Regulatory Knowledge
- Understanding of state cannabis regulatory frameworks and how they intersect with ERP controls
- Ability to evaluate whether current configuration adequately supports 280E cost allocation and audit trail requirements
- Experience assessing chain-of-custody and inventory reconciliation controls within the system
Deliverables Expected
- Written health check report (technical and functional findings)
- Risk/gap assessment tied to compliance requirements
- Roadmap or recommendations for remediation, optimization, or upgrade
Soft Skills
- Strong written communication — the report must be digestible for both IT and business/compliance stakeholders
- Comfortable working independently with limited handholding (assessment engagements often start with sparse documentation)
- Vendor-neutral perspective, since findings may include recommending replacement of certain customizations or integrations
Nice to Have
- Prior D365 F&O upgrade project experience (health checks often feed into upgrade decisions)
- Experience with a specific state’s cannabis compliance system
- Sample health check report or assessment methodology available for review