Cybersecurity Risk Assessment Services for CFOs

BlogCybersecurity Risk Assessment Services for CFOs: Reducing Financial Vulnerability in an Era of Growing Threats

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Cybersecurity is no longer just an IT concern—it is a core financial risk issue. For CFOs and operations leaders, cyber incidents translate directly into revenue loss, operational disruption, regulatory exposure, and long-term reputational damage. As digital transformation, cloud adoption, and AI usage accelerate, the financial consequences of cyber risk are becoming more severe and more frequent.

According to , worldwide end-user spending on information security is expected to reach $240 billion in 2026, up from $213 billion in 2025, highlighting how seriously organizations are treating cyber risk at the board level. IDC also projects global security investments to continue growing at double-digit rates, reaching nearly $377 billion by 2028. Despite this increased spend, many finance leaders still struggle to answer a critical question: Is our cybersecurity investment reducing financial risk?

This is where cybersecurity risk assessment services play a vital role—helping CFOs connect technical exposure to measurable business impact.

Why Cybersecurity Risk Assessment Services Matter to CFOs

Traditional security assessments often focus on technical vulnerabilities without explaining their financial implications. For CFOs, this creates a disconnect between spending and outcomes. Effective cybersecurity risk assessment services bridge that gap by translating cyber threats into business-relevant risk scenarios.

A well-executed cybersecurity risk assessment helps finance leaders understand:

  • Which cyber risks could materially impact revenue, cash flow, or financial reporting
  • How likely those risks are to occur
  • What the potential financial impact could be if they do occur

For example, a ransomware attack that disrupts ERP systems may delay invoicing, halt production, and create liquidity pressure—far beyond the cost of remediation alone. Verizon’s 2025 Data Breach Investigations Report found ransomware present in 44% of breaches analyzed, reinforcing how common and financially damaging these incidents have become.

For CFOs, the value of a cybersecurity risk assessment lies in its ability to prioritize spending based on potential loss avoidance, not fear or compliance checklists.

Using a Cybersecurity Risk Management Framework to Guide Investment

A one-time assessment is helpful, but sustainable risk reduction requires structure. A cybersecurity risk management framework enables finance and operations leaders to consistently evaluate, prioritize, and monitor cyber risk over time.

An effective framework aligns cybersecurity with enterprise risk management (ERM) and typically includes:

  • A cyber risk register tied to business processes and financial outcomes
  • Consistent scoring for likelihood, impact, and control effectiveness
  • Defined thresholds for risk acceptance, mitigation, or transfer (such as cyber insurance)
  • Regular executive and board-level reporting

This approach allows CFOs to compare cyber risk alongside other enterprise risks—such as supply chain disruption or regulatory change—and allocate capital accordingly. Forrester notes that while security budgets are increasing, many organizations struggle to demonstrate return on investment. A formal risk management framework helps ensure that cybersecurity spend is both defensible and targeted.

Cloud Security Assessment: Protecting Financial and Operational Systems

As finance and operations systems move to the cloud, risk exposure changes. Cloud platforms host ERP systems, data warehouses, collaboration tools, and increasingly, AI-driven analytics. While cloud adoption enables agility and scalability, it also introduces new attack surfaces.

A cloud security assessment helps CFOs evaluate whether cloud controls align with the criticality of business processes. Key focus areas include:

  • Identity and access management for finance and operations users
  • Configuration risks that could expose sensitive data
  • Backup and recovery readiness to support business continuity
  • Third-party integrations that may create hidden dependencies

Gartner identifies cloud security as one of the primary drivers of cybersecurity spending growth, while IDC highlights AI and cloud infrastructure as major areas of emerging risk. For CFOs, ensuring that cloud environments supporting financial operations are properly secured is essential to protecting revenue and compliance.

Data Risk Assessment: Reducing Breach Costs and Regulatory Exposure

Data is often an organization’s most valuable asset—and its most expensive liability when compromised.  A data risk assessment identifies where sensitive information resides, how it is accessed, and the potential business impact of a breach. .

IBM’s Cost of a Data Breach Report shows that the average global cost of a data breach reached $4.4 million in 2025. Regulatory penalties, customer notification costs, and legal settlements can quickly escalate that figure, particularly when personal or financial data is involved.

For CFOs, a data risk assessment provides clarity on:

  • Which datasets represent the highest financial and regulatory exposure
  • Whether access controls and encryption are adequate
  • How quickly the organization could detect and contain data exfiltration

These insights enable targeted investments that reduce the likelihood and impact of breaches—helping finance leaders manage both downside risk and insurance exposure.

Quantifying Cyber Risk in Financial Terms

One of the most powerful outcomes of cybersecurity risk assessment services is cyber risk quantification. Rather than relying on qualitative labels like “high” or “medium” risk, quantification estimates potential loss in monetary terms.

This allows CFOs to:

  • Compare cyber risk reduction initiatives against other capital investments
  • Evaluate trade-offs between prevention, detection, and recovery
  • Support data-driven discussions with boards, auditors, and insurers

By modeling scenarios such as ransomware downtime or third-party compromise, finance leaders can quantify potential  loss exposure and prioritize controls that deliver  the greatest financial risk reduction.

A CFO-led Action Plan for Reducing Cyber Financial Risk

To move from insight to action, CFOs and COOs can take the following steps:

  1. Identify critical business processes and estimate downtime cost per day
  2. Commission cybersecurity risk assessment services focused on financial impact
  3. Establish a cybersecurity risk management framework aligned with ERM
  4. Prioritize cloud security and data risk assessments for high-value systems
  5. Track progress using executive-level cyber risk metrics

Cybersecurity is not about eliminating risk entirely—it is about managing it intelligently. For CFOs, the goal is clear: reduce the probability and impact of cyber events that could materially affect financial performance.

The VMware Migration Checklist: Hybrid Is the New Normal

BlogThe VMware Migration Checklist: Hybrid Is the New Normal

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VMware has long been a trusted foundation for enterprise infrastructure, delivering stability, consistency, and operational control. But over the past two years, VMware pricing changes and licensing shifts have forced many organizations to pause and reassess how their environments are structured—and whether their current approach still aligns with business priorities.

For many IT and finance leaders, the response hasn’t been an immediate VMware migration. Instead, organizations are taking a step back to understand the impact, evaluate options, and avoid rushed decisions that could introduce new risks or costs. In today’s reality, hybrid is the new normal—and the challenge is no longer whether to migrate, but how to approach VMware migration intelligently.

This VMware migration checklist is designed to help organizations navigate that reality by evaluating costs, identifying optimization opportunities, and determining which workloads should migrate, which should remain, and which require a different approach altogether.

Are You Ready to Take Back Control of Your Infrastructure?

Why Hybrid Has Become the Default for VMware Migration Strategies

Despite ongoing discussions around cloud adoption, most organizations are not operating in a single environment. Regulatory requirements, performance needs, application dependencies, and existing investments continue to anchor VMware workloads on-premises. At the same time, cloud platforms provide flexibility and scalability that are difficult to ignore.

As VMware pricing has become more complex, hybrid infrastructure has emerged as a practical way to balance cost, control, and flexibility. Rather than forcing an all-or-nothing VMware migration decision, hybrid environments allow organizations to:

  • Optimize existing VMware investments
  • Place workloads where they run most efficiently
  • Introduce cloud capabilities without unnecessary disruption

The key is having a structured framework to guide VMware migration and optimization decisions.

A Practical VMware Migration Checklist for Hybrid Decision-Making

VMware migration decisions are rarely about a single outcome. They require balancing cost, operational risk, and long-term flexibility. This checklist provides a practical way to evaluate your VMware environment, helping you prioritize optimization, assess VMware migration readiness, and make informed infrastructure decisions without forcing unnecessary change.

1. Gain Visibility into VMware Costs

Before beginning any VMware migration initiative, organizations need a clear understanding of how VMware pricing impacts their environment. This includes license usage, bundled features, and cost drivers that may not be immediately visible. Without this insight, infrastructure cost optimization efforts are often based on assumptions rather than data.

2. Identify High-impact Workloads

Not every VMware workload contributes equally to cost or complexity. Some applications are predictable and stable, while others consume disproportionate resources. Evaluating workloads individually helps determine where optimization is possible today and where VMware migration could deliver long-term value.

3. Assess Readiness Before VMware Migration

VMware migration is not just a technical exercise. Skills gaps, operational processes, security requirements, and application dependencies all influence outcomes. A readiness assessment helps organizations understand what is realistically achievable—and avoid migrations that increase complexity instead of reducing it.

4. Decide What Belongs in a Hybrid Model

Hybrid environments are most effective when they are intentional. Some workloads may benefit from cloud elasticity, while others are better suited to remain on VMware. The goal isn’t to eliminate VMware, but to align each workload with the environment that best supports performance, cost, and resilience.

5. Plan Beyond Cutover

Infrastructure decisions don’t end once workloads are moved or optimized. Long-term success depends on how environments are operated, governed, and continuously improved. Automation, monitoring, and managed services play a critical role in sustaining infrastructure cost optimization over time.

Why Assessment Comes Before VMware Migration

Rising VMware costs often trigger conversations about VMware migration—but migration alone isn’t a strategy. Without a clear understanding of workload behavior, licensing exposure, and operational readiness, organizations risk trading one set of challenges for another.

A structured assessment provides the clarity needed to make informed decisions. It helps organizations identify where VMware costs can be optimized today, which workloads are candidates for migration, and how to design a hybrid approach that aligns with both short-term financial goals and long-term transformation plans.

VMware Migration Isn’t Always the First—or Only—Answer

While VMware pricing changes have accelerated conversations about modernization, migrating everything is rarely the best outcome. In many cases, organizations achieve meaningful savings by optimizing existing environments, rightsizing resources, or selectively migrating workloads that are best suited for the cloud.

A thoughtful VMware migration strategy focuses on outcomes, not urgency. It allows IT and finance leaders to align on priorities, manage risk, and maintain operational stability while planning for future growth.

Using VMware Migration as Part of a Long-term Hybrid Strategy

Hybrid IT reflects the realities organizations face today. VMware continues to play a critical role for many workloads, while cloud platforms provide new opportunities for flexibility and scalability. The most successful strategies embrace both—guided by data, assessment, and clear decision frameworks.

By using a structured VMware migration checklist, organizations can navigate VMware pricing changes with confidence, pursue infrastructure cost optimization where it makes sense, and approach VMware migration as part of a broader, long-term strategy.

Hybrid is the new normal. With the right assessment-led approach, organizations can move forward with clarity instead of pressure—and make decisions that.

VMware Price Assessment for Smarter Cloud Decisions
Genesys vs Dynamics: Choosing the Right Omnichannel Contact Center Software

BlogOmnichannel Contact Center Software Showdown: Genesys vs Dynamics 365

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You have invested in what looks like a modern omnichannel contact center software solution. The promise was clear: omnichannel engagement, intelligent routing, real-time analytics, and a better experience for both customers and agents. On paper, the CCaaS solution checks every box.

Yet once it is live, the experience often feels less modern than expected. Your agents still move between systems to piece together customer context. Your supervisors track performance but struggle to see what customers are experiencing. Your customers repeat themselves across channels, wondering why a connected brand still feels fragmented.

What appears to be a tooling gap is often a structural one, where channels function but context does not carry forward. That is why choosing the right omnichannel contact center software is not just a technology decision; it is a strategic choice that defines how you listen, respond, and build relationships at scale.

Why the Right Omnichannel Contact Center Software Is Critical

A contact center platform quietly shapes every customer interaction, whether teams realize it or not. It determines how much context agents have, how quickly issues are resolved, and how easily insights turn into action. When the platform is built around channels instead of customers, service teams end up working harder just to maintain acceptable experiences.

For organizations that have already invested in an omnichannel solution, the real question is whether the platform is still enabling progress or starting to set limits. That becomes clearer when teams step back and ask a few uncomfortable but necessary questions.

  • When a customer reaches out, do agents instantly see the full interaction history, or are they piecing context together across systems?
  • Are conversations truly continuous across voice, chat, and email, or held together by integrations that require constant attention?
  • Is the platform designed around queues and routing logic, or around the customer journey from first contact to resolution?
  • Do supervisors and leaders see why customers are contacting support, or only operational metrics like handle time and volume?
  • Are agents supported by intelligence that reduces effort, or are they navigating multiple screens just to answer simple questions?
  • Is your contact center helping build long-term customer relationships, or simply helping the organization keep up with demand?

Understanding Genesys Cloud CX

Genesys Cloud CX is widely recognized for its strength in voice-centric contact center environments. It offers advanced routing, workforce engagement tools, and scalability suited for complex, high-volume operations.

Many large enterprises rely on Genesys when they:

  • Need advanced call handling capabilities and precise routing control to manage high call volumes efficiently.
  • Operate contact centers where voice remains the primary interaction channel, supported by digital channels when needed.
  • Value the flexibility of a large integration marketplace that connects the contact center to existing CRM and analytics systems.
  • Want a platform proven at scale, particularly for complex, distributed, or global contact center environments.
  • Prioritize operational control within the contact center, even if customer data lives outside the core experience.

Understanding Dynamics 365 Contact Center

Dynamics 365 Contact Center approaches the problem from a customer data-first perspective rather than a channel-first mindset. Built natively on the Microsoft ecosystem, this omnichannel contact center software tightly connects contact center workflows with CRM, collaboration, and analytics. Customer history, cases, interactions, and knowledge live in a unified environment, reducing context switching and accelerating resolution.

Organizations often opt for Dynamics 365 Contact Center as their CCaaS solution when they:

  • Want agents to work from a single interface that reduces context switching and enables faster, more confident responses.
  • Want AI-driven capabilities such as agent assist, conversation summaries, and intelligent routing embedded directly into daily workflows.
  • Need supervisors and leaders to see service performance in context, including its impact on retention, satisfaction, and lifetime value.
  • Want the contact center to fit naturally into existing tools, workflows, and governance models.
  • Prioritize customer journey continuity over channel-specific optimization, ensuring context carries forward across every interaction.

Read the 3-part blog series to uncover how Dynamics 365 Contact Center modernizes customer engagement.

Where Genesys and Dynamics 365 CCaaS Solutions Align

Genesys and Dynamics 365 are both widely adopted omnichannel contact center software platforms that empower organizations to manage high-volume customer interactions with consistency and control. They are designed to support modern service expectations while scaling across teams, regions, and channels.

At a surface level, their capabilities appear similar, which is why many evaluations stall at feature checklists rather than deeper impact. Both platforms:

  • Support true omnichannel engagement across voice, chat, email, and digital messaging.
  • Offer intelligent routing, quality management, reporting, and enterprise-grade security capabilities.
  • Scale to support growing service operations and global customer bases without compromising reliability.

Where Differences Matter Most

The most meaningful difference between the two omnichannel solutions lies in how customer data is surfaced during live interactions. Genesys typically relies on integrations to pull CRM context into the agent experience. Dynamics 365 treats CRM as the system of record, making customer data native rather than external.

This affects agent efficiency, supervisor visibility, and leadership insight into customer behavior trends. Genesys offers powerful configuration options, but customization often requires deeper platform expertise and longer timelines.

These architectural differences directly influence agent efficiency, supervisor visibility, and leadership insight. The comparison below highlights where those differences show up most clearly in practice.

Area Genesys Cloud CX Dynamics 365 Contact Center
Core Strengths Strong voice capabilities, advanced routing, and proven reliability for large-scale contact center environments. Deep CRM integration, unified customer context, and seamless alignment with Microsoft business applications.
Omnichannel Experience Mature omnichannel support with emphasis on voice-led interactions and outbound campaigns. Omnichannel engagement is built around customer data rather than channels, ensuring continuity across interactions.
Agent Experience Powerful tools, but agents often switch systems to access customer history and case details. Single interface for conversations, cases, knowledge, and collaboration, reducing friction and cognitive load.
AI and Automation AI-driven routing and analytics are available, though advanced capabilities may require additional configuration. Embedded AI across routing, summaries, agent assist, and insights, continuously evolving within the Microsoft ecosystem.
Integration Model Relies on integrations for CRM, analytics, and collaboration, increasing operational complexity over time. Native integration with Dynamics 365, Teams, Power Platform, and Azure simplifies operations and governance.
Reporting and Insights Strong contact center metrics, but service data can remain siloed from broader business insights. Unified reporting across service, sales, and marketing delivers clearer visibility into customer experience impact.
Cost Considerations Costs can increase as integrations, licenses, and advanced features are layered over time. Often delivers lower total cost for organizations already invested in Microsoft tools.
Ideal Fit Best suited for organizations prioritizing complex telephony and routing control. Best suited for organizations focused on customer lifecycle visibility and experience consistency.
Key Limitations CRM dependency can slow experience improvements without additional investment. Less suited for extreme telephony customization beyond standard enterprise needs.

Final Thoughts

Genesys and Dynamics 365 Contact Center are both capable omnichannel contact center software platforms, but long-term value comes from alignment, not familiarity. Organizations focused on unified customer experiences and actionable insight often find Dynamics 365 better suited for long-term growth. The real decision is not about switching platforms impulsively, but about understanding what your current investment enables.

If you want an unbiased view of how well your current omnichannel solution supports experience and operational goals, our 4-Week Discovery, Assessment, and PoC is a great starting point. Take the assessment today to get a structured view of your existing setup, understand gaps, and paint a realistic picture of what an AI-enabled Dynamics 365 Contact Center can deliver.

How Putting Experience First Drives Better Outcomes

BlogHow Putting Experience First Drives Better Outcomes: From Fragmented Systems to Aligned Experiences

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Organizations continue to invest heavily in digital tools to modernize their operations, support hybrid work, and accelerate growth. Despite these investments, environments feel more complex, costly, and fragile than ever. Performance issues persist, security risks are on the rise, and employee experience suffers.

The challenge is not technology adoption. It is fragmentation.

Experience-led IT is defined by establishing a North Star or determining what kind of experience matters to employees, partners and customers. Once experience goals have been defined, systems should be developed to support that goal so that all services are architected with alignment in mind.

Experience is not isolated to just your service desk. It is the outcome of how well IT systems are architected, integrated, and operated together. When environments are fragmented, experience degrades. When they are aligned, experience becomes a repeatable, measurable driver of business outcomes. But it all starts with focusing on the right vision and building towards that goal.

How IT Environments Became Fragmented

Fragmentation takes place slowly and is insidious, interfering with productivity over time and adding more and more barriers to driving results.

Applications, platforms, and services are deployed independently to solve pressing business problems. A new SaaS tool supports one function. A security solution addresses a specific risk. A collaboration platform improves productivity for a team. Each decision makes sense in isolation.

Collectively these capabilities create sprawl. According to Forrester, ‘‘Three-quarters of IT and technology decision-makers in the US report moderate to extensive levels of technology sprawl.”

This proliferation makes IT modernization far more difficult. While individual systems may be modern, the overall environment lacks cohesion, visibility, and control.

Why Integration Is Harder Than It Looks

Modern technologies promise seamless integration through APIs, native connectors, and middleware. In practice, integration is one of the most persistent challenges IT teams face today.

There are multiple integration types—point-to-point, shared services, event-driven architectures, and data synchronization layers. Each introduces dependencies. Each requires maintenance. And each is vulnerable to change.

Integrations often fail not because they were poorly designed, but because environments evolve. Applications need to be updated, data models shift, security policies tighten, and ownership changes. When integration is treated as a one-time technical task rather than an ongoing architectural discipline, experience breaks down.

What users experience as application latency, broken workflows, or missing data is often the downstream effect of misaligned systems.

The Real Business Impact of Fragmentation

Fragmented IT services create measurable business risk. Some examples of risk that a lack of alignment introduce into an environment include:

  • An Increase in Security Risk Security exposure increases when identity, access, and monitoring systems are not fully integrated. IDC reports that over 80% of enterprises now operate in hybrid or multi-cloud environments, significantly increasing attack surface and management complexity.
  • Performance Degradation Performance and reliability suffer as services that were never designed to work together are forced into shared workflows.
  • Increase and Fluctuation in Cost of Ownership Costs rise steadily due to redundant tools, overlapping licenses, and manual remediation. Poor integration and operational inefficiencies are major contributors to rising IT spend and technical debt. The result is a degraded digital experience that directly impacts productivity, engagement, and trust in IT.

Experience Is an Architectural Outcome

Many organizations attempt to improve experience by using traditional means. Dashboards, monitoring tools, and surveys provide visibility, but visibility alone does not fix systemic issues.

Experience needs to be integral to any IT procurement decisions or vendor selections. It establishes how well applications, infrastructure, identity, and security systems will work together. This is why experience-led IT must lead with integration and operational efficiency and is not addressed with support as a band aid.

This shift is often reinforced through XLAs, which measure experience in way that can be defined and tracked. XLAs help organizations connect technical operations to real-world outcomes, such as productivity and adoption.

The Role of AI for IT Ops, and AIOps

As environments grow more complex, manual approaches to alignment no longer scale. This is where AI for IT Ops and AIOps become essential, providing the intelligence needed to manage interconnected systems proactively rather than reactively

Gartner predicted that by 2026, 60% of large enterprises will use AIOps platforms to automate at least 30% of IT operations, reflecting a clear shift toward AI-driven operational models. AIOps enables IT teams to correlate signals across, applications, infrastructure, identity, and services, identify patterns, predict failures, and automate remediation before issues impact users.

Building on these AIOps principles, aiXops™ represents how this intelligence is operationalized within an experience-led IT model. Through aiXops, AI-driven insights are continuously applied across the IT environment to not only prevent incidents, but to optimize performance, improve reliability, and align operations around experience-driven outcomes. This capability is foundational to delivering a consistent, reliable digital experience at scale.

What an Aligned, Future-State Environment Looks Like

In an experience first environment, systems are intentionally designed to interoperate. Dependencies are documented. Ownership is clear. Changes are evaluated based on downstream impact, not just local benefit.

Experience is measured across journeys such as onboarding, collaboration, and service access. Performance issues are understood in context. Decisions about modernization are informed by how they affect the end-to-end experience.

This approach enables accelerated transformation by reducing friction, shortening resolution cycles, and improving adoption.

Why Traditional Approaches Fall Short

Organizations often attempt to drive alignment through governance committees, one-off integration projects, or tool consolidation efforts. While helpful, these approaches rarely scale.

Without a clear operating model and continuous oversight, fragmentation returns. Alignment must be treated as an ongoing discipline, not a periodic cleanup effort.

How the MxP Model Enables Alignment and Efficiency

A Managed Experience Provider (MxPTM) plays a critical role in implementing an experience first approach for services, whether for a new implementation or for a future-forward design.

An MxP brings advisory-led guidance to define the future state, full-stack visibility to manage dependencies, and experience-led operations leveraging aiXops and applying AI for IT Ops. Instead of maintaining systems in isolation, the MxP aligns them around experience and outcomes.

By reducing redundancy, preventing incidents, and improving interoperability, organizations achieve lower TCO while improving performance and resilience.

Final Takeaway

Experience is not a soft metric or a support function. It is the result of how well IT systems are designed, integrated, and operated together.

Organizations that move from fragmented systems to aligned experiences gain more than better performance. They gain operational clarity, resilience, and the ability to modernize with confidence. Experience-led IT, powered by AI for IT Ops, AIOps, and intentional IT modernization, enables accelerated transformation while driving lower TCO.

Alignment is not optional. It is central to how IT delivers value.

Ready to uncover where fragmentation is driving unnecessary cost and complexity in your environment?

Take the next step with Synoptek’s Cost Optimization Workshop and identify actionable opportunities to reduce IT spend, improve alignment, and accelerate outcomes.

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Maximizing Dynamics 365 Business Central Returns with Application Managed Services

BlogMaximizing Dynamics 365 Business Central Returns with Application Managed Services

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Enterprise applications like Dynamics 365 Business Central cannot be deployed and left alone. These cloud ERP systems evolve continuously, – through monthly updates, embedded AI, expanding integrations, and shifting business requirements. As complexity increases, so does the gap between deployment success and sustained business value.

Traditional application support models focus on keeping systems running. But uptime alone does not ensure productivity, adoption, or return on investment. Without continuous optimization, automation, and governance, ERP platforms risk becoming operational bottlenecks instead of engines for growth.

This is where modern Application Managed Services (AMS) become essential.

Moving Beyond Reactive Support to Continuous Optimization

SMBs often turn to Dynamics 365 Business Central to modernize operations, improve financial performance, enhance customer engagement, and optimize supply chain management. Yet even after a successful implementation, many organizations struggle with the ongoing monitoring, optimization, and governance required to extract long-term value from their ERP investment.

Application managed services help bridge this gap by shifting ERP management from reactive issue resolution to proactive, experience-led optimization, ensuring the system continues to support evolving business needs.

1. Timely User Support

As users transition from legacy tools to a modern, intelligent platform like Dynamics 365 Business Central, they often encounter challenges navigating the system, locating relevant information, and making timely decisions. Addressing these issues internally can be difficult for teams with limited application expertise.

Beyond issue resolution, organizations also face challenges in establishing standard operating procedures, defining best practices, and consistently onboarding and enabling users as the platform evolves. This highlights the need for application managed services that provide not just support, but structured guidance and experience-led enablement.

2. Functionality and Experience Gaps

Post–Dynamics 365 Business Central deployment, many SMBs encounter functionality-related challenges. While out-of-the-box implementations accelerate go-live, configurations are not always optimized to support evolving business processes.

Over time, organizations realize they are underutilizing intelligent workflows, embedded automation, and AI-enabled capabilities within the platform. Without continuous review and optimization, user experience suffers, and the ERP system delivers less value than it can provide.

3. Continuous Improvement and Platform Evaluation

Microsoft continuously enhances Dynamics 365 Business Central with new features, updates, and AI-driven capabilities. For SMBs, keeping pace with these changes can be challenging. Limited visibility into the Microsoft roadmap and ecosystem often makes it difficult to assess which enhancements are relevant and how they align with future business goals.

Without a structured approach to continuous improvement, ERP platforms risk falling out of sync with organizational maturity and growth objectives—reducing the long-term impact of the investment.

4. System Management and Ongoing Maintenance

Maintaining in-house expertise to manage system updates, security patches, integrations, and administrative tasks is an ongoing challenge for many organizations. Teams often lack the time and skillset required to perform thorough testing before updates or to proactively improve system performance over time.

Application managed services help bridge this gap by providing consistent system management, proactive monitoring, and ongoing optimization—ensuring Business Central remains stable, secure, and adaptable as business needs change.

Transforming Costs to Value

The challenges in running and optimizing any Microsoft Dynamics 365 Business Central deployment often diminish the ROI. Organizations looking to transform costs into value must rethink their support model. Here are the four key components that hold the key to maximizing Business Central returns:

transforming costs to value

1. Proactive Support

For any Business Central deployment to function correctly, proactive support is vital. Anticipating potential performance, security, or user experience issues is critical to maintaining user satisfaction. Support teams must also be capable of finding the root cause of recurring issues for permanent resolution and maximizing application uptime and availability.

2. Continuous Improvement

Organizations using Dynamics 365 Business Central must also have a mechanism to stay updated with new features and opportunities, and how they can be leveraged to keep up with technology innovations. Evolving business processes with new additions in the Dynamics ecosystem are also essential for staying relevant.

3. Strategic Alignment

With business needs and market trends constantly evolving, organizations must align current and future business goals with the Business Central roadmap. From adding new functionality to removing those that don’t make sense, organizations must put in effort to ensure strategic alignment of business and technology objectives.

4. Cost Efficiency

Running and optimizing Microsoft Dynamics 365 Business Central requires organizations to uncover ways to maximize cost efficiency. One way to do this is by leveraging economies of scale via shared resources/global delivery model. They can also consolidate their technology ecosystem and bring in partners who can run the system’s day-to-day operations.

The Role of Business Central Application Managed Services

Keeping pace with emerging technologies, particularly AI-enabled ERP capabilities, while aligning systems to evolving business needs is increasingly complex. With internal teams focused on core priorities, dedicating time and resources to day-to-day Dynamics 365 Business Central support services can be challenging.

Many organizations also struggle with:

  • Hiring and retaining skilled Business Central talent
  • Supporting 24×7 operations and global users
  • Preparing ERP environments for AI-driven automation and analytics
  • Scaling the system to support integrations, acquisitions, or new business models

Application Managed Services address these challenges by providing continuity, expertise, and a structured approach to ERP management. A well-aligned AMS model enables organizations to:

  • Focus on core business objectives while experienced teams manage daily Business Central operations
  • Maintain platform currency through regular updates and upgrades
  • Improve productivity through timely issue resolution and experience-led support
  • Scale ERP capabilities on demand while maintaining cost control

A Modern Approach to Business Central Managed Services

As ERP platforms continue to evolve, support models must evolve with them. Application managed services, especially when guided by outcome-led governance and experience-focused metrics, help organizations move from maintaining ERP systems to continuously optimizing them.

By adopting a modern AMS approach, businesses can ensure their Dynamics 365 Business Central environment remains resilient, efficient, and ready to support future growth.

Engage with our Business Central experts to to centralize application support, optimization, and governance across your ERP landscape—through a single, outcome-driven engagement model.

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ERP Transformation: Unifying Global Operations with Microsoft Dynamics 365 Finance

Case StudyERP Transformation: Unifying Global Operations with Microsoft Dynamics 365 Finance

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How to Turn IT Spend Into a Predictable, High-Value Business Asset

BlogHow to Turn IT Spend Into a Predictable, High-Value Business Asset

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For most organizations, IT spend behaves like a moving target. Gartner forecasts that IT spending will grow 9.8% in 2026. Budgets are approved with confidence, only to be disrupted by unplanned outages, emergency upgrades, rising cloud costs, or last-minute security investments.

For CFOs and operations leaders, this unpredictability creates a familiar tension: IT is essential to growth, but difficult to forecast, control, and manage tech spend effectively.

The issue isn’t overspending. It’s that IT spend is still managed reactively, making costs volatile instead of predictable.

The Real Cost Problem: Why IT Budgets Keep Breaking

From a finance and operations lens, IT cost overruns usually stem from the same root causes:

  • Rising costs of infrastructure, cloud services, security tools, and specialized talent
  • Limited visibility into system health, usage, and overall IT spend
  • Reactive firefighting that leads to premium spending and downtime losses
  • Technology environments that grow more complex as the business scales

For CFOs, the pain shows up as:

  • Budget variance and poor IT spend predictability
  • Difficulty tying IT cost optimization efforts to business outcomes
  • Margin pressure driven by unplanned technology spend

For CIOs, it shows up differently:

  • Teams stretched thin managing incidents instead of innovation
  • Lack of time to proactively manage tech spend and optimize systems
  • Pressure to support growth without expanding headcount

Both groups are solving different symptoms of the same problem.

Why Traditional IT Models Make Spending Unpredictable

Traditional IT support models are built for response, not predictability. When issues are addressed only after they impact the business, spending becomes episodic, reactive and difficult to forecast. Which further creates:

  • Emergency fixes instead of planned IT cost optimization
  • Redundant tools and underutilized resources driving higher IT spend
  • Inconsistent service levels across systems and locations
  • Growing operational risk as data volumes and attack surfaces expand

As a result, IT costs rise linearly with complexity, making it increasingly difficult to manage tech spend as the business grows.

Predictability is impossible when IT operations are built around crisis management.

What It Means to Treat IT as a Business Asset

Organizations that successfully control IT spend redefine what “good IT” looks like.

Instead of measuring success by uptime alone, they focus on:

  • Cost transparency and IT spend forecasting
  • Proactive risk reduction
  • Standardized, scalable operations
  • Continuous IT cost optimization of resources

In this model, IT behaves more like a utility with defined performance and cost expectations—not a black box of surprise expenses.

The Shift: From Reactive Support to AI-Enabled Managed Services

This transformation is driven by modern, AI-enabled managed services that change how IT operations run day to day and how organizations manage tech spend.

Rather than waiting for failures, these services:

  • Continuously monitor systems to detect issues before disruption occurs
  • Use analytics to predict capacity, performance, and IT spend risks
  • Automate remediation to reduce manual intervention and downtime
  • Optimize infrastructure and cloud resources based on real usage

The outcome is operational consistency, which is the foundation of predictable IT spend.m

CFO View vs. CIO View: Different Priorities, Same Outcome

What CFOs Care About

  • Predictable IT spend instead of surprise capital requests
  • Lower total cost of ownership through disciplined IT cost optimization
  • Reduced financial risk from outages, breaches, and compliance failures
  • Clear linkage between IT spend and business performance

What CIOs Care About

  • Stable, high-performing environments
  • Less firefighting and more time for strategic initiatives
  • Tools and automation that improve how teams manage tech spend
  • IT operations that scale without increasing complexity

When IT operates predictably, financial and operational priorities finally converge

A Simple Comparison: Reactive IT vs. Predictable IT Operations

Reactive IT Operations Predictable IT as a Business Asset
IT spend spikes due to outages and emergencies IT spend is forecasted and optimized continuously
Limited visibility into systems and costs Real-time insights to manage tech spend effectively
Manual issue resolution Automated detection and remediation
IT scales by adding people and tools IT scales through standardization and automation
High operational and data risk Reduced risk through proactive monitoring
Budget overruns and surprise spend Stable, predictable IT operating costs

The Business Outcomes That Matter Most

Organizations that adopt this model consistently see:

  • Lower total cost of ownership through ongoing IT cost optimization
  • Improved service predictability that supports IT spend planning
  • Reduced operational risk as issues are addressed early
  • Scalable IT operations that support growth without IT spend spikes

These outcomes transform IT from a source of uncertainty into a foundation for sustainable growth.

Where Intelligent IT Operations Actually Fit In

While many organizations talk about “intelligent IT operations,” the real value lies in what intelligence delivers in practice: foresight, automation, and financial discipline.

Intelligent IT operations are not a separate technology layer or toolset. They are the operational capability that allows organizations to anticipate issues, optimize IT spend continuously, and enforce consistency across complex environments.

In practical terms, intelligent IT operations enable:

  • Early identification of performance, capacity, and cost risks
  • Automated responses that reduce manual effort and downtime
  • Data-driven decisions that improve IT cost optimization over time

This intelligence is what allows IT spend to move from reactive and variable to planned and predictable.

Why Managed Services Providers Are Central to Predictable IT Spend

Most internal IT teams are structured to keep systems running—not to continuously optimize, forecast, and refine technology operations at scale.

A modern Managed Services Provider brings:

  • Standardized operating models built for cost control and reliability
  • Deep visibility across infrastructure, cloud, applications, and security
  • Proven processes to manage tech spend proactively rather than episodically

By shifting operational responsibility to a managed services model, organizations gain the ability to:

  • Stabilize IT spend across environments
  • Reduce dependency on scarce, high-cost internal talent
  • Eliminate inefficiencies that accumulate unnoticed over time

This is where IT cost optimization becomes an ongoing discipline, not a one-time initiative.

The Managed Experience Provider (MxP) Difference

Not all managed services models deliver the same business value.

A Managed Experience Provider (MxP) goes beyond operational coverage to focus on outcomes, experience, and business alignment. Instead of managing systems in isolation, an MxP manages how technology performs for the business as a whole.

An MxP model emphasizes:

  • End-to-end visibility across the technology estate
  • Predictable service levels tied to business priorities
  • Continuous improvement driven by analytics and automation
  • A shared accountability model for performance, cost, and risk

This approach ensures IT spend is not only controlled, but consistently aligned with business objectives—a key requirement for CFOs and operations leaders.

How Intelligent IT Operations, Managed Services, and MxP Work Together

When combined, these elements create a sustainable model for managing enterprise technology:

  • Intelligent IT operations provide insight, prediction, and automation
  • Managed services deliver consistency, scale, and operational efficiency
  • MxP ensures alignment with business outcomes and financial goals

Together, they transform IT spend into a repeatable, predictable business capability—not a variable expense driven by disruption.

Why This Matters Now

As global technology spending continues to grow [your stats slot in here], organizations can no longer rely on reactive models that increase risk and erode margins.

The ability to manage tech spend proactively—while maintaining performance, security, and scalability—is becoming a defining capability of operationally mature businesses.

Those that succeed will not be the ones that spend less on IT, but the ones that operate IT with intelligence, discipline, and accountability.

Predictability Is the New Measure of IT Maturity

As global technology spending continues to rise to total $6.08 trillion in 2026, the winners won’t be the organizations that spend the least on IT—but the ones that manage tech spend with discipline and foresight.

Predictable IT spend enables better forecasting, stronger margins, and faster decision-making. With AI-enabled managed services and a Managed Experience Provider model, IT operates with the same financial discipline as the rest of the business – becoming a high-value business reliable rather than a source of uncertainty.

Why XLAs Matter More Than IT Performance Metrics

BlogWhy IT Needs Experience-based Agreements (XLAs), Not Just Performance Metrics

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For years, IT success has been measured by uptime, response times, and tickets closed. While those metrics still matter, they no longer tell the full story.

Business leaders today aren’t asking “Is IT working?”
They’re asking, “Is IT driving efficiency, controlling costs, and enabling the business to move faster?”

In an environment defined by rising IT costs, talent shortages, increasing system complexity, and growing data risk, traditional performance-based metrics fall short. Organizations must  shift from measuring IT outputs to measuring IT outcomes.

That shift is where Experience Level Agreements (XLAs) come in—and where a Managed Experience Provider (MxP) model fundamentally changes how IT value is delivered.

The Limits of Traditional SLAs in a Cost-conscious World

Service Level Agreements (SLAs) were designed to ensure operational reliability. They answer questions like:

  • Was the system available?
  • Was the ticket resolved within the agreed timeframe?
  • Were projects delivered on time and within budget?

But SLAs don’t answer the questions that matter most to CFOs, COOs, and operations leaders:

  • Did IT investments improve productivity?
  • Did systems enable faster decision-making?
  • Did users experience fewer disruptions?
  • Did IT help reduce risk, or just report on it after the fact?

SLAs confirm that services were delivered, but they don’t explain whether those services created value.

From a finance and operations perspective, this disconnect makes it difficult to understand ROI, optimize spend, or link IT performance to business outcomes. Below are the challenges faced:

  • IT budgets continue to grow with limited visibility into ROI
  • “Green” performance dashboards mask inefficiencies and waste
  • Productivity loss goes unmeasured because user experience isn’t tracked
  • Spending becomes reactive rather than optimized

When success is defined only by performance metrics, IT can meet expectations on paper while still failing to support business priorities.

What Are XLAs and Why Do They Matter?

XLAs shift IT measurement from activity and outputs to experience and outcomes.

Rather than asking “Did IT meet the metric?”, XLAs ask:

  • How did IT performance affect employee productivity?
  • Did users experience friction or confidence in the system?
  • Did technology enable or slow down business outcomes?

XLAs connect IT operations directly to value creation, making them far more relevant for organizations focused on efficiency, resilience, and cost optimization.

SLAs vs. XLAs: Why Finance Leaders Are Reframing IT Measurement

What Finance Sees vs. What the Business Actually Gets

SLA-driven IT (Operational Focus) XLA-driven IT (Outcome Focus)
Confirms services are delivered, regardless of business impact Measures how IT performance influences productivity, cost efficiency, and outcomes
Tracks operational activity (tickets closed, uptime met) Tracks experience signals tied to revenue, efficiency, and workforce effectiveness
Reports on whether IT stayed within budget Shows whether IT spend generated measurable ROI
Encourages reactive spending to meet thresholds Enables proactive optimization to prevent waste and disruption
Penalizes service failures after the fact Rewards improvements that reduce cost, risk, and rework
Uses static metrics that miss changing business priorities Continuously adapts metrics to align with evolving financial and operational goals

Why XLAs are Critical in a High-cost, High-risk IT Environment

As IT environments grow more complex, organizations face mounting pressure to do more with less. Rising system and labor cost, combined with talent shortages, make traditional operating models increasingly  unsustainable.

At the same time, limited system visibility increases the risk of operating reactively, – responding only after productivity, revenue or data integrity are impacted.

XLAs help address these challenges by connecting IT performance directly to cost efficiency, productivity, and risk reduction.

From a finance and operations perspective, XLAs deliver something SLAs never could: visibility into ROI.

XLAs help leaders:

  • Identify cost inefficiencies hidden behind “green” SLA dashboards
  • Align IT investments to business priorities, not just technical performance
  • Reduce reactive spending by improving system visibility and user experience
  • Improve workforce productivity without adding headcount
  • Lower operational risk by detecting experience degradation before failures occur

In short, XLAs turn IT from a cost center to a value engine.

The Role of Intelligent IT Operations

XLAs cannot exist without intelligent, data-driven IT operations. Measuring experience and outcomes requires visibility, analytics, and automation that go beyond traditional monitoring tools.

Experience measurement requires:

  • Real-time visibility across systems, users, and environments
  • Advanced analytics to connect technical signals to business impact
  • Automation to proactively resolve issues before users feel them
  • Security and data governance embedded into daily operations

This is where many organizations struggle, especially amid talent shortages and tool sprawl.

Why a Managed Experience Provider (MxP) Model Changes the Game

A Managed Experience Provider (MxP) goes beyond traditional managed services by owning IT experience, efficiency, and outcomes of IT—not just the operations.

While traditional managed service providers focus on tickets, tools, and uptime, an MxP is accountable for productivity, cost optimization, and business impact.

Synoptek’s MxP model combines:

  • Intelligent IT operations with experience-centric measurement
  • Proactive optimization of systems, costs, and performance
  • Continuous improvement aligned to evolving business goals
  • Built-in resiliency and security across hybrid environments

Instead of managing IT in silos, Synoptek helps organizations optimize IT spending, reduce complexity, and improve productivity, without increasing operational burden.

Learn more about Synoptek’s Managed Experience Provider approach.

From Managing Performance to Delivering Experience

SLAs tell you whether IT met expectations.
XLAs tell you whether IT made a difference.

As organizations look to optimize costs, scale efficiently, and build resilience, XLAs, enabled by a Managed Experience Provider (MxP), offer a smarter, more sustainable way forward.

Because when IT experience improves, efficiency follows, and so does business value.

Where Nature Meets Experience: Great Parks Story - by Macquarium, a Synoptek Company

VideoWhere Nature Meets Experience: Great Parks Story – by Macquarium, a Synoptek Company

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At Great Parks of Hamilton County, success is defined by the experiences visitors take with them—moments that inspire connection, learning, and conservation. Created in partnership with Macquarium, a Synoptek company, this video highlights how experience-first design and technology align around outcomes—not just execution—to create meaningful public spaces.

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Is Your IT Spend Working for You — or Against You?

BlogIs Your IT Spend Working for You — or Against You?

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CFOs today face a paradox: IT is more critical than ever to business performance, yet IT spend is often one of the least transparent areas of the budget. Technology investments are intended to fuel growth, enhance resilience, and improve service delivery; however, they often result in cost overruns, inefficiencies, or stalled innovation.

The question every finance leader must now ask is: Is our IT spend delivering measurable business value, or silently working against us?

Why IT Spend Deserves CFO Oversight

Global IT investments are projected to exceed $5.74 trillion by the end of 2025, with cloud, AI, and cybersecurity driving the majority of the increase. Yet, studies show that global IT investments will surpass $5.74 trillion in 2025 , but most of it is still consumed by “keeping the lights on”— maintaining legacy systems, licenses, and infrastructure.

For CFOs, this creates a troubling imbalance. Instead of acting as a growth enabler, IT spend often becomes a sunk cost that erodes margins. Shadow IT, decentralized decision-making, and redundant vendor contracts exacerbate the problem, leaving finance leaders without the visibility and control needed to optimize returns.

It spend as a percentage of revenue by various industries

Source: https://www.cio.com/article/3487383/moderate-it-budget-increases-have-cios-shaping-2025-strategies-to-suit.html

Source: https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/tech-forward/managing-bank-it-spending-five-questions-for-tech-leaders

Red Flags That Your IT Spend is Working Against You

CFOs should look for these warning signs:

  • Budget unpredictability: Recurring cost overruns from underutilized software, cloud sprawl, or overlapping services.
  • Low ROI visibility: Technology projects that consume significant investment but struggle to show impact on EBITDA, productivity, or time-to-market.
  • Imbalanced allocation: The majority of IT dollars are funneled into operations, leaving little room for innovation or transformation.
  • Scaling headaches: Expanding IT environments that add complexity, security risks, and costs rather than delivering efficiencies.
  • Overdependence on scarce talent: Rising costs of in-house IT expertise or reliance on expensive consultants without long-term capability building.

If left unchecked, these issues can strain cash flow, reduce productivity, and weaken a company’s competitive advantage. In extreme cases, they lead to obsolescence and operational disruptions—directly impacting financial performance.

Turning IT from a Cost Burden into a Strategic Asset

The most progressive CFOs are reframing IT governance using the same rigor they apply to other capital allocations. Instead of focusing only on cost containment, they are asking: How can we ensure every technology dollar advances strategic objectives?

Practical steps include:

  • Benchmarking IT spend against industry peers to uncover inefficiencies and reset baselines.
  • Categorizing investments into operational vs. strategic, ensuring growth-driven initiatives like automation, cloud optimization, and analytics receive adequate funding.
  • Applying ROI discipline to IT projects, with defined KPIs such as EBITDA improvement, cost-to-revenue ratio, and service-level adherence. This is where IT cost optimization becomes critical for CFOs seeking measurable value from every investment.
  • Rationalizing applications and infrastructure to eliminate redundancies and improve scalability.
  • Leveraging external partnerships for managed services or cloud governance to access expertise without ballooning headcount.

Organizations that adopt this structured approach regularly report reductions of 25–45% in IT costs, along with measurable improvements in service reliability, productivity, and innovation readiness. Implementing a clear IT strategy ensures technology investments align with business objectives and drive sustainable growth.

Service Excellence: The Often Overlooked Cost Lever

Many CFOs focus solely on reducing spend, but cost optimization without maintaining service quality can be just as damaging. Poor service performance increases downtime, lowers productivity, and creates hidden costs that outweigh any savings.

The most effective IT spending strategies strike a balance between financial discipline and service excellence. By measuring and enforcing SLAs, automating issue resolution, and aligning IT operations with business-critical priorities, organizations not only reduce waste but also strengthen resilience and agility.

Simply put, efficient IT spend is not about doing more with less; it’s about doing better with less. IT cost optimization is most effective when paired with a comprehensive IT strategy.

The CFO’s Roadmap Forward

Technology should never be a black box in the financial plan. CFOs who establish transparent governance and adopt data-driven IT investment frameworks can turn IT into a predictable, value-generating function of the business. A well-defined IT strategy ensures CFOs can drive growth while maintaining operational efficiency.

The CFO’s Roadmap Forward

Our whitepaper, Strategic IT Spending: A Blueprint for Efficiency, Growth, and Service Excellence, provides finance leaders with:

  • A framework for benchmarking and evaluating IT spend.
  • A 30-60-90 day roadmap to cost and service optimization.
  • Real-world case studies of organizations that reduced costs while improving innovation and service delivery.
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