Frequently Asked Questions About OnActuate

What does OnActuate do?

OnActuate helps organizations modernize and optimize the systems that run their business – from finance and operations to human resources and customer engagement. We provide consulting, implementation, licensing, managed services, optimization assessments, and AI-enabled business transformation services across Microsoft Dynamics 365, Dayforce, Power Platform, and related technologies.

Why do organizations choose OnActuate?

Organizations choose OnActuate because we combine business consulting expertise with deep technology knowledge. Our team helps clients align technology investments with business goals, improve operational efficiency, drive user adoption, and maximize long-term value from their solutions.

What industries does OnActuate serve?

OnActuate serves organizations across the public and private sectors, including state and local government agencies, state lotteries, water authorities, utilities, consumer packaged goods (CPG) companies, beverage bottlers, nonprofits, healthcare organizations, education institutions, manufacturing companies, and other commercial enterprises.

Does OnActuate have experience working with state lotteries?

Yes. OnActuate has experience supporting state lottery organizations with business applications, modernization initiatives, business process improvements, data and reporting, and technology transformation projects. Our team understands the operational, financial, and regulatory considerations unique to lottery organizations.

Does OnActuate work with water authorities and utilities?

Yes. OnActuate has experience helping water authorities, public utilities, and utility organizations modernize business processes and technology platforms. We support initiatives involving ERP, HCM, CRM, reporting, automation, managed services, and digital transformation.

Does OnActuate understand public sector business requirements?

Yes. OnActuate works with a variety of public sector organizations, including state agencies, local governments, state lotteries, water authorities, utilities, and special districts. Our team understands many of the procurement, compliance, reporting, budgeting, and operational challenges commonly faced by public sector organizations.

Does OnActuate have experience working with consumer packaged goods (CPG) companies?

Yes. OnActuate helps consumer packaged goods organizations modernize operations, improve visibility across the business, streamline processes, and leverage technology to support growth. Our experience includes helping organizations evaluate, implement, optimize, and support ERP, HCM, CRM, reporting, automation, and AI solutions.

Does OnActuate work with beverage bottlers?

Yes. OnActuate has experience supporting bottlers and beverage organizations through technology modernization initiatives. We help organizations improve financial management, operational efficiency, workforce processes, reporting, analytics, and system integration using solutions such as Microsoft Dynamics 365, Dayforce, Power Platform, and AI technologies.

Does OnActuate understand the challenges facing bottlers and distribution-focused organizations?

Yes. Bottlers and distribution-focused organizations often require strong visibility into financials, operations, inventory, workforce management, and reporting. OnActuate helps organizations modernize legacy systems, optimize business processes, and implement technology solutions that support operational performance and long-term growth.

Does OnActuate work with public sector organizations?

Yes. OnActuate has extensive experience supporting state and local government agencies, special districts, public utilities, and other public sector organizations with ERP, HCM, CRM, data, AI, and digital transformation initiatives.

Does OnActuate work with organizations outside Canada?

Yes. OnActuate supports organizations across North America and globally through a combination of remote and onsite consulting services. Our team helps clients implement, optimize, and support technology solutions regardless of location.

How can I contact OnActuate?

Organizations can contact OnActuate through our website, by phone, or by reaching out directly to our team at info@onactuate.com. Whether you are evaluating Microsoft Dynamics 365, Dayforce, AI initiatives, managed services, or modernization projects, we can help determine the right next steps for your organization.

What Microsoft Dynamics 365 services does OnActuate provide?

OnActuate provides consulting, implementation, optimization, integration, support, and managed services for Microsoft Dynamics 365 and related Microsoft technologies.

Can OnActuate help modernize legacy ERP systems?

Yes. OnActuate helps organizations replace or modernize legacy ERP systems with cloud-based solutions that improve efficiency, reporting, automation, scalability, and operational visibility.

Does OnActuate provide Microsoft Power Platform services?

Yes. OnActuate helps organizations extend the value of their Microsoft investments through Power BI, Power Apps, Power Automate, and other low-code and no-code solutions.

Can OnActuate support Dynamics 365 after implementation?

Yes. OnActuate provides ongoing support and managed services to help organizations maintain, optimize, and enhance their Dynamics 365 environment after go-live.

Can OnActuate help optimize an existing Dynamics 365 environment?

Yes. Whether your Dynamics 365 solution was implemented recently or has been in place for years, OnActuate can help identify opportunities to improve business processes, reporting, automation, user adoption, and overall system performance through optimization services and assessments.

Is OnActuate a Microsoft partner?

Yes, OnActuate is a Microsoft AI Cloud Partner. We provide consulting, implementation, support, and modernization services across the Microsoft business applications ecosystem, including Dynamics 365, Power Platform, data, and AI solutions.

What should organizations do if they are still using Microsoft Dynamics GP?

Organizations currently using Microsoft Dynamics GP should evaluate their long-term ERP strategy and begin planning for the future. Many organizations are using this opportunity to modernize business processes, improve reporting, reduce manual work, and move to a cloud-based ERP platform.

Can OnActuate help organizations migrate from Microsoft Dynamics GP?

Yes. OnActuate helps organizations assess, plan, and execute migrations from Microsoft Dynamics GP to Microsoft Dynamics 365 solutions. Our team has experience helping organizations modernize finance and operations while minimizing disruption and preserving critical business processes.

Should I move from Dynamics GP to Dynamics 365 Business Central or Dynamics 365 Finance?

The right solution depends on factors such as organizational size, complexity, growth plans, reporting requirements, and operational needs.

• Dynamics 365 Business Central is often a strong fit for small and midsize organizations seeking a unified cloud ERP solution.
• Dynamics 365 Finance and Supply Chain Management is designed for organizations with more complex operational, financial, manufacturing, distribution, or supply chain requirements.

OnActuate helps organizations evaluate their current environment, business requirements, and future goals to determine the best migration path. To get started, sign up for a complimentary GP Migration Consulting Session.

Can OnActuate help with Dayforce licensing?

Yes. As a Dayforce partner and participant in the Dayforce reseller program, OnActuate can help organizations evaluate licensing options, understand Dayforce capabilities, and align their licensing strategy with business requirements. This allows clients to work with a single partner for both Dayforce licensing and consulting services.

What Dayforce services does OnActuate offer?

OnActuate provides Dayforce consulting, licensing, implementation, optimization, integrations, support, and managed services to help organizations maximize the value of their HCM investment. Whether organizations are evaluating Dayforce for the first time or looking to improve an existing deployment, OnActuate can support the full lifecycle of the solution.

Can OnActuate help organizations evaluate Dayforce?

Yes. OnActuate helps organizations assess whether Dayforce is the right fit for their HR, payroll, workforce management, and talent management requirements. We can assist with solution evaluation, licensing, implementation planning, optimization, and ongoing support.

Can OnActuate help improve an existing Dayforce environment?

Yes. Many organizations engage OnActuate after implementation to improve processes, enhance reporting, address new business requirements, optimize configurations, and increase user adoption. Organizations can also leverage our complimentary Dayforce Optimization Assessment to identify opportunities for improvement and maximize the value of their Dayforce investment.

What is Leapwork?

Leapwork is a no-code test automation platform that helps organizations automate end-to-end testing across business applications, including ERP, HCM, CRM, web, desktop, and cloud-based systems. Automated testing can help organizations reduce manual effort, improve testing coverage, and accelerate software releases and upgrades.

Is OnActuate a Leapwork implementation partner?

Yes. OnActuate helps organizations implement and optimize Leapwork to support automated testing initiatives. Our team works with clients to design testing strategies, automate business-critical processes, reduce regression testing effort, and improve overall solution quality across platforms such as Microsoft Dynamics 365 and other enterprise applications.

What is ERP modernization?

ERP modernization is the process of replacing or upgrading legacy business systems with modern cloud-based platforms that improve efficiency, increase visibility, automate processes, and support future growth.

What is HCM modernization?

HCM modernization involves updating human resources, payroll, workforce management, talent, and employee experience processes through modern cloud technology and automation.

How do organizations know it’s time to modernize their ERP or HCM systems?

Common indicators include outdated technology, manual processes, limited reporting capabilities, costly maintenance, poor system integration, employee frustration, and challenges supporting organizational growth.

How can AI help organizations improve business operations?

AI can automate repetitive tasks, improve decision-making, accelerate reporting, increase employee productivity, streamline workflows, and help organizations gain greater value from their business data.

Does OnActuate help organizations adopt Microsoft Copilot?

Yes. OnActuate helps organizations evaluate Microsoft Copilot opportunities, assess readiness, identify high-value use cases, and align AI initiatives with business goals and governance requirements.

What are the best AI use cases for ERP and HCM systems?

Common use cases include workflow automation, reporting assistance, forecasting, employee self-service, knowledge management, productivity improvements, data analysis, and operational insights.

What is an ERP Recovery & Optimization Assessment?

OnActuate’s complimentary ERP Recovery & Optimization Assessment helps organizations identify why an ERP system may not be delivering expected results. We evaluate processes, configurations, reporting, integrations, user adoption, governance, and overall system performance before providing a prioritized roadmap for improvement.

Can OnActuate help rescue a struggling ERP implementation?

Yes. OnActuate helps organizations recover underperforming ERP projects by identifying root causes, addressing gaps, improving adoption, optimizing configurations, and developing practical plans to maximize business value.

What is an HCM Optimization Assessment?

Our complimentary HCM Optimization Assessment helps organizations evaluate HR, payroll, workforce management, talent, and employee experience processes to uncover opportunities for greater efficiency, automation, compliance, and user adoption.

What is a Dayforce Optimization Assessment?

Our complimentary Dayforce Optimization Assessment helps organizations get more value from their Dayforce investment. OnActuate evaluates current configurations, reporting, integrations, business processes, and user adoption to identify opportunities for improvement and ongoing optimization.

How do I know if my organization would benefit from an optimization assessment?

Organizations often benefit from an assessment when they experience:

• Low user adoption
• Manual workarounds
• Reporting challenges
• Process inefficiencies
• Increasing support requests
• Recent mergers or organizational changes
• Concerns about system performance
• Uncertainty about whether they are fully utilizing their technology investment

How can AI help organizations improve business operations?

AI can automate repetitive tasks, improve decision-making, accelerate reporting, increase employee productivity, streamline workflows, and help organizations gain greater value from their business data.

Does OnActuate help organizations adopt Microsoft Copilot?

Yes. OnActuate helps organizations evaluate Microsoft Copilot opportunities, assess readiness, identify high-value use cases, and align AI initiatives with business goals and governance requirements.

What are the best AI use cases for ERP and HCM systems?

Common use cases include workflow automation, reporting assistance, forecasting, employee self-service, knowledge management, productivity improvements, data analysis, and operational insights.

Can OnActuate help with Microsoft licensing?

Yes. OnActuate helps organizations understand Microsoft licensing requirements and identify licensing options that align with their business needs, technology roadmap, and budget.

Do I need Microsoft Dynamics 365 licenses before starting a project?

Not necessarily. Many organizations evaluate licensing options during the discovery and planning phase of a project to ensure they select the right licensing strategy before implementation begins

What contracting vehicles are available through OnActuate?

OnActuate supports public sector procurement through established contracting vehicles and strategic partnerships that help simplify the purchasing process. Available options include programs such as Texas DIR DBITS cooperative contracts and other approved procurement pathways. Visit our Partners & Contracting Vehicles page to learn more.

Can government agencies purchase consulting and technology services through OnActuate?

Yes. OnActuate helps public sector organizations procure Microsoft, Dayforce, AI, ERP, HCM, CRM, and consulting services through approved contracting vehicles and procurement programs.

How can contracting vehicles benefit public sector organizations?

Contracting vehicles can simplify procurement, reduce administrative effort, accelerate project timelines, and help organizations acquire technology and consulting services while meeting purchasing requirements.