Flexible Advisory Engagements Aligned to Complexity and Need
Microsoft platform initiatives vary widely in scope, duration, and complexity. Some situations require focused, short-term guidance around specific decisions, while others benefit from ongoing architectural oversight and escalation support.
Dynamics Mechanics offers two primary advisory engagement models—Targeted Advisory Engagements and Ongoing Advisory Retainers—designed to provide the right level of support without introducing unnecessary overhead or delivery dependency.
Targeted Advisory Engagements
Focused Guidance for Specific Decisions or Initiatives
Targeted Advisory Engagements are designed for organizations or partners who need senior-level architectural input around a defined scope, decision, or initiative.
These engagements are time-bound and outcome-focused, providing clarity and direction where uncertainty or risk is highest.
When This Model Makes Sense
Targeted advisory is commonly used when:
- Preparing for a new Dynamics 365 or Power Platform initiative
- Reviewing architectural direction proposed by internal teams or partners
- Addressing performance, scalability, or integration concerns
- Navigating a complex decision point or escalation
- Validating readiness before committing to delivery
What This Typically Includes
Depending on context, a targeted engagement may include:
- Architecture alignment and design review
- Integration and data flow assessment
- Governance or environment strategy guidance
- Risk and tradeoff analysis
- Clear articulation of recommended next steps
Targeted engagements are intentionally scoped to avoid long-term commitments and can often be completed over a short period of time.
Ongoing Advisory Retainers
Continuous Oversight for Complex or Evolving Programs
Ongoing Advisory Retainers provide sustained access to senior architecture expertise throughout the lifecycle of a platform initiative or across multiple initiatives.
This model is designed for organizations or partners who want ongoing confidence that architectural decisions remain aligned as scope, teams, and requirements evolve.
When This Model Makes Sense
Retainer-based advisory is commonly used when:
- Managing long-running or multi-phase platform programs
- Coordinating multiple delivery teams or partners
- Scaling solutions across departments, regions, or business units
- Establishing or operating a Center of Excellence
- Needing a trusted escalation path for complex decisions
What This Typically Includes
Ongoing advisory support may include:
- Regular architecture and design reviews
- Escalation support for high-risk or high-impact decisions
- Ongoing validation of integration, security, and extensibility approaches
- Guidance on governance, standards, and platform evolution
- Periodic check-ins with delivery or leadership teams
Retainers are structured to provide continuity and context without assuming delivery ownership.
Choosing the Right Model
The appropriate engagement model depends on factors such as:
- Program complexity and duration
- Number of teams or partners involved
- Degree of architectural uncertainty
- Desired level of ongoing oversight
In many cases, organizations begin with a targeted engagement and transition to an ongoing retainer as initiatives expand or mature.
How We Work
Regardless of engagement model, Dynamics Mechanics operates with the same principles:
- Advisory-first, independent perspective
- Partner-safe, non-competitive posture
- Senior-level involvement throughout
- Focus on clarity, confidence, and long-term value
All engagements are led directly by the firm’s founder and principal architect, ensuring consistency and accountability.
Getting Started
Engagements typically begin with a short conversation to understand your context, objectives, and areas of concern.
From there, we help determine whether a targeted advisory engagement or an ongoing retainer is the most appropriate next step.
Start a Conversation
If you are evaluating advisory support for a Microsoft platform initiative, we invite you to start a conversation to discuss which engagement model fits your needs.
