We help organizations modernize across the Microsoft Dynamics 365 ecosystem — Finance & Supply Chain Management, Business Central, Customer Engagement, and Power Platform — by aligning people, process, and technology around measurable business outcomes, from implementation through ongoing excellence.
We built Optimal IQ because too many ERP and CRM initiatives are driven by software decisions instead of operational needs. Implementations get delivered on time and on budget — and then underperform, because the underlying business processes were never properly examined or redesigned.
Our work starts with the way the business should run, then aligns technology to support that model. That approach helps clients simplify processes, improve visibility, reduce rework, and create a stronger foundation for growth.
We also believe that most ERP and CRM value is realized after go-live — through adoption, continuous improvement, and ongoing alignment to evolving business needs. Our managed services practice reflects that belief directly.
We aren't tied to a single product. We recommend and deliver the right Dynamics platform for how your business operates — and connect it across finance, operations, sales, and service.
Enterprise ERP for complex, multi-entity, and global operations — including manufacturing, distribution, project-based organizations, and project recovery when an implementation has gone off track.
Cloud ERP for growing and mid-market businesses that need connected financials, operations, and reporting without enterprise-level overhead.
Sales, customer service, and field service on Dynamics 365, extended with Power Apps, Power Automate, and Power BI to connect front-office and back-office processes.
Planned, low-risk moves from Dynamics GP, NAV, AX, and on-premises CRM to the cloud — with processes redesigned along the way, not just data lifted and shifted.
Four principles guide every engagement we take on — from a discovery conversation through post-go-live optimization.
We start with how the business operates and what it needs — not with what the software can do. System configuration follows process design, not the other way around.
We define scope, priorities, and milestones clearly so projects move with less noise and more confidence. Every deliverable is tied to a business outcome, not just a task list.
We work with clear expectations, documented decisions, and practical next steps — so clients always know where things stand and why decisions are being made.
We stay focused on adoption, optimization, and measurable value after launch — because that's when most of the real return on an ERP investment is created or lost.
Senior practitioners with deep hands-on experience across the Microsoft Dynamics ecosystem — from enterprise Finance & Supply Chain Management to Business Central, Customer Engagement, and Power Platform — along with legacy Dynamics GP, NAV, and AX modernization across a range of industries.
Whether you're evaluating Dynamics 365, planning a migration from a legacy system, recovering a stalled project, or looking to improve a system you already have — start with a focused conversation. No pressure, no unnecessary complexity.