Your foot in the door is a fast, paid migration-readiness assessment: an easy first sale and a high-margin deliverable on its own. It also hands you the dependency and security map that lets you bid the migration fixed-price without padding for the unknown, and Pathix stays on from there through delivery and managed services.
You can't touch a prospect's tenant before you've won them, so you don't try. You demo on a synthetic environment to show what the output looks like, then sell a small, low-risk, paid migration-readiness assessment. It is a far easier close than a $200k migration, and a high-margin deliverable on its own. A full scan runs in minutes, not the weeks of manual discovery it replaces, so you hand the client a real dependency and security map fast and bill for it. We pointed a cold agent at a real normalization job with no plan and junior-developer prompting, and it rebuilt the same target model a senior architect had drawn by hand. That is the leverage that keeps the assessment quick and profitable.
One click turns the scan into a printable Environment Report: a state-of-the-environment writeup with prioritized remediation, control mappings, and an explicit note on what was and was not scanned. It is the deliverable the client pays for and the document that justifies the next phase, something you hand over and put your name on, not a verbal debrief that walks out the door with you.
Configure your firm's name, logo, and visual identity once. They appear throughout the Pathix console, the sign-in experience, and the printable Environment Report, giving clients a consistent assessment experience from first login to final deliverable. Pathix remains transparently identified as the enabling platform where procurement and security disclosures require it.
Pathix deploys read-only into the client's own Azure subscription, from a Bicep template and a guided wizard, with a read-only application user per environment. It reads only metadata, the schema, registrations, and component definitions, and by architectural commitment never stores, transmits, or analyzes business record values. Nothing leaves the client's boundary, and if they switch AI on with their own key, the same metadata-only line still holds. That is exactly why a security-conscious client grants access for an assessment when they would never hand a hosted SaaS tool their environment. The security model is what opens the door, not just a procurement checkbox.
Fixed-price is where a consultancy makes or loses money, and what normally forces you to pad the number or fall back to time-and-materials is the unknown state of the legacy environment. The assessment turns that unknown into a map. With the graph in hand and the discovery risk measured instead of guessed, you scope and quote the migration fixed-price with a confidence the firm working from a kickoff call cannot match.
Pathix stays deployed through the migration and into ongoing support and managed services. The map stays current as the environment changes, which keeps you the obvious firm to call for the next piece of work, and the recurring revenue with it.
The assessment route is for winning new accounts. If you already run a client's Dynamics, you can scan it whenever you like, so you walk into every change request already knowing what it touches and what it will break. No discovery phase and no surprises, on work you have already won.
How the commercial side works for your practice, referral, resale, or a firm-wide license, is something we shape with you rather than off a price card. See pricing and partner models →
A 30-minute walkthrough on a pre-scanned demo environment, framed around the engagements you run.