Key takeaways
- —Tato and Mavim built an integration for Dynamics 365 projects.
- —Now what's said in a workshop updates the blueprint automatically.
- —The blueprint stays in sync with what's actually being built.
Someone on your board asks a question. It's a fair question, about a process, about a piece of scope, about whether something you discussed two months ago is still happening the way it was supposed to. You open your mouth to answer and realize you actually don't know.
You ask your project lead. They're not sure either. They'll have to check with the system integrator. The system integrator says they'll get back to you, then comes back a day later with a slightly fuzzy answer that mentions a workshop you weren't part of. By the time you have something close to a real answer, the board meeting is over and you've moved on.
Most of the time, the question you couldn't answer is about scope. And once you lose sight of scope, you don't get it back without a fight, because by the time something feels off, the decisions have already been made and the work has already started.
Every D365 sponsor we've ever talked to recognizes this moment. The basic facts of your own project live in too many places: meeting notes, transcripts, someone's memory, half a Mavim page. Even when you ask the right question, getting a clean answer takes longer than it should.
That's the gap this integration closes.
What each tool does
On a Dynamics 365 project, Mavim is the system of record for your business processes: the official blueprint of how the company will operate once D365 is live, mapped to Microsoft's Business Process Catalog, owned by your steering committee, and trusted as the official source of truth across business and IT teams.
Tato captures every project communication, workshop, and stakeholder conversation, structures them into a real-time, searchable project knowledge base, and proactively surfaces decisions, risks, dependencies, and updates across the project lifecycle.
Both tools can be used on most large D365 projects. Until now, they didn't talk to each other. The plan sat in one system. The reality sat in another. And the basic facts of your project lived in the space between them, where they were nobody's job to keep current.
What the integration does
After a workshop, Tato reads the transcript. It pulls out the decisions inside, who owns what, what changed in scope, fit-gap choices, configuration notes, and proposes the updates in Mavim.
A consultant reviews, edits if needed, and applies in a click. The plan you signed off on stays current with what's actually being decided in the room.
What used to take an hour of post-workshop documentation now takes about thirty seconds. And more importantly, it actually happens, every workshop, instead of getting deferred until someone finds the time. The plan keeps showing what's actually in and what's actually out, week by week.
Why it matters for you
When those changes go straight into the plan instead of waiting for someone to type them in later, scope stops drifting in the background.
That's what this integration gives you back. Every decision made in a workshop, including the small ones that quietly shift scope, gets captured against the same structure your steering committee approved. The plan stays current with what's actually being built. When someone asks you what's in scope, what's out, who owns what, the answer is in one place, and it's up to date.
Scope stops being a question you can't answer and goes back to being a fact you can point to.
That's the difference. Just a project where you know where things stand.
Want to see it?
Here's a short video walking through the integration: https://youtu.be/RIGtWSneQKg
If you're running a D365 project and want to talk about how this fits, book a call with our team.
