MS Dynamics
We bring years of “hands-on” business and financial experience to gain a deep understanding of process needs, and match them to the features available within Dynamics Business Central.
It stands to reason that ERP developers and consultants have intricate knowledge of the software they’re trained in, but often have little exposure to the day-to-day demands of running a company.
We see this gap as a primary cause of clunky implementations, overly customised solutions , projects overrunning in both time and cost, and ultimately business performance suffering as an outcome.
Below are some example projects where we’ve assisted:
Customer Side Project Management
1
SME customer needed a system upgrade but had no internal resource to project manage, nor anyone with technical understanding to collaborate with their MS Partner
Outcome – Project on time and to budget. Simplified interactions with pre-existing EPOS tools to future proof the system, and enhanced PowerBI reporting beyond project scope
2
Finance House had tight deadline for implementation but had a small inexperienced team, which didn’t have a base understanding of financial principles to work with the MS Partner
Outcome – Filled in process knowledge gaps to deliver project on budget. All data mapped and re-categorized for unified reporting
3
Non-profit Organisation had an unsuccessful Business Central deployment so wanted to transition between MS Partners to refresh the implementation and make use of new features
Outcome – On time, and on budget. Improved use of permissions for audit compliance, cleansed legacy data and used BC functionality to eliminate a manual currency process
Pre-Implementation Specifications and recommendations
1
Manufacturing company was using an old ERP, leaving them vulnerable to obsolescence. They’d also made significant changes since their prior implementation 20 years ago
Outcome – Entire process mapped, 60% of steps identified as redundant and removed. Document capture recommended to automate 100% of order-processing and other workflows
2
Distribution customer had several warehouses throughout the UK, but had no visibility of stock per location leading to consistent losses
Outcome – Recommended existing Business Central implementation with set up tweaks, making use of bin locations and changing of job set up process. Material expensing policies also added. Losses reduced by 76%
3
Banking company had multiple entities with no rolled up accounts leading to issues with financial management and audit compliance.
Outcome – Introduced rolled up accounts within Business Central. Introduced Jet Reports with use of dimensions, and enriched data before go-live. Reporting is now 60% faster and audit compliant.
Support, training and documentation
1
MS Partner was receiving a high number of similar support tickets from their non-profit customer, who was growing frustrated at continual issues
Outcome – Established that the issue was user error. Created bespoke documentation “how-to” guide for customer to distribute within their team, support issues reduced by 60%
2
Manufacturing customer had continued issues with raw material consumption, having imported the product set up method from their previous ERP
Outcome – Held root cause workshop with finance, manufacturing and purchasing. Redesigned material consumption around Business Central config and removed 100% of the problems