The client uses primarily manual processes, spreadsheets and a third party provider as their enterprise resource planning (ERP) system, as well as a series of disconnected point solutions. This includes tools for finance, operational management and human resource management. Because of these disconnected systems, the client currently has a number of key processes that are highly manual and require significant manipulation to complete. This not only causes inefficiencies within the finance area but also delays the financial close process and reporting timeframes.
SAGlobal were originally engaged after the project was started with another partner. But due to a lack of project governance and overall strategy, the partner did not deliver, and the work was not up to standard. After the client decided that the original partner was not best aligned to them as a business, they sought the help of a new partner.
SAGlobal were approached to take over the project, to assist and help the client get the project restarted and ultimately assist them through to go-live. The engagement began with a two-day workshop at the client's headquarters. During this time the status, health, lessons learnt, next actions and more were discussed, to give SAGlobal as much information as possible. SAGlobal prepared a detailed plan, quote to take on the project and agreed to a go-live date of mid-2019.
By implementing Dynamics 365, the client aims to improve global financial management practices and controls. Trusting a global Microsoft partner such as SAGlobal, they look to accelerate the financial close process to improve reporting and visibility across the international business. Another key aspect of the process has been to reduce manual data entry and manipulation. This will improve efficiency and productivity levels considerably. The client will gain a flexible technology platform that can easily integrate with other corporate systems and technologies to drive efficiencies and the flow of information across their entire operation.
Key drivers for the implementation of Dynamics 365 Finance and Operations are an increased level of business intelligence to gain insight into operations and projects. Advancing project management and accounting capabilities are also areas where the client wanted to improve, as is a focus on item management and tracking, cost posting and reporting. The client's vision is to be the most successful outfitting company in the world and to achieve this there is a real need to support future growth of the business. SAGlobal provided expertise in Microsoft Dynamics 365 to aid the digital transformation process within the client's business.
Why SAGlobal Were Selected
SAGlobal were selected as a result of being a good cultural fit for the client and their project, showing an understanding of the client's requirements during meetings, providing relevant examples during discussions and being responsive during correspondence. On awarding SAGlobal the contract, the client called out Senior Solution Architect, at SAGlobal Jan Sennov, who led pre-sales in this opportunity stating,
“Jan Sennov was particularly helpful during a two-day customisation workshop. Jan took the time to understand our requirement, challenge us and come up with an off-system workaround should the customisation not go-ahead.”
Reflecting on the initial stages of the project and experience with the client during the requirements workshop, Jan Sennov, stated,
“The client's team are a pleasure to work with and it's exciting that SAGlobal has the opportunity to be part of their story as they go through a transition from “green” to full ERP support. Microsoft Dynamics 365 Finance and Operations will bring a raft of benefits to them and I'm sure they will see the value of this solution rapidly in how it will impact their day-to-day, increasing efficiency by standardising on the Dynamics 365 platform. This project is a true example of how SAGlobal can help a business digitally transform, by leveraging cutting edge software from Microsoft”
This opportunity was led by George Morton, Dynamics Sales Consultant at SAGlobal Europe. Going forward, the account will be managed by Nigel Madden, Account Manager at SAGlobal Europe.
SAGlobal provides Microsoft Dynamics implementation services and industry-specific solutions to customers in over 80 countries worldwide. We're one of the leading global Microsoft partners and every day we help over 250000 Dynamics users worldwide to deliver operational excellence and financial performance for their organisations.