Case Study

Project Background: An established UK engineering consultancy urgently needed to replace their existing finance solution due to the obsolescence of their current cloud-based SAAS product. They engaged ERP Advisors to implement a Microsoft Dynamics D365 Finance and Operations solution within a compressed 5-month duration to ensure seamless continuity of their finance operations.

Business Challenges: The project faced several challenges, including a tight timeline, the need for continuity in finance and management reporting, and the requirement to migrate data from the legacy SAAS platform. Additionally, the client’s small finance team had to manage business-as-usual operations alongside the new system implementation.

Solutions to the Challenges:

• Accelerated Delivery: ERP Advisors provided an accelerated delivery approach, incorporating best practices and adhering to standard D365 capabilities.
• Data Migration: Utilized Microsoft Data Lake to store historical data migrated from the legacy system, combined with data from the new D365 solution.
• Role Definition: Clearly defined roles and responsibilities for each project team member to balance project engagement and business-as-usual commitments.
• Rapid Decision Making: Empowered the client’s project team to make decisions on processes and configuration settings without senior management approval to minimise delays.
• Comprehensive Testing: Executed comprehensive test plans within a compressed duration to ensure minimal disruption at go-live.

Outcome: The new solution went live without interrupting business operations, introducing process efficiencies and improved reporting capabilities. The client achieved their goal of a modern, standardized platform to support their business operations and drive efficiency, all delivered within the available timeframe.

Ready to Learn More? Download the full Case Study to learn how ERP Advisors transformed this client’s operations with a scalable, compliant ERP Finance platform. Discover how our expertise in Dynamics can help your business achieve accelerated real-time insights, operational consistency, and growth readiness.