INVESTMENT BANK WANTS TO MODERNISE ITS ERP SYSTEM INTO THE CLOUD

End users were so engrained into ‘business as usual’ there was no bandwidth to focus on a pathway to cloud for their end of life ERP system.

Challenges

• Previous version of Microsoft ERP was end of life with reliance on one vendor nationally for support

• Limited features were available or never implemented making certain processes very timely and manual

• Month end felt like a never ending cycle

• Limited internal capabilities to run large and complex software projects

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Solution

• Problem was articulated with a clear project charter

• Business requirements were clearly defined

• SI partners were selected

• Project Plan developed for D365

• New Chart of Account developed

• Implemented D365 and migrated data

Added Value

• Continuing upgrades available through D365

• Mainly ‘out of box’ features utilised to minimise any customisations

• Integrations setup to other platforms such as for banking and expense management

• Platform accessible via the web through any device