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

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

 

Think Numbers Pty Ltd

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