Case Study

Lack of integration among current ERP system's capabilities.

Huge workload of manual processing, maintenance of parallel systems, and extensive reconciliation efforts.

It was laborious to produce reports and generate accurate insights to support decision-making.

Current processes are structured around constraints of the current systems or are the result of "organic" adjustments.

Need to review the organization's financial management system requirements.

Required an independent, objective third-party perspective to take a fresh look at how work is performed from a best practices perspective.

It was needed to streamline grant management, project budgeting, time tracking by project and location, and financial reporting from research centers.

Financial Management and Accounting: The system provides financial management and accounting tools to help the organization manage its finances and ensure accurate financial reporting.

Human Resource Management: Dynamics AX's HR management tools enabled the organization to manage employee data, including payroll, benefits, and other HR-related tasks.

Fixed Assets Accounting: This finance system allows this non-profit body to manage and track its fixed assets, including depreciation and asset acquisition.

Procurement/Purchase Order System: The procurement/purchase order system provides a streamlined process for managing purchases, from requisitions to purchase orders and invoicing.

Grant Management System: The new finance system enables the employees to manage and track grants, including proposal development, budgeting, and reporting.

Simplified Workflow: The system's simplified workflow helps the organization streamline its processes and increase efficiency by automating tasks and reducing manual efforts.

Document Management: Document management tools in Dynamics AX enabled admins to store, manage, and retrieve documents, ensuring that the organization's critical documents can be easily accessed and remain secure for long-run.