D365 F&O – finance transformation, redefined

The Challenge

A leading Insurer decision to move to D365 F&O required both IT and accounting support, for their finance teams across several business units to work with 3rd Microsoft technical partner to manage the scope, requirements, deployment, testing and training

What we did

Scoped and shaped the deployment approach, balancing the cost-benefit analysis across each entity.

Designed the end-state solutions for each unit, instilling a forward thinking mind-set to harness the greatest benefit from the software. Especially purchase ledger and procurement – the area of greatest transformation – instilling automation, workflows and detail reporting.

Data extraction, cleanse and imports of financial and non-financial information, into D365, with validation tests.

Module rollout, with user training and testing. Identified areas for local improvements.

The outcome

  • Mult-entity deployment of D365 across UK and India, with a shared chart-of-accounts
  • Removed over-reliance of spreadsheets to calculate and inform MI by >70%
  • Reduced re-work and duplication of effort significantly, improving the management accounting cycle-time 30%+
  • Upgraded related banking and invoicing software
  • Improved supplier payment practises, achieving prompt payment code recognition
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