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Microsoft
case study

How an executive professional services recruiting firm scaled its business with Microsoft Dynamics

Business

The organisation offers executive vacancies across the US, Europe and Asia, with over 150 staff across 5 international offices. The main industries they operate in include technology, finance and insurance. Since setting up 15 years ago, they now have a turnover of over £20 million a year.

The Challenge

As organizations grew, the need for better management of financial transactions, along with better reporting and business intelligence, led them to decide to migrate their existing Sage financial systems to a comprehensive mid-market financial solution. When evaluating potential solutions, the following assumptions are essential:

  • The solution should have excellent "drill down and intersect" capabilities so that users can quickly and easily absorb information from the entire solution.
  • The solution should have comprehensive reporting and business intelligence capabilities in the core application.
  • The solution should support workflows such as allowing purchase requisition approval, supplier invoice payment, expense report approval, etc.
  • The solution should include human resource management capabilities.
  • The solution should have the potential to interact with existing timesheet applications.
  • Streamline payments to two suppliers, reconcile bank statements and automatically reconcile payments made.
  • Multilingual and currency capabilities for Asian branches.

After reviewing leading financial software vendors, Microsoft Dynamics was chosen because of its proven features and capabilities to meet their primary goals. Great Innovus was chosen to implement Microsoft Dynamics 365 Business Central because of their knowledge of the professional services world, years of experience with Microsoft Dynamics solutions, and proximity to their Tamil Nadu, India headquarters.

The Benefits

The Microsoft Dynamics solution has been successfully implemented and some of the benefits realized through the Microsoft solution provided by Great Innovus include:

  • Reduce customer workload in software billing cycle Use standard functionality in bank payment and statement import solutions.
  • Implemented a solution that allowed the organization to scale significantly without imposing additional overhead requirements on the finance team.
  • Enhanced reporting and business intelligence capabilities are included in the solution, so companies can quickly export data and analyze it at a glance.
  • Seamless integration with timesheet booking solutions reduces manual data entry.
  • Assumed Organizational Efficiency - Minimizing time delays in day-to-day business operations is critical in order to focus on critical business tasks.

Commenting on the dramatic improvements achieved by migrating to Business Central, the Chef Financial Officer of the executive recruiting firm said:

"We are delighted to have been able to significantly reduce the workload of the accounting cycle by using reduce Microsoft Dynamics. From project start to finish, Great Innovus supported us every step of the way, helping us stay on schedule and on budget. Plus, we were impressed with the level of knowledge and expertise in Microsoft Technologies on their team. If you ask me, would I use Great Innovus again on a project like this? No doubt."

Great Innovus‘ new business sales and account manager added:

"Our team at Great Innovus is excited to partner with such a forward-thinking company that is revolutionizing the way they use technology across their business. We are pleased with the huge improvement in efficiency. Also, we really enjoy working with them, so we continue to support their system to make sure it's the best it can be in the future."

Conclusion

As is clear from the case study above, this executive recruiting firm is excited to transition to Business Central, a mid-market financial solution, with Great Innovus. As a result of the successful implementation of their new ERP system, Business Central, they have seen a significant reduction in clients' workload in the software billing cycle, a reduction in manual data entry, and overall company-wide efficiency and productivity. As a Microsoft partner, Great Innovus will continue to support these Business Central solutions to ensure they reach their full potential.

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