case study

How an experienced services company improved its service to the real estate market by switching to Microsoft Dynamics

The Organisation

This professional services organisation provides digital marketing services to the housing sector in the across Europe, both for rent and for sale. Their services help real estate agents market and rent/sell their portfolios more efficiently.

The Challenge

The company has moved from a simple traditional Sage application to a cloud-based version of Sage. The resulting project was a failure in solution usability. They had performance issues, and applications were down for extended periods of time - unacceptable for a fast-growing business. The finance director had previously used Microsoft Dynamics NAV successfully but was keen to retain the cloud-based solution.The logical answer is to look at Microsoft Dynamics 365 Business Central, as this solution evolved from Dynamics NAV and is a true SaaSCloud based solution. Some of the key requirements for the financial solution are the ability to upload thousands of sales and purchase journal transactions per month from Excel to the financial solution, as well as the requirement to submit VAT returns through MTD. Finally, organizational growth and the lack of consistent availability of established Sage applications increases the pressure to deploy solutions quickly and efficiently.

Great Innovus was selected to implement the Microsoft Dynamics solution after a review of leading partners. In addition, Great Innovus still provides ongoing business continuity support to this day.

Picking Great Innovus

After deciding to migrate to a Microsoft Dynamics solution, the company went through a search and selection process with potential partners who might meet key criteria:

  • A partner with a proven track record in a similar organization, preferably within the M25.
  • Consultants can help you jumpstart your projects and deploy cloud-based Microsoft financial solutions.
  • Ability to provide an extension to the solution for importing large journal entries.
  • Provide proactive account management to drive business forward and be an advocate for Microsoft technologies.
  • Offers a proactive support desk with inherent accounting skills and in-depth Microsoft Dynamics functional knowledge and experience.

Great Innovus was selected to implement the Microsoft Dynamics solution after a review of leading partners. In addition, Great Innovus still provides ongoing business continuity support to this day.

The advantage

The Microsoft Dynamics cloud-based solution was successfully implemented in a short period of time. Some of the benefits realized from Microsoft solutions and migrating to Great Innovus are:

  • The solution is very reliable in terms of uptime (99.95% guaranteed by Microsoft) and performs well.
  • The solution includes improved reporting and business intelligence capabilities.
  • Improve organizational efficiency - it is critical to minimize time delays in day-to-day business operations so that you can focus on business-critical tasks;
  • Flexible reporting - allows organizations to export and analyze data quickly and at a glance;
  • Implemented a solution that allows the organization to scale without the additional overhead requirements of the finance team.

The CFO of the professional services firm commented on the above benefits:

“We are delighted that we now have a solid ERP system that can help us achieve our business goals. We are very grateful to Great Innovus for how they solved our problems with our old ERP system and Turned this into an effective solution with Business Central. We were impressed with the way they handled our Business Central project and showed them a truly great end-to-end provider. We are confident recommending Great Innovus to Any other company looking for a reliable ERP partner.“

The new business sales and account managers are clearly delighted

“I have to say it has been an absolute pleasure working with this professional services organization to migrate from Sage to Business Central, which has obviously brought them a number of benefits. Also, This breakthrough technology has the full support of Great Innovus's team of experts to ensure they get the most out of this new system.“

In conclusion

This professional services firm is confident it has chosen Microsoft Dynamics for its financial solution. After implementing the new Microsoft Dynamics 365 Business Central system, their solution achieved greater uptime, significantly improved reporting and overall organizational efficiency, and significantly reduced overall costs for the finance team.Great Innovus will continue to fully support the solution to ensure they can take full advantage of it over the long term.

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