Overview
The company is a United States-based real estate company. D365 Finance and Operations is extensively used for project management, accounting, human resources, and payroll.
Business Pain Points
- Customer experienced many issues with Project management and accounting and HR.
- All Projects form lacked capability to showcase different calculations project wise and sub-project wise.
- Lack of control on Project contract funding limit and postings.
- Less number of standard PowerBI dashboards and reports.
- Slow resolution of Support issues.
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Solution
- Provided numerous enhancements to PMA, such as PTO functionality, Project Funding limits, Formulas to calculate Project data, Benefit accrual calculations for employees etc.
- Created numerous PowerBI reports and dashboards for intelligent decision making. For ex: Project Utilization report, Budget vs actual etc.
- Implemented fixed assets.
- Module Covered: Microsoft Dynamics 365 F&O.
- Project Accounting
- Cash & Bank Management
- GL, AP, AR, Human Resources
- Fixed Assets
Benefits
- Modified Project management and accounting module processes helped with reduction in manual intervention and fixing gaps in process.
- Timesheets are directly integrated with Payroll which reduces manual effort to calculate Salaries.
- Significant man hours saving and reduction of redundancy in processes.
- Faster resolution of issues.
