Client:
Client is North American based leading media group in North America wit multi-company and multi currency environment.
Key highlights:
Implementation Support of AX 2012 R3, Risk Management, Approval Workflows, Financial Accounting and Management , CIS and CRM Modules; along with Integration to Workday and iSeries
Business problem:
- Client intends to establish a standardized ERP footprint to manage their EPC ( Energy performance Contracts) right from the inception / pre-sales stage till the Implementation and Maintenance phase . This initial instance is planned for UK region clients and progressively extend it to other regions
- Ensure consistent reporting globally through Integration of Financial information from AX to SAP
- The Standard AX2012 ERP needed to:
- Incorporate a standard set of processes & functionality across all implementations
- Be aligned to the global standards, and
- Deliver business information to support strategic decision making
Dynamics Teck’s Solution:
- Built a unified AX ERP system on AX 2012 R3 project management with Approval workflows :
- Manage Customer Interaction, Lead and Opportunity Management processes through AX with CRM integration
- Manage Project Activities and Risk parameters through Project Accounting module and integration with MS projects
- Financial Accounting module implementation and integration of financial transactions to CIS and Workday
- High volume data processing with improved exception handling .
- Developed a pre-processor to handle integration challenges with multiple systems
- Workflows to control and govern process compliance
Business benefits:
- Consolidation and streamlining of client’s Energy Performance Contracts management process
- Visibility of Risk Management and Critical Success factors across the project life cycle
- Cost Savings through an integration of Sugar CRM with AX
- Replacement of disintegrated processes and move to a robust ERP Application Instance with Integration to Workday and Hyperion for financial reporting
- Improvement in data integrity
- Delivery of timely information to the business leaders for critical business decision making and strategy
- Alignment of business processes with corporate standards and provision of more automated control & reporting
Tools & Technologies
-Technology Stack
AX 2012 R3, with integration to Workday and Hyperion
- Modules:
Sales & Marketing, Project Management and Accounting, Procurement, X++, Morphx
