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Small & Mid-Market Enterprises · Business Applications

Forty hours a month recovered from reporting

A growing services business, International. Report accuracy and the effort required to produce it were both problems, and financial controls were weaker than the business had grown to need.

The situation

What the organization was dealing with

Report accuracy and the effort required to produce it were both problems, and financial controls were weaker than the business had grown to need.

The threshold where an accounting package stops serving a growing business is recognisable: reporting takes longer than the period it describes, and the workarounds have become the process.

What was done

The work, and the part that was actually hard

The business switched to Dynamics 365 Business Central, improving report accuracy and efficiency while strengthening financial control.

Forty hours a month is a meaningful number for an organization of this size — roughly a quarter of a full-time role — and it was recovered from reporting rather than from transaction processing, which is where mid-market finance time actually goes.

Results

What was published

These are the figures exactly as reported in the source. Nothing has been rounded, extrapolated or restated.

Hours saved monthly40
Report accuracyImproved
Financial controlsStronger

What changed

  • Forty hours a month of reporting effort removed
  • Report accuracy improved alongside the efficiency gain
  • Financial controls strengthened as part of the same move
  • A single system replacing the reporting workarounds around the old one
Platforms involved

What each product was doing here

Dynamics 365

Dynamics 365 Business Central

Finance and operations in one system, sized and priced for organizations without a large IT function.

What transfers

If you were to attempt this

Measure the reporting effort, not the transaction volume. It is the better indicator of whether a system still fits.

Where it usually gets harder than expected: Report accuracy improving alongside the time saving is the detail worth noting. If a migration only saves time, the underlying data problem probably moved with it.

How we would take it on

Our approach to Business Applications work

1

Shadow the real process

We sit with the people doing the work and watch what actually happens, including every workaround. Process documents and reality are rarely the same thing.

2

Design against your own data

We prototype and show you your own records in it, not a demo company, before anything is built.

3

Go live in a contained phase

By site, by practice group or by service line — with the group that wants it most going first, to a fixed price.

4

Measure against the baseline

We report against the numbers agreed at the start, including where the result fell short of the target.

Recognise the problem?

If any of the above describes your organization, tell us where it hurts most. We will tell you what the same platforms could realistically do in your environment, what we would measure, and whether we think it is worth doing at all.

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