Dynamics
Dynamics
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Introduction
In today’s rapidly changing business environment, organizations need to be agile and highly responsive to step up and thrive in the long run. The case study showcases how a leading marketing and corporate communications company servicing over 5,000 clients in more than 100 countries was facing financial visibility and profitability challenges due to disparate systems, manual data management, and non-standardized business processes. Sonata helped implement Dynamics 365 Finance & Operations (FO) and provided shared services support, automation, and improved manageability and audits.
Challenges
The first hurdle was the migration of its existing legacy code base (on AX) to Dynamics 365, which was time-consuming, expensive, and required extensive manual effort. The struggle to migrate to the new platform within the specified timeframe was monumental.
An Intelligent Solution
Solution Components
Sonata recommended its Dynamics code migration tool, purpose-built to analyze code and automatically migrate it from an older version of AX to Dynamics 365 Finance and Operations. The tool helped reduce the overall effort by 22% when moving to extensions. The implementation included a range of customizations tailored to meet the project’s specific needs, helping the customer improve their operational efficiency and streamline processes
Results:
The D365 FO implementation chartered the path for visible impact for our customer, as witnessed in:
• Large-scale business integrations and a system to provide shared services support
• Automated processes driving new efficiency levels
• Improved manageability and audits
• Time Time-saving&O processes leading to optimization in total operations cost
Conclusion
Sonata's success stems from its best-in-class solution architecture, team expertise, agile approach, and optimized pricing and delivery models. Sonata's recommendations align with client businesses' core objectives for a modern, integration-friendly, marketing automation-supported platform that aids in faster scale-up of digital experiences and is flexible, intelligent, and affordable.
Our client is a growing and innovative company that offers professional services to companies engaged in metallurgy and exploration. It has 50 offices worldwide in 30 countries and specialises in process improvement.
Problem Statement
The company's production was deteriorating as a result of unstable systems and severe technical issues. It was vital that the organisation solve this issue and establish a platform that would identify problems and provide a roadmap for improving its services.
A Digital Road Map was created to fulfil the client's present demands while also incorporating future requirements. In addition to highlighting strategic concerns that needed to be addressed, the Digital Road Map would aid in the resolution of operational and strategic issues.
A Personalized Solution
The Sonata team created a digital roadmap for a multinational mining corporation to satisfy both the organization's immediate and future demands. It handled ongoing business needs by updating to D365 across many countries. To determine these needs, data from supply chain, operations, finance, transportation, and warehousing was analysed.
As part of our performance management approach, we created a system to track staff productivity. Sonata is a preferred partner to assist our clients in digital transformation and to deliver a comprehensive strategy to make your organisation future-ready. Sonata supported global and functional rollouts around the clock.
Sonata designed and implemented a connector between Dynamics 365 Supplier Relationship Management and a number of other logistics systems. We are currently engaged in a digital transformation engagement with the client, where we are utilising the platform thinking paradigm and enabling IoT and mobility functions.
Benefits
We identified major functional and operational challenges and installed custom solutions to smooth their operations globally, resulting in rapid growth. We were able to provide seamless modernization across existing systems because of Sonata's experience, and these additions helped the business process by eliminating difficulties at the financial and operational levels. It minimised manual labour and made the system future-proof.
The client is among the world's largest commercial real estate services and investment firms in the UK with a turnover of over $23.8 billion. The company has close to a lakh employees and caters to real estate investment firms and tenants through more than 450 offices worldwide.
Problem Statement
The company had deployed Dynamics AX 2012, but it did not go smoothly, and many problems arose. In terms of rolling out and supporting their instance, the customer encountered challenges with their partner. Sonata changed their old management system using its expertise in industry-specific IP implementation. The components were: Finance, Project Operations, Sales Quotations, Vendor and Customer Master.
Sonata was chosen as the ideal partner for the client's Microsoft Dynamics Program because of its track record of solving challenging corporate difficulties. Sonata contributed expertise in Dynamics implementation, support, digital assurance, performance analysis and resolution, PowerApps, and modernization capabilities.
A Personalized Solution
Sonata performed a performance audit on the client's system to identify the main issues with the application. Following the audit, we presented a thorough strategy that addressed their issues. As a result, the whole user experience was improved, and workers were inspired to adjust to the changes. By reducing manual processes, the customer gained greater visibility into procurement and inventory management.
The client needed a solution that would enable the company to efficiently manage its operations and gain better control over business forecasts. To achieve this, they implemented a system that improved real-time reporting of business forecasts and increased transparency across the organisation and its partners. This allowed the client to improve internal controls and secure access.
Sonata deployed a powerful platform-based solution with specific purchase order and timesheet apps for teams across the globe. The system had real-time visibility for orders and the same could be approved on PowerApps.
The Power of PowerApps
Sonata has built and deployed intuitive mobile apps in a short time. The solution has improved the operational efficiency and ergonomics of client teams, who can now access and update data on the go.
The client is a Japanese firm that makes photomasks, photomask blanks, and hard disc drive platters, as well as contact lenses and eyeglass lenses for the healthcare sector, medical photonics, lasers, photographic filters, and software. It is a Forbes Global 2000 Leading Company and a member of the Industry Week 1000. The group consists of 146 consolidated subsidiaries and 10 affiliates globally, with its parent company being a leading manufacturer of optical products.
Problem Statement
Headquartered in Tokyo, the client has 36,000 workers who work to create innovative medical goods and services in more than 30 countries. Despite the fact that the corporation used Dynamics AX 2012 across the board, there was no global standard process; each country established its own protocols as it saw fit.
As a result, reports were inconsistent, visibility between offices was limited, and activities were frequently overcomplicated. The client saw the need to streamline and standardise its operations across all of its locations across the world.
With all of these needs in mind, Sonata suggested using Dynamics 365. However, the migration necessitated a mental adjustment, as abandoning on-premise infrastructure meant relinquishing some autonomy in exchange for the scalability and agility that moving to the cloud provided.
A Personalized Solution
The client created a worldwide Dynamics 365 template with the support of Sonata and began its transformation journey by spreading it out to Australia, Taiwan, and the rest of the Asia Pacific regions. The template was upgraded, and we built a global template that may be used in a variety of countries.
Flexible deployment methodologies and cloud enablement were introduced and optimised processes across all of its locations worldwide to meet dynamic infrastructure demands. The Upgrade tool from Sonata was used to automate code impact evaluations and upgrades. The best of the Bizapps stack (Power Platform) was used, while Sonata's pre-built solution (IP) components were used for specific requirements (e.g., Pricing Configurator for Australia). A dual-shore service delivery strategy was deployed to enhance business, coverage, and cost efficiency.
The key to success
Roll-out and upgrade times were reduced because to Sonata's simpler upgrading technique and automated code evaluation and migration. We created a system that is future-ready, with new digital capabilities and the capacity to grow your organisation. Flexible operations are made possible by configurable prices, an easy-to-use user interface, and intelligent analytics. Cloud hosting and round-the-clock technical support result in lower infrastructure expenses and improved uptime. Financial data reconciliation and reporting were automated, resulting in lower operational expenses, while freight charges and inter-company order processing were also automated. It led to improved financial control and tracking, as well as increased visibility throughout the global organisation.