Softenger

Softenger India Pvt. Ltd. Logo

Upgrading to Dynamics 365 for Operational Excellence

  • Location : Abu Dhabi
  • Conglomerate (comprising 11 diverse companies)
Upgrading to Dynamics 365 for Operational Excellence

Engagement Details

  • Functional and technical consulting to upgrade AX 2012 R3 to Dynamics 365 (D365) and re-architect features for enhanced functionality.
  • Key Modules: Finance and Operations, Retail

Business Need & Challenge

  • The Abu Dhabi-based holding company sought a comprehensive digital transformation to support its complex and growing business landscape. Key challenges included:

    • System Limitations: AX 2012 R3’s outdated features could not meet operational demands or manage financial complexities effectively.
    • Operational Inefficiencies: Manual processes, performance bottlenecks, and growing data volumes hindered productivity.
    • Scalability Concerns: The legacy system struggled to integrate new acquisitions efficiently.
    • Lack of Support: Unsupported software led to vulnerabilities, non-compliance, and operational risks.
    • Advanced Requirements: Real-time analytics and enhanced financial tools were needed for informed decision-making.

Softenger’s Contribution

Softenger delivered a multi-pronged approach to address the challenges:
Upgrade and Optimization

  • Transitioned the outdated system to Dynamics 365, leveraging its advanced cloud-based features.
  • Re-architected critical workflows for optimal efficiency and accuracy.
  • Automated manual processes, reducing error rates and boosting productivity.

Technical and Functional Consulting

  • Designed a roadmap tailored to the client’s needs, ensuring a seamless upgrade.
  • Developed a robust data migration strategy, including cleansing and validation.
  • Integrated D365 with existing systems for a cohesive IT environment.

Advanced Module Implementation

  • Deployed key modules like Finance and Operations to address operational complexities.
  • Implemented real-time analytics and reporting for strategic decision-making.

Governance and Oversight

    • Provided strategic advisory to align stakeholder objectives with project outcomes.
    • Monitored progress and ensured compliance with high-quality standards.
    • Acted as the central coordinator between vendors, ensuring smooth execution.

Results

  • Enhanced Efficiency: Streamlined workflows and automation reduced redundancies and manual tasks.
  • Improved Scalability: Seamless integration of new entities supported business expansion.
  • Advanced Capabilities: Real-time data insights enabled better forecasting and planning.
  • Robust Security: Compliance with modern standards reduced risks and strengthened system reliability.
  • Seamless Leadership: A dedicated project consultant ensured timely delivery and effective coordination.

Key Takeaways

  • Data Migration Complexity: Ensured seamless transition using validated strategies.
  • Customization Needs: Re-architected legacy features to fit the D365 ecosystem.

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