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Home / Insights / Case Study / Dynamics 365 for Finance and Operations Implementation and Global Rollout Helps an Energy Utilities Company Improve Financial and Business Performance
Services: Dynamics 365 for Finance and Operations Implementation and Integration
The utilities company helps organizations maximize efficiencies and mitigate risk through ongoing monitoring and optimization of their energy infrastructure: from cities to commercial property owners, universities to energy-conscious institutions – the client helps in efficient management of energy needs, minimize energy costs, ensure health and safety of people, and reduce environmental footprint.
However, the company was facing several challenges in meeting the evolving energy demands of modern organizations. Some of these challenges included:
The client had complex financial data migration needs, which needed them to undergo a massive transformation.
The client also needed custom development on VAT, integrations, reporting, and invoicing and was looking for a partner who could help in improving their operational performance. The client approached Synoptek to undertake the transformation project.
Given the challenges the utilities company was facing, Synoptek suggested Dynamics 365 for Finance and Operations implementation and global rollout for their USA office and 67 other legal entities. To meet the client’s requirement, Synoptek provided the following implementation and integration services:
Synoptek carried out all integrations by reading or creating a file using SFTP; all parameters were made configurable from front-end, so they could be changed anytime and plugged in to different project.
To meet the client’s implementation and integration requirement, despite several challenges, the team at Synoptek stayed the course with project tasks and deliverables and completed the project in time.
Post implementation, the client is able to get better visibility into business operations, easily fetch data from different systems, and efficiently meet the needs of their customers.
Given the consistency and dedication with which the project was implemented, the client is now advocating scalability and flexibility for future growth within the platform.