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Home / Insights / Case Study / D365FO Implementation Helps an Investment Company Better Manage its Financials and Ensure Timely Period Closing
Due to constant diversification of investment and asset management operations, the investment company wanted to seamlessly connect their operations and execute each business process in a system-dependent, process-efficient and optimal manner while connecting necessary information sources in real-time. Listed below are some of their requirements:
In addition to these specific requirements, the company also wanted to implement several D365FO modules including:
The investment company reached out to Synoptek for the Dynamics 365 implementation requirement.
To meet the investment company’s requirement, Synoptek installed and configured the required Dev, Test, and Production instances of D365FO.
To streamline business processes, Synoptek also carried out around 15 simple and complex enhancements:
Assist and training key business users on configuring and extracting financial reports using the financial reporting tool in D365FO:
With the implementation of D365FO, the investment company can better manage its financials and make the most of a cloud-based enterprise solution. Today, they are able to:
In fact, the success of this project has led to discussions from the investment company for partnering with Synoptek and providing more business for their group companies.
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