Microsoft Dynamics AX Case Studies

Professional Services Automation, Advertising & Marketing Communications, Architecture, Engineering, Construction, Environmental, IT, Management Consulting, Project-Based Services

Architecture, Engineering & Environmental Services				IT & Management Consulting Services				Advertising & Marketing Communications Services

Architecture, Engineering & Environmental Services

International Design, Engineering & Construction Firm

Systems Advisors Group works with an internationally recognized provider of design, engineering, and construction management services for the development of spatial architectural structures and enclosures.

• Our client had been using the MAS/90 accounting software system and was performing a number of project oriented business processes through disconnected Excel spreadsheets.
  
• As their organization grew and expanded into several foreign countries in Europe, the Middle East, and Asia, their management team determined that the organization needed to attain better visibility of their foreign operations.
  
• The company also needed to put additional project controls in place.
  

Systems Advisors Group worked with this organization to deploy our A&E industry solution for the Microsoft Dynamics AX PSA software system to manage their financial management, project accounting, and project management processes. With the use of Microsoft Dynamics AX, our client has:

• Improved efficiency levels by eliminating manual and disjointed business processes.
• Gained better control of the financial performance of their client projects.
  

Engineering, Consulting, & Program Management Firm

Systems Advisors Group works with an international firm that provides design engineering and product / process compliance services, technical resources, and program management support to businesses and government organizations.

• Our client had been running their business on a series of disparate business applications, including a legacy accounting and project management software system that was running on an old IBM AS/400 platform.
  
• Because these various business applications were not well integrated, data did not flow easily across departments and functional groups, and many business processes were performed manually or required double data entry.
  
• This systems environment was difficult for their IT staff to support, and it was costly to extend these systems to accommodate new business requirements.
  

After evaluating systems from Oracle and SAP, this organization selected Systems Advisors Group and our Microsoft Dynamics AX-based industry solution for A&E firms.

Systems Advisors Group worked with this client to deploy Microsoft Dynamics AX PSA for CRM, Financial Management, and Project Accounting. With the use of an integrated Microsoft Dynamics AX enterprise software system:

• The client now has the ability to improve communications and data access across their various functional areas.
  
• The new system provides a flexible and modern technology platform that can grow and adapt along with their business.
  

Diversified Engineering Services Firm

Systems Advisors Group works with an engineering services firm that provides services covering the entire product lifecycle for industries such as Automotive, Aerospace, Industrial Products, Marine & Ship Design, and Plant Engineering.

• Our client had historically tracked their projects in Excel spreadsheets and other disconnected tools which limited their visibility throughout their project lifecycles.
  
• With 1,400 employees working on different projects, and across different locations, this client needed a solution that would help them enhance project visibility, improve efficiency levels, and simplify their project management processes.
  

Systems Advisors Group provided this client with an integrated Microsoft Dynamics AX Professional Services ERP solution (Dynamics AX PSA) to manage their finances, projects, and resources. Through the implementation of Dynamics AX PSA, this client was able to:

• Gain better visibility of their sales forecasts
  
• Enhance their collaboration across departments and projects
  
• Improve resource management, scheduling, and utilization performance, all leading to improved project profitability
  

IT & Management Consulting Services

IT Networking Solutions Provider

Systems Advisors Group worked with a leading provider of IT infrastructure and networking solutions and services based in the Southwestern US.

• Our client was undergoing rapid growth based on their status as one of the top Cisco integrators in the US.
  
• After performing an acquisition of another organization, they found themselves using multiple ERP software systems, which limited their ability to analyze their overall performance across their various operations.
  
• The client realized that in order to maximize visibility across their business, they needed to consolidate their operations onto a single Professional Services ERP software platform.
  

After evaluating multiple systems from SAP, Oracle, JD Edwards and others, this organization selected the Microsoft Dynamics AX Professional Services industry solution (Dynamics AX PSA). Systems Advisors Group helped this client with their conversion to Microsoft Dynamics AX PSA and completed a successful implementation and go-live cutover on a relatively short timeline.

As a result of this implementation, our client was able to:

• Improve their reporting and decision making capabilities
  
• Improve project controls and delivery success
  
• Deploy a flexible technology platform that would provide a strategic advantage moving forward.
  

Global IT Consulting Firm

Systems Advisors Group works with a 2,500 employee international provider of IT Consulting Services based in the Mid-Atlantic region of the US.

• Our client was using a series of disparate business systems to manage their accounting, project management, and human resource management processes.
  
• As the company grew and expanded internationally, they realized that they were pushing the limits of their existing financial management infrastructure
  
• They needed a more flexible and scalable platform on which to continue growing their business in the future.
  

Systems Advisors Group is working with this client to deploy our Dynamics AX PSA solution across their operations in North America, Europe, and the Philippines.

Through the implementation of Microsoft Dynamics AX, this organization intends to:

• Streamline their project accounting and management processes
  
• Better integrate their financial data from their various operations
  
• Provide real-time visibility across their global enterprise to their management team
  

Advertising & Marketing Communications Services

Digital Marketing Agency and Technology Consultancy

Systems Advisors Group works with a digital marketing agency that provides creative design, consulting, and technology solutions to help large Fortune 500 brands better connect with their consumers.

Our client's business had grown, both organically and through acquisition, into new markets and geographies. As their business expanded, management knew that gain control of their finances, and improve visibility of their various entities and locations.

Systems Advisors Group helped the client deploy the Microsoft Dynamics AX financial management system across their various operations, both in the US as well as their international operations in the UK.

The new Dynamics AX system brought all of their operations into view on a single accounting platform, which gave our client the ability to:

• Accelerate their financial consolidation and reporting processes
  
• Increase the control that they have over their business
  
• Improve their billing and A/R processes
  

Creative Design and Branding Agency

Systems Advisors Group works with a well known marketing consultancy that provides creative design and branding services to high profile brands such as Microsoft and Starbucks.

Our client was looking for a new accounting and project management software system, but needed a solution that could easily integrate with their corporate parent’s reporting platform. Key issues for this organization when they first contacted Systems Advisors Group were:

• The desire to improve the adoption and efficiency of their timesheet entry and approval processes
  
• Improvement of their human resource information tracking
  
• Better control of project-related purchases
  

Systems Advisors Group worked with this organization to configure Microsoft Dynamics AX to manage their Finances, Projects, and Human Resources. Our client now uses the Microsoft Dynamics AX software system for Accounting, Project tracking and costing, Purchasing, Billing, and Human resource tracking.

As a result of the Microsoft Dynamics AX implementation, the organization has improved:

• Control and visibility of project costs
  
• Efficiency levels throughout their project lifecycle.

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