This business case outlines the strategic, operational, and financial benefits of migrating from Microsoft Dynamics Great Plains (GP) to Microsoft Dynamics 365 Finance and Operations (D365FO). The migration solution aims to enhance organisations financial management capabilities, streamline operations, and support future growth.

Business Objectives

• Modernize Financial Systems: Replace outdated GP systems with a modern, scalable solution.
• Improve Efficiency: Automate and streamline financial processes to reduce manual work and errors.
• Enhance Reporting: Gain advanced analytics and reporting capabilities for better decision-making.
• Support Growth: Ensure the financial system can scale with the company's growth and adapt to changing business needs.

Current Challenges

• Limited Functionality: GP lacks advanced features and integration capabilities.
• Manual Processes: High reliance on manual data entry and reconciliation.
• Poor Scalability: GP struggles to support the growing volume of transactions and users.
• Outdated Technology: GP's technology stack is becoming obsolete, leading to higher maintenance costs and risks.

Proposed Solution

Migrating to Microsoft Dynamics 365 Finance and Operations offers a comprehensive, cloud-based ERP solution that addresses current challenges and supports future business needs.

Benefits

• Enhanced Functionality: Access to advanced financial management, supply chain, and operations capabilities.
• Automation: Reduce manual processes through automation, improving efficiency and accuracy.
• Scalability: Easily scale the system to accommodate growth in transactions and users.
• Advanced Analytics: Utilize built-in analytics and AI to gain insights and make data-driven decisions.
• Integration: Seamlessly integrate with other Microsoft products and third-party applications.

Conclusion

Migrating to Microsoft Dynamics 365 Finance and Operations is a strategic move that will modernize organisations financial systems, improve efficiency, and support organisational growth objectives. The benefits far outweigh the costs, making this a sound investment for the future.