AutomationDynamics365EasyRepo
To better serve its customers and partners, this wholesaler needed to become a data-centric organisation. However, their current systems were too fragmented and inefficient to enable this vision.
It embarked on a three-year long business transformation to replace their legacy IT systems with Microsoft Dynamics 365, which the wholesaler picked for its efficient management of business information and resources. They engaged Microsoft to integrate Dynamics 365 across its entire business.
The implementation consisted of five modules including Finance and Operations, Account Management, Sales Management, Case Management and Customer Engagement Extensions, which are made up of almost 50 sub-modules. This meant every aspect of the wholesaler, its staff, and their work would be affected and transformed by the implementation. In addition to its technical complexity, Microsoft also recognised it amongst their top global projects in terms of size and scale.
As part of their custom implementation, the wholesaler also required their instance of Dynamics 365 to integrate with third party systems such as LogicApps, Flow Integration, BizTalk, as well as their own internal statement generation engine.
$112 million saved over five years, including $28 million in legacy systems.
$90,000 saved per year from test automation.
$190,000 saved from automating data preparation.
The wholesaler immediately turned to Planit as their quality partner for this complex Dynamics 365 implementation.
This was a continuation of our existing relationship, where we had proven our understanding of their business and repeatedly demonstrated our technical proficiency. This, paired with our knowledge of Dynamics 365 and flexibility to scale our capability, made Planit the best choice for achieving their implementation goals.
Moving the wholesaler onto Dynamics 365 required consolidating large volumes of complex data from across multiple legacy systems, and then migrating it onto the new system. This involved a robust reconciliation process to ensure that all relevant data was migrated into the new environment, and that none was left within the source systems.
The data migration was so large and complex that it was broken down into several stages for optimal oversight and traceability. Each of these stages was designed to discover the source for data migration as early as possible, along with early detection of possible issues. This approach not only accelerated the cadence that this critical business data came into Dynamics 365, but also ensured there were fewer errors in accessing and using the data within the new ERP environment.
By working with the wholesaler to conduct thorough end-to-end testing and user acceptance testing, we were able to validate that the right information was passed between various system and components, from start to finish, while also identifying system dependencies.
“With multiple stakeholders, external systems, and a parallel development schedule and dependencies, what Planit achieved is exemplary.”
Bharath NarayananGlobal Domain APJ Senior Project Manager, Microsoft Dynamics
Our quality assurance efforts enabled the wholesaler to navigate the technical complexity and successfully go-live on its intended date. The switch to Dynamics 365 is estimated to save the wholesaler $112 million over five years, including $28 million in legacy system costs.
By go-live, we had created and executed over 10,000 test cases. We also designed over 750 automated test cases. The test automation framework we built, and the automated test cases run on it, have the potential to save four weeks or $60,000 of manual test execution effort each time the test suite is run.
“I enjoyed working with Planit across the data migration and quality assurance, and was impressed with the outcome we all achieved together.”
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