A private organization, a stock-listed company, and an international intellectual property services group approached DHRP. This company operates in ten IP jurisdictions and has clients in over 25 countries. The group has been a part of Asia Pacific's IP sector for over 130 years and recently expanded into Canada. Since listing on the Australian Securities Exchange in 2014, it has experienced rapid growth due to successful strategic acquisitions and mergers.
Major Challenges:
This private organization faced several major challenges with its previous system, Microsoft Dynamics 365. These challenges include:
1. Integration with 3rd-party systems
Private Organization was facing issues with integrating Dynamics 365 with other systems. Implementation teams sometimes consider integration between systems as a primarily technical exercise and overlook the critical role played by business teams. However, successful integrations between Dynamics 365 apps often depend completely on a well-defined cross-system business process. If the specific process details and broader requirements are not properly defined, the integration project might take longer or go through several iterations of trial and error.
2. Underutilization of Dynamics 365
The organization was not using the full potential of Dynamics 365. Important finance, project management, automation, and HR capabilities needed to be configured and aligned to business operations so users could gain more value from the platform.
3. Managing transactions outside of Dynamics 365
Several transactions and related processes were managed outside Dynamics 365, which increased manual handling, reduced visibility, and made reporting less efficient across teams.
Our approach
DHRP's approach to addressing the major challenges faced by this organization with their previous system, Microsoft Dynamics 365, involved implementing various modules and functionalities, as well as providing a dedicated mobile app with various HR and top project management capabilities functionalities.
1. Project forecasting module
DHRP implemented a project forecasting module to help Private Organizations better manage their projects and resources. This module allows the company to forecast project timelines, budgets, and resources and make informed decisions based on these forecasts.
2. Cashflow forecasting
DHRP implemented cash flow forecasting functionality to give finance teams better visibility into projected cash movement, expected payments, and future financial requirements.
3. AP automation through OCR
AP automation through OCR was introduced to reduce manual invoice handling, speed up accounts payable processing, and improve accuracy in financial operations.
4. Employee travel expense management module
DHRP implemented an employee travel expense management module to streamline expense submission, review, approval, and reimbursement processes.
5. DHRP's own advanced banking module
DHRP's advanced banking module was used to strengthen banking processes, reduce manual effort, and improve operational control within Dynamics 365.
6. Dedicated mobile app
DHRP provided a dedicated mobile app with various HR and project management capabilities, including project timesheets, project management, project expense claims, HR and payroll functionality, employee self-service, rostering and timesheets, and onboarding and offboarding of employees.
Result (Outcome):
DHRP's implementation of their dedicated mobile app for the Private Organization, which works on iOS and Android, has brought several positive outcomes and benefits. The app provides a range of functionalities that allow users to efficiently manage various aspects of their projects, HR processes, and employee self-service.
One of the key results of implementing the mobile app is improved project management. Users can easily track and manage project timesheets, project management tasks, and project expense claims. This streamlines project-related processes and enhances overall project management efficiency.
Additionally, the mobile app enhances HR and payroll functionalities. The app is still under development, but once it's ready company can reap all the benefits.
The Organization's employees can access HR and payroll features such as onboarding and offboarding processes, rostering, and timesheets. This simplifies HR processes and empowers employees to manage their own HR-related tasks.
