Dynamics 365 ERP Implementation & Business Process Transformation

Project Overview

This large-scale ERP transformation involved migrating from legacy systems (Sage, SAP) to Microsoft Dynamics 365 Finance and Operations. Initially budgeted at £1.5 million, the project was completed at £1.2 million—achieving substantial savings and enabling scalable growth from 30 to 150 employees.

Key Contributions

• ERP Evaluation & Selection: Led comparison of D365, Salesforce, SAP, and Sage based on scalability, features, and business alignment. Dynamics 365 was selected for its flexibility and integration capabilities.

• Stakeholder Engagement: Facilitated over 30 workshops and interviews across HR, Finance, Operations, and Supply Chain to gather requirements and validate needs.

• Business Process Mapping: Mapped and analysed 50+ processes using BPMN. Identified bottlenecks and inefficiencies, enabling a 25% reduction in process delays.

• Process Improvement: Applied Lean Six Sigma and Kaizen methodologies to improve workflows, cut waste, and accelerate delivery by 6 months—boosting efficiency by 30%.

• Cost & ROI Management: Conducted cost-benefit and ROI analysis, helping reduce project expenditure by £300k through resource optimisation and refined timelines.

• Power BI Reporting: Built dashboards to monitor milestones, resources, and KPIs, improving transparency and executive decision-making by 25%.

• Scalability Enablement: Aligned D365 configuration to support workforce expansion from 30 to 150 employees with automated onboarding and process scaling.

• Agile Delivery: Used Agile practices (stand-ups, sprint reviews) to maintain flexibility, accelerate iterations, and incorporate feedback in real time.

Outcomes

• £300k saved through project acceleration and smart resource allocation.
• 30% increase in operational efficiency.
• Seamless replacement of legacy ERP platforms.
• Scalable infrastructure to support rapid com

Coordinating cross-departmental needs and expectations. Managing rapid business growth and aligning it with ERP scalability. Delivering ahead of schedule without compromising quality or stakeholder confidence. Overcoming legacy process complexities and data silos.