Systems Implementation · 17 November 2023
Selected and implemented Dynamics 365 as the optimal enterprise platform through strategic evaluation and integration.
As Technical Lead and Project Manager, I led the evaluation and selection of an enterprise ERP platform at J.&J. Denholm Group. After comparing Dynamics 365, SAP, Sage, and Salesforce, I drove the implementation of Dynamics 365 across Finance, HR, and Operations. The solution included integrated workflows, data migration, and real-time reporting through Power BI dashboards.
Faced with the need for a modern ERP system to unify financial, HR, and operational workflows, I led the enterprise-wide evaluation and implementation of Microsoft Dynamics 365. The project aimed to replace legacy systems, improve process efficiency, and deliver real-time business intelligence to leadership.
ERP Evaluation & Selection: Conducted a detailed comparison of Dynamics 365, SAP, Sage, and Salesforce. Assessed alignment with business processes, cost implications, and scalability—resulting in the selection of Dynamics 365.
Business Case Development: Built and presented a strategic business case highlighting the ROI, process improvements, and integration benefits of Dynamics 365, securing executive approval.
Implementation Leadership: Managed the deployment of Dynamics 365 across Finance, HR, and Operations. Directed a cross-functional team of 6, aligning business units with the new system.
Data Migration & Integration: Led data transfer efforts from legacy systems to Dynamics 365. Ensured integrity, minimal downtime, and proper mapping of key records and workflows.
Power BI Reporting: Designed and deployed 5+ Power BI dashboards to provide real-time insights into financial performance and operational efficiency.
Adoption & Training: Created documentation and delivered training sessions for key stakeholders, ensuring high user adoption and smooth transition.
Challenges & how I solved them
Balancing the feature sets and costs across multiple enterprise solutions.
Ensuring data accuracy and process continuity during system migration.
Driving cross-departmental adoption of a new enterprise system.
Coordinating between internal teams and third-party consultants to meet deadlines.
Related
As Lead Business Analyst and Technical BA on this project, I led the successful implementation of Microsoft Dynamics 365 Finance and Operations across all departments. The project replaced legacy systems like Sage and SAP and supported a fivefold expansion in operational scale—reducing project costs by £300k through Lean Six Sigma methods, Agile delivery, and process re-engineering.
Designed a comprehensive HR app to manage the full recruitment lifecycle. Enhanced the recruitment process with automated workflows, leading to quicker decision-making, reduced administrative delays, and more informed recruitment across all 7 businesses.
Lead Developer and Business Analyst I designed and implemented a custom IT Procurement app using Microsoft Power Apps. The project automated procurement workflows, from request to approval, and was built collaboratively with business stakeholders to ensure functional alignment, seamless integration, and user adoption.