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    HomeCase StudiesStreamlining Financial Operations with D365 F&O
    FINANCE OPERATIONS

    Streamlining Financial Operations with D365 F&O

    Optimizing core finance functions like consolidation, reporting, budgeting, and close processes to improve accuracy, compliance, and operational efficiency.

    Streamlining Financial Operations with D365 F&O
    50%
    Faster Close
    30%
    Reduction in Errors
    100%
    Compliance
    Significant
    Cost Savings
    9
    Countries

    Business Context

    Harvey Nash delivers global tech and talent solutions across recruitment, outsourcing and managed services, with 3,300 staff across 9 countries relying on D365 F&O to run finance.

    License allocation, reporting errors and workflow bottlenecks were driving up cost and slowing critical processes.

    Key Impact

    • Streamlined financial close and consolidation
    • Improved accuracy and compliance
    • Reduced manual effort and operational costs
    • Optimized license allocation across the estate

    Challenges

    License allocation was not optimised, driving up cost and misaligning user access.

    Reporting errors and workflow bottlenecks impacted daily finance operations.

    Critical processes, consolidation, year-end close, fiscal periods, required meticulous handling.

    Onboarding delays slowed the finance team's ability to scale.

    Our Solution

    • Automated the invoice workflow from Pagero to Kofax for Belgian entities.
    • Optimised Finance and Team Members license allocation in D365 F&O.
    • Resolved reporting errors, fixed workflow bottlenecks and streamlined the onboarding process.
    • Process optimisation across consolidation, year-end close, fiscal period management and financial dimensions.
    • Continuous advisory support for best practices.
    Solution

    Our Approach

    Assess
    Audited license usage and process gaps
    Plan
    Designed target operating model
    Execute
    Implemented automation and process fixes
    Optimize
    Ongoing tuning and advisory

    Technologies

    MS D365 F&O
    Power BI
    Azure
    Power Automate
    SSRS
    Dataverse

    Key Results / Outcomes

    50%
    Faster financial close
    30%
    Fewer reporting errors
    100%
    Compliance maintained
    Significant
    Cost savings

    "Our finance close is faster, cleaner and cheaper. The team's process discipline made the difference."

    , Finance Systems Lead, Harvey Nash

    Harvey Nash

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