Services
Functional Consulting & System Configuration
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Process Mapping : Map existing construction business processes to the specific capabilities of the Dynamics 365 Finance module to optimise operational efficiency.
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Backend Configuration: Configure backend system parameters to align perfectly with complex enterprise financial structures and reporting needs.
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Workflow Automation: Design and implement automated workflows and multi-tier approval processes tailored to construction procurement and billing.
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Governance & Security: Establish secure system governance through meticulous roles setup and the creation of precise permission sets.
Construction Finance Architecture
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Job Costing: Architect complex project accounting and job costing mechanisms to ensure accurate financial tracking across multiple construction sites.
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Industry Workflows: Manage specialized industry requirements, including progress billing, retainer management, and subcontractor financial workflows.
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Banking Integrations: Configure BACS file creations and Data Exchange Definitions to guarantee seamless and compliant financial transactions.
Quality Assurance & UAT Management
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Test Script Design: Design rigorous User Acceptance Testing (UAT) scripts to validate critical construction processes, including payroll, procurement, and ledger entries.
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Sandbox Validation: Test new Microsoft Dynamics updates within sandbox environments to ensure custom financial workflows remain stable and uninterrupted.
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Bug Tracking: Document system bugs comprehensively and collaborate directly with development teams to resolve integration issues before deployment.
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System Rollouts: Execute end-to-end QA processes to guarantee smooth, error-free system rollouts for end-users.
Technical Writing & Knowledge Management
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SOP Creation: Produce highly detailed Standard Operating Procedures (SOPs) specifically designed to guide construction finance teams through Dynamics 365 migrations.
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Release Notes: Translate complex financial module updates from Microsoft into accessible, practical release notes for IT and accounting departments.
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Knowledge Bases: Build comprehensive, easily searchable knowledge bases that empower employees to independently troubleshoot common job costing and billing errors.