Client Business | Industry Overview and Unique Attributes
When we first met our client, they had been working in the North American digital insurance sector for over 100 years. Their legacy includes over 30 years as a third-party administrator and more than 50 years developing cutting-edge insurance software solutions. Though they had come to understand the value of leveraging their expertise in the industry to deliver innovative services, they lacked internal efficiency which could really help their business grow to the next level.
Challenges, Objectives, and Our Role | Insights and Best Practices
In listening further to our client, we soon came to realize the limitations they were confronted with in working with outdated software applications. Limitations which caused barriers in growth in internal departments. We took time to identify the root cause for concerns and together worked with our client to identify the right solution to address these concerns. We then embarked on a journey with our client that would transform not only their digital software, but their business altogether. We worked with our client to implement Dynamics 365 Finance and Operations modules and ensured they aligned with Microsoft FastTrack project implementation methodologies. Our product implementation and training best practices were pivotal to the successful client outcomes. Through strong collaboration and beginning to end quality client engagement, we ensured the client was comfortable with the digital modernization taking place.
Key Achievements
After working with our client to implement Dynamics 365 Finance and Operations, our client is now able to streamline core business processes such as finance, human resources, procurement, and project management. Such transformation created efficiency gains, reduced manual errors, and ultimately lowered operational costs. One of the greatest benefits of D365 FO is that it automated repetitive tasks and processes, ultimately freeing employees to focus on higher-value activities. In the long run, productivity and project collaboration has increased leading to heightened employee and heightened employee satisfaction. Through strategic project implementation and adherence to best practices, we helped our client overcome the limitations of outdated software applications and emerge stronger and more competitive in today’s dynamic insurance landscape. Such collaboration exemplifies the power of relationships within an ever-evolving technology space to transform business operations and drive sustainable growth.
