The Client

A public water management authority. Founded in the 1950s and headquartered in southeast Michigan, the organization manages a water system that measures more than 50 square miles. The authority also provides recycling and waste services via an entirely separate legal entity.

The Challenge

The client had been using an old on-premises version of Microsoft Dynamics SL and was considering upgrading to the cloud-based Microsoft Dynamics 365 Business Central solution in an effort to streamline and enrich its backend workflows without investing in new servers. Additionally, the organization’s relationship with its previous reseller had essentially disintegrated, leaving it without key support services and unwilling to invest more in an antiquated Dynamics SL solution. The authority was also interested in deploying fixed-asset services, something only possible in Dynamics SL environments through third-party integration. 

With these needs in mind, the client reached out to The TM Group for assistance.

The Solution

The TM Group proposed a streamlined solution centered on Dynamics 365’s Business Central offering for small and medium-sized organizations. Accounts payable, accounts receivable, bank reconciliation and general ledger modules forms the core of this platform. The TM Group also implemented fixed asset-management that allows the client to manage more than 500 separate field fixtures.

The Outcome

The resulting solution allowed the organization to simplify its workflows, resulting in immediate productivity gains. Additionally, the more feature rich functionality of Microsoft Dynamics 365 Business Central also provided more accurate reporting. However, the client does not intend to stop here. The TM Group is currently collaborating with the organization on the next phase of the project, which includes the introduction of new waste-billing processes and potential Power BI integration. Ultimately, the client wants to equip upper management with accessible insights they can use to formulate overarching business strategies and facilitate growth. The organization also wants to develop and deploy a series of line-of-business applications that could help further streamline accounting operations.

The TM Group will, of course, be there to guide the client through this next phase and leverage the expertise of its implementation specialists to roll out an all-encompassing solution that will help the organization accomplish its financial goals.

Does your nonprofit organization want to improve your accounting and business processes by moving your accounting to the cloud? Connect with The TM Group, who have been managing CRM and ERP implementations for decades, providing small to medium sized organizations with tailored services designed to help them find success today and in the future. Connect with them today to learn more.