CHALLENGE & BRIEF
A key public health government organisation responsible for advancing healthcare initiatives in Aotearoa sought to replace its outdated Financial Management Information System (FMIS).
The legacy system relied heavily on manual processes, including Excel extracts to share information between platforms, and several finance functions were being managed outside of the FMIS due to its limited capabilities. This NZ government agency needed a modern ERP solution that could:
- Centralise and streamline financial operations.
- Improve finance data extraction and analytics for better decision-making.
- Enhance contract payment processes and governance for research projects.
After a competitive RFP process, the agency selected Walkerscott as its preferred vendor, recognising the effort made to understand its challenges and aligning their IT strategy with a pragmatic solution.
SOLUTION
Walkerscott implemented Dynamics 365 Business Central (BC) as the core FMIS solution, providing the public health organisation with essential financial capabilities, including Joint Venture Accounting.
Business Central
To handle accounting, project management, and customer interactions. Allowing better data management and real-time insights, facilitating improved decision-making and streamlined operations.
Continia Document Capture Add-On
Continia Document Capture was introduced within Business Central to streamline Accounts Payable and Expense Claims.
Klevr Grants
For grants and contract management, Klevr Grants (our grants management add-on for Dynamics 365) was deployed, integrating with Business Central to provide:
- Master data consistency.
- Streamlined payment processes.
- A custom dashboard for tracking Contracts and Milestones, with the ability to drill down into real-time data for deeper insights.
Improved process, reporting & focus on user adoption
The solution also included:
- Automated document processing for improved efficiency.
- Centralised reporting and governance for contract management.
- Post-go-live training and Hypercare support to ensure full adoption.
RESULTS
The implementation of Dynamics 365 Business Central as an ERP solution delivered significant improvements:
- Streamlined Financial Operations: A centralised FMIS replaced manual data sharing and reduced errors.
- Enhanced Grants Management: The integration of Klevr Grants provided better oversight of contract payments and schedules for research projects.
- Real-time Insights: The dashboard allowed stakeholders to monitor contracts and milestones, enabling more informed decision-making.
- Operational Efficiencies: Automation reduced manual tasks, allowing the organisation to focus on strategic goals.
CONCLUSION
By partnering with Walkerscott, this key public health organisation in New Zealand successfully transformed its financial and contract management processes. The implementation of Dynamics 365 Business Central modernised their operations, enhanced their reporting capabilities, and streamlined workflows. With ongoing support and training, the agency is now better positioned to serve its stakeholders and continue supporting research initiatives across New Zealand.
