Client Overview

The Association of Accounting Technicians (AAT) is a globally recognised professional body providing high-quality qualifications and support to professionals in the accounting and finance industry. Following a series of successful collaborations, AAT approached PSP to take over the implementation of their Dynamics 365 Finance and Operations (F&O) system, which had stalled under previous suppliers. AAT needed a trusted partner to complete the project and lead the next phase of their digital transformation, ensuring minimal disruption to their business operations.

Challenge

AAT’s existing finance systems lacked the integration and functionality needed to support their growing digital ambitions. The implementation of Dynamics 365 F&O had been initiated by a previous vendor, but challenges in project management, system configuration and data migration had caused significant delays. With the project at a critical stage, AAT required a comprehensive team to address these issues, streamline the deployment and ensure the successful launch of the new system. They needed a partner who could deliver a full-scale digital transformation, with the expertise to not only complete the Dynamics 365 F&O implementation but also prepare for future integrations, including Dynamics 365 CRM.

Solution

PSP quickly assembled a dedicated team consisting of business systems analysts, software testers, project governance experts, an IT project manager, QA manager and software developers to take control of the project. Our business analysts began by conducting a thorough review of AAT’s existing processes and systems, mapping out workflows and identifying key areas for improvement. This detailed analysis provided a solid foundation for our solutions architect to tailor Dynamics 365 F&O to AAT’s specific needs, ensuring the system would integrate seamlessly into their broader operational framework.

With clear requirements in place, our IT project manager took charge of overseeing the development, coordinating efforts across multiple teams to ensure alignment and efficiency. Data migration was a critical component of the project. Our technical team meticulously planned and executed the migration within just one working week, ensuring that all financial data was transferred accurately without interrupting ongoing business activities. Throughout this process, our QA team conducted rigorous testing to validate the system’s functionality and performance, ensuring a smooth transition for end-users.

Results

PSP successfully implemented the Dynamics 365 F&O system, transforming AAT’s finance operations with minimal disruption. The new system provides AAT with enhanced financial reporting capabilities, streamlined workflows and real-time insights into key financial metrics, empowering them to make more informed business decisions. The data migration was completed on schedule, with no loss of critical information or operational downtime. With the core finance system now live and fully integrated, AAT is better equipped to manage its financial processes and prepare for future growth.

Conclusion

By stepping in at a critical stage, PSP turned around a delayed project and delivered a robust Dynamics 365 F&O implementation that met AAT’s needs. Our comprehensive approach, from business analysis to implementation and rigorous testing, ensured a successful deployment with minimal disruption to business operations. With the finance system now in place, PSP is set to lead the next phase of AAT’s digital transformation, implementing Dynamics 365 CRM to further enhance their organisational capabilities. This project highlights PSP’s ability to manage complex digital transformations, delivering solutions that support both immediate business goals and long-term strategic objectives.