Executive Summary
In this case study, we will explore how CuroGens helped Meriton, a holding company that focuses on commercial HVAC companies, rescue their inefficient D365FO implementation. Having gone live with only two business units in one legal entity, CuroGens has worked with Meriton to expand their business into key markets across the United States through the implementation of several business units with a plan to activate more.
Who They Are
Meriton: A holding company focusing on commercial HVAC, real estate, healthcare, and tech investments. They emphasize tangible actions, team effort, and diverse investments.
Benefits
- Growth Acceleration: Drive expansion by removing obstacles and leveraging collective strengths.
- Operational Excellence: Streamline processes across subsidiaries for improved performance.
- Innovation: Invest in cutting-edge technology to maintain a competitive advantage.
Introduction
Meriton was experiencing challenges with the implementation of their D365FO system. Another partner began the project, exceeded its budget, and was behind schedule. CuroGens was brought in to resolve issues with the implementation of the D365 system. The previous partner had only implemented two out of three business units of one legal entity, resulting in the accounting team having to simultaneously record General Ledger (GL) in two different systems, which led to an enormous workload and challenges in maintaining accurate records. In addition, CuroGens discovered the previous partner implemented customizations through bad code that was causing issues in the already live environment. After a quick analysis of the situation, CuroGens proposed a plan to bring the final business unit live within three months and make F&O the system of record.
Goals and Objectives
When CuroGens was brought in, the primary goal was to implement the remaining business unit for the first legal entity and address issues caused by poor implementation and coding practices. After successfully going live with the first legal entity, Meriton’s goal was to onboard all of their acquired companies onto D365FO and pave the way for business expansion into key markets across the United States. CuroGens played a key role in defining the data extraction, migration, and cleansing processes, which helped to onboard new acquisitions more quickly and efficiently.
Approach
CuroGens listened to Meriton’s request to develop a plan to make F&O a system of record, analyze the current state of implementation, and utilize native functionality as much as possible. The team identified 52 code strands, investigated them, and proposed fix solutions to Meriton. CuroGens partnered with Meriton to go live with the first company and launch multiple new legal entities as they were acquired. CuroGens completed the successful implementation.
Solution
CuroGens successfully and quickly resolved issues with the initial inefficient partner implementation. By recognizing, fixing, and deleting bad customized code from the previous partner, CuroGens continues to work alongside Meriton to launch new legal entities and migrate acquired entities from legacy ERP systems to D365, in addition to identifying operations and ISV solutions to streamline their business processes.
Results
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