Case Study: Time Management Training Client

The customer, a leading provider of time management training and assessment services, was operating on older technology ERP for many years which was stable and had been doing the job adequately, thanks to the 90s mentality of, “If you need it to do something else, customize it.” But, as everyone who has worked with customized software knows, there comes a time when heavy customizations outlive their usefulness. The customer selected and was in the midst of implementing Microsoft Dynamics 365 for Finance & Operations (D365FO), a cloud-based ERP system, which would put the company on the path to transformation, handling complex processes and those processes brought over by previous mergers. And true to the company’s culture of going beyond “good enough,” employees had very high expectations about ensuring a quality customer experience. This event spurred the search for an audit trail tool, as the company’s current solution (HelpSystems) did not have an offering for D365FO.

The customer is a leading provider of time management training and assessment services for organizations and individuals across the globe. As a publicly traded company with more than 100 direct and partner offices in more than 160 countries and territories, they must have the same level of expertise and commitment to excellence in their own internal operations. The customer is committed to helping organizations achieve transformative, lasting results. This not only requires a staff of experts in leadership, execution, productivity, trust, sales performance, customer loyalty, and more; but also a robust and efficient internal operation system.