Headquartered in Sanford, Florida, the client, a Christian Mission not-for-profit organisation, provides support services and training to missionaries and members around the world. Founded in 1942, the organisation operates bible, mission, and aviation training institutes in multiple locations in the U.S., and provides donor management, fund disbursement and tracking, and core payroll and benefit services to over 3,000 members across the globe.

Currently, the client uses a legacy, homegrown system as their core ERP system for accounting functions, payroll and benefits management, and donor management processes. In addition to the current system there are many sub-systems required to support these functions. Due to the very old architecture of the existing systems (built on a FoxPro database), and the inherent limitations and complexities of scaling this architecture for globally integrated processes, the client has developed a digital transformation strategy to modernise their business applications using Microsoft Dynamics 365.

The client has already begun deploying Dynamics 365 for Sales (CRM) for tracking contacts and relationships for members, donors, and potential future members. In addition to the Dynamics 365 CRM solution, the client will now be deploying Dynamics 365 for Finance and Operations as their core accounting platform as well as for their funds tracking and disbursement processes. The client will also be deploying Dynamics 365 for Talent to manage their core HR and talent management processes for members, applicants, and employees.

This program will support a strategic shift for the client to leverage applications-as-a-service and focus on its core mission as opposed to maintaining homegrown systems and an on-premise infrastructure.

By implementing Dynamics 365, the client is hoping to replace the old system with a newer, more flexible technology platform that can easily integrate with other corporate systems to drive efficiencies and an integrated flow of information across the organisation. The client also aims to reduce the number of disparate systems required to support the organisation, set foundation for streamlined support processes for their members, and reduce manual data entry and manipulation to improve efficiency and productivity levels across the organisation.

About sa.global

Established in 1990, sa.global is a leading provider of Microsoft’s Dynamics 365 solutions to professional services organizations. With over 600 employees operating out of offices in 19 countries around the world, sa.global provides industry-focused Dynamics 365-based Practice Management, CRM, ERP, PSA, HCM, and business intelligence solutions to professional services firms in key vertical markets such as Legal, Accounting, Consulting, and Advertising & Marketing. sa.global is one of Microsoft’s elite Inner Circle Partners and has been named a Dynamics Partner of the Year nine times. For more information, please go to www.saglobal.com.