Implementation of Microsoft Dynamics 365 Finance & Operations
- Customer
- U&I Garments
- Project manager on the customer side
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- IT Provider
- Confiz Limited
- Year of project completion
- 2024
- Project timeline
- September, 2023 - February, 2024
- Project scope
- 36000 man-hours
- Goals
- The primary goal of this project is to implement Microsoft Dynamics 365 Finance & Operations (D365) for U&I Garments (Private) Limited across multiple business entities. The implementation aims to streamline and integrate various business processes including product information management, procurement and sourcing, inventory management, sales order management, retail operations, e-commerce integration, advanced warehouse management, human resource management, payroll, project management, production, and financials. The project is divided into phases to ensure a smooth transition and effective post-go-live support.
- Project Results
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The project successfully integrated D365 across multiple business entities, streamlining operations and improving data visibility. Key achievements include:
- Enhanced inventory management and procurement processes
- Improved sales order management and customer service
- Seamless integration with e-commerce platforms, enabling efficient order processing and inventory updates
- Effective human resource and payroll management
- Robust financial management and reporting capabilities
- Successful go-live with minimal disruptions and comprehensive post-go-live support
The uniqueness of the project
This project is unique due to its comprehensive scope covering multiple business entities and diverse modules within D365. It includes the integration of e-commerce platforms (Shopify and Magento) with D365, enabling seamless data synchronization and order management. The project also features advanced warehouse management for finished goods, human resource management integrated with attendance systems, and a robust payroll system. Additionally, the project employs a “train the trainer” approach for user training and a “big bang” go-live strategy for simultaneous deployment across all stores and entities.- Used software
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- Software: Microsoft Dynamics 365 Finance & Operations, Shopify, Magento
- Equipment: Barcode scanners, handheld devices for warehouse management, POS devices
- Auxiliary Systems: Attendance management system, logistic partner integration, data warehousing for BI solutions, disaster recovery and high availability systems
- Difficulty of implementation
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The project faced several challenges, including:
- Managing the complexity of integrating multiple business entities and diverse modules within D365
- Ensuring seamless data synchronization between D365 and e-commerce platforms
- Coordinating with various stakeholders and ensuring timely sign-offs and feedback
- Handling the “big bang” go-live approach, which required meticulous planning and execution to avoid disruptions
- Providing extensive training to power users and end-users to ensure effective system utilization
- Project Description
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The project involves the implementation of D365 across various modules and business entities of U&I Garments. Key modules include:
- Product Information Management: Managing finished goods and raw materials, item categories, and price mechanisms.
- Procurement and Sourcing: Vendor creation, purchase order management, and procurement workflows.
- Inventory Management: Tracking inventory at site, warehouse, and location levels, managing stock transfers, and conducting stock audits.
- Sales Order Management: Handling trade agreements, sales orders, invoicing, and returns.
- Retail Operations: Store profiling, product assortment, promotional discounts, and POS functionalities.
- E-commerce Integration: Syncing product data, inventory visibility, customer data management, and sales order synchronization with Shopify and Magento.
- Advanced Warehouse Management: Managing warehouse zones, location stocking limits, inbound and outbound operations, and quality management.
- Human Resource Management: Employee information, attendance, payroll, and talent management.
- Project Management & Accounting: Managing new location construction/renovation projects, project cost categories, and budget workflows.
- Production Management: Implementing end-to-end production processes for Al-Tayyab, including formula management, route management, and production execution.
- Financials: General ledger, accounts payable and receivable, fixed assets management, budget control, and financial reporting.
The implementation follows a phased approach with detailed planning, design, development, deployment, and operational support. The project also includes extensive training for power users and end-users to ensure effective utilization of the system.
- Project geography
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The project covers both local and international business entities of U&I Garments. The implementation includes:
- Local retail businesses (Junaid Jamshed and Almirah) with a focus on retail operations, supply chain, e-commerce integration, financials, and advanced warehouse management
- International rollout for Junaid Jamshed International, replicating the solution implemented locally with necessary localization for the specific country
- Production business for U&I and Al-Tayyab, covering supply chain, human resource, payroll, financials, and production management
The project ensures a unified and integrated system across all geographical locations, enhancing operational efficiency and data visibility.