ProStrategy

Products used

Challenges addressed

• –Inefficient information sharing between departments
• –Lack of a centralised system for knowledge sharing
• –Slow onboarding process for new employees

Key metrics

• ✓Faster onboarding for new employees
• ✓Improved tracking of sales wins and opportunities
• ✓Standardized data input leading to cleaner data

Products used

Challenges addressed

• –Manual, fragmented legacy reporting process
• –High dependency on IT for reporting changes
• –Lack of a centralised data model for modern reporting needs

Key metrics

• ✓Improved data accessibility with real-time access to centralised data
• ✓Reduced dependency on IT for report generation
• ✓Enabled faster decision-making with streamlined data pipeline

Products used

Challenges addressed

• –Reliance on outdated ERP system (Navision V5) limiting scalability and agility.
• –High manual processes hindering efficiency in stock management and accounts payable.
• –Fragmented customer service operations leading to inefficiencies.

Key metrics

• ✓Improved pipeline visibility and automated tracking led to faster sales cycles and improved conversion rates.
• ✓Operational efficiency improved through automation of key workflows and enhanced stock visibility.
• ✓First-call resolution rates increased due to real-time visibility into customer interactions.

Key takeaways

• –AI adoption in finance requires clean, well-governed data to provide meaningful insights.
• –Sustainability reporting, though now limited in mandatory scope, remains essential as a competitive differentiator to attract investors and talent.
• –AI-driven planning and forecasting tools are already available and essential for creating agility in finance functions.
• –Building effective finance teams requires a blend of finance, data, and technology skills, alongside continuous improvement.

Key takeaways

• –The webinar offers a practical approach to adopting AI in alignment with strategic business goals, moving beyond buzzwords.
• –It highlights common pitfalls in AI adoption that can lead to wasted time and investment.
• –Real-world use cases are discussed, demonstrating successful applications in areas like automated bank reconciliation and intelligent document processing.
• –The session targets business and technology leaders seeking actionable advice to drive measurable value through AI.

Key takeaways

• –Microsoft Dynamics 365, a cloud-based platform, is crucial for organizations aiming to grow revenue and achieve financial goals.
• –The platform offers tools that speed up month-end close processes, streamline planning, and provide real-time insights from unified data.
• –ProStrategy can help businesses implement these solutions to support new revenue streams and enhance overall operations.

Products covered