UK mutual organisation Wesleyan’s strap line is We are all about you, which refers to the financial services organisation’s customer-centric drive: it’s all about its customers and target markets. Whilst the 181-year-old organisation works with customers from all backgrounds, its core markets are teachers, doctors, and dentists—and its strategy targets those core segments. “We really understand our customer base and have built a deep understanding of what it’s like for those customers in their specific industry,” says Kevin Clarke, Program Manager at Wesleyan.
Wesleyan was operating on an outdated system that was not aligned to the technology of today; this meant inefficiencies in day-to-day operations,” says Launa Herne, Head of Finance Transformation at Wesleyan. “Implementing a new Finance System was required to start the journey to transform our Finance function.
Herne adds that the organisation needed a modern finance system with the flexibility to scale to its needs and requirements without relying on customisations; this would make upgrades easier and allow for business growth. The solution had to align with the firm’s technology strategy.
Microsoft Dynamics 365 Finance clicked all the boxes. In February 2020, Wesleyan and Microsoft Gold Partner KPMG kicked off implementation of Dynamics 365 Finance. Fifteen months later, the platform went live—on time and according to budget— despite a major complication.
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