A private organization, a stock-listed company

Major Challenges > Our approach > Result (Outcome):

A private organization, a stock-listed company, and an international intellectual property services group approached DHRP. This company operates in ten IP jurisdictions and has clients in over 25 countries. The group has been a part of Asia Pacific’s IP sector for over 130 years and recently expanded into Canada. Since listing on the Australian Securities Exchange in 2014, it has experienced rapid growth due to successful strategic acquisitions and mergers. 

Transport-management

Industry

Intellectual Property Services

Learning Management System 365

Previous System

Microsoft Dynamics 365

Dynamics-365-Field-Service

Services provided

Implemented project forecasting module, cash flow forecasting, AP automation through OCR, an employee travel expense management module, and DHRP's own advanced banking module. Provided a dedicated mobile app for project timesheets, project management, project expense claim, HR and payroll functionalities, employee self-service, rostering and timesheets, and onboarding and offboarding of employees.

timesheet-rost-1-1

Timeline

ongoing

Layer-14

Number of Users

Undisclosed

Major Challenges:

This private organization faced several major challenges with its previous system, Microsoft Dynamics 365. These challenges include:

Private Organization was facing issues with integrating Dynamics 365 with other systems. Implementation teams sometimes consider integration between systems as a primarily technical exercise and overlook the critical role played by business teams. However, successful integrations between Dynamics 365 apps often depend completely on a well-defined cross-system business process. If the specific process details and broader requirements aren’t properly defined, the integration project might take longer or go through several iterations of trial and error.

The organization was not utilizing Dynamics 365 to its fullest potential and was paying extra to 3rd-party companies for features already available in Dynamics 365. This highlights the importance of proper training and education on the software to ensure that all features and functions are being utilized.

This company was managing employee expense claims and project management outside of Dynamics 365. This can lead to inefficiencies, difficulties in tracking and managing transactions and missing out on features and functions available within Dynamics 365.

Our approach

DHRP’s approach to addressing the major challenges faced by this organization with their previous system, Microsoft Dynamics 365, involved implementing various modules and functionalities, as well as providing a dedicated mobile app with various HR and project management functionalities.

DHRP implemented a project forecasting module to help Private Organizations better manage their projects and resources. This module allows the company to forecast project timelines, budgets, and resources and make informed decisions based on these forecasts.

DHRP also implemented a cashflow forecasting module to help them better manage their finances. This module allows them to forecast cash inflows and outflows and make informed decisions based on these forecasts.

DHRP implemented AP automation through OCR to help the company streamline its accounts payable processes. This module allows them to automate the process of capturing invoice data, reducing manual data entry and errors.

DHRP implemented an employee travel expense management module to help them manage employee expenses better. This module allows employees to submit expense claims through a mobile app and allows managers to approve or reject these claims.

DHRP also provided the company with their own advanced banking module to help them better manage their banking transactions. This module allows them to manage their bank accounts, transactions, and reconciliations, all within Dynamics 365.

DHRP provided a dedicated mobile app with various HR and project management functionalities. This app allows employees to submit timesheets, manage projects, and submit expense claims, among other things. It also allows managers to approve or reject these submissions, providing various HR functionalities like onboarding and offboarding employees.

Result (Outcome):

DHRP’s implementation of their dedicated mobile app for the Private Organization, which works on iOS and Android, has brought several positive outcomes and benefits. The app provides a range of functionalities that allow users to efficiently manage various aspects of their projects, HR processes, and employee self-service.

One of the key results of implementing the mobile app is improved project management. Users can easily track and manage project timesheets, project management tasks, and project expense claims. This streamlines project-related processes and enhances overall project management efficiency.

Additionally, the mobile app enhances HR and payroll functionalities.  The app is still under development, but once it’s ready company can reap all the benefits.

The Organization’s employees can access HR and payroll features such as onboarding and offboarding processes, rostering, and timesheets. This simplifies HR processes and empowers employees to manage their own HR-related tasks.

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