Contact us
AND ACCOUNTING FIRM
During our partnership, the firm has experienced significant expansion, both geographically and in terms of headcount, marking a clear shift in scale.
It now plans to double its growth over the next three years, confirming its exceptional momentum.
Company Profile
- A company founded in 1971 with over 2,100 employees
- With over 130 offices in France
- A rapidly expanding firm at the time of the project
Challenges
- Support rapid growth
- Replace an outdated IT system that is no longer suited to the group’s size
- Manage large volumes of data
- Standardize processes across a highly decentralized network
- Quickly integrate acquisitions and unify practices
- Ensure data quality and compliance
- Promote user adoption
Scope
D365 FINANCE & OPERATIONS:
-
- Implementation of multiple legal entities
- Business management, including the group’s main entity
- Task management, timesheet entry, invoicing…
- Accounts receivable, accounts payable, finance, fixed assets, cash management
-
-
- Payroll
- HR (users and employees)
- Vendor invoices
-
- Data Migration
- New Practice Integration Kit
- Merger Kit
- Dashboards and Reporting
- Electronic Invoicing
Focus Workin Audit 365
Workin Audit 365 is a suite of features designed to meet the specific needs of audit and accounting firms in Dynamics 365 Finance.
Developed by our experts, Workin Audit 365 is a solution for centralizing invoices and managing cash flow:
- Fee-for-service billing
- Renewal of billing cycles
- Automatic generation of the billing scheduleWorkin Audit 365 makes it easier to manage and monitor assignments:
- Mission Creation Assistant
- Additional features:
-
-
- Bulk approval of timesheets
- Bulk publication of work breakdown structures (WBS)
- Bulk closure of assignments
- Bulk transfer of assignments from one legal entity to another
- Customization of labels
- Provision of the data model for BI
-
Benefits
- Our client now has a platform capable of keeping pace with its growth
- A modernized, intuitive, and unified user experience
- Streamlined processes that ensure smooth operations and consistency across the group
- Reliable, real-time data to manage each unit in real time
- Standardized integration of new acquisitions, promoting the group’s agility
- Enhanced automation and productivity, with better integration with third-party applications.
