Agtegra: Evolving finance operations to reinforce trust with users

What was the challenge?

“Shortly after implementing a new ERP system, we experienced issues that directly affected our ability to operate our business effectively. Faced with ongoing system issues, we needed to quickly find a solution that enabled us to serve our customers better.”

Describe the solution delivered by the Agtegra and PwC community of solvers.

“With PwC’s help, we redesigned finance and supply chain systems for continued growth. We used Microsoft Dynamics 365 to streamline financial operations, including vendor invoice management, bank reconciliations and other automated tasks. This freed up the finance team to focus on analysis, insights and to work closer with the business and customers.”

Where or how did innovation and unexpected ways of thinking come into play?

“By taking a holistic view and identifying key business opportunities, we implemented a niche solution for supply chain operations and streamlined financials on Microsoft Dynamics 365. This project reestablished trust with our users. Today we’re operating our business and financial systems effectively, saving time and invaluable resources.”

How does the solution blend the strengths of technology and people?

“I was impressed by how quickly PwC identified the root causes of our challenges, made recommendations and helped us implement a solution that enabled us to simplify our financial management systems and drive efficiencies. As a result of our collaboration with PwC, we’re now delivering on our promise to provide superior service, efficient operations and member success.”