WE Communications Modernizes its Finance Platform with Dynamics 365 and agency360

Company Overview

WE is an independent communications and integrated marketing agency with more than 1,000 experts in the technology, health, and consumer sectors.

Solution:

HSO ProServ was engaged to assist WE with a seamless migration to Microsoft Dynamics 365 Finance and Operations as their new cloud-based ERP platform.

Results

  • The implementation went smoothly, came in under budget and on schedule
  • Employees were swift to utilize the new, faster system for on-time reporting through a web browser
  • WE has been able to roll out new capabilities for their users: for example, Power BI reports and dashboards

WE Communications Modernizes its Finance Platform with Dynamics 365 and agency360

A Proven Global Agency

As one of the largest independent communications and integrated marketing agencies in the world, WE knows the power of communications. Having grown to more than 1,000 experts in the technology, health and consumer sectors, WE provides a complete portfolio of marketing communications services that helps their clients boost adoption, build reputation, and drive real business results. The agency boasts a roster of top tier clients that include Microsoft, McDonald’s, Volvo, and Safeway.

A Solid but Aging Foundation

WE had been running their business on the Microsoft Dynamics AX ERP platform since 2012. While Dynamics AX met the needs of the organization, the technology was aging, the user experience was outdated, and WE experienced performance latency when accessing the centralized system from their global offices.

“Our system was working fine, but nobody was very excited about it”, explained Liz McCue, Principal ERP Architect for WE. “For most of our employees, their primary interface with the system is for time and expense entry. With the solution being somewhat outdated, the system was clunky to access and the user experience just wasn’t great.”

A Cloud Transformation Project

After considering key business cycles, WE determined that the timing was ideal to modernize their ERP platform. “We wanted to keep up to date with the latest technology and move to a modern cloud application that would be easier to access from our offices around the world”, continued McCue.

WE decided to migrate to Microsoft Dynamics 365 Finance and Operations as their new cloud-based ERP platform and turned to industry specialist HSO ProServ to assist them with this transformation.

WE and HSO ProServ implemented a full complement of financial management functionality in Dynamics 365, as well as the Dynamics 365 project management and accounting solution for managing the complete lifecycle of WE’s projects. WE also implemented HSO ProServ’s agency360 industry solution that provides key features for advertising and marketing agencies.

WE and HSO ProServ kicked off the migration project in December, 2018, and WE successfully went live on the target date of October 1, 2019. “Our experience with the HSO ProServ team was fabulous”, described McCue. “Their depth of knowledge around Dynamics 365 was great, and they were consistently there to help us when we needed it. The implementation went very smoothly, and we came in under budget and on schedule, which is rare in this type of project.”

Reaping the Benefits of Microsoft Dynamics 365

WE has seen significant benefits since implementing Dynamics 365. “As a native cloud application, Dynamics 365 provides a modern user experience”, explained McCue. “The system is easy for our employees to access through a web browser for time and expense entry, the performance is much faster for our users around the world, and we’ve seen improvements in how the localized accounting features work for our global operations.”

One of the most significant improvements has been the reporting and analytical capabilities provided by Power BI and HSO ProServ’s agency360 BI solution. “We’ve rolled out a self-service reporting and analytics solution to our finance power users”, continued McCue. “They love being able to create Power BI reports and dashboards without having to call IT.”

Looking to the Future

Looking ahead, WE intends to expand the capabilities of Dynamics 365 to provide additional benefits to their employees. “We’re currently planning to implement mobile apps for key processes, as well as the resourcing module to help us plan and schedule resources on our projects”, said McCue. “We’ll also be continuing the rollout of Power BI across the agency to provide dashboards and reporting workspaces so that everyone has access to key project and utilization data.”

Equally as important will be the ability to stay up to date on the latest cloud updates. “It’s very exciting to always be on the latest and greatest technology with the ongoing cloud updates”, explained McCue. “That puts us in a position to continue turning on features that are valuable to the business. The possibilities with Dynamics 365 are endless.”

Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
to business initiatives.

Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into sa.global, where he served as CEO of the Americas prior to launching HSO | ProServ.

Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

Paramesh Rajan is VP, Technology at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of sa.global’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

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In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

Amy Spencer leads the team that is responsible for go-to-market strategies, messaging, and demand generation in the US.

Amy earned a Bachelor of Arts degree in Communications from The College of New Jersey and has 25+ years of experience in marketing management for technology and professional services companies.

As Vice President of Human Resources for HSO, Kristen Ramerini is responsible for initiatives including recruitment, onboarding, professional development/career progression, performance management, culture, and employee retention. Prior to her position with HSO, she worked in human resources and recruiting for Seviroli Foods on Long Island and CCN, Inc. in New York City. She holds an MA in Industrial/Organizational Psychology from Hofstra University and is PHR certified.

Darren Gooding is VP of Delivery for HSO | ProServ, leading the company’s CRM delivery across the legal, AEC, consulting, and accounting markets. Darren applies his 25 years of experience and HSO’s industry focused intellectual property to successfully deliver large-scale, global engagements that ensure customer success.