Customer story

Finance modernization for a community clean-energy provider

Dynamics 365 Finance with real budget planning, forecasting and reporting behind it.

The customer

A large, community-focused clean-energy provider balancing public accountability, financial stewardship and the demands of a rapidly growing customer base.

The problem

Rapid growth outpaced the financial controls and reporting a publicly accountable organization needs.

What we built

We modernized financial operations on Microsoft Dynamics 365 Finance, strengthening governance, budget planning, forecasting and reporting, then set a phased roadmap starting with procurement.

What changed

  • Release 1 delivered and in use
  • Budget planning and forecasting on one platform
  • A phased roadmap, beginning with source-to-pay

Built with

  • Dynamics 365 Finance