Following its acquisition by an investment fund, a company specializing in customer relationship management solutions launched an ambitious project to overhaul its information system, with the aim of modernizing its Finance, CRM and HRIS functions. The aim was to deploy a high-performance ERP, Microsoft Dynamics, to standardize processes between entities and guarantee unified performance measurement. Thanks to our expertise in ERP deployment and change management, we managed this complex project in coordination with local and international teams, ensuring perfect synchronization with the group’s imperatives. The project enabled us to optimize key processes while meeting the tight deadlines imposed.
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ERP deployment expertise, particularly in the context of business transformation and transition
Ability to coordinate internal teams, integrators and business experts to ensure functional and technical consistency
Change management and international support to ensure adoption of new tools and processes across several countries
Structured project governance, with clear organization and optimal coordination between teams and stakeholders
Post-deployment monitoring to guarantee the effectiveness and continuity of implemented solutions
Coordination of local and international teams: effective management of different stakeholders across several countries, ensuring team buy-in to new tools
Agile project management: meet tight deadlines while maintaining high deployment quality, adjusting resources and actions as the project evolves
Efficient change management: drawing up and monitoring a change management plan, with dedicated training for key users and appropriate communication tools.
Post-deployment monitoring: setting up a monitoring system to ensure the stability of the new tools and continuous improvement.
Risk and constraint management: rapid adaptation to changes in scope and proactive management of transition-related risks
Structuring project governance: setting up a solid project organization, with clearly defined roles, to ensure consistency of IS implementation across the three functions.
ERP deployment framework: selection of Microsoft Dynamics ERP to meet the company’s specific needs in terms of finance, CRM and HRIS.
Planning and coordination: development of a detailed deployment plan, with milestones and resource management to meet deadlines.
Change management: supporting teams with training, workshops and support to facilitate the adoption of new tools.
Steering international deployment: specific coordination for the deployment in Spain, analyzing functional gaps and aligning local teams with the global strategy.
Post-deployment follow-up: monitoring the implementation of solutions to ensure tool stability, and adjusting processes if necessary.
Managing international complexity: coordinating the various business and IS players across several countries, each with its own needs and constraints
Tight deadlines: the project had to be aligned with the release of the tools previously supplied by Capgemini, imposing a strict schedule.
Adapting to changes in scope: the scope of the project changed during the course of the project, requiring a high degree of flexibility and proactive management of new requirements.
Team commitment: the involvement of local teams was essential, but managing resistance to change was a major challenge, especially with an international rollout.
Coordination with the integrator and business experts: ensure smooth communication to guarantee consistency between business needs and the technical solutions implemented
Optimization of business processes: standardization of financial, CRM and HRIS processes across all entities, offering smoother, more consistent management.
Improve measurable performance: implement ERP solutions enabling unified performance measurement on a global scale.
Successful adoption of ERP tools: strong adoption of new solutions by in-house teams, thanks to effective change management support.
Reduce processing times: improve process efficiency by automating and integrating finance, CRM and HRIS functions.
Successful post-deployment monitoring: assurance of system stability after deployment, with real-time adjustments to meet new needs.
