Finance Process Optimisation with Dynamics 365

Optimising finance operations using Dynamics 365 Finance, Power Platform, and Process Mining. We analyse transaction-level D365 data to reveal bottlenecks, inefficiencies, and automation opportunities, delivering measurable improvements in cash flow, cost, and control.

How We Unlock D365 Value

Finance Process Optimisation and Automation

We deploy process mining and process intelligence to take a full “x-ray” of your Dynamics 365 Finance processes. By uncovering hidden bottlenecks, rework, and inefficiencies, we show exactly where to focus improvement and automation efforts. This surgical approach improves cash flow, reduces cost, strengthens controls, and unlocks the full performance potential of D365 Finance.

Core Capabilities

Simplifying and Automating Core Finance Operations

Simplify and automate finance operations using Process Mining insights and D365 capabilities. We reduce manual effort, accelerate close cycles, and design scalable processes for sustained performance.

Bottleneck and Throughput Analysis in D365

Use process mining on D365 transaction data to pinpoint where R2R, O2C, and P2P processes slow down, quantifying the impact on close cycles, cash collection, and supplier payments.

Bottleneck and Throughput Analysis in D365

Use process mining on D365 transaction data to pinpoint where R2R, O2C, and P2P processes slow down, quantifying the impact on close cycles, cash collection, and supplier payments.

Bottleneck and Throughput Analysis in D365

Use process mining on D365 transaction data to pinpoint where R2R, O2C, and P2P processes slow down, quantifying the impact on close cycles, cash collection, and supplier payments.

Rework and Exception Identification

Analyse D365 process variants to identify manual rework, error-driven exceptions, and non-standard paths that increase cost, delay outcomes, and erode confidence in finance operations.

Rework and Exception Identification

Analyse D365 process variants to identify manual rework, error-driven exceptions, and non-standard paths that increase cost, delay outcomes, and erode confidence in finance operations.

Rework and Exception Identification

Analyse D365 process variants to identify manual rework, error-driven exceptions, and non-standard paths that increase cost, delay outcomes, and erode confidence in finance operations.

Targeted Automation Opportunities

Leverage process mining insights to identify high-volume, rules-based activities within D365 that are suitable for workflow automation or Power Platform enablement, supported by a clear value case.

Targeted Automation Opportunities

Leverage process mining insights to identify high-volume, rules-based activities within D365 that are suitable for workflow automation or Power Platform enablement, supported by a clear value case.

Targeted Automation Opportunities

Leverage process mining insights to identify high-volume, rules-based activities within D365 that are suitable for workflow automation or Power Platform enablement, supported by a clear value case.

Root Cause Analysis

Move beyond surface-level symptoms by using process mining to trace issues back to data quality, system configuration, control design, or operating model decisions within Dynamics 365.

Root Cause Analysis

Move beyond surface-level symptoms by using process mining to trace issues back to data quality, system configuration, control design, or operating model decisions within Dynamics 365.

Root Cause Analysis

Move beyond surface-level symptoms by using process mining to trace issues back to data quality, system configuration, control design, or operating model decisions within Dynamics 365.

Cash and Working Capital Performance

Apply process mining to O2C and P2P flows in D365 to expose delays, leakage, and policy deviations that impact cash inflows, payment terms, and working capital performance.

Cash and Working Capital Performance

Apply process mining to O2C and P2P flows in D365 to expose delays, leakage, and policy deviations that impact cash inflows, payment terms, and working capital performance.

Cash and Working Capital Performance

Apply process mining to O2C and P2P flows in D365 to expose delays, leakage, and policy deviations that impact cash inflows, payment terms, and working capital performance.

Scalable Standardised Processes

Use process mining to define standard D365 process models and control points that scale with growth, acquisitions, and regulatory demands without increasing complexity.

Scalable Standardised Processes

Use process mining to define standard D365 process models and control points that scale with growth, acquisitions, and regulatory demands without increasing complexity.

Scalable Standardised Processes

Use process mining to define standard D365 process models and control points that scale with growth, acquisitions, and regulatory demands without increasing complexity.

Key Outcomes

Measurable Improvements in Finance Performance

We turn Process Mining insights into tangible D365 finance improvements. Simplified workflows, reduced inefficiencies, and applied automation deliver measurable gains in cost, control, and productivity.

Faster period close

Reduced manual effort and improved close predictability

Faster period close

Reduced manual effort and improved close predictability

Faster period close

Reduced manual effort and improved close predictability

Lower operating costs

Automation reduces rework and finance effort

Lower operating costs

Automation reduces rework and finance effort

Lower operating costs

Automation reduces rework and finance effort

Improved process transparency

Clear visibility of bottlenecks and root causes

Improved process transparency

Clear visibility of bottlenecks and root causes

Improved process transparency

Clear visibility of bottlenecks and root causes

Scalable finance operations

Processes designed to support growth without complexity

Scalable finance operations

Processes designed to support growth without complexity

Scalable finance operations

Processes designed to support growth without complexity

Get in touch

Ready to modernise your finance function? Let’s talk.

Whether you’re tackling process challenges, preparing for automation, or accelerating digital transformation, we’re here to support you. Reach out to discuss your goals — no pressure, no obligation.