FIT - Utility
The Utilities companies had a total of 4 different ERP installations that were not updated to the latest versions and desired a contemporary, cloud-based solution. The 3 supplies jointly issued an ERP tender. The vision was to obtain a standardized ERP platform that could be used by multiple supplies through uniform charts of accounts and structures. This was to be accomplished through their forthcoming joint IT company, FIT. Their current processes were not optimal in the existing solutions and no longer supported the growing requirements for efficient business processes. Therefore, the 3 utility companies had decided to acquire and implement a new joint and modern ERP solution based on Microsoft Dynamics 365 for Finance and Operations. Each company has its own ERP in the cloud.
ABOUT FORS A/S
"We are approximately 180 employees who deliver water, district heating, wastewater treatment, waste collection, and operate recycling centers. In total, we reach 190,000 customers every day with one or more of our products. We respect our customers and aim to be the utility company that provides the best customer experience. We achieve this by working smarter, listening to our customers, and delivering sustainable solutions that take future needs into account."
About SK Forsyning
"As a multi-utility company, we represent our customers' interests every day in electricity, gas, heating, water, wastewater, and street lighting. We must deliver value to our customers - and we do so under the motto "always nearby." Even though we are a locally rooted utility company based in Slagelse Municipality, we actually deliver electricity and gas nationwide. Our starting point is more than 100 years of experience. Every day, we work to create future-proof solutions that extend far into the future. We work, as far as possible, to create green solutions, as they are the ones that will pay off in the long run. In this way, we can leave a good place for future generations. SK Forsyning A/S was formed in 2008 through a merger of the former utility companies in Slagelse Municipality. SK Forsyning is a multi-utility company that handles electricity, water, and district heating supply, sells gas, manages wastewater, and ensures street lighting in Slagelse Municipality. We have nearly 150 employees and have a net annual turnover of approximately DKK 500 million.
ABOUT KLAR Forsyning
KLAR Forsyning is a merger of Energiforsyningen Køge, Greve Solrød Forsyning, and Stevns Forsyning. KLAR Forsyning is responsible for wastewater treatment in the four municipalities, waste management in Greve Municipality, the joint recycling center in Greve and Solrød Municipality, and water and heating supply in part of Køge Municipality. We have over 80 employees and are headquartered at Vasebækvej 40 in Køge. We are called KLAR Forsyning because we have a clear task and clear goals: Safe supply and efficient operation. We are ready around the clock.
Purpose:
The purpose of the cloud-based Microsoft Dynamics 365 for Finance and Operation has the following key objectives:
Establish an ERP system that can be used for the group's companies
Replace the current financial systems.
Consolidate multiple systems in Dynamics 365 FO
Cloud-based "software as a service"
Handling of payroll agreements
Time registration and follow-up
Project and asset management, including budget with integration to finance
Purchase management with purchase agreements, requisitions including workflow for procurement rules
Advanced inventory management with scanner
Customer management
Power BI for control and follow-up on KPIs, e.g., procurement process and project follow-up
Power App and mobile device, expenses, time registration, approval of invoices, dashboard defined per group
Integration with existing systems
Intelligent invoice workflow management with automated process and handling of specifications on utility (Special Pingala design)
Operation and maintenance / Asset management, tracking to objects
Fixed assets with depreciation profiles, accounting, years, tax, but automatic activation of capital projects
Financial reporting with management reporter, Accounting, Cost driver reports, Reports from the project module through financial dimensions.
HR - with rights assignment based on job type (Special Pingala design)
Method description
The tools and methods used in the project are all part of the Pingala culture. The tools and methods describe how we incorporate and manage projects and which tools we use during the project. All management and control tools are Microsoft tools incorporated into the Pingala project model in a way that supports the elements involved in projects.
The path to a successful project is the combination of the project approach and the tools involved.
Pingala uses an agile project approach, inspired by well-known project methods and further developed from experience that suits the ERP market.
One of the most important changes to the pure agile approach is that controlling elements are implemented in the method to ensure progress and deadlines are met without sacrificing flexibility.
The overall project is divided into phases, each ending in a release to the organizational and production environment. Each phase is divided into a preparatory iteration, multiple sprints, and iterations culminate in a go-live preparation.
Use of selected modules
Solutions are closely related to all modules in Dynamics 365 for Finance and Operation, where contract management for suppliers and customers is handled. Purchase and invoice flows are defined with procurement rules to ensure the organization's payment policies are adhered to. Goods must be managed logistically so they are picked for the correct productions and orders. Advanced project structure provides simple data capture and automatically accounts for everything on accounts and financial dimensions.
In the data management Tool for Dynamics 365 for Finance and Operation, advanced integrations to internal and external systems are configured.
Relevance
Tender won by Pingala. The delivery includes the provision of services for analysis, design, implementation, system configuration and setup, customization and modifications, integrations, Business Transition, data conversion, system and project documentation, testing, training, system validation, Go-live, hyper Care, and finally ongoing maintenance and support of the cloud-based ERP system Dynamics 365 for Finance and Operation.
The services provided by Pingala will be cloud-based ERP system Dynamics 365 for Finance and Operation licenses. Operation is provided by Microsoft and licensed by Pingala through our dealer agreement with Microsoft.
Project
The project started with a clarification phase that ran from August to September 2018.
The project went live on time and budget:
FORS: March 1, 2019
SK-Forsyning June 1, 2019
KLAR October 1, 2019 as planned.
Microsoft Dynamics 365 for Finance and Operation environments for use in the project are provided by Microsoft, and Pingala is responsible for ongoing application patches from Microsoft so that GO-Live is on as updated a patch as possible.