Sample Case Studies

DynaTech’s Finance Optimization Solution for a Not-profit Streamline Operations

Written by Admin | Oct 21, 2024 1:08:26 PM

Overcoming Complexities – Embarking on the Journey Towards Digital Transformation

Headquartered in Bengaluru, India, the client is a prestigious NGO that provides meals for various underprivileged children. With a vast presence spanning over 100+ kitchens across 13 states and 3 Union territories, the client has fed more than 3.5 billion mid-day meals, 238 million Covid Relief meals, and 16.3 million Anganwadi meals. It serves approximately 2 million meals per day in about 2,500 schools, tackling malnutrition and promoting the right to education among socio-economically challenged backgrounds.

Due to its presence in 198 locations and the concurrent operation of multiple systems, the client sought a streamlined and centralized system. 

  • The users were from different professional and educational backgrounds and possessed limited IT skills.  
  • Maintaining the process and reporting of more than 5,000 employees and 100 kitchens was tricky. 
  • The client had decentralized Master Data in all its legal entities. Eliminating duplicate master data was a complex task.  
  • The approval process for purchasing material, vendor processing, etc., was tedious. 
  • Kitchen-wise efficiency was measured through the Daily Variable Cost Overall Efficiency (OE) tracker in Excel, which required manual work, and keeping track of it was tedious. 
  • The company's legacy system was decentralized, resulting in uncoordinated kitchens.  
  • The client serves through several government and non-governmental programs. They wanted to track the cost of each program, such as the cost of materials, preparation, and distribution. 

DynaTech’s Finance and Supply Chain Modernization Solutions coupled with Power Automate – A Path to Efficiency 

With a large user base in its multiple legal entities, the client embarked on a digital transformation journey to streamline operations and create a centralized business process. Our Finance and Supply Chain Modernization Solution, integrated with Microsoft Dynamics 365, was a perfect match for their requirements! 

Key Highlights of the Solution:

  • Cloud Integration: The cloud-based platform enabled parallel work from anywhere, promoting user-friendliness and accessibility. 
  • Seamless Integration: D365 seamlessly integrated with third-party software and applications, simplifying workflow automation. 
  • Microsoft Ecosystem: Integration with other Microsoft products, such as Power BI, Azure Data Lake, and Azure DevOps, facilitated database and task management.  
  • Customization: DynaTech deployed custom Finance Optimization Solution powered by D365 F&SCM, offering a consolidated and centralized system for managing all legal entities and customized solutions for various needs.  
  • Master Data Management: The solution addressed duplicate data issues, providing consolidated reporting and centralized data management (Item Master and Vendor Master) from the Vendor Ageing Point.  
  • Efficiency Tracking: DynaTech’s tailored solution replaced the manual efficiency tracker (OE Tracker), offering actionable insights for decision-making.  
  • Financial Dimension: Transaction and expense tracking for various departments, kitchens, and program expenses were achieved through the Financial Dimension.  
  • User Accessibility: Over 600 users across different locations now enjoy easy access to D365 through the cloud. 
  • Workflow Automation: DynaTech’s hand-crafted solution integrated Outlook Mail and D365 with Power Automation Application to streamline execution and tracking across legal entities. 

Streamlined Operations, Accurate Reporting, and User-friendly Systems  

  • Purchase Requisition & Orders Workflows: Streamlined procurement with digital workflows, reducing errors and improving reporting. Kitchen-specific purchase order workflow generation for enhanced efficiency. 
  • Approval for Email: Automated approval system integrated with email, reducing manual processes and speeding up decision-making. 
  • CPM Tracker: Calculated direct and indirect costs for meal efficiency insights and data-driven decisions. 
  • Department-Wise Cost Tracking: Attribute-based finance tracking for granular department-level cost insights. 
  • Payment Tracking: Enhanced transparency with UTI reference number generation and tracking in financial transactions. 
  • Project Wise Budget Control: Implemented project management with integrated budget control for effective budget monitoring. 
  • Centralized Products: Centralized product information for streamlined vendor reporting and procurement management. 
  • Payment & Donation Tracking: System for efficiently tracking payments and donations, including government grants and non-grant funds. 
  • Centralized Cash & Bank Statement: Simplified financial management with a centralized cash and bank statement view. 
  • Cloud Kitchen: Centralized recipe management for standardized recipe creation, modification, and tracking. 
  • Production Management: Accurate cost tracking and optimization by comparing estimated bills of material to actual costs. 
  • Shelf-Life Report Generation: Prioritized usage of goods nearing expiration, reducing food wastage and improving inventory control. 
  • Sales Invoice Process Improvement: Optimized sales invoice process for faster invoicing and better revenue management.  
  • Inter-kitchen PO and SO Automation: Automated inter-kitchen purchase and sales orders for improved transaction accuracy and efficiency. 
  • Centralized Financial Chart of Accounts (COA): It enabled easy storage and tracking of P&L and cashflow statements, balance sheets, etc. 
  • Master Data Customization: It eliminated data duplication. The global form brought vendor and item data consistency across all legal entities. 

DynaTech’s tailored solutions collectively transformed the client's operations, simplifying processes, increasing transparency, and enabling data-driven decision-making. With a centralized and integrated system, the client is well-equipped to fulfill its mission of eradicating classroom hunger and supporting education for millions of underprivileged children across India.