• Microsoft Dynamics GP

    London Stock Exchange Increases Efficiency
    with a Recurring Billing Solution from SAGlobal

    case study

  • 1

    “SAGlobal’s support ethics is probably one of the best in the industry.
    They are methodical and meticulous in their approach to investigation.
    They go the extra mile to ensure the highest level of customer care.”

    Ella Visani, Corporate Applications Specialist, Logicalis UK

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  • Microsoft Dynamics GP Field Service Management

Microsoft Dynamics GP Field Service Management

Microsoft Dynamics GP Field Service Management Benefits

  • Maximise revenue and customer service opportunities with every service visit
  • Effective and accurate contract administration
  • Efficient returns management
  • Flexible forecasting, scheduling and allocation of resources to lower operational costs
  • Optimised field service processes with built-in automation and self-service tools
  • Improved business insight with ad-hoc reports to track profitability, engineer utilisation and workload, and parts usage

Microsoft Dynamics GP Field Service Management Features

Microsoft Dynamics GP offers a fully integrated, comprehensive Field Service Management suite:

  • Service Call Management:Tracks all service calls in detail, including all costs and usage of parts. Automatically creates service invoices with full tracking option against contracts or warranties. Ability to generate extensive Reports of profitability, utilisation, workloads, parts failures and more. Fully integrated with Returns management, Inventory control and Purchase Order processing.
  • Contract Administration: Create and covert complex quotes incorporating multiple service agreements and options with a single click. Maintain unlimited complex price books and monitor profitability. Support multiple revenue recognition methods based on time or meter usage billing. Contract Administration fully integrated with service call management for accurate and efficient billing. Automatically renew, re-price and re-issue contracts.
  • Returns Management:Effectively manage the entire returns process, generate return materials authorisations (RMAs) from transactions such as service calls or historical invoices, full tracking of equipment returns and repair statuses and identification of problem components. Automatically update inventory and accounts payable.
  • Preventive Maintenance:Auto-generate service calls for preventive maintenance work and co-ordination of open service requests with upcoming preventive maintenance calls. Full visibility of scheduled, cancelled and completed work as well as definable workflow for preventive maintenance escalations.
  • Depot Management:Prioritise and schedule internal repair operations, enter and schedule work orders through workbenches or stations in the internal repair facility. Integrate with Returns Management for consistent tracking of customer repairs. Enable depot technicians to record and track parts and labour usage during the repair process, including requesting back-ordered parts if needed, roll repair costs into items cost or expense them.

For more information on Microsoft Dynamics GP contact us.

Customer Speak

  • Smart Kids Ltd"SAGlobal consultants go above and beyond what is required both with impressive knowledge and understanding of Microsoft Dynamics GP. Compared to previous experience with other partners - SAGlobal consultants are second to none.”


    Ceri Stone
    Managing Director
    Smart Kids Ltd
  • London Stock Exchange"The implementation of Advanced Recurring Billing has had a massive and positive impact. Streamlined processes and reduced costs have paid for the solution several times over."


    Laurence Freeman
    Head of Sales Invoicing
    London Stock Exchange
  • Logicalis UK"SAGlobal had proven success within Logicalis. When we moved the support of our Dynamics GP solution to them, the improvement in the level of service was both immediate and impressive."


    Natasha Towns
    Business Applications Manager
    Logicalis UK
  • Cassa di Compensazione e Garanzia S.p.A."We are a complex business, there was potential for many things to go wrong. The project would have been a challenge for any supplier; I firmly believe that it was a combination of the approach, along with SAGlobal’s determination and belief in the project that made it a success."


    Franco Pozzi
    Chief Financial Officer
    Cassa di Compensazione e Garanzia S.p.A.
  • The Mayflower Theatre"SAGlobal is like a member of the family! Supporting and enhancing the Theatre’s Microsoft Dynamics solution for over 10 years, they provide an efficient and professional service. Confidence in their capabilities allows us to focus on what’s important - the business. They understand our processes and requirements – talking with the team at SAGlobal is like talking with colleagues."


    Alison Harrison
    Finance Manager
    The Mayflower Theatre
  • Charles M Willie & Co. (Shipping) Limited"SAGlobal demonstrate a practical approach to problem solving, We find them accessible, up to date, technically excellent, and responsive."


    Donald Pearson
    Charles M Willie & Co. (Shipping) Limited
  • Quartz Publishing & Exhibitions Ltd"The upgrade to Dynamics GP Version 10.0 from version 6.0 has made it possible for us to do our own accounts and have more control and access to reports and the system setup. We particularly appreciate the link in GP 10.0 to FRx within the Dynamics Financial Screen. Overcoming challenging circumstances, the upgrade fully met with our expectations and we were very satisfied with the upgrade service provided by SAGlobal, both in terms of quality and timeliness of delivery."


    Sandra Holland
    Financial / Management Accountant
    Quartz Publishing & Exhibitions Ltd
  • The Co-operative Life Planning“The business relationship with SAGlobal is about as good as it gets. SAGlobal was extremely thorough with what was a highly complex implementation that has transformed our capacity to expand our business and accept new channel partners.”


    Simon Wiseman
    Project Manager
    The Co-operative Life Planning
  • Welsh College of Horticulture"Over the past two years SAGlobal have helped the Welsh College of Horticulture develop Dynamics GP into a seamless system from requisition to commitment reporting. Dynamics GP enables effective budget planning and with the use of Vision, an ease of reporting seldom delivered. In budget meetings with non-finance managers Vision can be used interactively to aid their understanding. The development is continual and we look forward to SAGlobal’s support in the future."


    Graeme Lavery A.C.C.A.
    Director of Corporate Services
    Welsh College of Horticulture
  • South East Water"This is just phase one of our project. We have taken the opportunity to review all business processes with the aim of streamlining the way we handle our information. By switching to Microsoft Dynamics GP and with the additional functionality supported by SAGlobal we anticipate many improvements in our finance function by shortening the process cycles and by automating transactions."


    Jo Hurley
    IT Project Manager
    South East Water


Related Resources: Microsoft Dynamics GP

Microsoft Dynamics GP 2016 Licensing Guide

Microsoft Dynamics GP 2016 Licensing Guide

Click to read
Microsoft Dynamics GP Capabilities Guide 2016

Microsoft Dynamics GP Capabilities Guide 2016

Click to read
Microsoft Dynamics GP Roadmap

Microsoft Dynamics GP Roadmap

Click to read
Co-op

Co-op

Click to read
Welsh College of Horticulture

Welsh College of Horticulture

Click to read
London Stock Exchange

London Stock Exchange

Click to read
South East Water

South East Water

Click to read
Quartz Publishing & Exhibitions

Quartz Publishing & Exhibitions

Click to read
CC&G

CC&G

Click to read
DynamicsPlus Advanced eProcurement

DynamicsPlus Advanced eProcurement

Click to read
DynamicsPlus Advanced General Ledger

DynamicsPlus Advanced General Ledger

Click to read
DynamicsPlus Advanced Recurring Billing

DynamicsPlus Advanced Recurring Billing

Click to read
DynamicsPlus Advanced Security Monitor

DynamicsPlus Advanced Security Monitor

Click to read
DynamicsPlus Advanced SOP/GL

DynamicsPlus Advanced SOP/GL

Click to read
DynamicsPlus Advanced Time and Expense Management

DynamicsPlus Advanced Time and Expense Management

Click to read
DynamicsPlus Batch & Document Management

DynamicsPlus Batch & Document Management

Click to read
DynamicsPlus Commitment Reporting

DynamicsPlus Commitment Reporting

Click to read
DynamicsPlus Email Remittance

DynamicsPlus Email Remittance

Click to read

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