Empowering Engagement:

Leveraging Dynamics 365 Business Central for a Non-Profit Transformation with Orygen

INDUSTRY
PROJECT TYPE
TECHNOLOGIES USED

D365 Business Central

Orygen group comprises of two legal entities, Orygen Limited (Orygen) and Orygen Youth Mental Health Foundation (OYMHF). Orygen is a youth mental health organisation that focuses on reducing the impact of mental illness on young people, their families, and society. It is a not-for-profit organisation with a charitable and deductible gift recipient status as well as an accredited research institute. OYMHF is a non-profit organisation that supports the research and innovation of Orygen.

Orygen achieves its goals through programs including key affiliations and staff with University of Melbourne and Melbourne Health, which are funded by grants from Federal, State Government, Healthcare Income, Fundraising, Capital and International Grants. Orygen’s primary expenditure is Personnel Costs for running the programs to achieve its outcomes. The grants could be paid in advance and are acquitted as per pre-determined timelines or criterions.

Orygen embarked on a digital transformation journey to address its key challenges and harness the opportunities with the implementation of an enterprise resource planning solution. The main objectives of the change were:

  • Implement an adaptable solution like Dynamics 365 Business Central (D365 BC)
  • Enable Orygen to adopt to new and modernized business models faster and streamline business processes and data handling
  • Track projects and employees’ activities with out of the box features
  • Make sound financial decisions, smart budgeting and strategic planning
  • Accelerate Financial Close, improve forecasting and obtain real time metrics.

 

After reviewing the requirements and series of discussions, Velrada recommended D365 BC.

D365 BC lets businesses connect data across accounting, sales, purchasing, stock, jobs (projects), customer and vendor transactions to run their operations efficiently. Incorporating a streamlined sales ledger and accounts payable, D365 BC drives the financial heart of a business, also handling compliance, reporting, forecasting, and visualizations with built-in Power BI dashboards.

Orygen engaged Velrada based on its credibility, experience and reputation, to deliver D365 BC implementation project, by designing, developing and deploying a new Enterprise Resources Planning (ERP), leveraging the Microsoft Cloud platform.

Velrada’s delivery team worked with Orygen’s stakeholders to create a user-friendly knowledge sharing environment throughout the project cycle and particularly during the design workshops, configuration sessions and training delivery. Orygen configured the D365 BC application under the guidance of Velrada and this equipped the Users with a working system knowledge prior to focussed training and User Acceptance Testing (UAT).

Orygen thanked Dr Andrew Sknar, National Practice Lead, D365 BC, Velrada and Sandy Gawankar , CPA (Aust), Senior Functional Consultant, D365 BC, Velrada for creating a safe space for learners, an engaging format of delivery enabling transfer of knowledge, sharing deep understanding of not only the application but also sound financial practices and equipping the Orygen’s team to be in the best position for UAT and Post Go-Live use.

Orygen’s solution incorporated D365 BC’s out of the box functionality with particular focus on the Jobs (Projects) module and further enhanced by ISV components that were implemented solely by Velrada’s Consultants:

  • ACSISS Bank Feeds,
  • Continia’s Document Capture with Advanced Capture and Matching, Document Approval, OCR capabilities for capturing Job Costs,
  • Continia Expense Management including Credit Card Feeds and allocating costs to the Jobs,
  • Soft4Lessee for Operating Lease Accounting catering to IAS 16 / AASB 16
  • Limited Custom Development

 

Velrada’s expertise in D365 BC and ISV’s embellished Orygen’s implementation experience by providing one contact point.

The implementation followed the Minimal Viable Product (MVP) approach generating quicker acceptance of the application within Orygen’s team. Integrations with Budgeting and Payroll systems were agreed to be the deliverables for Phase II of the implementation project enriching the solution with additional features.

Orygen thanked Velrada for its ongoing support during the implementation project which included daily scheduled sessions to resolve issues and supplementing them with availability via direct phone calls and email responses.

Governance structures incorporating regular project status check-ins, updates to key-deliverables, budget, risks and issues and regular meetings between Jasmine Goh, Senior Delivery Manager, Velrada and Orygen’s Project Manager generated a sense of true partnership contributing to the project’s success.

For Velrada, the partnership with Orygen demonstrates Velrada’s capability to look beyond the technology to the specific business needs of the client.

We were able to apply the business and technology lens to Orygen’s processes and immerse ourselves into the common goal of a purpose driven application upgrade as echoed by Dr Andrew Sknar, Associate Director, D365 BC National Practice Lead, Velrada.

Sandy Gawankar, CPA (Aust), Senior Functional Consultant, D365 BC, Velrada appreciated the innovative implementation approach of the client configuring the solution under the guidance of Velrada and found merit in the hands-on training delivery methodology citing them as the key pillars of the orchestrating success.

Collaboration with Orygen makes our work worth doing. Thank you for the partnership with Orygen and being an amazing customer! We’ll do our best to continue to give Orygen the kind of service they deserve.

Jasmine Goh, Senior Delivery Manager, Velrada

Velrada, a distinguished global Microsoft partner, renowned for its expertise in enterprise solutions, has firmly established itself as a leader in Dynamics 365 Business Central (D365 BC) implementation and optimisation. With a strong focus on delivering innovative and tailored solutions, Velrada has played a pivotal role in transforming organizations across various industries, including non-profit entities like Orygen.

Velrada boasts a team of seasoned professionals equipped with extensive knowledge and hands-on experience in Dynamics 365 Business Central. From initial assessment to deployment and ongoing support, Velrada’s experts specialize in leveraging D365 BC to address complex business challenges and drive operational excellence

The Success Story

Scope Management

Target oriented approach encompassing complete assessment of the Mega-Blocks representing D365 BC’s functionality, prioritisation of the features, matching to the requirements and pro-active management of expectations.

Well-defined Variables

Sound practice methodology of documentation, mix of Agile and Waterfall techniques backed by DevOps and templated testing notes.

High Level of Customer Engagement

System Accountant hands-on during all stages incl. Configuration, Data Migration and UAT, key-users onboarding and joint activities.

Balanced Level of Customisation

Rational comparison of configuration against customisation ensuring high percentage of out of the box features leveraging organic growth of Microsoft backed updates.

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