TDL’s financial systems had become “nightmarish”, TDL’s Chief Financial Officer, Rebecca Pearce explains. “We just didn’t have the functionality that we needed for the size of our business. With MYOB we had no visibility into costing information and didn’t have any certainty that the that the information that we could see was correct." The project was delivered on time and on budget, all within a 17-week timeframe. TDL now has access to financial information that is reliable, complete and correct. Information is collected from right across the business more directly and a true financial picture can be viewed, drilled into, filtered and reported on. Processes have been greatly streamlined and integrated with other systems across the business, such as CRM and SharePoint. This has resulted in greater business efficiencies and time saving; for example, payment runs and reporting take significantly less time now, and time spent on the invoice maintenance process has been cut in half, with direct integration into CRM. More information: http://www.intergen.co.nz/Our-Work/tim-davies-landscaping-/

1. Professional Services
case study
TDL cultivates a strong
financial landscape with
Dynamics NAV
Tim Davies
Landscaping
THE SITUATION
Now we can actually
see where we are
profitable, and why.
Paul Mullins
Chief Financial Officer
Tim Davies Landscaping
As a full-service landscaping company,
offering everything from design and
construction to maintenance, and
employing more than 80 staff to
carry out these services, Tim Davies
Landscaping (TDL) needed better tools
to manage their financial landscape.
Having reached the end of the road
with an overburdened MYOB system,
TDL had identified Microsoft Dynamics
NAV as the right tool for the job at hand,
but an initial project kick-off ran aground,
leaving TDL once bitten, twice shy.
TDL needed a partner it could trust to
revive the project and bring its new
financial system to life. At this point
Intergen was a entered the picture.
With considerable experience in
Dynamics NAV, and a strong team
on the ground, Intergen proposed
an approach that would bring about
tangible results quickly, with the
greatest possible certainty and the
minimal amount of fuss.
THE PAIN
TDL’s financial systems had become
“nightmarish”, TDL’s Chief Financial
Officer, Paul Mullins explains. “We just
didn’t have the functionality that we
needed for the size of our business.
With MYOB we had no visibility into
costing information and didn’t have
any certainty that the information
that we could see was correct.
“We had separate general ledger
accounts for every department, not
to mention lots of Excel spreadsheets,
which meant there were lots of errors.
And the data file was so big it took half
an hour just to run profit and loss reports.”

2. TDL’s ICT Manager, Graham Kimber, adds:
“MYOB was proving to be a big bottleneck
for the business. It was difficult to make
use of the information that did exist, we
couldn’t integrate it with anything, and
only the accounts department could
access the information – and even then
we had too many users for the system,
which was all extremely limiting.”
Graham Kimber attributes a large
part of the project’s success to the
methodology and the process followed
by Intergen. “The approach was very
disciplined and methodical and the
documentation was meticulous. Our
project lead, Craig Keenan, had great
communication skills, kept everyone
on the same page and managed our
expectations,” he says.
the VISION
With the investment in the technology
platform already made, TDL wanted
to “get it in and get it working,”
Graham says.
The key to success would be a swift
implementation, replacing like for like
in terms of functionality so that benefit
could be realised straight away, with
enhancements to be added incrementally
once NAV had been bedded in.
TDL needed low risk, cost certainty,
quick wins and immediate evidence
of return on investment. Intergen’s
approach delivered on all fronts.
the PROCESS
Intergen’s account manager
Nik Johnson says, “Because of our
experience we were able to give TDL
certainty around outcomes and clearly
defined scope and timeframes, which
was exactly what they needed. While
the key focus was on getting NAV
up and running, with additional
functionality to be added in future
phases, we still managed to achieve
integration with SharePoint and
Dynamics CRM within the scope of this
project, which was an added bonus.”
the GAIN
Less guesswork, greater visibility,
unprecedented insight.
The project was delivered on time
and on budget. TDL now has access
to financial information that is reliable,
complete and accurate. Information is
collected from right across the business
more directly and a true financial
picture can be viewed, drilled into,
filtered and reported on.
Processes have been greatly streamlined
and integrated with other systems
across the business, including Dynamics
CRM and SharePoint. This has resulted
in greater business efficiencies and time
saving; for example, payment runs and
reporting now take significantly less
time, and time spent on the invoice
maintenance process has been cut in
half, with direct integration into
Dynamics CRM.
“We’re recording more, and we’re
doing it better,” Graham says.
“We have information now that
we’ve never had before, and
because of this we’re making fewer
assumptions. And while we take more
time to capture this information at the
outset, we’re saving a lot of time in
the long run, and getting invaluable
business insights along the way.”
The Business Case
TDL had outgrown their financial
system and needed a partner to
provide them with a low-risk solution
that would offer them cost certainty,
return on investment, all delivered
in a short space of time.
The Business Value
»» Less guesswork, greater visibility
and unprecedented insight
»» Access to financial information
that’s reliable, complete
and correct
»» Streamlined and integrated
systems and processes
»» Time savings across typically
labour-intensive accounts
processing
»» Greater business insight
The Engine Room
»» Microsoft Dynamics NAV
With more than 300 Intergen
staff working across organisations
of all sizes and types, our
offerings include portals, content
and collaboration solutions,
Microsoft Dynamics financial
and relationship management,
custom software development,
management consulting and
hosting services.
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