AAT Dynamics 365 F&O Implementation
PSP’s comprehensive overhaul to streamline and strengthen AAT's D365 F&O platform
By enhancing and fortifying their digital infrastructure, PSP enabled AAT to improve operational efficiency, strengthen processes, and achieve significant financial savings.
The Challenge
AAT’s legacy on-premises Dynamics system was inadequate for a modern hybrid workforce, resulting in performance bottlenecks, accessibility challenges and inefficiencies in finance operations. The implementation of Dynamics 365 F&O, initiated by a previous vendor, had been delayed due to constraints on internal resources caused by essential business-as-usual (BAU) activities, which were driving costs higher. AAT required a strategic partner to provide flexible expertise, reduce strain on their finance team and ensure a successful implementation with scalability for future integrations.
Solution
PSP delivered a tailored, collaborative approach by assembling a team of business analysts, testers, developers, a project governance lead and a project manager to supplement AAT’s internal capabilities. The project began with a strict governance framework and a detailed review of the system’s status and documentation. Organised into workstreams with dedicated leads, the project ensured accountability and progress tracking. In-person workshops identified and addressed gaps in the system build, enabling efficient configuration. Continuous feedback with AAT’s finance team ensured alignment with requirements. PSP’s project manager worked with AAT’s PMO to manage cutover planning and communications, while AAT staff delivered training for smooth adoption. A comprehensive data migration strategy was executed within a week, avoiding operational disruptions. Rigorous QA testing and UAT validated all finance processes, ensuring a seamless transition.
Results
The successful implementation of Dynamics 365 F&O transformed AAT’s finance operations, delivering enhanced financial reporting, streamlined workflows and real-time insights for data-driven decisions. The data migration was completed on schedule with no downtime or data loss. The new system has positioned AAT for future growth and further digital transformation, providing a scalable platform to support their ambitions.
Conclusion
By combining AAT’s institutional knowledge with PSP’s specialised expertise and disciplined project governance, PSP turned around a stalled project and delivered a successful Dynamics 365 F&O implementation with minimal disruption. This partnership demonstrates how strategic collaboration and effective resource allocation can drive digital transformation, laying a strong foundation for AAT’s continued innovation and growth.
