www.itksolutionsgroup.com Executive Summary: A Telco Cooperative had an aging ERP system from Lawson Software (now Infor). This twenty-year-old system included many customizations they had undertaken to make the system specific to their historical requirements. They needed to modernize to get their disparate systems talking to each other and sharing data. They also needed to update their business processes to reflect current best practices. Members of the Client team had implemented the Lawson software almost eighteen years ago and that long-running relationship is why they reached out to the same team at ITK, again.

ITK Template Approach + Dynamics

CASE STUDY

QuestionsthisTelcoCoopwasasking…• HowcanwebemoreefficientwithITspendingandfixedcostswhileencouraging

growthinthefuture?• Howcanwemoveawayfromgrowingmonthlymaintenancecostsforoutdated

software?• WhatERPSystemshouldweusethatintegrateswithoursystems?• Howcanwegetourdisparatesystemstoworktogetherbetter?• Howcanwebecomemorecompetitiveandmarket-driven?• HowdoweupdateourITskillsetandtoolsettokeepupwithbestpractices?(They

wereusingAS400technology,whichwasveryfasttwentyyearsagobutoutdatedbytoday’sstandards)

ThisTelcoCoophadanERPsystemthatwasapatchworkofLawson,smallerarchaicsystems,customcodeandaginghardware.TheirCEOwasparticularlyinterestedinmodernizingtoimproveefficiencytodayandalsotopavethewayforfuturegrowth.TelcoCoopshavehadahistoryofbeingsupportedintheirmissiontobringphonecoveragetoruralareasbygovernmentsubsidies.However,thegovernmentisnolongerinvestingasheavilyinruralphonelinessincebroadcellphoneadoptionenteredthepicture.Thishasledtoagreaterburdenofphoneinfrastructuresupportandinfrastructuresoftwaretechnologyimprovementsbeingbornebyphonecompanies.Translation:thereisapressingneedatthiscompany(andothersimilarcompanies)todowhattheydobetter,smarterandmoreefficiently.Inparticular,theyneededtoshiftfromacompanysupportedbygovernmentinvestmenttoamarket-driven,competitivebusinessmindset.

CHALLENGES

• MicrosoftDynamicsAX• Finance/GeneralLedger:AccountsPayable,lightAccountsReceivable,Project

Accounting(projectandfinancialaccountingconsistentwithFCCPart32Accountingregulations)

• MicrosoftDynamicsPayroll-Customizedwebtimesheetentryw/approvalprocess(Theyhadacustomizedtimesheetentryformthatwewereabletoimproveupon)

• Inventory&ExpensePurchases-Customizedinternetrequisitionswithworkflowapprovaltocontrolinventoryandexpensepurchases

• ITKTemplateApproach:alessexpensive,moretimeefficient,streamlinedERPImplementation.MakesamodernERPsystemaffordabletoTelcoCoopslikethisTelcoCoop

• Changemanagementplantoensureadoptionofnew(moreefficient)businessprocessesinlinewithindustrybestpracticesandthenewlyimplementedtechnology

SOLUTIONS

• NineMonthImplementation• LoweredtheFinancialBarriertoEntrybyusingtheITKTemplateApproach• ModernERPsystemwiththesamebusinessprocessesasFortune500companies• ReducedongoingITexpenditure• BusinessInsightsmadepossiblebysharedaccesstodatathroughoutthecompany• Allowsforeaseofacquisitionofnewlegalentities,corporateassetsandstrategic

investments(becausetheynowhasamoreflexiblesystem,whichcaneasilyintegratewithnewassets.)

“We can’t and should not celebrate our technology, the only thing worth celebrating is the success you have with our technology.”

- Satya Nadella

RESULTS

• NineMonthImplementationo ThankstotheITKTemplateApproachwecouldshrinkthetimeofthe

implementationo AtraditionalERPimplementationwouldbe12-16monthscomparedto9

• LoweredtheFinancialBarriertoEntrybyusingtheITKTemplateApproach

o TheITKTemplateApproachrequiresasmallerinvestmentthanatraditionalERPImplementation

o TelcoCoopsarefacingshrinkingmarginsandintensecompetitionfromcellularprovidersandmanycannotaffordatraditionalERPImplementation

• ModernERPsystemwiththesamebusinessprocessesasFortune500companieso AlongwithamodernERPsystem,theyalsohasupdatedbusinessprocessesin

linewithindustrybestpracticeso Bringsthemintothe21stCenturywithprocessesusedbyFortune500companieso Theseprocesseshelpthembemoreefficient,morenimbleandoverall,more

competitive

• ReducedongoingITexpenditureo Monthlymaintenancecostsreducedby75%o Payrolltaxsoftwarenolongerneededasit’spartofDynamicsAXo Newhiresareeasiertoonboardwhichsavesbothinitialeducationandongoing

supportcosts

• Easeofacquisitionofnewlegalentities,corporateassetsandstrategicinvestmentso It’sdifficultifnotimpossibletoacquireotherbusinessassetsandplugtheir

systemsintoyoursystemswhenyou’reusingatwenty-year-oldsystemo Theynowhavethisflexibility

THE RESULTS: A CLOSER LOOK

• ROI–expectedROIwillbeintwotothreeyears• ImprovedSpeedtoROI–weusedasimplifiedimplementationmethodologywecallthe

ITKTemplateApproachtoprovideforafaster,streamlinedengagement• Scalable-byimplementingamodernERPsystemthisTelcoCoopcanacquirelegal

entitiesandotherassetswithoutworryingabouthowtoplugtheirsystemsintotheirsystems.Thisopensthedooranynumberofacquisitionscenarios

PROJECT IMPACT & FUTURE VISION