• Designed to take the shape of your business

    Designed to take the shape of your business.
    Designed to shape your business.

  • Designed to take the shape of your business

    Designed to take the shape of your business.
    Designed to shape your business.

Leading Global CRO Optimizes its Projects with SAGlobal and Microsoft Dynamics 365

Client Background

Our client is a leading global full-service CRO specializing in international clinical trials. In addition to core clinical operations and clinical trial management services, the organization also provides regulatory and medical affairs consulting, medical writing, biostatistics, QA, data management, and other related services in a wide range of therapeutic areas and most major indications.

Global Operations Require Global Visibility

Across its international operations, our client used several disparate systems to run their business. This included Quickbooks and a variety of other local accounting systems around the world for financial management, Replicon for time and expense, and a series of Excel spreadsheets for proposals and project accounting processes.

As their organization continued its international growth, these disparate systems required manual and redundant data entry in a number of areas, created challenges in efficiently managing key project-related processes, and limited management’s visibility across the global business.

The Microsoft Dynamics 365 Solution

Contract research organizations have unique needs related to managing complex study budgets and performing unit-based forecasting and billing. These unique requirements require a flexible ERP platform that can be adapted to the unique needs of the industry. After evaluating several ERP platforms, including Infor and Deltek, our client chose Microsoft Dynamics 365 as their new platform.

SAGlobal worked with this organization to implement the Microsoft Dynamics 365 for Finance and Operations ERP platform. Dynamics 365 is now used for core financial management, project management and accounting, and human resource management processes.

A key element of this solution was SAGlobal’s Projects+ solution for Dynamics 365. Projects+ provides enhancements to a number of important processes such as resourcing and billing, as well as a pre-built BI and reporting solution utilizing Azure SQL and Power BI that provides a pre-built, industry-relevant BI and reporting solution.

The Results

Since implementing Dynamics 365, our client has been able to:

  • Gain an integrated platform that all global entities and locations can utilize to manage key financial and operational business processes.
  • Improve the management of critical project and resource related processes while standard-izing globally on core processes.
  • Provide stakeholders with improved access to key business data.
  • Simplify the organization’s IT footprint and reduce costs through an integrated cloud platform.
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