Dynamics 365 Remediation and Implementation for PFG

PFG Australia, a key player in the agricultural machinery market, teamed up with HSO to revolutionize their Dynamics 365 system. Discover how this strategic partnership transformed PFG's operations, boosting efficiency and financial insight.

PFG Australia: Leading the Agricultural Machinery Market

PFG Australia, a family-owned and fully independent group, boasts a rich three-generation history of serving the tractor and machinery markets in both New Zealand and Australia. As a subsidiary of Power Farming Holdings Limited, they operate alongside two other key entities: Power Farming Wholesale and Power Farming Retail. With an annual turnover of approximately $350 million and 380 employees, PFG Australia plays a pivotal role in the group's success. They hold a significant 15% market share in tractors and agricultural machinery in Australia, supported by a robust network of 300 independent dealers. Strategically located distribution hubs ensure efficient market coverage, reinforcing Power Farming Group’s position as the largest independent distributor of tractors and agricultural machinery in Australasia.

Operational Challenges and the Need for Improvement

PFG maintained a well-functioning Dynamics 365 environment. However, as the system evolved, it accumulated various modifications and faced challenges with documentation and audit trails.

The approach to DevOps at the time created opportunities for improvement in system management. Additionally, the Product & Parts Hierarchy had grown intricate, impacting operational efficiency. Recognizing these areas for enhancement, PFG sought a comprehensive solution to streamline operations, improve visibility, and mitigate risks in their business.

Tailored Dynamics 365 Enhancements for Improved Performance

HSO partnered with PFG to address these challenges through a robust remediation and implementation plan. The project encompassed various functionalities within Dynamics 365, including Finance, Supply Chain, and Annata. The key aspects of the solution included
  • 1

    Changes in Modifications

    HSO conducted a comprehensive analysis of PFG's Dynamics 365 environment, identifying and methodically making changes to the core Annata module. This process streamlined the system and enhanced its overall performance.

  • 2

    Documentation and Audit Trail

    HSO implemented comprehensive documentation practices and established clear audit trails using DevOps, ensuring transparency and compliance with industry standards. This provided PFG with better control over their system and facilitated smoother audits.

  • 3

    Product & Parts Hierarchy Optimization

    HSO worked closely with PFG to simplify and streamline the Product & Parts Hierarchy within Dynamics 365. This involved restructuring and organizing data to make it more intuitive and user-friendly, enhancing operational efficiency.

  • 4

    Leveraging D365 Finance

    HSO integrated D365 Finance into PFG's existing system, providing powerful financial management capabilities. This allowed PFG to optimize financial processes, improve accuracy, and gain deeper insights into their financial performance.

Significant Gains from Dynamics 365 Optimization

The implementation of HSO's solutions yielded significant benefits for PFG

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