ERP Systems

The Education Funding Agency

Growing education department eliminate data disasters with NAV Education Funding Agency (EFA) learn an important lesson about better efficiency thanks to Dynamics NAV.

Customer

The Education Funding Agency

Sector

Not for Profit

Country

United Kingdom

The Education Funding Agency

Growing education department eliminate data disasters with NAV

The Business Need/Challenge

The Business Need/Challenge

When Education Funding Agency (EFA) merged with Partnerships for Schools (PFS), they needed a solution to manage the department’s capital payment transactions. Due to increasing staff numbers, it was vital that EFA had scalable software that could cope with such growth within the company. In a nutshell, the new business software needed to act as a robust finance system that could maintain day-to-day transactions.


The Solution

The Solution

EFA recognised that they needed business management software that could easily integrate the data from both departments. We discussed their options with them and suggested a solution that could act as a hard client finance system for budget holders to maintain their budget whilst managing the day-to-day transactions, nominal, sales, purchase & cash ledger. 

The project was deployed using Microsoft Dynamics NAV and .NET web service technology to integrate external-facing users. NAV allows external-facing users to view and manage personal documents remotely. These documents then proceed through an advanced workflow-driven approval process and adhere to procurement-approach form questionnaires that are defined by the users. This means that NAV is extended to a large user community through standardised Microsoft technology, bringing it in line with the self-service objectives set out by the government.


The Benefits

The Benefits 

Faster access to crucial information

NAV allows EFA to quickly and remotely access business management information that is crucial to the decision making process. 

Seamless integration

NAV was chosen because of its ability to integrate seamlessly with other systems that were already in place such as The Train Line and Vodafone, making it easier to monitor personal expenses of employees.

Supporting growth and streamlining processes

NAV has supported EFA with their expansion and merger by providing them with valuable tools that can tighten administration procedures and increase productivity.

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