After an extended market review, CB Finance selected Dynamic Aspect and their Dynamics 365 Business Central Loans Express solution (Microsoft Dynamics 365 Business Central with the Seyfor Loans Express App) to achieve a consistent, integrated business applications environment for productivity across the business and a low total cost of ownership.
What were the challenges or pains which you need to deal with before the implementation of the solution?
CB Finance had tried other solutions available, but after engaging with the team from Dynamic Aspect, they selected Dynamic Aspect to:
Work alongside the CB Finance team in completing and implementing the solution design and extending the proven Dynamics 365 Business Central and Seyfor Loans Express offerings to support the exacting requirements of CB Finance for: Loans Management, Customer Relationship Management, and Reporting;
Provide related ongoing advice to leverage existing, associated Microsoft platforms capability amongst the broader DJ Partners business application environment
Migration of existing customers, contacts and loans on the go-live date.
During implementation, what was your role as a partner for CB Finance?
Dynamic Aspect, a long time and highly regarded Microsoft Dynamics 365 Business Central Partner, had previously identified and tested the bona fides of the Seyfor OneCore Loans App Financial Services portfolio of offerings.
When approached by CB Finance for a robust and proven solution in this space, it was a natural move to present a solution that would meet the needs of the Finance Industry in Australia and New Zealand (ANZ).
How does the solution help CB Finance to solve their issues?
The Solution has been designed to deliver for CB Finance across the following Solution Components:
Component / Element
Bank Feed (CSV)
Banking Import Actions via CSV (comma separated values)
Payment Journal / Customer Ledger
Customer / Borrower's Details
Contacts for "Customers/Borrower". Multiple Contacts possible for each Customer.
Customer / Borrower Interactions stored and tied to the Loan (Loan Card). Customer Relations Management (CRM).
All Loan Card Information Stored per Loan. Multiple loans for the same Customer(s) possible.
Payment Calendar is the daily loan view (see attached mock-up example Excel Worksheet).
Archived Loan Calendars for Loan Card. Multiple Archives.
The Active Loan Calendar (Current Active Loan View).
Loan Statement Report and Statement Generation
Contract Document Generation (Start of Loan, Extension of Loans, Loan Settlement).
Notifications and Reminders
Notification and Reminder Tasks (Met on condition and schedule).
Outgoing Email Component
Which challenges, changes, issues did you need to deal with during the implementation?
With an adherence to the Microsoft prescribed Sure Step Methodology for such deployments, and with a client with a keen understanding and knowledge of the capabilities of the solution, the implementation was delivered on budget - and on time.