Customer Success
OnActuate partners with First Ontario Credit Union for digital transformation to Microsoft Dynamics 365 Finance & Supply Chain Management
Upgrade – Microsoft Dynamics 365 Finance & Supply Chain
Financial Services
Canada
About the Company
First Ontario Credit Union (FOCU) provides more than 126,000 people with chequing and savings accounts, mortgages, loans, business services and highly qualified investment advice.
The OnActuate team took the time to listen to us and understand what we wanted – they are very patient and accommodating. We are thankful for the amazing developers at OnActuate who created a customized tasking system for us in Microsoft Dynamics 365 Sales.
Gloria Chouman, Operations Manager
Exponent Investment Management
Business Challenge
FOCU wanted to migrate from NAV 2016 to Microsoft Dynamics 365 for Finance and Supply Chain Management. Overall, the current system was not intuitive or easy to use. They also had interoperability challenges with Office, Excel, and other applications. Additionally, the end of support for the current NAV 2016 was also a big factor in FOCU’s decision to move to a modern, cloud-based solution.
Solution
Working closely with the FOCU’s project manager, OnActuate will extensively build a plan that will ensure that the migration to Microsoft Dynamics 365 will be a smooth transition fulfilling all business needs, including migrating master data and testing 3rd party systems. The project is expected to be completed by May 2023. The migration will move all 29 branches to a modern cloud version that will enable FOCU to centralize its business process under one seamless system.
