Truckee Meadows Water Authority | OnActuate
Customer Success

Streamlining a migration to Dynamics 365 Finance and Operations for Utility Company

Upgrade – Microsoft Dynamics 365 Finance & Operations/
Dynamics AX

Public Sector/Non for Profit

About the Company

TMWA is a community-owned water utility. The organization’s skilled workforce ensures the treatment, delivery and availability of high-quality drinking water to more than 385,000 residents.

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

TMWA required an experienced partner that would streamline a migration to Microsoft Dynamics AX 2012 to Dynamics 365 for Finance and Operations. TMWA had fairly straightforward processes with little or no customization. The decision to migrate was to leverage certain functionalities and technical benefits that only the D365 version had.


OnActuate’s ‘city in a box’ process centric approach with clearly defined scope processes aligned well with TMWA’s methodology. The project started back in July 2019 and completed in February 2020. The migration to the new platform met the project goals while delivering added value. The project was completed on time and on budget. Previous custom and 3rd party tools were removed with TMWA using the delivered solution best practices. The more intuitive system has proven to enhance productivity while optimizing processing.   

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