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CASE STUDY

Royal Society for Public Health: modernisation with Microsoft Business Central

With a history spanning more than 160 years since its establishment in 1856, The Royal Society for Public Health (RSPH) is an independent, multi-disciplinary charity dedicated to the improvement of public health and wellbeing. RSPH is one of the UK’s leading advocates for public health policies, providing education and training, and conducting research to influence health practices and policies. Awarding 40,000 qualifications each year, RSPH plays a tangible role in improving the lives of communities the length and breadth of the country.

Modern financial needs

RSPH faced significant challenges with their existing finance system, Microsoft Dynamics GP 15. The system was becoming increasingly outdated, leading to inefficiencies in financial operations and reporting, data management, and integration with other operational systems. These issues hindered their ability to make timely, data-driven decisions and adapt to the evolving demands of the public health sector.

To address these challenges, RSPH sought to modernise their finance operations by transitioning to Microsoft Business Central. This move aimed to enhance their financial management capabilities, streamline processes, and improve overall operational efficiency. To achieve this, they turned to Advania.

Services

Professional Services, Cloud migration, ERP

Industry

Not-for-profit

Organisation size

50 employees, 5,000 global members

Completion Date

April 2023

Challenge

The status of RSPH’s existing finance system meant the organisation faced a number of critical challenges. Of greatest priority was that the legacy technology inherent in Microsoft Dynamics GP was no longer meeting the needs of the organisation. This result of this were material inefficiencies for users and increased maintenance costs.

Generating accurate and timely financial reports was cumbersome, impacting decision-making processes and taking up significant time and manpower, and limited scalability meant that the system could not be relied upon to effectively accommodate increased transaction volumes and complexities.

Directly tied to the challenges presented by legacy technology was an impaired user experience. The outdated interface and limited functionality resulted in poor usability, reduced productivity and increased likelihood of errors.

Additionally, the lack of integration with other systems hindered overall collaboration and operational efficiency.

Finally, as a traditional on-premise solution, Dynamics GP required regular and costly maintenance. This ate into precious resource allocation and impacted budget and infrastructure strategy.

Solution

To address these challenges, Advania executed a complete Microsoft Business Central transition and implemented the following solutions:

  • System Migration: With minimal disruption to ongoing operations, we successfully transitioned RSPH from Microsoft Dynamics GP to Microsoft Business Central resulting in a more intuitive and productive experience for users.
  • Cloud Integration: Our team of Microsoft Dynamics experts leveraged the cloud-based nature of Business Central to reduce maintenance efforts, provide automatic updates and enhance accessibility for users, creating a modern and integrated solution that the business could rely on.
  • Enhanced Financial Reporting: RSPH now benefits from implemented advanced financial reporting tools within Business Central, enabling accurate and timely financial insights to support decision-making.
  • Data Management Improvements: Data integration processes are now streamlined to ensure consistency and reliability of financial data across the organisation.
  • Scalability: We configured Business Central to scale with RSPH’s growth, accommodating increased transaction volumes and complexity without compromising performance, providing a long-term solution that can keep pace with RSPH’s ambitions.
  • Seamless Integration: Integrated Business Central With other operational systems such as Quartz and the VAT process (Making Tax Digital) now integrated into Business Central, overall organisational efficiency and collaboration has been improved and optimised for future use.
  • Add-ins Utilisation: We deployed Business Central add- ins such as Collect365 for efficient payment collection, Continia Data Capture for automated document handling, and Popdock for enhanced historic data visibility and reporting.
  • User Training and Transition Support: Advania’s team provided training and ongoing support to ensure a smooth transition and empower users to fully utilise the new system’s capabilities.

Outcomes

The successful transition from Microsoft Dynamics GP to Microsoft Dynamics Business Central has allowed RSPH and its employees to benefit from the powerful, modern tools within the Microsoft suite. Increased productivity and functionality has lead to higher satisfaction among staff, with overall user experience more positive and engaging than previously.

The streamlining of common processes and reduction in reliance on manual tasks has created an environment of greater operational efficiency and a freeing-up of manpower to focus on higher-value tasks.

The improved financial reporting and enhanced data management has made long-term planning more reliable, with solutions now in place that are on par with RSPH’s strategic vision; the reduction in maintenance costs brought about by the new cloud-based solution allow RSPH to focus more fully on their core mission.

Overall, the move to Microsoft Business Central empowered RSPH to operate more efficiently, make better data-driven decisions, and closely support their mission of improving the public’s health and wellbeing.

“Our outdated finance system was a significant hurdle, causing inefficiencies and data management issues.

Transitioning to Microsoft Business Central has been a game-changer, allowing us to streamline our processes and improve data accuracy.”

Rafal Wodzinski

Head of IT

“The move to Business Central has transformed our financial reporting. We now have timely and more accurate financial insights, reduced maintenance costs and a much-improved user experience.

This has empowered us to focus more on our core mission of improving the public's health.

Parthy Parthipan

Director of Finance and Corporate Resources

The Future

Advania will continue to support RSPH by providing ongoing system enhancements, training and support to ensure they fully leverage Microsoft Business Central’s capabilities.

The partnership will help RSPH stay agile and efficient, enabling them to focus on their mission of improving the public’s health. 

Products and Services

  • Microsoft Business Central 
  • Continia Document Capture
  • Collect365
  • Popdock

Our Impact

Take a look at some of the results that stood out for RSPH.

Enhanced efficiency

RSPH achieved increased productivity and operational efficiency by streamlining financial processes and reducing manual tasks.

Improved reporting

Transitioning to Business Central enabled accurate and timely financial insights, supporting better decision-making and strategic planning.

Reduced costs

The cloud-based solution significantly reduced maintenance efforts and costs, allowing RSPH to focus more on their core mission.

Let’s find out how we can help you

Whether you’re facing similar challenges to peers across your industry, or you have a unique need for something different – speak to us to find out what we can do.

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