PPU’s Microsoft Dynamics 365 Finance & Operations implementation

One of PPU's main challenges was the lack of technological integration in the three jurisdictions in which it operates. Each country had different enterprise resource planning (ERP) and billing systems, resulting in manual processes, high margins of error and the need to constantly reconcile information.  

PPU needed to unify all of its systems on a single platform that would integrate operations across all of its offices. The lack of a unified system made it difficult to control operations and carry out traceable processes across countries.  

After a thorough evaluation process, PPU selected Microsoft Dynamics 365 Finance & Operations. This solution not only met the firm's business and technology needs, but also offered specific functionalities for the legal sector, such as conflict of interest management and time & billing. 

The implementation of Microsoft Dynamics 365 at PPU brought with it a number of key benefits:  

• Systems Unification: PPU was able to integrate all of its databases and processes into a single system, eliminating duplicate tasks and manual errors.  

• Process Automation: Automation reduced the time and effort required for administrative tasks, allowing greater focus on the legal operation. Automation also resulted in a significant reduction in operating costs.  

• Reliable information and traceability: Today, PPU has accurate and traceable information, which facilitates decision making and continuous improvement of business processes.  

• Conflict of interest management: Thanks to automatic conflict management rules, PPU can now perform same-day verifications and create legal issues in minutes, significantly improving its operational efficiency.  

• Optimization of the purchasing process: The Dynamics 365 solution enabled PPU to centralize and optimize its purchasing process, facilitating supplier management and ensuring compliance with local regulations. 

PPU selected COSMO CONSULT as its strategic partner due to its extensive experience with Microsoft Dynamics and its local presence in the three countries where PPU operates. COSMO CONSULT's in-depth knowledge of local legal regulations was a determining factor in the success of the implementation.  

The implementation of Microsoft Dynamics 365 Finance & Operations has completely transformed PPU's operations, providing an integrated and automated platform that enables efficient and seamless management. This transition has not only improved internal processes, but has also strengthened the work culture at the firm, allowing PPU to remain at the forefront in the legal sector.