Case Study
Accounts Receivable
Modernising Accounts Receivable for an NZ Media Company
The Challenge
One of New Zealand’s most prominent media organisations approached Deptive with a challenge: their Accounts Receivable (AR) process was outdated, inefficient, costly to operate and provided a poor user experience. Driven by a desire to modernise and enhance productivity, our client faced tight time constraints and required a timely, effective solution.
The client highlighted several key challenges at the start of the project:
- The AR team was based offshore and reliant on a legacy Microsoft Access solution
- The process was manual, inefficient, and unscalable, causing high operating costs
- AR data was fragmented across multiple systems
- An internal NZ-based team was scheduled to take over the process within a few months, requiring immediate action to address the existing solution
Our client was seeking a modern, secure and integrated AR solution that would:
- Reduce costs, consolidate data, and automate workflows
- Create an automated solution for matching received bank payments with customer accounts in Dynamics 365 (D365)
- Be developed with the core business requirements in mind, allowing for rapid deployment of a modern AR solution
- Log process metrics for performance analysis
- Provide integration into their Microsoft ecosystem, providing a great user experience
The Design & Solution
To meet tight timelines and budget constraints, Deptive took a Minimum Viable Product (MVP) approach using an agile, iterative delivery model. We worked closely with key stakeholders to quickly design and build a solution that met core business needs and could evolve over time
The MVP included:
- An automated payment matching engine to process incoming bank transactions
- Reliable generation of D365 import files and exception reports to streamline reconciliation
- Logging of process metrics to support future optimisation
- A scalable Microsoft Power Platform architecture, leveraging the client's existing Microsoft investment
- A foundation for future enhancements, including user interface improvements and new features
The Result?
A working solution delivered on time and within budget - ready for handover to the NZ-based team, ensuring a smooth transition of AR operations without disrupting the business
Customer Feedback
This project delivered exactly what we needed—automated, efficient, and on time. We’re now equipped to scale and optimise AR with a modern solution built for the future.
– Client Project Sponsor
