About the client
A leading Financial Services firm sought to modernise its operations, streamline processes, enhance data visibility, and improve overall business efficiency. It was also looking for a new Partner for their all-important Business Applications – and after an extended search selected Artis Group.
.The firm is a leading independent investment bank focused on achieving superior financial outcomes for clients across Advisory and Investing having built a reputation for independence and innovation.
Their Corporate and Debt Advisory teams have participated in many of the largest and most complex transactions completed in Australia and New Zealand and their funds businesses have created significant value for investors and investee organisations.


Updating their ERP system
Their success can be attributed to a team of over 60 executives with many years of collective commercial experience. With diverse business lines, and a growing customer base, the existing ERP system, Microsoft Dynamics GP, was struggling to keep pace with its expanding requirements.
The system lacked integration capabilities, had limited reporting and analytics functionalities, and required significant manual effort to perform routine tasks.
After engaging with Artis Group, and a thorough analysis of the client’s requirements and considering the industry best practices, it was determined that migrating to Dynamics 365 Business Central would address the challenges effectively.
The challenges
The client faced several challenges with their legacy ERP system, Microsoft Dynamics GP, including:
01
Lacks integration
The existing system had limited integration capabilities, resulting in data silos and manual data entry, leading to errors and inefficiencies.
02
Limited reporting
Dynamics GP provided basic reporting features, making it difficult for the client to gain valuable insights and make data-driven decisions.
03
Manual processes
The client heavily relied on manual processes, leading to delays, errors, and increased operational costs.
04
Scalability
As the company expanded its operations, Dynamics GP struggled to scale and adapt to changing business needs.
The solution
After engaging with Artis Group, and a thorough analysis of the client’s requirements and considering the industry best practices, it was determined that migrating to Dynamics 365 Business Central would address the challenges effectively. The following steps were undertaken during the migration process:
Benefits and results
The migration from Dynamics GP to Dynamics 365 Business Central brought numerous benefits to the client, including:
Conclusion
The successful migration from Microsoft Dynamics GP to Dynamics 365 Business Central enabled the firm to overcome the limitations of its legacy ERP system. The modernization effort resulted in improved data visibility, streamlined processes, enhanced collaboration, and increased scalability. The client now has a robust ERP system that aligns with its business goals, improves operational efficiency, and supports its continued growth in the financial services industry.
Why choose Artis Group?
Artis Group specialises in delivering business-driven solutions across Microsoft’s business applications stack. We believe that successful implementations are powered by the synergy of people, technology, and business objectives.

Experience
With years of expertise, we align seamlessly with our customers’ business needs and expectations, delivering tailored solutions through Microsoft Business Applications.

Knowledge
Our extensive expertise in products, technology, and industry allows us to craft solutions that align seamlessly with our customers’ business requirements.

Support Plans
Tailored Support Plans starting from $13 per seat are designed to meet your specific requirements and optimise your business applications for maximum benefit.

Experts
Our team of highly experienced professionals boasts a collective track record of successfully implementing hundreds of projects.
Are you ready to begin your Business Application’s Modernisation Journey in 2025?
Talk to Artis Group, the Microsoft Solutions specialists.
Find out how we can help your business work better.