The Behavioural Insights Team are a growing organisation who had out grown their current finance system. The legacy system was stale, slow and out dated. Requiring a more efficient system taking into account their Charity/Not For Profit organisational needs.
Why they chose TES
TES was recommended by an industry contact. The Behavioural Insights Team resonated with the values of quality, integrity and passion shown by TES and contacted them to discuss the requirements. Upon meeting they knew that moving to Microsoft Dynamics NAV/Business Central was the right solution for them. TES as a partner familiar with Charities and Not For Profits were the right fit to help Behavioural Insights further meet their organisational goals and …
“After deciding that Microsoft Dynamics NAV was the way forward for us and speaking to TES about their implementation process, we knew that we wanted to work with them. The fact that they would come in and do all the training upfront without so much scoping meant that we would then be empowered to go away and build a system that was right for us from the start. TES would then come in and do the bespoke consultancy and development of the system as and when we needed it; this was exactly what we were looking for.
– Shalin Kumra
Following the implementation of Microsoft Dynamics NAV/Business Central many arduous, previously manual processes have been evolved into a streamline, automated and efficient system.
“Our original system was essentially very manual; because of this, we still had to maintain a lot of spreadsheets, which meant there was always going to be a risk of human error. One of our main objectives for deciding to switch to Microsoft Dynamics NAV was to get away from having multiple sources of the truth sitting in different spreadsheets, so that we could bring it together as one system; this is where TES were able to help us design something that made this a reality.”
– Shalin Kumra
“As a business coming back from quite a negative previous experience, we wanted to make sure that we had complete trust with TES, as this was lacking with our previous partner. We felt very lucky because everybody at TES was more than willing to prioritise this side of things and ensure we were always kept in the loop. We had a key consultant designated to our business who we felt really got to know us and cared about us as a business. We never felt like we were just another customer to them, as they were always happy to go above and beyond for our needs.”
A quote from Shalin Kumra
“Right from the get go, we knew that TES was the partner for us. They provide high quality, attention to detail and outstanding levels of customer service; these three qualities combined made working with TES one of the most enjoyable projects we have worked on. Finding a partner means finding someone that knows your business better than you do, and we felt that our designated consultant Robin excelled in this!”
A finance system which meets the business needs; and is scalable as they grow.
Regular reports can now be ran without manual input and manipulation of data, saving the team time.
The system has facilitated quick, streamlined processes allowing teams to work more effectively together.
The modern and intuitive interface that employees enjoy using means the new system has been welcomed by users
Areas of expertise
We have experience in a full range of industries with specialist expertise in the following:
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