deFacto Outranks Every Competitor in BPM Partners Pulse of Performance Management Survey
Leading Payment Processing Partner
Industry
Region
Organization Size / Scope
Headline Stat or Quote:
The Catalyst
As one of the nation’s top payment processing providers, the company’s rapid growth quickly outpaced its legacy budgeting and forecasting system, Microsoft FRx.
Key limitations included:
- Lack of Scalability: The platform couldn’t support the increasing complexity and volume of financial operations.
- No Integration with Dynamics GP: Data had to be manually transferred between systems, slowing down analysis and increasing risk of error.
- Limited Reporting and Forecasting Capabilities: Finance teams were stuck with static views and insufficient tools to dig into operating data.
To continue growing with confidence, the Finance team knew it was time to modernize.
Why They Chose deFacto
The company required a strategic budgeting and forecasting solution that:
- Fully integrated with Microsoft Dynamics GP
- Delivered powerful, accurate analytics at scale
- Enabled fast, confident forecasting with clean, real-time data
- Leveraged Microsoft’s Business Intelligence stack
- Was simple to implement and flexible enough to grow with the business
The Transformation
By implementing deFacto, the company was able to:
- Eliminate Manual Workflows: deFacto’s Instant Connector created a seamless data flow between Dynamics GP and the planning environment.
- Improve Data Accuracy: Clean, reliable data meant more trust in every forecast and report.
- Enable Deeper Analysis: Finance users could now drill into operational and financial data to uncover insights.
- Accelerate Decision-Making: The team could now produce timely forecasts, run “what-if” scenarios, and adjust plans as the business evolved.
Key Outcomes
Seamless Integration with Dynamics GP via deFacto Instant Connector
More Confident Forecasting driven by accurate and timely data
Enterprise-Wide Visibility into both operational and financial performance
Elimination of Redundant Workflows, freeing finance to focus on strategy
Scalable Platform that grows with the business
Looking Ahead
With a powerful, unified planning environment now in place, the Finance team is exploring how deFacto can support more strategic functions across the enterprise—including multi-scenario modeling, operations forecasting, and workforce planning.
See Other Real World Examples
Learn more about how deFacto has helped other companies achieve success by reviewing more of our Case Studies.
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