Metagenics is a leader in researching and developing Natural Medicine supplements for Natural Healthcare Practitioners across Australia and New Zealand. Since its conception 30 years ago, Metagenics has raised the bar on industry standards, and is committed to upholding the principles of safety, quality and efficacy in its mission to help people live happier and healthier lives — naturally.
Metagenics Director for Global Enterprise Applications and Infrastructure, Alecsis Moore, has been responsible for driving the implementation of a Microsoft Dynamics 365 Finance and Operations solution to replace their current legacy systems globally.
Replacing a legacy
Metagenics was reliant on a range of legacy and disparate systems, including regional-based ERPs, which presented the business with myriad problems when it came to sharing data, general reporting and generating financial reporting.
With such a diverse range of systems in use, Metagenics found they couldn’t communicate with different internal finance teams effectively and efficiently. This was a particular pain point for Australia and New Zealand, given the close working relationship between the two nations. The issues were amplified by the fact they were using an ERP system in Australia that was over 20 years old, difficult to upgrade and heavily customised. Metagenics also relied on numerous manual procedures and workarounds developed internally over that time. There was a certain level of acceptance for staff who had used and grown with the system over the years. But it became increasingly difficult to get new starters, or those used to more modern applications, up to speed.
Metagenics wanted to have a best practice process that would take their organisation to the next level with a platform they could report globally on.
"We had so many other new streamlined and automated business processes due to various system improvements that it was time for our ERP platform to catch up. - Alecsis Moore | Director for Global Enterprise Applications & Infrastructure, Metagenics.
Overcoming the challenge
Realising the need for a more modern, cloud based system, Metagenics began evaluating possible solutions and vendors from both a global and a regional perspective. “We looked at a number of potential solutions for this implementation,” says Moore. “But it really came down to a few core requirements. Simplicity, less customisation, more out-of-the-box functions, and the ability to streamline our internal processes.”
Minimising the need for bespoke development was a priority for Moore. “Learning from previous implementations, I believe that when you customise a business process, it may not be the same business process you need in three to five years.”
After a lengthy and in-depth evaluation period, Microsoft Dynamics 365 won out globally. And each country selected a regional partner for the implementation.
With our old ERP, we had to rely on lots of inefficient, manual workaround processes. With Dynamics 365, we are far more automated and efficient across the entire business. It’s solved many problems for us.
Choosing the right partner
"I’ve learned from multiple implementations that success depends on having the right partner. So, before we said ‘yes’, we did a small vendor evaluation. This time we focused more on the partners’ skillset, delivery, and approach to ensure it aligned with our goals and how we operate. - Alecsis Moore | Director for Global Enterprise Applications & Infrastructure, Metagenics.
With the global evaluation complete, the original vendor of choice was a Microsoft partner based in the US. This particular organisation had ties to Australia, so it was presumed they would assist with the rollout here. However, rather than take it based purely on their connections and recommendations, Moore and her team chose to complete another vendor evaluation to ensure the US partner was the perfect fit.
After the evaluation was complete, Metagenics Australia moved away from the original ‘default’ vendor and chose Fusion5 to help with the implementation.
A major — and unexpected — benefit for Metagenics was bringing so many different business units together to work towards the same goal. “The business teams are now more aligned and understand how interconnected each business process is. They can see how each team - from projects, procurement, receiving in the warehouse, manufacturing, sales orders and distribution — contributes to the entire business process. The subject matter experts really understood the entire business process, and helped us communicate it to the wider business. They truly appreciated the scope of this implementation, and it has brought a certain symmetry that wasn’t there before.”
Overall impressions
“I think the approach and partnership were mutually agreed, and the delivery teams really understood the vision and what was needed to ensure success,” says Moore. “From the developers, project managers, and executive teams on both sides to the end-users, we all had the same vision, strategy and approach to partnership needed to make it successful. So, we worked together to make it happen.”
— Alecsis Moore | Director for Global Enterprise Applications & Infrastructure, Metagenics
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