Case Study: Carter Jonas achieves faster, more accurate financial analysis and management reporting with PrecisionPoint

Carter Jonas - Customer Case Study

Carter Jonas, a national property business with 26 UK offices and over 600 staff, was spending roughly 70% of its finance team’s time producing management accounts and only 30% on analysis, with drilling down into Dynamics NAV slow and time-consuming. To address this, Carter Jonas selected PrecisionPoint (PrecisionPoint for Dynamics NAV with XLPublisher and Excel reporting) to deliver the financial analysis and reporting capability needed to compete in challenging market conditions.

PrecisionPoint provided a tailored implementation—including reconciliations, management accounts and projections—that required minimal input from the finance team and was adopted within three months. As a result, Carter Jonas can now drill down from reports to underlying figures in minutes, compare budgets versus actuals in a single report, flag potential issues quickly, and has improved the accuracy of its financial analysis and decision-making, supported by PrecisionPoint’s help desk and training resources.

Carter Jonas

Rod Meade

Finance Director