Case Study: Carter Jonas achieves faster financial analysis with PrecisionPoint for Dynamics NAV

Carter Jonas cuts management account production time from 70% to 30% with PrecisionPoint

Carter Jonas, a UK property firm with over 600 staff, faced a significant challenge where its finance team spent 70% of time producing management accounts and only 30% on analysis, limiting strategic insights. They turned to the vendor PrecisionPoint and its solution for Dynamics NAV to reverse this ratio and enable direct drill-down into financial data for better oversight.

PrecisionPoint implemented a tailored reporting solution that automated account production and created a projections report. The results were swift, with the team fully adopting PrecisionPoint within three months. This allowed for rapid drill-down into discrepancies and comparison of budgets against actuals, transforming the finance team into a more analytical partner and making financial analysis more accurate for improved decision-making.

Carter Jonas