Intégration et mise en place des outils de contrôle, financier et opérationnel, et de respect budgétaire des projets dans un logiciel ERP (Microsoft Dynamics 365 Finance and Operations)

Abstract

As part of my last year of a Master's degree in Performance Management and Control at the University of Liège, I completed my project thesis in the IT services company “NSI IT Software and Services”. The ERP business unit of this company, in which I did my internship, implements the Microsoft Dynamics 365 Finance and Operations ERP at its customers' premises. Some of them, using project management as a management technique and so the corresponding module, wanted a workspace in their ERP to be dedicated to the control, operational and financial, and budgetary monitoring of their projects. To do this, several reports and other visualizations have been created as part of this project thesis through the three reporting tools used by NSI's ERP business unit: the ERP management and accounting module, which offers standard reports; Management Reporter, which is a tool for creating customized financial reports; and, last but not least, Power BI, which allows dynamic reports to be created. These reports were produced based on the requests of a current client of the company: Spacebel, as well as on the requests of former clients and theories on this subject. On the basis of these requests, several reports and other visualizations have been created and delivered to NSI, the consultants will then be able to implement these reports for future interested clients, following the procedure delivered to NSI.