Modernizing Financial Management for San Mateo Aging and Adult Services

Customer Overview

Customer

San Mateo Aging and Adult Services

Industry

Government Administration

Products and Services

  • Power Apps

Client Challenge

San Mateo Aging and Adult Services needed to migrate their Public Guardian and Public Administration accounting system to Microsoft Dynamics 365 Finance. Managing approximately 1,000 active client trust accounts required a modern, efficient system. The County also needed support navigating the Dynamics Lifecycle Services (LCS) for the US Government Community Cloud (GCC) and setting up an Azure subscription within the GCC environment.

Client Solution

MERP provided comprehensive support to San Mateo Aging and Adult Services for their accounting system migration. Key aspects of the solution included: 

  1. Dynamics 365 Finance Implementation: Modernized financial management processes to support 1,000 active client trust accounts. 

  1. Data Migration: Delivered continuous daily data migration from the legacy accounting application using a Microsoft SQL connector, ensuring a seamless transition. 

  1. System Integration: Integrated Dynamics 365 Finance with Azure GCC to provide a secure and compliant environment. 

  1. Lifecycle Services (LCS) Guidance: Assisted with navigating Microsoft’s Dynamics Lifecycle Services to ensure a smooth implementation. 

  1. Financial Processing and Asset Management: Implemented tools to manage financial operations and client assets effectively. 

Business Challenges

  1. Outdated Accounting System: The legacy system was insufficient to handle the complexity of managing 1,000 client trust accounts. 

  1. Complex Migration Needs: Ensuring accurate data transfer and synchronization from the existing system to Dynamics 365 Finance. 

  1. Compliance Requirements: Adhering to strict regulatory standards within a government-specific cloud environment. 

  1. Operational Continuity: Maintaining daily financial operations during the transition. 

Business Benefits

  1. Streamlined Financial Management: Dynamics 365 Finance improved efficiency in managing approximately 1,000 active client trust accounts. 

  1. Seamless Data Migration: Continuous daily data migration ensured a smooth transition with minimal operational disruption. 

  1. Enhanced Integration: Integration with Azure GCC provided a secure and compliant environment for government operations. 

  1. Improved Compliance: The GCC environment ensured adherence to government regulations and security standards. 

  1. Scalability: The new system supports current needs and is scalable for future growth. 

Key Features

  1. Dynamics Lifecycle Services (LCS): Guided implementation within the US Government Community Cloud (GCC) environment. 

  1. Daily Data Migration: Real-time synchronization of data from the legacy system using a Microsoft SQL connector. 

  1. Financial Processing and Asset Management: Comprehensive tools to manage complex financial operations and client assets. 

  1. Azure Integration: A secure cloud environment with robust data management capabilities. 

  1. User-Friendly Interface: Simplified navigation and reporting tools for efficient financial operations. 

MERP expertise ensured a smooth migration, enabling San Mateo Aging and Adult Services to modernize their accounting processes, enhance operational efficiency, and maintain compliance in a secure cloud environment. 

This solution addressed the county's immediate challenges and positioned them for long-term success by improving efficiency, reducing costs, and ensuring compliance with FOIA regulations.