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How Eagle's Flight eliminated manual data entry, integrated expenses from Concur to Dynamics 365 Business Central and met needs of future integration plans.

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Not only were we able to avoid the limitations of manual data entry, but we quickly made our business operate more efficiently.”

Nate DeJonge, Finance at Eagle’s Flight

Company

Eagle’s Flight is a global leader in the development and delivery of business relevant, experiential learning programs that achieve specific training objectives and lasting behavior change. They’ve worked with 6,200 clients and more than half of the Fortune 500 companies.

Project Scope

Eagle’s Flight utilized Microsoft Dynamics GP, along with Concur for expense claims. With hundreds of expense claims to file, the team quickly learned double entry across systems was not an efficient use of time. After a quick Google search, they found the solution they needed.

As an unexpected bonus, their selected integration toolset, SmartConnect by eOne Solutions, easily moved their integrations when they switched ERPs from Dynamics GP to Dynamics 365 Business Central.

Benefits

  • Eliminated manual data entry
  • Integrated expenses from Concur to GP
  • Integrated expenses from Concur to D365BC
  • Saved 4+ hours in data entry per week
  • Met needs of future integration plans

The Solution

Eagle’s Flight simply built one SmartConnect integration to take expenses entered in Concur and bring them into Dynamics GP as a payables transaction. The integration was very straightforward and even handled the complexity of 14-digit strings in their GL codes. Eagle’s Flight also set up email notifications on both successful and failed integrations, so their team could easily trouble shoot if needed.

This one basic map saved them at least 4 hours or more a week.

“Not only were we able to avoid the limitations of manual data entry, but we quickly made our business operate more efficiently,” commented Nate DeJonge, Vice President, Finance at Eagle’s Flight.

Changes in ERP

The Eagle’s Flight team had the Concur to GP integration running smoothly for a year and a half. Then, they faced another dilemma: due to the project-based nature of their business, the team needed to move on to a new ERP.

After selecting Microsoft Dynamics 365 Business Central, the Eagle’s Flight team was pleasantly surprised to learn they could continue utilizing SmartConnect for their integrations with Concur.

“It was simple and such a relief to know we could use a tool that we knew and trusted to continue a critical integration for us. Using SmartConnect to move our integrations built for Dynamics GP to new D365 Business Central integrations provided the best outcome,” mentioned DeJonge.

Future Plans

At the beginning of the year, Eagle’s Flight plans to roll out even more integrations between Concur and Dynamics 365 Business Central.

DeJonge mentioned his next project, “Now on the list is moving all our client expense claims to integrations handled by SmartConnect. Once that’s live, our time savings will likely jump to 2 days a week because we have a data entry person manually doing everything by hand now.”

Continuing, “That’s what I’m really excited about – the integration allowing us to get rid of those manual expenses.”

“What this comes down to is really making the lives of my team much easier and eliminating unnecessary data entry. We couldn’t be as efficient as we are without the use of SmartConnect” concluded DeJonge.

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