Process Pilot Finance

Dynamics 365 Finance has many processes which can lead to a high level of complexity - Ledger posting, AP, AR, P2P, O2C, Expense Management, Asset Management, Cash and Bank, Subscription Management, Project Management - while the level of functionality is outstanding, it also means thats optimizing for your business can be challenging, and knowing where to focus your efforts and make incremental improvements is hard to understand.

Finance teams have clearly defined processes that they need to complete consistently on a regular basis - Month end processing, Invoice processing, Company expenses, bank reconcilliation - all typically need to be completed on time in full or reporting deadlines aren't achieved.

SNCL has created process mines for well known processes with financial pain points - enabling companies to see exactly where they are experiencing issues with transaction processing, right down to specific groups or users that may require training and education, resulting in major efficiencies in processing and opportunities for continuous improvement.

Process Pilot is SNCL’s consultancy-led, end-to-end solution for Process Mining. Designed to help our clients uncover, understand, and improve how ‘work’ transpires. It’s not a software product or DIY toolkit. It’s a strategic service powered by SNCL’s Kaizen philosophy of continuous improvement, combining intelligent analytics with expert insight to unlock immediate and lasting value.

What It Does;

• Extracts operational event logs from live business systems. • Reconstructs possible business processes. • Highlights inefficiencies, compliance risks, and automation potential. • Delivers targeted recommendations via consultant-led analysis and Power BI reporting. • Enables scalable and ongoing monitoring for process optimisation.

While many businesses use real-time reporting tools like Power BI to answer questions such as “How much did we sell today?” or “How many deliveries were completed?”, these tools focus on summarised events - sometimes you need to see every step to get to the route cause and make these incremental differences, and Process Pilot gives you this for Dynamics 365 Finance.

Process Mining previously has been reserved to those who have access to large data teams, but the challenge remains to build a team that understands data sources, data mapping, business process and aresa for potential improving, estimates range between 6 months and 2 years to build this team, and of course this carries a cost.

SNCL’s Process Pilot enables process mining for everyone using Dynamics 365 Finance immediately. We’ve developed predefined process maps aligned with Microsoft’s business process catalog and known high-impact business areas. The result is plug-and-play process mining, offering immediate insights and opportunities for continuous improvement.