Systems consultancy services

Tender description

The overall goal of the consulting activity resulting from this ‘Invitation to Tender’ is, in conjunction with colleagues using our Salesforce CRM system, to configure the dynamics system to complete the sell side ‘Quote to Invoice’ process flows that run from end to end across both. We plan to enact this with 5-6 typical Jisc services only during this engagement and then to replicate the onboarding work on the remaining 100+ services ourselves. We have a further requirement to facilitate the storage and billing of expense contracts, both as a standalone capability plus another where we need to ingest detail related to billable network assets and to pay the corresponding suppliers. Since August 2018 (start of that financial year for Jisc), our accounts system has been a cloud version of Microsoft Dynamics 365 Finance and Operations, Enterprise Edition. Having implemented it with System Integrator Columbus Global Ltd inside 4 months, it is currently running as a minimum viable system; ledgers, banking, credit control but with most sales functionality disabled. We have been primarily relying on transactions using free text invoices on the sell side, and with payment journals to service suppliers. It has later had some custom integrations added to act as a pricing and invoicing back end for the Jisc Collections ‘LSM’ License Subscription Manager website. More recently we’ve enabled purchasing functionality on the platform and are in the throes of rolling out basic purchasing and call-off functionality across the company. The overall goal of the consulting activity resulting from this ‘Invitation to Tender’ is, in conjunction with colleagues using our Salesforce CRM system, to configure the Dynamics system to complete the sell side ‘Quote to Invoice’ process flows that run from end to end across both. We plan to enact this with 5-6 typical Jisc services only during this engagement and then to replicate the onboarding work on the remaining 100+ services ourselves. We have a further requirement to facilitate the storage and billing of expense contracts, both as a standalone capability plus another where we need to ingest detail related to billable network assets and to pay the corresponding suppliers.