How Mazars Streamlined Multi-Office Project Accounting with Intelegain’s D365 Finance & Operations Application Support
At-a-Glance
Mazars USA - the American arm of the premier global audit, tax, and advisory network operating across major US regional offices.
CHALLENGE:
Multiple regional offices faced operational friction in project accounting, shared resource cost allocations, complex billing schedules, and cross-office engagement reconciliations.
SOLUTION:
Intelegain provides continuous D365 Finance & Operations application support, optimizing project management and accounting workflows, automating time/expense validation, and enhancing multi-office project P&L reporting.
RESULTS:
Cut project billing disputes by 38%, established standardized time/expense approvals across 5 offices, accelerated month-end project close, and enabled real-time engagement profitability tracking.
The Challenge: Multi-Office Project Accounting Friction
Mazars USA operates as a leading full-service audit, accounting, and advisory organization. With client engagements spanning multiple US offices—including New York, Chicago, and Los Angeles—managing cross-office project teams and accurate billing is vital to operating profitability.
While the firm had deployed Microsoft Dynamics 365 Finance & Operations, day-to-day operations encountered recurring friction. Project managers across different offices applied inconsistent billing rules and expense allocation procedures. Time and material contracts involving consultants from multiple practice groups required tedious manual reconciliation before invoices could be issued.
These operational discrepancies generated client billing disputes, slowed payment collections, and forced national finance leadership to spend days untangling inter-office billing allocations. Mazars required an experienced Microsoft partner to provide ongoing application support, optimize core project accounting workflows, and eliminate operational bottlenecks.
Why Mazars Chose Intelegain for Application Support
Mazars USA partnered with Intelegain due to our specialized expertise in professional services project accounting, deep proficiency in Dynamics 365 Finance, and proven application management capabilities.
Implementation: The Intelegain Support & Optimization Approach
Intelegain established an active application support and continuous enhancement model:
Phase 1: Project Accounting Diagnostic & Workflow Standardization
Intelegain audited Mazars’ existing D365 Finance Project Management & Accounting configuration. We identified the root causes of billing friction and standardized time, expense, and rate cards across all 5 US regional offices.
Phase 2: Automated Approval Workflows & Payroll Integration Tuning
We refined automated approval workflows for timesheets and client expenses, implementing validation rules that prevent billing errors before invoice generation. We optimized the bidirectional integration between D365 and corporate payroll systems.
Phase 3: Real-Time Project P&L Dashboards & Ongoing Managed Support
We delivered real-time engagement profitability dashboards, giving practice leaders instant visibility into project margins. We transitioned into continuous application support, proactively monitoring system health and providing ongoing training to office controllers.
Measurable Results & Operational Excellence
Operating on standardized project accounting rules with continuous support
Reduction in client billing errors and multi-office invoice disputes
Visibility into project P&L, billable realization, and WIP balances
Acceleration in monthly financial and engagement billing close cycles
With Intelegain’s dedicated application support, Mazars USA transformed its multi-office project accounting from a recurring source of operational friction into a streamlined, standardized engine. Practice leaders view accurate engagement margins in real time, billing disputes have plummeted, and national leadership manages professional services growth with complete financial confidence.
Project Details
Mazars USA
United States
IT Services
D365 Finance & Operations
Optimize project accounting
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