Case study
This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provideD.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background
City Power and Light is a publicly traded electric utility company. The company has a corporate office, four regional field offices, two subsidiary companies that product solar energy, and one wind power subsidiary. City Power and Light has 50 percent ownership in the solar energy company. The company fully owns the wind power company but operates it separately from other businesses.
City Power and Light currently operates with varying integrated legacy systems and has difficulty assembling company financials. Migrating these systems and workloads to a common platform would improve visibility into the business and inform decision making. The company plans to implement Dynamics 365.
Current environment
Legacy systems
-The legacy system does not have audit capability or configurable workflow based on business logiC.
-The legacy paper-based purchasing system does not allow parent-child relationships for vendors. Two signatures are required for purchase requisitions.
-Purchase orders are entered into the system manually based on signed purchase requisitions printed to PDF and then emailed to the vendor.
-The legacy procurement system does not have a parent-child relationship for master data management.
Regional offices
-All four regional field offices have both a service division and operations division and share the same tax ID as the parent.
-Each regional office has five trucks used by service technicians to read meters and fix electrical issues.
Financials
-All financials consolidate up to City Power and Light Holding, LLC.
-The finance department employees are currently able to create as well as pay invoices.
Customers
Sales orders from the website are uploaded into the system manually once a day.
International and domestic customers currently post to the same receivable account. At the end of the month, these have to be separated into domestic and international receivable accounts.
Other information
-There are multiple active acquisitions expected during the implementation timeline.
-The item master data for solar panel configurations has multiple variables and variants. As a result, the process for creating quotes and sales orders is extremely complex.
Requirements
General
-Flexible implementation approach to support frequently changing business needs and requirements.
-A phased roll-out is needed due to the complexity of the business.
-Any offsite travel meals submitted on an expense report without corresponding flight and hotel expenses need to be revieweD.
-Ten percent of vendor invoices should be reviewed to ensure they meet company policy.
-Testing of business processes needs to be automateD.
-Customer surveys must be sent out after email customer service interactions. Surveys must contain a rating system and a way for customers to add documents.
-Employees require one central tool for internal communication, phone calls, and file sharing.
-Sales representatives need an enterprise quoting tool for solar panel customers.
Technical
-A cloud-based financial and operational system, accessible on mobile devices.
-The ability to keep a legacy meter reading application with the ability to use the data in aggregated operating reports.
-Business processes should be tested with different variables for the same process as part of the testing plan.
Functional
-Establish and document business processes to assist with on-boarding new employees more efficiently.
-Parent-child relationships need to be established for vendors with regional offices. Purchasing locations vary from invoicing locations.
-The ability to create automated wire payments.
Requisitions
-All purchase requisitions over $50 need to be approved by a manager.
-All purchase requisitions over $1,000 require senior manager approval.
-Multiple purchase requisitions to the same vendor should be combineD.
Sales
The item master data for solar configurations have multiple variable and variants. This leads to complex quoting and sales orders.
Sales representatives must be able to create automated wire payments.
Issues
-A limited number of users are available for testing.
-User1 reports that the data fields are not saving during formula entry with saved variables functionality in the RSAT tool.
-The purchasing department is seeing duplicate vendor records during data conversion.
-Audit notes from the prior year indicate improvement is needed in roles and responsibilities related to financial management and security roles.
-User2 reports that parts ordered on PO123 were never received and the vendor has said they never received the PO.
-User3 provides feedback that important steps during journal entry are being forgotten and new users need hands-on guidance.
-Service technicians report that they do not always have the appropriate tools or parts with them requiring multiple service calls.
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