TERG S.A.
TERG has implemented Dynamics 365 Finance & Operations as the central financial platform for 14 group companies and a network of approximately 400 Media Expert stores in Poland.
One of the largest consumer electronics retailers in Poland
TERG S.A. was founded in 2012. Today, the TERG capital group includes over a dozen subsidiaries involved in areas such as retail, promotion and advertising, imports, logistics, investments, and commercial real estate management. TERG S.A. is the owner of the Media Expert brick-and-mortar and e-commerce chain, as well as the online stores Avans and Electro. The Media Expert chain operates over 550 stores across Poland.
Project Description
TERG needed a central financial and management platform to replace the fragmented data models and processes operating independently across a dozen group companies. A key requirement was the ability to integrate with TERG's existing system environment and provide scalability to support the network's continued growth. The primary reason for choosing the cloud-based version of Dynamics 365 Finance & Operations was its ability to integrate with the group's existing systems and its flexible scalability.
ANEGIS designed and implemented D365FO as the master system for finance, master data, and corporate processes across the entire capital group. The project involved centralizing finances for TERG and its subsidiaries, launching over 40 integration interfaces, and building a hybrid architecture based on Microsoft Azure. The implementation covered the finance module, warehouse finance, controlling, and interfaces with dedicated TERG systems: Azure SQL, Azure Data Factory, and Azure File Storage.
Challenge
- Fragmented financial data and management processes operating independently across 14 group companies
- Lack of a unified Master Data model for products, suppliers, customers, and the chart of accounts
- Omnichannel sales requiring a single ERP model: brick-and-mortar stores, e-commerce, B2B, intercompany, and service processes
- Complex system landscape with dozens of systems to integrate: Comarch XL, POS2XL, Intense ESB, Webcon, ePOS, iPersonel, EDI, banking systems, and external government services (NBP, GUS, VIES, White List of Taxpayers)
- Need to ensure compliance with Polish tax requirements: JPK, Intrastat, and contractor verification via the Ministry of Finance and VIES
- Need for an integration architecture capable of handling the group's scale and enabling further growth
Solution
- Implementation of Dynamics 365 Finance & Operations as the central financial system for the entire TERG capital group: general ledger, chart of accounts, financial dimensions, fixed assets, tax settlements, currency exchange rates, and payment processes.
- Advanced Master Data Management model: centralized management of products, vendors, customers, chart of accounts, financial dimensions, and tax structures – D365FO as the primary source of data for the organization.
- Automation of financial processes: currency exchange rate imports, domestic and international payments, automated bank statement reconciliation, purchasing and approval workflows, and generation of JPK and Intrastat reports.
- Development of a hybrid integration architecture using Dynamics 365 FO, Microsoft Azure, Azure Data Factory, Azure SQL BYOD, Data Management Framework, and the proprietary ANEGIS integration application (OPAA).
- Over 40 integration interfaces connecting D365FO with sales, warehouse, banking, workflow, e-commerce, EDI, and HR systems, as well as external government services.
- Launch of the finance module for warehouse operations and controlling.
Benefit
- A single source of truth for group-wide finances – replacing fragmented data models with a unified financial and reporting system for all 14 companies.
- Standardization of procurement, sales, logistics, and master data management processes across the entire organization.
- Full automation of key financial processes: payments, bank statement reconciliation, counterparty verification, and tax reporting.
- Ready for future growth: a Microsoft Azure-based architecture that supports new sales channels, expanded integrations, and advanced management reporting.
- Cloud scalability tailored to the growth pace of the Media Expert chain.
covered by a unified financial management model
Media Expert chain supported by the implemented system
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