Uniper modernizes finance and operations with Dynamics 365 Finance & Operations

Uniper, an international energy generation and global gas trading company, engaged Awara IT to address system deficiencies and evolving user demands within its Microsoft Dynamics 365 Finance & Operations landscape. The engagement focused on reengineering core finance, procurement, warehouse and maintenance processes to deliver reliable IFRS reporting, improved treasury visibility and streamlined supplier contract management.

Awara IT delivered a targeted program of customization, process redesign and integrations to support international financial consolidation, accident and reliability management, and a modernized billing flow. The result was faster month-end close, more accurate cash forecasting and reduced manual effort across procurement and warehouse operations — outcomes aligned to Uniper’s operational resilience and compliance requirements in Germany and Western Europe.

Müşteri / Sektör / Ülke

Uniper is an international energy generation and global gas trading company headquartered in Germany, operating across Western Europe. The project targeted enterprise-scale finance, accounting, procurement, supply chain and plant reliability processes.

İş zorluğu

Uniper’s Dynamics 365 Finance & Operations instance had been in production across several business units but showed gaps after initial rollout: missing process automations, inconsistent contractual records, limited treasury visibility and fragmented maintenance documentation. These deficiencies increased manual reconciliations, prolonged month-end close and created exposure in multi-jurisdictional reporting.

Operational triggers included rising user demands for better reliability tracking and accident management, the need to standardize budgeting and control procedures across borders, and pressure to modernize billing and warehouse logistics. International financial reporting (IFRS) and tax accounting requirements meant any solution had to support rigorous consolidation and compliance without disrupting trading and generation operations.

Neden Dynamics 365 seçildi

Uniper was already running Microsoft Dynamics 365 Finance & Operations as its core ERP, so extending and optimizing the existing platform was the most pragmatic and cost-effective route. Dynamics F&O provided required capabilities out-of-the-box for global financial consolidation, project and investment accounting, procurement and warehousing, reducing custom development scope while improving maintainability.

Selection criteria emphasized strong support for IFRS and multi-entity financials, native integration with Microsoft 365 and Power Platform for reporting and process automation, and a proven path to integrate with treasury and plant-maintenance systems. Awara IT was chosen as the implementation partner to deliver focused F&O customizations and integrations while preserving the platform standard.

Uygulanan modüller

• General ledger and consolidation (multi-entity IFRS)
• Accounts payable and receivable
• Budgeting and control (commitment accounting)
• Cash and bank management / Treasury
• Fixed assets & Investments management
• Procurement and sourcing (supplier contract workflows)
• Inventory and Warehouse Management
• Asset Management (equipment maintenance & reliability)
• Billing and invoicing (electronic formats)
• Embedded BI & Power BI reporting

Entegrasyonlar

• Bank connectivity (SEPA/host-to-host/secure file exchange)
• Trading platform feeds for position and settlement data
• Enterprise Asset Management (plant maintenance / SCADA interfaces)
• Supplier contract repository / CLM
• 3rd-party warehouse automation systems (WMS conveyors/RTLS)
• Power BI and Microsoft 365 (Teams, Excel integration)
• Tax and e-invoicing services (XRechnung / ZUGFeRD gateways)

Yerelleştirme ve uyumluluk

The implementation addressed German and Western European compliance needs, including IFRS consolidation, German tax reporting and e-invoicing formats (XRechnung and ZUGFeRD). Payment processes were aligned with SEPA banking standards and VAT reporting workflows were configured for cross-border operations. Multilanguage support and localization packs were applied where regional statutory variations were required.

İş değeri

Awara IT’s targeted F&O enhancements and integrations reduced manual reconciliation and accelerated financial close, improving executive decision-making through timely IFRS-compliant reports. Treasury teams gained near-real-time visibility into cash positions and forecasts, enabling tighter liquidity management and lower short-term financing costs. Procurement and supplier contract automation shortened approval cycles and reduced operational risk in supplier relationships.

Operationally, standardized maintenance and accident management improved equipment reliability and reduced unplanned downtime. Warehouse and billing improvements lowered inventory discrepancies and manual billing effort, freeing finance and operations staff to focus on exception handling and continuous process improvement.