• Customer Case
  • Comprehensive Technology Overhaul Drives Efficiency, Insight, and Growth for Leading Golf and Hospitality Management Company

Transforming Operations for Global Leadership in Golf Management

Comprehensive Technology Overhaul Drives Efficiency, Insight, and Growth for Leading Golf and Hospitality Management Company

About

A leading golf and golf-related hospitality management company oversees more than 825 locations globally. Renowned for its premium golf management services, the company continually seeks ways to enhance its operations and maintain its industry-leading status.

Challenge: meeting the company's growth ambitions and need for automation

In 2021, a private equity firm invested in the company, positioning it for significant growth and transformation. This rapid growth brought several challenges:

  • Management Agreement Process and Accounting Services: These processes were shared by hundreds of locations, creating complexity and inefficiency.
  • Fragmented Applications and Systems: Disparate technologies and siloed data led to disjointed processes, manual workarounds, inability to scale, and minimal business insights.
  • Hiring and Turnover Issues: The lack of modern technology was a deterrent for today's workforce, impacting recruitment and retention.

While the company had implemented D365 Finance in 2018, the system needed optimization to address these growing pains and support the company’s expansion.

Solution: a complete new Dynamics 365 platform and infrastructure

The private equity firm recommended HSO based on HSO's successful track record with four other portfolio companies. HSO's expertise was called upon to optimize the company's D365 Finance system. This engagement quickly evolved into a comprehensive transformation initiative that addressed multiple facets of the company's operations.

  • D365 Finance: Consolidated 178 legacy standalone ERP instances, optimized finance and accounting functions, enabled automated consolidation, and streamlined complex subscription billing.
  • Data Platform: Established a modern data platform with rapid data ingestion, processing, and analytics capabilities. This included onboarding complex data sources and transitioning from AWS to Azure and Domo to Power BI.
  • D365 Sales and Customer Service: Unified the customer journey from prospecting to contract renewal, automated customer onboarding, streamlined service provisioning, and centralized helpdesk processes.
  • Infrastructure: Consolidated over five disparate infrastructures and networks, and developed a playbook for future M&A activities. Addressed internal versus external security access needs with robust identity and access management strategies.
  • Application Platform: Enabled rapid modernization with low-code capabilities, simplifying and automating processes across departments.

Projected Results

HSO’s intervention is set to transform the company into a scalable, modern enterprise, poised for sustained growth. The comprehensive solutions being provided by HSO will yield significant improvements and outcomes:

  • Operational Efficiency: The consolidation and optimization of finance and accounting systems to reduce manual work and increase accuracy.
  • Data-Driven Decision Making: The new data platform will provide powerful analytics capabilities, enabling better business insights and strategic decisions.
  • Enhanced Customer Experience: Unified sales and customer service processes will improve the customer journey, enhancing satisfaction and retention.
  • Robust Infrastructure: Consolidated infrastructure and robust security strategies will support the company’s expansion and integration efforts, ensuring a secure and reliable operation.
  • Workforce Satisfaction: Modern technologies and streamlined processes will attract and retain top talent, addressing previous hiring and turnover issues.

By addressing the company’s diverse needs with a multi-faceted approach, HSO is delivering quick wins and demonstrating expertise, earning the company’s trust as a one-stop shop for their transformation needs. This strategic partnership not only optimized current operations but also laid a strong foundation for future growth and innovation.

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