With a 20 year-old legacy system, it was becoming increasingly difficult for Te Tumu Paeroa to meet its complex financial management and reporting obligations. Land management was an issue, too. “For example,” says COO Nick McKissack, “Landcare New Zealand data can shine a powerful light on the potential of land. But the system didn’t allow us to make the best use of external data that could support that.” To solve this we built a new system that split activities into three segments: Microsoft Dynamics NAV for financials; Microsoft Dynamics CRM for property assets and the land owner database; and Microsoft SharePoint to allow each owner to access information about their land. More details: http://www.intergen.co.nz/Our-Work/Te-Tumu-Paeroa/

1. PROFESSIONAL SERVICES
CASE STUDY
An overstretched net
TE TUMU PAEROA
Fast, accurate information
in a complex world
THE SITUATION
I could walk into a
regional office before
the new system, and
every desk was stacked
high with physical files.
The new system means we
no longer have to wade
through masses of paper
to produce reports or
respond to an enquiry.
NICK MCKISSACK
CHIEF OPERATING OFFICER
TE TUMU PAEROA
THE PAIN
Property management is a demanding
job at the best of times, but how would
you like to be Te Tumu Paeroa? It has
2,000 properties in its care, each one
with multiple owners, the number of
whom increase with each generation.
What’s more, each owner may have
multiple contact details and ownership
in more than one property.
With a 20 year-old legacy system,
it was becoming increasingly difficult
for Te Tumu Paeroa to meet its
complex financial management and
reporting obligations.
Among Te Tumu Paeroa’s many
tasks are:
»» Collecting payments from lessees
and other debtors
»» Managing property maintenance
»» Investing income on land
owners’ behalves
»» Distributing revenue to land owners
»» Managing financial records and
compliance issues such as GST
»» Providing accurate and regular
reports to land owners
Land management was an issue, too.
“For example,” says COO Nick
McKissack, “Landcare New Zealand
data can shine a powerful light on
the potential of land. But the system
didn’t allow us to make the best
use of external data that could
support that.”
THE TECHNOLOGY
We built a new system that split
activities into three segments:
Microsoft Dynamics NAV for
financials; Microsoft Dynamics CRM
for property assets and the land
owner database; and Microsoft
SharePoint to allow each owner to
access information about their land.

2. Collectively, these elements are an
integrated “stack”; that is, each can
talk with the others, delivering world
class ERP, CRM and dynamic data
systems on the one hand, and – for all
practical purposes – a single system
that delivers whatever data is needed
in the moment, from a global
summary of income to a financial
report for an individual land owner.
Microsoft SharePoint allows a
client-facing website to draw on
property information from CRM.
Land owners can now get immediate
access to information about their land
via a password protected login.
THE GAIN
From within CRM, Te Tumu Paeroa’s
staff now have ready access to all
property and client data. They can
generate customised reports that
draw data from both CRM and NAV.
This structure allows Te Tumu Paeroa
to do tax returns for each entity with
remarkable efficiency. Likewise, the
organisation only needs to maintain a
single bank account for all client
funds, yet Dimensions creates an
interface that allows Te Tumu Paeroa
to give each entity statements showing
all of their transactions. For all
practical purposes, it’s as if each entity
really does have a separate account.
THE DELIVERY
For unavoidable reasons, the project
was undertaken as Te Tumu Paeroa
was restructuring and introducing new
business processes. “Intergen were
consistently creative in problem solving
and willing to offer new solutions,”
says Nick. “I was able to talk to
directors, account managers – people
at all levels. That meant we were able
to find a way to make it work.”
The system had to be both efficient
and flexible, so that users across the
organisation could generate reports
and answer customer queries quickly.
It had to provide a familiar interface
so users could use it with minimal
training, and it had to be backed by
robust support.
THE BUSINESS VALUE
»» The ability to integrate and
manipulate information from
multiple databases
»» Consistent, accurate and
reliable reports
»» Better customer service
»» The opportunity for better,
more sustainable use of land
THE ENGINE ROOM
One of the most powerful features is
the customised “dimensions”
capability built into Microsoft
Dynamics NAV. This allows a set of
consolidated books for all properties
and investments, along with
individual records for each property.
Traditionally, this would require
setting up 2000 separate companies
within the system; a slow and
cumbersome process.
CHRISTCHURCH
Te Tumu Paeroa operates in a highly
competitive market, and needed a
system that would “provide a view of
what’s happening in a complex
environment.”
»» Real time data available to
staff and clients
Staff have high visibility of what
needs to be done and when, through
configurable CRM workflows, many of
which generate tasks in queues to
facilitate workload management.
AUCKLAND
THE BUSINESS CASE
»» Microsoft Dynamics NAV
»» Microsoft Dynamics CRM
»» Microsoft SharePoint
With Intergen staff working
across organisations of all
sizes and types, our offerings
include portals, content
and collaboration solutions,
Microsoft Dynamics financial
and relationship management,
custom software development,
management consulting
and hosting services.
DUNEDIN
MELBOURNE
PERTH
REDMOND
SYDNEY
WELLINGTON