Expenses and procurement,
in one pocket.

Savills employs thousands of people across dozens of countries, most of whom spend their working day away from a desk — on sites, in properties, with clients. Expense claims and purchase requests happen in that context, not in front of a desktop ERP.

We also provided ongoing post-go-live technical support across the Savills Dynamics estate, alongside the app work.

Expenses and procurement were two separate processes in two places, neither of which was usable from a phone. The result was predictable: claims submitted late, purchase requests routed by email, and approvals that stalled because the approver was never at a computer at the right moment.

The approval logic was the hard part. It had to span the mobile app and the ERP as a single workflow — an approval given on a phone has to be the same approval the ERP recognises, with the same authority and the same audit trail.

• R1A unified expense and procurement experience for thousands of employees
• R2Mobile-first, usable by staff who are rarely at a desk
• R3Dynamics 365 integrated with the mobile application
• R4A custom approval workflow spanning both systems as one process
• R5Authority and audit trail preserved wherever an approval happens
• R6Deployable across a multinational estate

We integrated Dynamics 365 with the mobile app and built the approval workflow across both, so a single request moves through one process regardless of which surface it is touched from.

Eight months, agile, and the workflow was the schedule. Building two interfaces is straightforward. Making one approval mean the same thing in both, with the audit trail intact, is where the time went.

• 01ERP integration. Dynamics 365 F&O integrated with the mobile expense and procurement app.
• 02Approval workflow. A custom workflow spanning ERP and mobile as a single approval process.
• 03Mobile experience. Expense and procurement flows built for staff working away from a desk.
• 04Rollout. Delivered and deployed across a multinational estate after eight months of agile development.
• 05Ongoing support. Post-go-live technical and techno-functional support across the Dynamics estate.