Fase 1 · Concienciación Industry transformation blueprints

Public sector and subsidies: grants, supplier portals and procurement inside the ledger

How to digitalise grant administration, supplier portals and compliance-driven procurement so the rule is enforced by the system.

← All thought leadership

Industry blueprint For Public sector finance leaders, programme directors, procurement heads

La respuesta corta

In public money, the rule must sit inside the transaction. Encode the grant conditions and the procurement thresholds in the workflow, and compliance stops depending on memory.

Stages

Grant lifecycle, end to end

1
Award and budget The award, conditions and budget by fund and period are set up as dimensions.
2
Procure Requisitions follow thresholds, quotations and approvals set by policy.
3
Spend and track Every cost carries the grant and the budget line, and is blocked when the line is exhausted.
4
Report to the funder Reports come from the ledger in the funder's format.
5
Close and audit The audit trail links each cost to its approval and its award condition.

Decision points

Three questions that change the answer

Does the rule have a threshold?

YesPut the threshold in the approval workflow.

NoDocument the rule and assign an owner.

Is the cost eligible under the award?

YesAllow it and tag the grant.

NoBlock or flag it at entry.

Does the funder require its own format?

YesBuild the report from the ledger.

NoUse the standard statement.

Milestones

What done looks like, and when

Month 1 Awards and dimensions configured.
Month 2 to 3 Procurement workflow and supplier portal live.
Each period Funder report produced from the ledger.
Year end Audit trail reviewed with the auditor.

Principles we hold to

The rule lives in the transaction.
Every cost carries its grant.
Funder reports come from the ledger, not from a spreadsheet.
Suppliers use a portal, not email.

Preguntas frecuentes

How can Dynamics 365 manage grants?

Awards, conditions and budgets are modelled as dimensions, spend is tagged and checked at entry, and funder reports are produced from the ledger.

Does it support public procurement rules?

Procurement thresholds, quotations and approvals can be configured as workflow so the policy is enforced at the requisition.

Relacionado Public sector law inside the ledger → Case study library → Funder reporting in one click →

Take this to your own programme. Tell us where you are. We will tell you plainly what this means for your estate and what we would do first. Reserva una consulta Next: Manufacturing and supply chain: shop-floor visibility, maintenance and vendor integration →

Cómo se desarrolla un compromiso

Comienza con una consulta de 45 minutos, luego un taller de descubrimiento y ajuste de recursos sobre tus propios procesos. Recibes un ajuste de espacios escritos y un plan por fases antes de acordar un programa. Siguen cuatro fases, cada una con algo que puedes usar y revisar.

Descubre

Talleres de procesos, auditoría de datos y un ajuste con el producto estándar.

Diseño

Plano de la solución, mapa de integración y las extensiones que realmente necesitaremos.

Despliegue

Configuración, ensayo de migración, formación basada en roles, UAT y transición por fases.

Apoyo

Hypercare, servicios gestionados, portal de clientes, revisiones de optimización programada.

Qué genera el coste: usuarios, entidades legales y monedas, integraciones, migración de datos y las lagunas que se encuentran respecto a los estándares. Descubre cómo funciona el precio, ejecuta la puntuación de preparación de tres minutos o reserva una consulta.