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Business Central Financial Reporting: Hershey Trust Company Case Study

Business Central Financial Reporting: Hershey Trust Company Case Study

Customer story · Hershey Trust Company

How Hershey Trust Company Developed More Detailed Reporting with Business Central and Solver

Using a dimensional reporting structure to support financial analysis, reconciliation and planning after an ERP migration.

Download the original case study PDF
Illustrative photograph of a finance professional reviewing information at a deskIllustrative photograph
Trust and investment management
US customer story
Customer
Hershey Trust Company
Industry
Trust and investment management
ERP
Microsoft Dynamics 365 Business Central

At a glance

Hershey Trust Company uses Solver to gain more insight from its financial information and support complex reporting requirements alongside Business Central.

The Situation

Hershey Trust Company manages US trust and investment operations. After moving to Business Central, it found its previous reporting solution incompatible with the new environment.

What Was At Stake

  • Reporting needed to support a dimensional chart of accounts.
  • Financial and non-financial requirements remained complex.
  • The team needed useful analysis alongside reconciliation and planning.

The Turning Point

The company selected Solver to support its reporting requirements and make better use of its ERP data.

This US customer story was published by Solver Global. Hershey Trust Company credits Solver partner RSM for hands-on training during and after implementation.

What the Team Did

Adding Detail to Reporting Dimensions

Additional attributes allow accounting information to be organised into more detailed reporting views.

Developing Purpose-Built Reports

The accounting team created reconciliation reports, supported by training using reports the company intended to use.

“Solver is a great tool for both financial and non-financial reporting, allowing you to meet complex organizational reporting requirements.”
Kyle D’Angelo, Director of Financial Reporting, Planning, and Analysis, Hershey Trust Company

The Result

The company reports gaining more insight from the same volume of data.

  • Reporting provides more granular information.
  • Purpose-built reports support reconciliation.
  • An IT-department budgeting pilot enabled direct input into Solver.

What They Can Do Now

  • Analyse financial information through additional attributes.
  • Use detailed reports and executive dashboards.
  • Develop departmental participation in budgeting.

Why It Worked

Reporting Considered Alongside the ERP

An ERP migration creates an opportunity to review what each report needs to explain. Mapping those requirements to dimensions and attributes helps a finance team establish a reporting structure that can support future questions.

Training Connected to Everyday Work

Working with the reports a team intends to maintain gives training a practical purpose. It helps connect system knowledge with the organisation’s own review, reconciliation and planning routines.

Discuss your Business Central reporting requirements.

Based on Solver Global’s original Hershey Trust Company customer story. Customer details and outcomes relate to the implementation described in that source.