Mercado de Valores
Dynamics 365

Mercado de Valores de Costa Rica, Puesto de Bolsa SA, is a leading company specializing in stock market brokerage and financial advice. The company was founded in 1976 by Mr. Guillermo Masís Dibiasi when there was not yet a Stock Exchange in the country. His vision of developing the company led him to go one step further by becoming a founding member of the National Securities Exchange in 1976 and of the Costa Rica Electronic Securities Exchange in 1993.

Currently, Mercado de Valores has more than 42 years of experience in stock market brokerage, having a privileged place in the Costa Rican financial landscape for its career, experience, and leadership. The company stands out for providing personalized financial advice and having a Board of Directors with extensive knowledge of the market, both in legal and banking areas. It is a business group with plenty of experience, complemented by the management group that makes up the company, with over 25 years of experience in the business.

“Mercado de Valores seeks suppliers that meet the company’s high standards and that also share values ​such as excellence in service, track record, transparency and innovation in their processes for continuous improvement. For this reason, we chose AlfaPeople.”

Why did you choose AlfaPeople as an ERP solution provider?

After completing the entire administrative process and reviewing the proposals received, Mercado de Valores chose AlfaPeople to undertake the development and implementation of the ERP in the company. After completing the entire administrative process and reviewing the proposals received, Mercado de Valores chose AlfaPeople to undertake the development and implementation of the ERP in the company.

The reasons that led the company to hire AlfaPeople were not only because it fulfilled most of the requirements, but also because it showed flexibility in terms of specific requests needed for the project, and also for the experience the company already had with AlfaPeople previously.

What were the requirements that the company needed?

• In Mercado de Valores we needed to implement the following points:

• •Purchase requisition management
• • Automatic budget validation by the system
• • Operating Cash Flow
• • Vendor master/digital file
• • Supplier classification, alerts, and blocking
• • Purchases by reordering point

How does the implementation work?

Mercado de Valores has highly trained professionals in the business and they are the ones who will provide all the inputs and requirements necessary to successfully complete the ERP implementation. It is precisely these collaborators who will work hand-in-hand with AlfaPeople’s extensive experience and knowledge team, composed of a functional architect, a project manager, a technical architect and a consulting team.

What are the functionalities of the tool that AlfaPeople will implement for Mercado de Valores?

Mercado de Valores will use modalities such as general accounting, suppliers, customers, bank and cash management, budget management, payroll, human resources, procurement, and requirements among others.

What is the Mercado de Valores’s aim with implementing this solution?

With this project, Mercado de Valores seeks to generate more operational efficiency and maximize all resources in terms of technology and human capital to aim for agile, consolidated, managerial and effective information management. In the end, all this translates into greater excellence in completion both in the advising and service offered by Mercado de Valores to its clients.

What are the benefits of implementing Microsoft Dynamics 365 Unified Operations (AX)?

• • It integrates information systems into a Business Management Solution
• • It strengthens the operation by integrating financial, operational and commercial processes
• • It covers current business needs and the new business growth
• • It consolidates companies, new branches, etc

Which business areas will benefit from this?

• The implementation of Microsoft Dynamics 365 Unified Operations will positively impact areas such as:

• • General accounting
• • Employee management
• • Suppliers
• • Clients
• • Bank and cash management
• • Budgetary management
• • Payroll
• • HR
  • • Acquisition
  • • Supply and taxes
  • • Commercial

What was the service offered by AlfaPeople like?

Mercado de Valores seeks suppliers that meet the company’s high standards and that also share values ​such as excellence in service, track record, transparency and innovation in their processes for continuous improvement. For this reason, we chose AlfaPeople.

What is the benefit of working with an ERP in the SaaS model?

For Mercado de Valores one of the main benefits of the ERP in SaaS is to have a technological tool that immediately contributes to generating information analysis in real time, which allows us to achieve a significant impact on the company’s decision making and, therefore, efficiency at all levels.

How does this project contribute to the company?

This project helps to complete one the pillars of the Mercado de Valores strategy, which is to continue being leaders in the sector through innovation in service, as well as accompanying and advising clients to achieve their financial, personal and family goals, such as proper asset management.