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Driving Operational Excellence

How AXIA Empowered CountryMark to Take Control of Their D365 Finance and Supply Chain Upgrades

Table of contents
1.  Project Overview
Project Overview
Key Achievements
About CountryMark
The Challenge
AXIA's Solution
Project Outcomes
The AXIA Difference
Meet the Project Team

Project Overview

A Strategic Partnership for ERP Stability and Growth

CountryMark, a leading American-owned oil exploration, production, and refining cooperative, partnered with AXIA Consulting to stabilize and optimize its D365 Finance and Supply Chain platform. Over the course of four years, AXIA’s tailored support and guidance enabled CountryMark to transition from reactive issue management to strategic, internal ownership of its D365 upgrade process, ultimately supporting the company’s operational growth and system evolution.

Client-Focused Support

"We’re here to help our clients not only implement new technology but ensure it's built to meet their specific business needs. It's not just about functionality—it’s about sustainability and growth for their future." 

Christina Waggoner | Customer Success & Consulting Manager

Key Achievements

Three Transformational Results for CountryMark’s D365 Journey

Through its collaboration with AXIA, CountryMark achieved key improvements in its D365 Finance and Supply Chain operations. These transformations helped streamline processes and ensure smoother system performance:

  • Stabilized D365 system post-implementation.
  • Transitioned to proactive issue management.
  • Managed biannual upgrades with minimal business disruption.
Stabilization Post-Hypercare
AXIA helped stabilize the D365 system post-implementation, ensuring seamless operations and effective issue resolution.
Strategic System Evolution
AXIA shifted CountryMark’s focus from simple issue resolution to strategic prioritization of system enhancements that align with business growth.
Ownership of D365 Upgrade Process
CountryMark successfully implemented an internal, strategic upgrade process, enabling them to autonomously manage Microsoft-mandated biannual upgrades.

About CountryMark

An American-Owned Cooperative Leading the Energy Sector

CountryMark Cooperative Holding Corp. is an American-owned and farmer-owned oil exploration, production, refining, and marketing company. Since its founding in 1919, CountryMark has been providing premium liquid fuels and lubricants, including biodiesel and ethanol blends. Operating out of Mt. Vernon, Indiana, their production includes over 900 oil wells, a private 238-mile pipeline, and 100 branded fuel stations. In 2022, CountryMark was recognized as the 27th largest cooperative in the U.S.

The Challenge

Navigating the Complexities of D365 Upgrade Management

CountryMark migrated from AX2012 to D365 Finance and Supply Chain, encountering both challenges and opportunities. Microsoft’s biannual mandatory upgrades necessitated a shift in how CountryMark approached system maintenance. They needed to establish internal processes to manage and execute these upgrades efficiently without disrupting daily operations, but lacked the internal experience to take full ownership of this critical task.

Valuing Client Relationships

“The AXIA team stayed with us every step of the way. If they didn’t have an answer right away, they found it—proving time and time again that they were a reliable partner."

Glenn Keller | Director, Information Technology at Countrymark

AXIA’s Solution

Empowering CountryMark with Tailored D365 Support and Expertise

AXIA leveraged its deep expertise in D365 Finance and Supply Chain to assist CountryMark with their D365 transition and ongoing post-implementation support. By focusing on organizational change management (OCM) and D365 functional support, AXIA guided CountryMark in building internal knowledge and best practices for managing system upgrades.

ERP-Implementations-Upgrades
Best Practices for D365 Upgrade Management

Focused on scheduling, release analysis, and testing automation to streamline the upgrade process.

Program-Management-1
Annual Operational Planning Integration

Ensured D365 upgrades were seamlessly integrated into CountryMark’s yearly business and operational cycles.

ERP-Change-Management
Internal Team Training and Empowerment

Provided hands-on training to help CountryMark's internal team manage and execute upgrades with minimal disruption.

ERP Managed Services
Proactive System Monitoring and Optimization

Delivered continuous support to identify and resolve potential system issues, enhancing performance between upgrades.

Project Outcomes

Achieving Full Ownership of D365 Upgrades and Operational Efficiency

CountryMark now independently manages its D365 upgrades, both from a technical and operational perspective. AXIA’s guidance has resulted in:

  • Internal ownership of the D365 upgrade process, reducing reliance on external support.
  • A clear, strategic approach to handling upgrades biannually, minimizing operational disruption.
  • Enhanced internal technical expertise, ensuring a thorough understanding of the D365 environment.

The AXIA Difference

Knowledge Transfer, Best Practices, and a Lasting Partnership

AXIA’s comprehensive support extended beyond technical issue resolution. By embedding long-term best practices and prioritizing knowledge transfer, AXIA empowered CountryMark to take control of their system upgrades. AXIA’s collaborative approach, focusing on both the IT and business teams, allowed CountryMark to integrate the upgrade process into their daily operations.

 

Meet the Project Team

CountryMark continues to collaborate closely with AXIA’s dedicated team for strategic support in evolving their D365 platform. Glenn Keller, Director of Information Technology, and Karen Stephens, Project Delivery and Business Analysis Manager, work alongside AXIA’s ERP experts to stay ahead of system updates, ensuring optimal performance and operational efficiency. This ongoing relationship fosters continuous growth, enabling CountryMark to confidently manage future developments in their ERP journey.

Christina Waggonerplaceholder Christina Waggoner
Christina Waggoner
Client Advocate and Support Manager
Doug Blitzerplaceholder Doug Blitzer
Doug Blitzer
Managing Director, Microsoft Dynamics 365
Jeff Vagplaceholder Jeff Vag
Jeff Vag
Director and Client Advocate
Lorenda Hartwellplaceholder Lorenda Hartwell
Lorenda Hartwell
OCM Lead
Missy Martoncikplaceholder Missy Martoncik
Missy Martoncik
Finance Solution Architect
Shriram Patel placeholder Shriram Patel
Shriram Patel
Supply Chain Solution Architect
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Ready to Transform Your ERP Strategy? Partner with AXIA for Proven Results

Discover how AXIA can help your organization achieve lasting success with your ERP implementation and upgrades. Contact our team today for a personalized consultation and take the first step toward optimizing your system for future growth.