IBM Maximo Meets Microsoft Dynamics 365: How BE-terna and TROIA Bridge the Gap Between Asset Management and Financial Control
Case study

IBM Maximo Meets Microsoft Dynamics 365: How BE-terna and TROIA Bridge the Gap Between Asset Management and Financial Control

4 min read Jun 16, 2026

Utilities and infrastructure organizations operate in increasingly complex environments where operational reliability and financial transparency must go hand in hand. However, asset management systems and ERP platforms often function in silos, limiting visibility into costs, slowing decision-making, and creating unnecessary manual processes.


To address these challenges, BE-terna and TROIA partnered to deliver an integrated solution connecting IBM Maximo with Microsoft Dynamics 365 Finance & Supply Chain Management, enhanced by BE-terna's industry solution Utilities and Infrastructure Management (UIM).

IBM Maximo is the world's leading enterprise asset management platform, trusted by more than 9,500 organizations across 195 countries from utilities and energy companies to transportation, manufacturing, and public infrastructure providers. Its global reach spans every continent, with customers ranging from mid-sized operators to global enterprises such as Volkswagen, Shell, Heathrow Airport, and Taiwan High-Speed Rail.

Key challenges

  • Siloed systems — asset management and financial processes running on disconnected platforms with no real-time data flow between them
  • No cost transparency — limited visibility into infrastructure and maintenance costs across the asset lifecycle
  • Manual reconciliation — operational and financial data aligned by hand, creating delays and errors
  • Inefficient procurement — inventory and purchasing processes disconnected from actual asset and project needs
  • Slow decision-making — reporting delays preventing timely investment and maintenance decisions

The Challenge

Asset-intensive industries require complete visibility across operational and financial processes. In many organizations, maintenance activities, procurement, project execution, and financial reporting are managed across disconnected systems resulting in:

  • Limited transparency into infrastructure and maintenance costs
  • Manual reconciliation between operational and financial data
  • Inefficient procurement and inventory processes
  • Delayed reporting and decision-making
  • Challenges with long-term investment and asset planning

The goal: create a unified ecosystem where operational asset management activities directly connect with enterprise financial processes in real time.

Combining Operational and Financial Expertise

TROIA: Enterprise Asset Management

TROIA specializes in enterprise asset management and digital transformation with deep expertise in IBM Maximo. Their solutions support utilities and infrastructure organizations across the full operational lifecycle:

  • Asset lifecycle management
  • Preventive maintenance
  • Work order management
  • Operational performance monitoring
  • Infrastructure reliability optimization

BE-terna: ERP and Industry Solutions for Utilities

As a leading Microsoft partner, BE-terna delivers ERP solutions based on Microsoft Dynamics 365 Finance & Supply Chain Management. For utilities and infrastructure providers, BE-terna developed Utilities and Infrastructure Management (UIM) an industry solution that extends standard ERP capabilities with:

  • Infrastructure project lifecycle management
  • Advanced fixed asset management
  • Enhanced budgeting and cost transparency
  • Project-based inventory and material management
  • Regulatory-aligned procurement processes
  • Integrated tracking of materials, labor, and equipment consumption

This ensures that every asset-related activity from planning and maintenance to procurement and financial reporting is fully aligned with organizational and financial objectives.

A Connected Digital Ecosystem

The integration between IBM Maximo, Dynamics 365 FSCM, and UIM connects operations and finance end to end. Maintenance work orders and operational activities managed in Maximo flow directly into projects and financial processes in Dynamics 365 ensuring complete transparency across the entire asset lifecycle.

"At TROIA, we believe that operational excellence in asset management should be tightly aligned with financial transparency. Through this integration, we ensure that every operational activity is directly reflected in financial processes, delivering a unified platform that supports smarter decision-making, greater efficiency, and long-term asset sustainability. Our collaboration with BE-terna brings this vision to life, empowering organizations to move from reactive maintenance to data-driven, financially optimized asset strategies."

Primož Sevčnikar, CEO, TROIA

Key Results

  • End-to-end integration between operational and financial systems
  • Real-time visibility into maintenance and infrastructure expenses
  • Improved cost control and investment transparency
  • Increased efficiency through automation and data consistency
  • Better planning and execution of maintenance and infrastructure projects
  • Stronger decision-making based on connected operational and financial insights

Ready to connect operations and finance in one integrated ecosystem?

Discover how Microsoft Dynamics 365 Finance & Supply Chain Management and BE-terna's industry solutions help utilities and infrastructure organizations streamline asset management, financial governance, and operational performance.

Read more

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