Client Background Our client, a leader in providing advanced sound rooms, speech-to-text, and recording technologies for courtroom environments, needed a robust ERP and CRM solution to streamline operations and improve cross-functional visibility across their 10 business units in Australia and the United States.
Challenges and Requirements The company required a scalable platform to unify its business processes, from sales and purchasing to finance project management and inventory control. With multiple business units and complex intercompany transactions, the organization sought a solution to efficiently manage its data across international divisions while supporting out-of-the-box functionalities and customizations as needed.
Solution After gathering thorough requirements, our team proposed and implemented Microsoft Business Central, which was integrated with Dynamics 365 Sales. We began with a comprehensive business process analysis, enabling us to design a platform architecture that would scale with the company's growth and support standard and custom workflows.
Success Case: Implementation of Microsoft Business Central and Dynamics 365
Sales and Purchasing: Optimized for transactions and order management. Finance and Consolidation Reporting: Improved visibility into financials across all business units. Intercompany Transactions: Enhanced coordination and data flow between the Australian and U.S. divisions. Project Management: Managed resources, timelines, and project costs with precision. Assembly and Warehouse/Inventory Management: Enabled efficient stock control and order fulfillment.
We also conducted data migration from their previous ERP system (EXO), transferring two years of historical data to ensure continuity and comprehensive reporting. Finally, the integration of Business Central with Dynamics 365 Sales allowed the company to centralize sales processes, manage projects, and log time entries with ease.
Outcome With the integrated Business Central and Dynamics 365 Sales solution, the client gained a single, unified platform for managing end-to-end operations. This scalable, adaptable solution has led to optimized workflows, reduced manual intervention, and enhanced real-time visibility across departments, positioning the company for sustained growth and operational efficiency.
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