Dynamics 365
Power Platform
Dynamics
Cloud & ProductivityStreamlining operations & financial controls for a healthcare tech company
This case study follows a leading U.S.-based healthcare technology client. This company provides innovative solutions to healthcare providers and organizations. As the business expanded, their on-premise accounting and operational systems, along with reliance on manual processes, created bottlenecks in financial reporting, supply chain management, and operational efficiency. The company partnered with Rand Group to implement Microsoft Dynamics 365 Business Central, modernize operations, and build a scalable, cloud-based system capable of supporting future growth.
The Goal
Implement a cloud-based ERP system that would streamline financial, sales, and supply chain operations, reduce manual processes, and provide robust reporting capabilities to support the company’s growth and strategic decision-making.
The Outcome
This business successfully transitioned to Microsoft Dynamics 365 Business Central, gaining streamlined operations across finance, sales, and supply chain, enhanced financial visibility, and the agility to scale confidently as the business grows.
The problem
This company was limited by its on-premise financial and operational systems, which hindered scalability and efficiency. Reporting was slow, processes across finance, sales, and supply chain were fragmented, and manual workflows created bottlenecks that slowed decision-making.
- Existing systems restricted the ability to scale operations across the enterprise
- Manual processes and lack of automation reduced efficiency
- Limited real-time visibility into financial and operational performance
- Complex workflows in supply chain and vendor management
- Difficulty generating timely, accurate reports to support strategic decisions
Disconnected systems and manual workflows held back growth
The solution
This healthcare technology company partnered with Rand Group to implement Microsoft Dynamics 365 Business Central as a modern, cloud-based ERP system. By combining technical expertise with deep finance, supply chain, and operational knowledge, Rand Group delivered a tailored solution that met the client’s needs.
Implementation Journey:
- Analysis: Assessed current systems, identified gaps, and mapped a clear migration plan.
- Design & Development: Deployed Business Central with custom features, including automatic cost center dimension creation.
- Financial Management: Migrated GL, AP, and AR with budgeting, cash flow forecasting, and bank reconciliations.
- Supply Chain Optimization: Implemented the Rand Group Supply Chain Accelerator to improve inventory and vendor management.
- Reporting: Integrated Jet Reports with 80+ financial templates for better insights.
- Deployment: Rolled out the solution with minimal disruption and close support.
- Training: Enabled smooth adoption through our training platform.
- Support: Continued assistance via the Customer Care Program, including troubleshooting, reporting, and reviews.
The result
The transition to Microsoft Dynamics 365 Business Central enabled the healthcare technology company to operate more efficiently and scale with confidence. Financial, sales, and supply chain teams now benefit from streamlined processes, reduced manual effort, and faster access to accurate, real-time data.
Key business outcomes included:
- Faster financial reporting and month-end close cycle
- Streamlined supply chain and vendor management processes
- Improved visibility into costs and operational performance
- Enhanced efficiency across IT, accounting, and executive teams
- Scalable systems capable of supporting growth and future initiatives
Streamlined processes and real-time insights accelerated growth
Transform your operations with Rand Group
This healthcare technology company’s journey shows that modernizing systems and partnering with the right ERP expert can unlock efficiency, insight, and growth. Rand Group combines deep industry experience with Microsoft Dynamics 365 expertise to help organizations streamline processes, gain real-time visibility, and achieve measurable results.