Dynamics 365
Power Platform
Dynamics
Cloud & ProductivityTransforming financial operations for an industrial equipment manufacturer
A top industrial equipment manufacturer was running on an outdated Dynamics GP system that could no longer keep pace with growing financial complexity and reporting demands. They needed a modern, cloud-based solution to strengthen financial controls, streamline reporting, and boost efficiency across multiple departments.
The Goal
The equipment manufacturer looked to move away from their outdated legacy system and implement a modern, cloud-based ERP solution with advanced financial reporting. Their goal was to eliminate manual process silos, streamline operations, and support business growth, while automating key processes to improve cash flow management.
The Outcome
We successfully migrated the client’s legacy Dynamics GP environment to Dynamics 365 Business Central, a modern, cloud-based ERP solution. This transition enabled the equipment manufacturer to streamline financial and operational processes, improve efficiency across departments, and gain enhanced, real-time financial reporting for better decision-making
The problem
The equipment manufacturer was operating on an outdated Dynamics GP 2013 system that could no longer keep pace with growing financial complexity and operational demands. Employees relied on manual processes for key financial tasks, which slowed decision-making and created inefficiencies across departments.
Key challenges included:
- Legacy ERP system unable to support advanced reporting or operational needs
- Lack of real-time financial insights for informed decision-making
- Manual collections processes causing delays and inefficiencies in cash flow management
Outdated legacy ERP caused cumbersome manual processing and hindered decision making
The solution
The equipment manufacturer chose to migrate from their legacy Dynamics GP environment to Microsoft Dynamics 365 Business Central. Our team combined deep expertise in both Business Central and financial operations to ensure the implementation streamlined processes, improved efficiency, and enhanced financial reporting. Working closely with the client’s IT and leadership teams, we tailored the system to meet their operational and strategic goals.
- Financial controls and reporting: Implemented General Ledger, Budgeting, Bank Reconciliation, and Dimension capabilities to strengthen financial controls and provide real-time insights for better decision-making.
- Cash flow management: Enhanced cash flow forecasting and automated processes to provide clearer visibility into financial planning.
- Accounts payable and receivable automation: Streamlined vendor and customer management while automating payment processing to reduce manual effort and improve operational efficiency.
- Sales and purchase order processing: Automated key processes for handling quotes, sales orders, and purchase orders, minimizing errors and accelerating order fulfillment.
The result
The migration to Dynamics 365 Business Central positioned the equipment manufacturer for greater operational efficiency and long-term scalability. By moving to a cloud-based ERP system, the company gained real-time financial insights, streamlined processes, and reduced reliance on manual tasks, allowing teams to focus on strategic initiatives.
Business outcomes included:
- Enhanced financial reporting with real-time, detailed insights for improved decision-making.
- Automated collections processes that reduced delays and improved cash flow efficiency.
- Streamlined accounts payable, receivable, and operational workflows, reducing manual effort.
Dynamics 365 Business Central empowered the manufacturer to overcome operational challenges, improve efficiency across departments, and confidently support future growth.
Streamlined financial reporting, reduced manual work, and smarter data-driven decision making
Streamline and automate processes with Rand Group
Our equipment manufacturing client reduced their manual workload, enhanced reporting, and streamlined overall processes with D365 Business Central. If you are looking to upgrade from a legacy system to a true cloud ERP trust our team of experts to guide your migration journey.