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Cloud & ProductivityModernizing insurance operations with Dynamics 365 Business Central
An established Canadian insurance provider modernized its legacy systems by implementing Microsoft Dynamics 365 Business Central with WebSan Solutions, a Rand Group company. The transition united fragmented processes, automated financial workflows, and strengthened compliance, enabling the organization to achieve operational excellence and scalable growth.
The Goal
The company aimed to consolidate its disconnected financial systems into a unified, cloud-based ERP platform. They sought to enhance financial visibility, streamline processes, and automate compliance-related workflows across multiple branches.
The Outcome
The implementation of Microsoft Dynamics 365 Business Central provided real-time insights, reduced manual processes, and ensured compliance across all financial operations. The client now benefits from enhanced efficiency, improved financial oversight, and the scalability needed to support continued expansion.
The problem
Operating across multiple branches and currencies, the insurance firm struggled with disconnected systems that limited visibility and efficiency. Financial management, claims processing, and customer records were spread across separate platforms, resulting in delayed reporting, manual errors, and compliance risks.
The lack of integration hindered strategic decision-making and made it difficult for leadership to gain an accurate picture of company performance. Manual workflows across accounts payable, expense tracking, and payment approvals not only slowed down operations but also increased the risk of costly errors. As the company grew, their legacy infrastructure could no longer support the volume or complexity of transactions, leaving teams overburdened and unable to respond quickly to evolving business demands.
Fragmented systems
The solution
Rand Group implemented Microsoft Dynamics 365 Business Central, a tailored, cloud-based ERP solution that addressed every operational challenge through strategic integrations and automation:
- Core financial integration: Unified financial management across three entities and over 30 bank accounts for real-time visibility and control.
- Process automation: Integrated Continia Expense Management and Continia AP Automation apps to automate expense tracking, credit card processing, and approval workflows.
- Banking transformation: Implemented Rand Group’s EFT Banking App to digitize and secure payment processing, eliminating manual transactions.
- Enhanced receivables: Introduced iSolutions for collections management and improved communication with customers.
- Accelerated deployment: Utilized Rand Group’s Supply Chain Accelerator Starter Pack to fast-track setup and minimize downtime.
- Customized features: Designed approval workflows and custom fields to match operational needs and strengthen data accuracy.
The result
With unified data and automation in place, the company now operates with improved efficiency and confidence in decision-making:
- Enhanced efficiency: Automation reduced manual effort in accounts payable and expense management.
- Improved financial oversight: Consolidated financial reporting provided leadership with real-time insights.
- Regulatory compliance: Automated workflows minimized compliance risks tied to manual document handling.
- Scalability: The cloud-based infrastructure supports future growth and expansion seamlessly.
Real-time financial oversight
Take the next step with Rand Group
Transform your operations with a unified ERP that empowers your team, strengthens compliance, and drives long-term growth. As a trusted Microsoft Partner, Rand Group delivers tailored Dynamics 365 Business Central implementations designed to accelerate efficiency and profitability.