Dynamics 365
Power Platform
Dynamics
Cloud & ProductivityDriving strategic readiness with a trusted long-term partner
Peak Rentals provides well-site rentals, power solutions, and field services across major U.S. basins. Rand Group has partnered with Peak Rentals for many years, supporting their Dynamics NAV environment and developing deep familiarity with their operations. When Peak needed to transition off a shared NAV instance on an accelerated timeline to support broader strategic planning, Rand Group delivered the new environment on time and on budget, ensuring continuity across operations, approvals, and reporting.
Client: Peak Rentals
The Goal
Transition Peak Rentals off a shared NAV environment into a dedicated instance on a compressed timeline, while preserving critical integrations, approval workflows, and reporting continuity.
The Outcome
Peak Rentals now operates on a dedicated NAV instance delivered on a compressed timeline, preserving integrations, approval workflows, and reporting continuity while supporting future strategic flexibility.
Rand Group cares, and that shows in every interaction. No matter what I throw at them, they always have someone on the team who truly knows how to solve it. That consistency and depth of expertise is why we’ve partnered with them for so many years.”
The problem
Peak Rentals first partnered with Rand Group many years ago after repeated frustration with prior NAV vendors who delivered rigid, cookie-cutter solutions and never took the time to understand their operations. Rand Group became the dependable partner they needed, stabilizing the system, resolving long-standing issues, and learning Peak’s workflows across field ticketing, financial operations, and complex approval processes. Over time, the relationship deepened, and Peak came to rely on Rand Group as their consistent, knowledgeable resource for both daily support and long-term improvements.
As Peak evolved as a business, its NAV environment operated within a shared corporate instance that no longer aligned with near-term operational and strategic needs. Peak needed to transition to its own dedicated NAV environment on a highly compressed timeline while preserving critical integrations, approval workflows, and reporting continuity. The project required separating Peak into its own database, migrating only the relevant data, and ensuring complex processes such as PO approvals, AFEs, fixed asset transfers, and field ticketing continued without disruption. Given the business impact and urgency, Peak relied on Rand Group to execute the transition quickly and accurately.
Peak’s core challenges included:
- Operating within a shared NAV environment that limited structural flexibility
- Tight deadlines driven by broader business and strategic planning needs
- Preserving complex approval workflows and custom applications during the transition
- Maintaining uninterrupted field-to-finance processes and reporting continuity
- Executing the transition accurately without disrupting day-to-day operations
Compressed timeline driven by strategic business requirements
The solution
Rand Group led the transition of Peak Rentals from a shared NAV environment into a dedicated NAV instance, completing the separation on an accelerated timeline without disrupting day-to-day operations. Leveraging its long-standing partnership with Peak, Rand Group preserved existing integrations, approval workflows, and reporting structures while migrating only Peak-specific data, ensuring continuity across field and finance processes. The team rebuilt and validated the Basis field ticketing integration, maintained Jet Reports for reporting consistency, stabilized custom approval applications, and supported user readiness—delivering a smooth transition that met both timeline and budget requirements.
Key actions included:
- Transitioning Peak Rentals into its own dedicated NAV database
- Migrating Peak-specific data, including customers, vendors, open POs, and open tickets
- Rebuilding and validating the Basis field ticketing integration
- Reconfiguring Jet Reports to maintain reporting continuity
- Preserving and supporting complex PO, AFE, and fixed asset approval workflows
- Supporting user training and internal data validation
- Addressing post-go-live workflow stabilization, including iPayables
The result
Peak Rentals successfully transitioned to a dedicated NAV environment on schedule and within budget, maintaining operational continuity across finance and field operations from day one. With a standalone NAV environment in place, Peak is now better positioned to support future strategic and structural changes—backed by a long-term partnership with Rand Group, a responsive and knowledgeable team that continues to support their evolving business needs.
- Successful transition from a shared NAV environment to a dedicated instance without operational disruption
- Completion of the separation on a highly compressed timeline while meeting business requirements
- Preservation of critical integrations, approval workflows, and reporting continuity during the transition
- Stable continuation of field-to-finance processes, including ticketing, purchasing, and approvals
- Quick user adoption due to familiarity with NAV and continuity of existing workflows
- A standalone NAV environment that supports Peak’s near-term operational needs and future strategic options
“Rand Group is a knowledgeable, steady group of people—and that matters. I’ve seen many partners come and go, but Rand Group has longevity.” – Amy Washek, ERP Manager
weeks implementation timeline
active users transitioned
%
delivered on time and on budget
Take the next step with Rand Group
When your systems need stability, accuracy, and long-term support, the right partner makes all the difference. Rand Group brings deep product expertise and a commitment to dependable service, helping organizations build solutions that work today and scale for tomorrow.