Case Study: High Velocity Orders and A/R Payment Application

The Challenge

Client was quickly outgrowing QuickBooks Desktop for financial management to the point of greatly reduced performance due to local database size and increasingly large user base. Another major pain point was the volume of orders from their integrated ecommerce system and subsequently applying payments to those orders was so large that it took days to match and apply them properly.

The Solution: The Leading ERP for Financial Services Companies

Client selected Microsoft Dynamics 365 Business Central to gain better financial control, increased performance, integrations, and cloud management.

Benefits

• Offers Growth beyond the limits of basic accounting software
• Streamlines accounts receivables and payables
• Can now automatically reconcile accounts to close and report on financials quickly and accurately
• Maintaining compliance
• Refines financial forecasts by modeling and analyzing data across multiple dimensions
• Customizes reports using Microsoft Excel integration
• Condensed chart of accounts to better manage financial portfolios
• Ease of integration with 3^rd party apps
• Cloud-based system adds security and the ability to work remotely
• Ability to chart financial performance in real time with built-in Power BI dashboards

Supporting Growth and Performance

Client has grown nationally to processing over 1500 orders and payments per day to become an $80M company. They had quickly surpassed the capabilities of QuickBooks and needed a more robust financial system and the ability to integrate and automate their receivables process. They spent most of their time waiting for QuickBooks to process transactions than using it. Also, their existing ecommerce integration was becoming more and more unreliable to the point where they were not able to operate at times.

Their search led them to a cloud solution, specifically Microsoft Dynamics 365 Business Central. They needed a lower-cost of ownership, high-performance, cloud-based ERP system that could handle their growing ecommerce integration, orders, and fast growth trajectory. The fact that they were already using Microsoft Office 365 cemented their decision.

Microsoft Dynamics 365 Business Central

Implementation began with developing and prototyping the integration of their existing ecommerce application with Business Central. Once they were satisfied that Business Central could handle the incoming order volume via the integration, they began implementation. Training, testing, and data migration led to them cutting over to Business Central becoming fully operational within 6 months after developing the initial ecommerce integration.

They are now working on using Microsoft Dynamics 365 Business Central’s workflows and built-in approval processes. They also appreciate the tight integration and upload features available for Microsoft Excel making it easy to integrate and analyze data quickly.