Dynamics 365 Business Central implementation for enhanced financial controls and visibility for real estate consulting firm
Context
Using traditional accounting system, Tally, which lacked scalability and modern integration capabilities
15+ business units dispersed across geographies
1000+ employees working in silos across different business processes
Disconnected Spreadsheets-based tools and trackers for each department
Email-based approvals and authorization for business decisions
Challenges
Manual processes causing delays and inaccuracies in financial operations
Lack of real-time insights into financial performance and business trends.
Inefficient approval workflows leading to dependencies and delays.
Manual commission calculation leading to errors and delays in invoicing .
Limited scalability and integration capabilities of the existing Tally systems.
Solution
Migrated from Tally to Dynamics 365 Business Central ERP on the cloud.
Carefully mapped each customer requirement to ensure a seamless transition.
Integrated Dynamics 365 Business Central with LeadSquared CRM and Zing HR HRMS systems.
Developed a custom sales and billing module for commission computation at different milestones.
Engagement coverage and highlights
Financial management
Sales management
Customer relationship management (CRM)
Supply chain management
Project management
Sales and billing
Reporting and analytics
Data integration from various sources
Real-time data monitoring
Contact management
Task management
Financial modeling and analysis
Testimonial
“Transitioning to Dynamics 365 Business Central has transformed our financial operations. The integration with Microsoft 365 tools and automated workflows has significantly improved our efficiency and accuracy.”
– Finance Controller
Timeline
Solution discovery & Envisioning
8 weeks
Implementation
16 Weeks
User adoption
4 Weeks
Maintenance & updates, support
Dedicated support team
Outcome
>80%
Improvement in billing accuracy (On basis of system audit)
>60%
Reduction in approval dependency (On basis of post implementation survey)
