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Client Profile

Xerillion Corporation is an IT support and services provider. It is a Chicago based company established in 2002. The company has provided IT support services successfully to more than 100 Local businesses.  Xerillion is a well-established and fast paced company with a great group of people to work with. The company is well known for its continuous work on refining its service practice to produce the “wow” factor for its clients. All of their employees are Microsoft Certified Systems Engineers with extensive experience in supporting computer networks.

Business Situation

Xerillion was using Dynamics CRM to effectively manage the sales process of the company and QuickBooks, up to some extent, to track the financial process. When they approached Cynoteck, they were managing their financial part manually which was time consuming and costly. They found it less reliable which made them to look into a better ERP system. As the company size and the businesses financial operations were growing, the company realized a need of comprehensive solution for effective management of financial part of the company that could save their time and cost.

Cynoteck Solution

Xerillion engaged Cynoteck to get the best possible solution of the problem which the company was facing. Our ERP Experts analyzed their requirement and proposed them Dynamics 365 for financial to effectively manage the financial section of the company. Cynoteck integrated Dynamic 365 for Financials with Dynamics CRM and also integrated some third party tools like Power BI and Ceridian payroll.

After setting up various posting groups, Sales and receivable setup, purchase and payables setup, Cynoteck delivered a well-tailored solution to perfectly suit their business process.

After integrating Dynamics 365 for financial and power BI into their Dynamics CRM, we got succeeded in managing all their financial data to flow in the Dynamics 365 for financials.

Value Added

  1. Faster turnaround time- With more automation used in the process overall turnaround time for the process has been greatly reduced to make their financial more productive.
  2. Time- Cynoteck delivered the whole setup for Dynamics 365 for Financials in 2 Weeks.
  3. Cost Effective- with Dynamics 365 for financial solution. Cynoteck provided cost effective offshore delivery model which helped maintain lower cost of project.
  4. Future ready- System is scalable and extendable to meet any business requirement in future.

Project Snapshots 

Business Requirements

  • CRM integration with Dynamics 365 for Financials
  • Power BI integration
  • Ceridian Payroll Integration

Technologies

  • CRM Integration with Dynamics Financials done
  • Power BI integration done
  • Ceridian payroll integration done

Key Success Factors

  • With Integration of both solutions the sales part flows in CRM and Financial part in Dynamics
  • Financial Reporting would be extended to display more reports
  • Payroll generation can be done and tracked

 

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