CRM Implementation Boosting Manufacturing Performance
Project Overview
The client is a managed IT services firm providing support, design, implementation, and maintenance services to around 170 companies across the United States of America.
Challenge
- Client struggled without a centralized system to manage business processes and operations effectively.
- Their manual banking procedures created errors and caused delays in financial operations.
- QuickBooks was being used limited due to disconnected sales, manufacturing, and production workflows.
- Lack of streamlined integration caused ample time consumption and led to errors.
Our Solution
Cynoteck developed a customized solution with Dynamics NAV and integrations for external systems.
Configured modules, like Purchases, Payables, Sales, Receivables, Human Resources, and Warehousing.
Linked bank and bank reconciliation in Dynamics NAV to minimize manual activity.
Integrated third-party tool to migrate data from Quick Books to the newly developed NAV solution.
Identified automation opportunities with the client and implemented the required features.
Impact/Outcome
Unified Cloud Integration
Streamlined core business processes on a single cloud platform.
Business Process Optimization
Better visibility, simplified work process, increased user productivity, and future ready.
Automated Banking Operations
Greater automation in banking and financial processes.
97+ Projects
65+ Customers/ Partners
78% Repeat Business
