Dynamics 365 BC Simplifying Operations
Project Overview
The Australia based client is a private advisory firm providing strategic growth, deal management, and advanced business analytics services. They have worked with a broad spectrum of industries, including investment and finance, media, technology, trading and contracting, telecom, construction, real estate development, and governments.
Challenge
- The client struggled to efficiently manage and streamline their various disconnected business processes.
- They are using Wave application for financial management while handling sales and purchases manually through separate software.
- The client wanted operations, better inventory control, automated banking processes, and seamless third-party integrations.
Our Solution
Our experts set up purchases, payables, sales, and receivables
Setup and linked banking processes to Dynamics Business Central to minimize manual activity
Identified automation opportunities along with the client and provided new automated features
Created customized functionalities for third-party app integrations
Impact/Outcome
Integrated Cloud-Based Business Process Management
Consolidated core business operations on a unified cloud platform
Improved Transparency and Workflow Efficiency with Scalable Architecture
Enhanced visibility, optimized work processes, boosted user productivity, and prepared for future growth
Advanced Banking and Financial Process Automation
Increased automation in banking and financial operational workflows
91+ Projects
67+ Customers/ Partners
78% Repeat Business
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