Company Overview
The client is a leading IT Infrastructure Managed Services and Solutions Provider in India, specializing in hardware and IT infrastructure services. With a growing customer base and complex operational needs, they required a unified ERP platform to manage finance, procurement, inventory, and sales processes efficiently.
The Challenge
The client was running their core operations on QuickBooks, which soon proved inadequate for their growing business complexity.
Key challenges included:
- Limited Integration: Finance, Procurement, and Inventory modules operated in silos, leading to manual effort and duplication.
- Inaccurate Reporting: Financial and operational reports were unreliable — especially for GST, SEZ billing, and inventory tracking.
- Manual Performance Tracking: Sales targets were maintained in Excel, making real-time monitoring impossible.
- Technical Limitations: QuickBooks couldn’t support advanced needs like Assembly BOM, contra voucher posting, or IGST/HSN compliance.
- Low User Adoption: Due to system restrictions and lack of training, users frequently made errors and faced operational delays.
Primary Objective:
To migrate from QuickBooks to Microsoft Dynamics 365 Business Central (BC) for a unified, automated, and data-driven ERP ecosystem.
The Solution
The engagement was executed in structured phases, focusing first on stabilizing Business Central post-migration and then enhancing reporting and process automation.
Phase 1: System Audit & Planning
- Conducted detailed Requirement Gathering and Fit-Gap Analysis to uncover pain points and inefficiencies.
- Created Functional Design Documents (FDDs) to guide system improvements and migration tasks.
Phase 2: QuickBooks to Business Central Migration
- Migrated all financial, inventory, and operational data to Business Central.
- Established seamless integrations with existing modules and external sales target systems.
- Automated key processes including inventory updates, financial postings, and sales tracking.
Phase 3: System Fixes & Enhancements
- Resolved critical bugs, configuration, and permission issues in BC.
- Enhanced business processes such as SEZ billing, Sales Quotes, and Assembly BOM management.
Phase 4: End-User Training & Adoption-
- Delivered comprehensive training sessions for Sales, Procurement, and Finance teams.
- Focused on GST/SEZ compliance, inventory management, and process accuracy to ensure smooth adoption.
Crucial Enhancement: Real-Time Performance Tracking
To empower leadership with data-driven insights, the team built Power BI dashboards integrated with Business Central and external sales data.
Impact:
- Interactive, visual Sales vs. Target dashboards for real-time tracking.
- Instant visibility into financial health, operational efficiency, and sales performance.
- Enabled management to make faster, smarter business decisions.
Key Outcomes
- Successful Migration: Unified all financial and operational data into a single ERP platform.
- Streamlined Operations: Finance, Procurement, and Inventory modules now operate cohesively.
- Accurate Reporting: Correct GST, SEZ, and HSN setups ensured precise tax computations.
- Real-Time Insights: Power BI dashboards delivered on-demand visibility into KPIs.
- Stabilized System: All major and medium-priority issues resolved for reliable performance.
- Enhanced User Adoption: Comprehensive training improved user confidence and compliance.
Business Impact
The CodeValue team’s expertise in migrating from QuickBooks to Microsoft Dynamics 365 Business Central helped the client eliminate manual processes, enhance accuracy, and achieve real-time visibility across departments. With integrated Power BI analytics, leadership now has full transparency and control, enabling data-driven decisions and supporting sustainable growth.