The migration from Dynamics GP to Dynamics 365 Business Central brought numerous benefits to the client, including:
Enhanced Data Visibility
With improved reporting and analytics capabilities, the client gained real-time insights into financial performance, operational metrics, and customer data. This enabled better decision-making and improved overall business visibility.
Dynamics 365 Business Central automated several manual processes, such as invoice processing, financial reconciliations, and reporting. This streamlined operations, reduced errors, and saved valuable time for employees.
Continia Document Capture was implemented as the best Accounts Payable automation software to help the client optimise their business processes efficiently, saving time and improving accuracy.
The new system facilitated seamless collaboration across departments and branches, enabling employees to access and share information in real-time. This improved teamwork and accelerated response times.
Scalability And Adaptability
Dynamics 365 Business Central provided a scalable platform that could easily accommodate the client's growing business needs. The system allowed for flexible customization, making it easier to adapt to changing requirements.
Dynamics 365 Business Central is seamlessly integrated with the rest of the Microsoft 365 stack, Continia Document Capture and Jet Reports.
Insightsoftware Jet Reports was implemented to quickly and easily generate timely, accurate financial reports in the format that works for Financial Services clients, using the same fields and calculations they’re used to, right inside of Excel. Just the real-time data they need, directly from the Microsoft Dynamics database.
The automation of manual processes, reduced data entry errors, and streamlined operations resulted in cost savings for the client. The optimized system eliminated the need for additional software licenses and reduced the reliance on external IT support.
An ongoing Path To Future Enhancements
Including Microsoft Copilot for the application of AI (Artificial Intelligence).
The successful migration from Microsoft Dynamics GP to Dynamics 365 Business Central enabled the firm to overcome the limitations of its legacy ERP system. The modernization effort resulted in improved data visibility, streamlined processes, enhanced collaboration, and increased scalability. The client now has a robust ERP system that aligns with its business goals, improves operational efficiency, and supports its continued growth in the financial services industry.