Context

    • Using traditional accounting system, Tally,
      which lacked scalability and modern
      integration capabilities
    • 15+ business units dispersed across
      geographies
    • 1000+ employees working in silos across
      different business processes
    • Disconnected Spreadsheets-based tools
      and trackers for each department
    • Email-based approvals and authorization
      for business decisions

Challenge(s)

    • Manual processes causing delays and
      inaccuracies in financial operations
    • Lack of real-time insights into financial
      performance and business trends.
    • Inefficient approval workflows leading to
      dependencies and delays.
    • Manual commission calculation leading to
      errors and delays in invoicing .
    • Limited scalability and integration
      capabilities of the existing Tally systems.

Solution

    • Migrated from Tally to Dynamics 365
      Business Central ERP on the cloud.
    • Carefully mapped each customer
      requirement to ensure a seamless
      transition.
    • Integrated Dynamics 365 Business
      Central with LeadSquared CRM and
      Zing HR HRMS systems.
    • Developed a custom sales and billing
      module for commission computation at
      different milestones.

“Transitioning to Dynamics 365 Business Central has transformed our financial operations. The integration with Microsoft 365 tools and automated workflows has significantly improved our efficiency and accuracy.”

– Finance Controller

Engagement coverage and highlights

    • Financial management
    • Sales management
    • Customer relationship management (CRM)
    • Supply chain management
    • Project management
    • Sales and billing
    • Reporting and analytics
    • Data integration from various sources
    • Real-time data monitoring
    • Contact management
    • Task management
    • Financial modeling and analysis

Timeline

investment
Solution discovery & Envisioning

8 weeks

integration
Implementation

16 Weeks

management
User adoption

4 Weeks

tablet
Maintenance & updates, support

Dedicated support team

>80%

Improvement in billing accuracy On basis of system aud

On basis of system audit

>60%

Reduction in approval dependency

On basis of post implementation survey

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