About the client
The client is a leading US-based developer of online education portals dedicated to improving children’s lives through innovative learning solutions. They provide professional development for educators and leverage technology to advance teaching and learning globally.
Client challenges
Our client’s previous system, Sage 300, hindered their ability to keep pace with their growth plans. As their business expanded and their online education platform reached more students, their existing system struggled to manage the increasing operational complexity. This led to limited scalability, inefficient manual processes, siloed data, and inadequate reporting capabilities, which impeded data-driven decisions.
Solution
- Key modules, such as Sales Order Processing, Inventory Management, Purchasing, Fixed Assets, Financials, and Banking (including multi-account management and bank reconciliation), were implemented and tailored to their needs.
- Streamlined financial reporting with Income Statements, Balance Sheets, and cash flow for clear financial insights.
- LevelShift ensured a smooth data migration, consolidating General Ledger history, master files, open transactions, and inventory for informed decision-making.
- Customizations were made to capture Ship-To addresses for school districts and integrate them into Sales Invoices, improving customer engagement.
Benefits
- Effortless Scalability: Cloud-based ERP systems grow with the business and eliminate on-premise limitations.
- Streamlined Operations: Integrated modules automate processes and improve data visibility across departments.
- Data-Driven Decisions: Power BI integration provides real-time insights for strategic decision-making.
- Improved Customer Experience: Customized sales features within the Dynamics 365 Business Central implementation ensure accurate invoices and strengthen relationships with educators.
- Focus on Growth: The robust system frees up resources to develop innovative learning solutions and expand reach.