Dynamics 365 Business Central Implementation Powers Global Growth for a Leading Investment Firm

Established in 2011, our client is a Qatar-based private investment company investing across various asset classes locally and internationally. They target high-growth sectors such as contracting, agriculture, healthcare, and education. Over the years, they have built a global investment portfolio that is diversified across asset classes and geographies.

The client faced difficulties in managing day-to-day operations with their legacy ERP system (SAGE). While it initially served them well, several hurdles emerged.

• Expiration & Non-Renewal – The system’s license was set to expire in December 2023, and the client chose not to renew due to limited customer support, rising costs, and performance issues.
• Scalability Challenges – As business processes and data expanded, maintaining their on-premises SQL Server database became increasingly time-consuming and costly.
• Technology Constraints – The legacy system struggled to keep up with modern business needs and technological advancements.
• Decision to Upgrade – To address these challenges, the client transitioned to the D365 cloud-based ERP system for improved efficiency, scalability, and innovation.

• LevelShift helped the client streamline their business processes, such as invoice processing, thanks to its intuitive interface and automation features. Users saved significant time and effort by completing routine tasks.
• The implementation of a purchase approval workflow within Business Central enhanced control and visibility over the procurement process. Approvals were seamlessly managed within the ERP system, eliminating the need for manual interventions and external approvals.
• Business Central’s purchase order and invoice matching functionality gave the client greater control and accuracy in managing vendor transactions. Matching capabilities ensured invoices were accurately reconciled with corresponding purchase orders, reducing errors and discrepancies.
• LevelShift helped the client migrate eight years of historical data from their legacy system to Business Central for two entities. This comprehensive migration ensured uninterrupted access to valuable historical information within the new ERP system.

• Better Data Utilization: Improved access to insights for more informed investment decisions.
• Improved Collaboration: Integration with Microsoft 365 enables real-time teamwork and information sharing.
• Enhanced Reporting and Analytics: Business Central offers robust reporting and analytics tools, providing deeper portfolio insights to support data-driven investment decisions.