About the client
The client is a key player in the energy sector. They specialize in nationwide energy storage projects and in actively reshaping the grid into a renewable and resilient system. Committed to sustainable energy development, the client strives to deliver agile and affordable energy storage solutions, paving the way for a low-carbon future.
Client challenges
- Outdated Accounting System – The existing system limited growth and efficiency, with manual processes slowing operations.
- Time-Consuming Reporting – Manual report formatting consumed hours, diverting focus from critical tasks.
- Inefficient Quote Preparation – Independent quote preparation created inefficiencies in purchaser interactions.
- Complex Energy Projects – Managing projects across multiple departments required an integrated project management solution.
- Data Entry Inefficiencies – Manually entering purchase quotes in Excel before transferring them to QuickBooks led to inefficiencies and reduced control.
Solution
- System Integration: Successfully integrated Dynamics 365 Business Central with existing operations, ensuring a smooth transition and advanced capabilities for purchasing, project management, and fixed assets.
- Financial & Procurement Optimization: Implemented Dimensions, automated quote preparation, and introduced approval workflows to streamline financial reporting and procurement processes.
- Fixed Assets Management: Deployed multi-book depreciation, enabled direct depreciation posting, and improved tracking for better accuracy and control.
- Data & Reporting Automation: Automated data entry with REST APIs, introduced “Edit in Excel” for simplified imports, and developed custom reports for real-time insights.
Benefits
- Simplified Financial Management – Consolidated G/L accounts, automated approvals, and improved purchasing control.
- Improved Data Accuracy & Efficiency – Minimized manual entry with REST APIs, predefined values, and direct depreciation posting.
- Enhanced Project & Asset Management – Optimized tracking of purchases, invoices, and fixed assets with multi-book depreciation.
- Faster Reporting & Requisition Processing – “Edit in Excel” and approval workflows improved data handling and procurement efficiency.