Fast-growing online retailer simplifies multi-entity operations with Dynamics 365 Business Central

The client is a fast-growing online retailer and e-commerce services provider in the home improvement space, based in California. Powered by a proprietary technology platform and a skilled team, they offer services ranging from online retail and E-commerce as a Service (EaaS) to digital marketing, software development, and logistics, to smoothly manage and scale multiple online businesses under one umbrella.

As the company scaled its operations, it began facing growing pains with its legacy ERP system, Oracle NetSuite. The system’s complexity and steep learning curve made everyday financial and operational tasks difficult for their teams. Key challenges included:

• Inefficient Sales Order Management: Manual processes led to delays and errors in order handling.
• Cumbersome Intercompany Operations: Managing transactions across multiple entities was time-consuming and labor-intensive.
• Lack of Automation in Accounts Payable: AP and invoice processing required significant manual input, which increases the risk of errors and slows workflows.

The client partnered with LevelShift to implement Dynamics 365 Business Central, laying the foundation for a robust and scalable ERP environment. The solution was tailored to address the company’s operational inefficiencies and evolving business needs. Key interventions included:

• Deployment of Core Business Central Modules: Financial Management, Procurement, Sales, Inventory, and Warehouse Management were rolled out to unify and modernize the client’s core operations.
• Deck Commerce Integration: Business Central was integrated with the Deck Commerce Order Management System, automating sales order creation, purchasing, and transaction posting to minimize manual intervention and errors.
• Multi-Entity Management (MeM): To simplify and accelerate intercompany transactions, MeM was implemented to ensure smooth management across multiple business entities.
• Custom Pricing Integration via Azure: The client’s in-house pricing management application was connected to Business Central using Azure, enabling real-time pricing updates and ensuring accuracy in purchase orders.
• Automated Accounts Payable with Continia Document Capture: Accounts payable workflows were streamlined using Continia Document Capture and intelligent OCR to reduce manual entry and enhance data accuracy.

• 25% time savings: Managing multiple entities became significantly more efficient with MeM, resulting in a reduced operational workload.
• Improved accuracy: The automation of sales orders and financial processes minimized errors and expedited transaction handling.
• Automated Accounts Payable: AP processing was accelerated and simplified through the use of CR-powered document automation.
• Real-Time pricing visibility: Azure integration ensured that pricing updates were reflected directly in purchase orders, thereby improving procurement accuracy.
• Scalable ERP backbone: With Dynamics 365 Business Central in place, the client now operates on a modern, cloud-based system built for growth.