About the client
A leading Native American-owned provider of full-service pallet management solutions across North America that prioritizes more than just quality and affordability. Their commitment extends beyond business, honoring their heritage (their name translates to “original people”) through sustainable practices and dedicated support for Native American communities. This unique approach has earned them the trust of Fortune 500 companies throughout North America.
Client challenges
Ongweoweh faced operational challenges due to limitations in its existing system. Siloed systems created communication barriers with vendors and customers, leading to delays and errors. The full capabilities of Dynamics 365 F&O had not been fully leveraged, hindering productivity and the generation of valuable insights. A cumbersome user interface and Bill of Lading layout discouraged user adoption, while manual processes were time-consuming and prone to errors, further impacting financial efficiency and data accuracy. Additionally, the system lacked the flexibility to manage personalized paychecks alongside clear layouts for diverse users.
Solution
- Blackline Integration: Implemented the Blackline connector for sustained system functionality.
- Inter-company transactions: Enabled multi-company transactions for one of their subsidiaries.
- User-friendly interface: Strategically modified labels to simplify system navigation.
- Comprehensible paychecks: Created clear and distinct paycheck layouts for each vendor.
- Automated document handling: Deployed Power Automate for streamlined document management.
- Automated processes: Tailored automation for vendor invoice creation and posting to maximize accuracy.
- Advanced reporting: Leveraged Power BI for visually appealing and insightful reports.
Benefits
Implementing Dynamics 365 Finance and Operations has transformed operations at Ongweoweh. With smoother workflows, the system is now more user-friendly, benefiting every team member. Clearer labels and personalized paychecks alleviate confusion, while challenges concerning accounts payable, freight calculations, and purchase orders have been effectively resolved. Moreover, stringent security measures, including assigned user roles, ensure system integrity. Power Automate simplifies document management, enhancing productivity. However, the most significant advantage lies in data utilization. Power BI converts raw data into intuitive reports, empowering informed decision-making. This focus on user experience, security, and streamlined processes has led to greater efficiency and valuable data-driven insights for the entire organization.