About the client
Ongweoweh, whose name translates to “original people,” is a Native American-owned provider of full-service pallet management solutions across North America.
Headquartered in New York, the company serves Fortune 500 customers and operates across multiple subsidiaries, with complex vendor relationships, multi-company transactions, and high-volume logistics at its core.
Client challenges
Although Ongweoweh was already using Dynamics 365 F&O, the company had not fully leveraged the platform’s capabilities. Siloed workflows, manual processes, and user experience challenges were limiting productivity and creating downstream issues.
Siloed Systems and Communication Barriers
Disconnected systems created friction in vendor and customer communication, leading to delays and errors that impacted delivery performance and customer satisfaction.
Underutilized Dynamics 365 F&O Capabilities
Key D365 F&O features for automation, reporting, and cross-company operations were not fully used, leaving teams dependent on manual workarounds.
Poor User Interface and Low Adoption
A cumbersome interface and unclear Bill of Lading layout discouraged user adoption, affecting data quality and process compliance.
Manual Processes Prone to Error
Manual vendor invoice creation, posting, and document management introduced errors and inconsistencies across finance and operations.
Inflexible Paycheck and Layout Management
The system lacked flexibility to create personalized paycheck layouts for each vendor, adding confusion and administrative effort for the accounts payable team.
Solution
LevelShift reviewed Ongweoweh’s D365 F&O environment and designed targeted enhancements across user experience, automation, reporting, and integration.
Blackline Integration
Implemented the Blackline connector to support system functionality and strengthen financial reconciliation processes.
Inter-Company Transactions
Enabled multi-company transaction support for one subsidiary, removing an operational bottleneck and improving consolidated financial visibility.
User-Friendly Interface
Redesigned and relabeled key screens to simplify navigation, reduce training time, and improve day-to-day adoption.
Personalized Paycheck Layouts
Created clear paycheck layouts tailored to each vendor, reducing confusion and manual intervention in accounts payable.
Automated Document Handling
Used Power Automate to streamline document management workflows and replace manual routing steps.
Automated Vendor Invoice Processing
Automated vendor invoice creation and posting to improve accuracy and reduce manual effort.
Advanced Power BI Reporting
Used Power BI to convert operational data into actionable reports for faster, data-driven decision-making.
Accounts Payable and Freight Fixes
Resolved issues across accounts payable workflows, freight calculations, and purchase order management.
Benefits
Working with LevelShift, Ongweoweh optimized its Dynamics 365 F&O environment to improve delivery performance, reduce manual work, and strengthen operational visibility.
- Improved delivery performance: On-time delivery increased by 20% as streamlined workflows and automation reduced delays and errors.
- Improved customer satisfaction: Customer satisfaction improved by 10% through faster and more accurate order and delivery management.
- Automated invoice processing: Vendor invoice creation and posting became fully automated, reducing manual effort and improving accuracy.
- Improved user adoption: Clearer labels, simplified navigation, and personalized layouts made the system easier for teams to use.
- Real-time operational visibility: Power BI reporting converted operational data into dashboards for faster leadership decision-making.
- Improved AP, freight, and PO accuracy: Longstanding issues in accounts payable, freight calculations, and purchase order management were addressed.
- Stronger system security: Assigned user roles and access controls helped protect financial and operational data.
- Scalable multi-entity architecture: Inter-company transaction capability created a stronger foundation for continued growth.