About the client
Established in 1989, the client is North America’s largest family-operated disaster recovery services firm. It specializes in restoration, environmental remediation, and reconstruction services after natural and man-made disasters. With an unwavering commitment to customer service, they have 60+ offices and a team of over 2000 dedicated employees.
Client challenges
- Scalability struggle: Current accounting and operations weren’t keeping pace with the business’s growth, necessitating a robust ERP system.
- Salesforce incompatibility: Integration challenges with Salesforce Order Management and Order Orchestration systems existed.
- Mergers and integration: Frequent mergers and acquisitions required a scalable system to absorb new entities seamlessly.
- ADP payroll complexity: Integration with ADP was vital for compensation, benefits, and payroll processing for a vast and diverse workforce.
- User access overload: With 400+ users, an integrated application for streamlined operations became critical.
Solution
- D365FO scalability: Dynamics 365 Finance and Operations (D365FO) was chosen for its rich features, providing scalability to align with core business needs.
- Mergers integration proficiency: Over five months, six mergers and acquisitions were successfully integrated into the ERP system.
- Salesforce integration: Advanced Salesforce integrations, covering customer management, jobs, and work order management, were successfully harmonized with D365 using MuleSoft.
- Multifaceted integration points: Eighteen integration points were established over Salesforce, ADP, Leveset, and Comerica.
- Workflow refinement: Intricate workflows were implemented in purchase requisition and project modules for enhanced operational efficiency.
Benefits
- Scalability achieved: D365FO provided the scalability needed for business growth.
- Seamless M&A Integration: The ERP system effortlessly absorbed six new entities quickly.
- Synchronous data transfer: Complex Salesforce integrations ensured real-time data synchronization.
- Integrated module efficiency: Multiple integrations significantly enhanced sales, finance, and project modules in D365.
- Workflow Optimization: Intricate workflows in purchase requisition and project modules streamlined operations.