US-based Nonprofit Scientific Society Streamlines Processes with Business Central

The client is a nonprofit scientific society in the US dedicated to advancing research on the mechanisms of thought, intelligent behavior, and their implementation in machines.

• The organization faced inefficiencies in procurement, sales, and financial management due to disconnected systems and manual processes.
• Limited visibility into financial data made it difficult to track budgets, expenses, and funding allocations accurately.
• Employees encountered challenges in adapting to new workflows and required structured training to transition smoothly.
• The lack of an integrated cloud-based solution hindered scalability and real-time data access for decision-making.

LevelShift conducted a comprehensive analysis of the client’s business processes across Procurement, Sales, and Financial Management. A team of experts then implemented Dynamics 365 Business Central, providing employees with targeted training on core modules such as Accounting, Procurement, and Sales to ensure smooth adoption.

• Business Central is now utilized to its full potential, improving operational efficiency.
• Optimized business processes across procurement, sales, and financial management.
• Post-implementation training enabled employees to adapt quickly and work more effectively.