Case study · Manufacturing

Manufacturing ERP Modernization

A mid-sized manufacturer moving from a legacy system plus spreadsheets to Microsoft Dynamics 365 Business Central, phased by function.

The situation

A manufacturer was running an aging ERP alongside spreadsheets that had become the real system of record for inventory and production. Reporting was rebuilt manually each month, and inventory variance was high enough that purchasing decisions were being made on intuition.

01

Process before configuration

We mapped the actual flow from receiving through shipping with the people doing the work, and documented where data was re-entered and where it waited. Several problems turned out to be handoffs, not software.

02

Architecture and phasing

  • Purchasing, vendors and receiving stabilized first
  • Item, unit-of-measure and BOM data cleaned before inventory cutover
  • Warehouse locations and bins designed around physical flow
  • Production orders and consumption posting introduced next
  • Dimensions structured for operational, not only accounting, reporting
  • Power BI reporting added once definitions were settled
03

Result pattern

Transactions were recorded where the work happened rather than transcribed later, monthly reporting became a refresh instead of a rebuild, and inventory data became trustworthy enough to plan against.

Outcomes are described qualitatively because we do not publish customer metrics without approval.

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