Customer Profile
Customer is a leading Manufacturer of electrical switches and sensors based in Ohio, USA. They specialize in manufacturing Reed switches, Reed sensors & Proximity sensors.
Customer Situation
- Client was using multiple business systems, including discrete systems for ERP, Payroll, CRM, MRP & WMS. Excel spread sheet usage was an issue
- Due to growth & expansion of the business, the client wanted a modern and unified business platform that was affordable, scalable & cloud architecture compliant
Congruent's Solution
Congruent helped the client by implementing Dynamics 365. The implemented Dynamics 365 modules include:
- Financials - General Ledger, Accounts Payable, Accounts Receivable, Cash/Bank Management
- Operations - Product Information management, Master Planning, Production Control, Warehouse Management, Sales & Marketing, Procurement and sourcing
- Administration - Organization Administration & System Administration
Execution Methodology
The entire implementation was executed following the Sure Step Methodology. Given below are the details.
- Functional Requirements Document (FRD) preparation & Sign-off
- Fit Gap analysis and documentation to identify the customizations
- Functional specifications preparation as per the FRD & Sign-Off
- Design document preparation for the customizations of screens / reports
- Templates creation for staging data load
- Configuring D365 Financials & Operations in staging
- User Training in the staging server
- User Acceptance Testing (UAT) and confirmation from the user
- UAT support & fixes
- Configuring D365 Financials & Operations in production
- Balance load & Go-Live
- Post implementation support
Benefits
- Enhanced coordination between employees & processes of sales, operations, finance etc.
- Effective cost management & tracking
- Real-time inventory visibility across the supply chain
- Enhanced accuracy in determining material requirements & sourcing
- Audit of the Engineering changes in the BOM to track engineer performance
- Master planning process in place for improved production & procurement
- Enhanced shop-floor management and integrated WMS
- Improved production control for the Production Managers
- Increased agility to address the changing market, user or regulatory requirement
- Increased production efficiency without compromise on quality
- Continuously drive platform ROI as the system grows within the business
Know more about our Dynamics 365 Consulting Services