Transforming operations by migrating to a Microsoft ERP solution for finance management
As a leading Microsoft Dynamics 365 Business Central developer, Akita recently assisted a family-owned medical equipment supply company with a QuickBooks to Business Central migration to support current and future growth.
New ERP Requirements
The company specialises in supplying medical equipment to both private customers and the NHS. Experiencing rapid growth in demand for its products and services, the company encountered the limitations of its current accounting system, QuickBooks. This prompted it to conduct a thorough review of the market, seeking a more sophisticated system that could effectively cater to its evolving and increasingly complex requirements due to its remarkable growth.
The company's pain points with QuickBooks primarily revolved around its inability to adequately manage the mounting complexity of its operations and the growing volume of transactions. As the company expanded, it faced significant challenges in handling basic accounting tasks and aligning them with inventory management and sales activities.
To continue its growth, the company recognised the need for an advanced accounting solution that could streamline its financial processes, automate inventory management, and provide comprehensive sales tracking.
Undertaking the QuickBooks to Business Central Migration
Our team recommended Microsoft Dynamics 365 Business Central as the ideal, all-in-one solution to address the company's requirements and support its needs over the long-term.
Following initial consultation around requirements and timeframes, the company opted for our rapid packaged ERP deployment approach. This involved the implementation of Business Central's core functionality for finance and sales management, including the deployment of General Ledger, Fixed Asset, Cash Book, Procurement, Sales, and Inventory Control modules.
Combined, these functions within Business Central replaced and improved upon the function that QuickBooks had fulfilled up to this point, without the issue of data silo common with running separate sales and finance systems.
Outcome & Benefits
The finance migration to Business Central was executed quickly and without issue. While the company had initially been attracted by the speed and simplicity of our QuickStart implementation approach, it found a benefit in adopting our continued Business Central support service to provide guidance in the use of the new finance ERP system.
The QuickBooks to Business Central migration has provided several benefits to the company’s operations. Notably, the introduction of Inventory Control has allowed them to efficiently manage their extensive range of medical equipment. The Sales Order Book and Purchase Order Book functionalities have also streamlined their sales and procurement processes, reducing the chance of errors and improving the overall efficiency of processes.
The implementation has now given the company the right platforms to support its growth and prepared it for future success.
Considering a QuickBooks to Business Central migration? View more about our packaged Microsoft finance ERP implementation approach: