Improving data flow and accounting processes by migrating from Sage 50 to Business Central.
Our Sage 50 to Business Central migration helped a finance department’s systems align with wider company business applications, reducing administration and improving data reporting.
Based in the service industry, the company was using a legacy Sage 50 setup for its invoicing and payroll requirements. However, the sales quoting process and other key areas of operations were being run from Microsoft Dynamics 365 applications.
This created several workflow issues. The most significant was the requirement for invoices created in Dynamics 365 to be transferred into Sage 50 for billing. This relied on a third-party plug-in, the use of which represented a potential security and data risk.
It was determined that by moving to Microsoft’s ERP solution, Business Central, for accounting requirements, the company could align its business systems, fulfil all finance requirements and ensure data security.
Migration to Business Central
The company chose financial year-end as the time to undertake the Sage 50 migration. Following a period of consultancy, Akita and an external partner implemented Business Central in line with the finance department’s requirements, mirroring or improving all required workflows.
Once the system was built, it was thoroughly tested by the finance team to ensure they were satisfied and that processes were as efficient as possible. All data was then transferred over from the live Sage 50 system and a hard date set for the migration.
This took less than four weeks – impressive considering the size and complexity of the Sage 50 accounting system Business Central replaced. There was also only minimal disruption on working for the finance department.
Results
Following the Sage to Business Central migration, the company has aligned all of its data - from first enquiry to final invoice - in a single, secure cloud-based system. This has enabled the company to report on all areas of its operations with far greater ease (thanks in part to the use of Microsoft Power BI).
The finance team has also experienced improved working practices. In particular, they highlight the ability to spread product billing over defined periods (with easy deferral). This had been a manual process in Sage 50, so Business Central has saved the department a significant amount of time.
Changes have also ensured that invoicing and billing is correctly assigned and reported upon, improving the accuracy of profit and loss reporting. This in turn has enhanced business intelligence and strategy.
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