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The Problem

The Solution

The Impact

Website: https://alliedpower.com/
Industry: Fossil & Nuclear Power Plant Maintenance Provider
Location: USA
Technology: Dynamics 365, Dynamics 365 Business Central, Dynamics 365 ERP

Enhancing Allied Power’s Efficiency Using Business Central’s Capabilities 

About Allied Power 

For more than 30 years, Allied Power Products Inc. specialized in delivering winches, hoists, capstans, and cranes to their customers. They have been the preferred supplier of hydraulic winches and systems for heavy construction units and for the marine and logging industries in the Pacific Northwest.  

Unsorted Obstacles Preventing Allied Power’s Scaling  

Managing their traditional processes efficiently with an ever-expanding workforce and complex financial requirements was proving to be challenging for the organization. They sought a robust solution to streamline their old account management system.  

  • Allied Power Products Inc. relied heavily on the old account management system.  
  • Being in the industry for over three decades with growing needs required them to integrate their current system and processes with a CRM. With this integration, they aimed to avoid making errors, save time, and leverage necessary features to handle the complexities of their account and finance processes.  
  • The company needed a centralized solution that could automate all their processes, like account management, finance, jobs, and reporting, while providing real-time insights. 

Our Suggestion: Implementation of Dynamics 365 BC 

We suggested implementing Dynamics 365 BC. We calculated that integrating it would give them the desired results, ensure compliance, and enhance their efficiency. Our experts partnered with Allied Power Products to implement Microsoft Dynamics 365 Business Central. The decision was driven by the platform’s  

  • Comprehensive capabilities,  
  • Seamless integration with CRM and other Microsoft products, and  
  • Its flexibility allows it to adapt to all the needs of the client. 

How Did We Collaborate to Integrate Dynamics 365 BC? 

We divided our work into smaller, more concise, and more doable fractions: 

  • Configuration and Customization

We worked closely with the client to understand their requirements, configuring Microsoft Dynamics 365 Business Central to align with the company’s specific policies and procedures. CRM customizations were made to their existing system for their various requirements.  

  • Account Management

Upon transitioning to a new account management system, they enjoyed a myriad of benefits, including: 

    • Improved payroll processes,  
    • Enhanced visibility into employee time tracking,  
    • Administration benefits, and  
    • Tax calculations 
  • Implementation of the Finance Module

Once we successfully implemented the Chart of Accounts and General Ledger setup, we also implemented posting groups for various accounts to handle transactions from different modules like Sales, Purchases, and Jobs.  We did additional analysis and reporting to define financial dimensions as per their organizational requirements. 

  • Integration with CRM 

We seamlessly integrated Microsoft Dynamics 365 Business Central’s CRM capabilities, which ensured a smooth flow of data across the organization.  With Business Central’s integration, our clients could fairly manage  

    • Customer interactions,  
    • Sales processes, and  
    • Customer data directly within the ERP environment.  
  • Real-time Reporting and Analytics 

The platform’s robust reporting and analytics tools provided the client with real-time insights into financial data.  Customizable dashboards allowed stakeholders to monitor all the financial data, like expenses, track compliance, and make informed decisions. 

  • Scalability and Futureproofing 

Microsoft Dynamics 365 Business Central’s capabilities ensured constant, effective, and scalable client growth. The platform’s flexibility allowed easy adaptation to evolving payroll regulations and business requirements, providing a future-proof solution. 

  • Implementation of the Punch In/Out System 

The custom functionality of the Punch In/Punch Out to track employee working hours and availability made employee management an easier task for them.  

What Resolved with this new Implementation?

This new system significantly changed a lot of things, including: 

  • Reduced manual data entry errors  
  • Enhanced accuracy and  
  • Accelerated the account management system 

Key Performance Metrics Improvement

100+

Workforce

$10-$50

Annual Turnover