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The Problem

The Solution

The Impact

Industry: Oil and Gas
Location: Canada
Technology: Dynamics 365, Dynamics 365 Business Central, Dynamics 365 ERP

Fortifying Rotoliptic’s Progress with Microsoft Business Central System’s Technology

About Rotoliptic 

Rotoliptic is designing novel technological innovations for successful overcoming of artificial lift space issues. Their products are environmentally friendly. Better collaboration, inventive solutions, and a passion towards creating a better tomorrow is what drives their organization. 

While working towards building innovative solutions, they did face issues that needed mending. 

The Rotoliptic Project involves several critical steps: 

  1. Order Placement: Orders are placed with various vendors for the manufacturing of piping parts.
  2. Goods Receipt: Upon receiving the piping parts, the goods are logged into the system.
  3. Testing: The received goods are subjected to rigorous testing to ensure they meet quality standards.
  4. Approval: A custom approval process ensures that only parts that pass the testing phase are approved for final use.

Understanding Rotoliptic’s Challenges 

In the complex system that they had in place, they faced a few challenges. 

  1. Manual Approval Process: The existing manual process was time-consuming and prone to errors.
  2. Lack of Visibility: Limited visibility into the status of orders and approvals.
  3. Inefficiencies: Delays in the approval process were impacting project timelines.

Implementing Dynamics 365 Business Central as Solution to Their Problems 

To address these challenges, we implemented a custom approval process in Microsoft Dynamics 365 Business Central. This involved: 

  1. Workflow Automation: Automated the approval process for vendor orders and goods receipt.
  2. Custom Approval Hierarchy: Defined a multi-level approval hierarchy to ensure rigorous quality checks.
  3. Integration with Testing Results: Integrated testing results into the approval workflow to automatically trigger approvals or rejections.
  4. Real-Time Visibility: Enhanced visibility into the status of orders, goods receipt, and approvals through dashboards and notifications.

How Did We Implement Dynamics 365 Business Central For our Clients? 

  1. Requirement Gathering:
    • Conducted workshops with the client to understand their existing process and requirements for the new system.
  2. Design and Development:
    • Designed the workflow and approval hierarchy.
    • Developed custom workflows in Business Central to automate the process.
    • Integrated the testing module to link test results with the approval process. 
  3. Testing and Validation:
    • Conducted unit testing to ensure each component worked as expected.
    • Performed end-to-end testing with real data to validate the entire process. 
  4. Training and Deployment:
    • Trained key users on the new system and workflows.
    • Deployed the solution and provided ongoing support during the initial phase. 

Aligning Business Central with their Custom Approval Process 

Step 1: Order Placement 

  • Purchase orders are created and sent to vendors through Business Central. 
  • The system automatically routes the purchase order to the first level of approval based on the defined hierarchy. 

 Step 2: Goods Receipt 

  • Upon receiving the goods, warehouse staff log the receipt into Business Central. 
  • The system triggers the testing process and links the test results to the received goods. 

Step 3: Testing 

  • Goods are tested according to predefined criteria. 
  • Test results are logged into the system, which automatically determines if the goods pass or fail the quality check. 

Step 4: Approval 

  • If goods pass the testing phase, the system routes the approval request to the next level. 
  • Approvers receive notifications and can approve or reject the request through their Business Central interface. 
  • If rejected, the system logs the reason and notifies relevant parties for corrective action. 

Step 5: Final Approval and Use 

  • Once all levels of approval are completed, the goods are marked as approved for use. 
  • The system updates inventory and notifies the project team. 

How Did the Implementation Help Rotoliptic?

The implementation of a custom approval process in Microsoft Dynamics 365 Business Central for the Rotoliptic project resulted in significant improvements in efficiency, accuracy, and visibility.  

By automating the approval process and integrating testing results, the client was able to streamline their operations and ensure high-quality standards for their pipe manufacturing project.