Customer
America’s leading real estate and home services company.
Business Challenge
America’s leading real estate and home services company faced operational inefficiencies and sought to centralize its processes and financial management on a unified platform.
- Disjointed ERP System: The company’s existing ERP system lacked centralization. Reports were generated across multiple servers, requiring manual compilation.
- Need for Centralization: The company struggled with decentralizing business processes and operations.
- Inefficient Financial Management: Smoother operations required streamlining financial records and improving supply chain efficiencies.
Solutions:
CompQsoft implemented Microsoft Dynamics 365 Finance and Supply Chain Management to address these challenges. Key actions included:
- System Integration and Centralization:
- Conceptualized a tailored architecture to align with business needs.
- Planned a phased development path for business apps.
- Real-Time Data Access:
- Integrated Power BI for real-time data insights, empowering the company to be agile and make data-driven decisions to minimize losses.
- CRM Integration:
- PowerApps, Power BI, Flow, SharePoint Lists, Dynamics CRM, and Outlook Online enabled seamless app development and integration.
Business Impact:
- Increased Efficiency: Streamlined operations, particularly in payables and payments, resulted in improved process efficiency.
- Enhanced Visibility: Real-time data access enabled better financial and operational performance visibility, improving decision-making capabilities.