ERP modernization
A unified Dynamics 365 Finance & Supply Chain platform replacing fragmented finance, inventory and procurement systems for a multi-location retail group.
The brief
A multi-location retail group ran finance, inventory, procurement and reporting on fragmented systems. The lack of integration created inventory inaccuracies, slow reporting and blind spots in decision-making.
Month-end and year-end closes were painful, procurement was manual, and leadership lacked a single view of operational performance. They needed one unified enterprise platform.
- Connect finance and inventory into one system.
- Fix inventory inaccuracies across locations.
- Replace manual procurement processes.
- Speed up financial reporting and close.
- Get visibility into operational performance.
- Run multiple locations from one platform.
Our approach
We implemented Microsoft Dynamics 365 Finance & Supply Chain Management as a single source of truth across finance, procurement, inventory and reporting.
Automating financial management and procurement, and optimising inventory and warehouse operations, gave the group accuracy and speed it had never had — across every location.
What we implemented
Financial management automation
Core finance processes are automated and consistent across the group.
Procurement & vendor management
Purchasing and supplier relationships are managed in one place.
Inventory & warehouse optimization
Stock is accurate and optimised across every location.
Supply chain visibility
End-to-end visibility from demand to fulfilment.
Real-time reporting & analytics
Live financial and operational reporting for leadership.
Multi-location business management
Every location is run from one unified platform.
How we built it
We started with the finance and supply-chain data model, consolidating fragmented sources before configuring Dynamics 365 Finance & SCM around the group's real processes.
We delivered in phases — finance first, then procurement and inventory — validating each against live operations, with reporting in Power BI so the group could trust the numbers immediately.
How it works
Unify
Fragmented finance and inventory data is consolidated.
Automate
Finance and procurement processes run automatically.
Optimise
Inventory and warehouse operations are tuned.
See
Supply chain and finance become visible end to end.
Report
Real-time analytics support decision-making.
A single source of truth across finance and supply chain is what kills the inventory inaccuracy and reporting lag — once the data is unified, automation and optimisation compound on top of it.
Real-time reporting turns month-end fire-drills into a continuous, trustworthy view of the business across every location.
The impact
Inventory carrying costs fell by 20%.
Month-end and year-end closes became faster.
Procurement efficiency improved.
Demand forecasting and inventory planning improved, with transparency across business units.
Microsoft technology stack
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