A market research and consulting company faced challenges with their fragmented data management system, using Tally, MS Excel, and third-party applications for various processes. They sought a comprehensive solution to streamline their operations and unify data for seamless reporting. The project involved migrating to D365 Business Central on the cloud and integrating multiple third-party applications. Multi-level workflow approvals were designed, and business units configured within Business Central, enabling inter-company general ledger level consolidations and handling multiple currencies for overseas transactions. The implementation significantly reduced manual efforts by over 60% for MIS report generation and streamlined tax-related reports, making them accessible with a click of a button. API integrations enhanced overall efficiency.
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