Implementation Of Business Central For Ultimation
Implementation Of Business Central For Ultimation
Read more about how features of Business Central implementation can help your organization
Implementation
About Client
- Conveyors
- Automation Equipment
- Specialty machines for tire, wheel mounting and inflation
- Online Sales of Conveyors and its parts
- https://www.ultimationinc.com/
- Location: Roseville, Michigan, USA
Project Background- Business Central Implementation
Scope & Requirement
- Core Features like Sales, Purchasing, Inventory, Finance
Implementation
Technology and Architecture
Technology
- Business Central ERP was implemented with the core Modules as below
- Modules Sales, Purchasing, Inventory, Financial, Reporting and Jobs
- Cloud: Microsoft Azure
- Database: SQL
- Programming: AL, C# APIs
Integrations
- Integration with WooCommerce Store on WordPress site
- Integration with Amazon Store
- Integration with Avalara Taxation
Security:
- Authentication via Active Directory
- Multi-Factor Authentication
- Granular Role based access
- Data is encrypted at-rest by using Transparent Data Encryption (TDE) and backup encryption.
- Data backups are always encrypted.
- All network traffic inside the service is encrypted by using industry standard encryption protocols.
Backup and Recovery
- Standard Database and application backup
- Recovery Point Objective (RPO) is small and could take up to a few seconds or a couple of minutes
- Recovery Time Objective (RTO) varies depending on the nature of the outage, and could take up to 4 to 10 hours.
Scalability
- Managed automatically by Microsoft. Business Central runs much faster with a focus on typical business scenarios and usage patterns. The experience in the browser is more responsive thanks to on-demand loading of page elements, server resources are optimized for fast user interaction, and the database has been tuned to handle more data and load it faster.
Cost Optimization
- License cost varies for a Team and Essential license from 8 USD to 70 USD per month per user. We included a mix set of these 2 licenses for around 20 team members.
Code Management, Deployment
- Code for the app is committed on Azure DevOps
- CI /CD implemented for any changes and continous deployment
features of Business Central Implementation
Sales:
- Manage sales processes and information, such as quotes, orders, returns, and customer accounts, and make drop shipments.
Purchasing:
- Manage purchasing processes and information, such as invoices, orders, returns, and vendor accounts, and purchase items from sales documents.
Finance:
- It offers control of the financial data
- Accelerates financial closing and reporting by optimizing reports for profitable financial decisions
Inventory:
- Register new inventory or service-type items, categorise items for easy searching, adjust inventory levels, and perform common inventory costing tasks.
BI & Reporting:
- Get insight to the performance of your business activities through budgets, account schedules, and analysis views. using Fiscal Year, Trial Balance and Reports Per transaction, per customer and Vendor
Challenges
- Change management for the users to adopt to the new way of working was a challenge.
- Having a Key point of contact from the team and conducting multiple user sessions spread across different team member with the key users to enable them to carry out the business processes efficiently
- Migration of open balances had a lot of data issues which were not something Business central was able to handle by standard.
- Preparing for mock go live ahead of Go Live and agreeing on the correct way to handle the data inconsistencies in the system was done.
- Customization were done wherever needed example to update posted invoices for Vendor when the actual invoice came in as the client had already accounted for those invoices in the legacy system without recieving the invoice.
- Integration with store front to ensure that 1000s of orders could come in smoothly and they should be posted automatically as it comes from either Amazon or WooCommerce which already had a processing step automated
- We created sales order as the incoming document and a batch job for posting these sales order from the system automatically. If any issues it was shown on the job log as well as the order remained stuck which could be corrected via manual intervention by the client as needed.
Project Completion
Duration
- Feb 2021 – Dec 2021 Go Live ~ 10 months
Deliverables
- Fully configured Business Central environment and mapped to Ultimation Business Model with functionalities of sales, purchasing, inventory, BI and reporting.
- Signed off with user training and Admin and end user guides for the Ultimation team members
- Migrating Open balances Customer, vendor, Inventory, Bank reco, General ledger accounts, Open Sales Orders, Purchase orders, Open Invoices for customers and vendors.
- Migrating Master data which included Customers, Vendors , Metadata, Chart of accounts, Items, user information, Custom fields and data mapping.
Support
As part of the project implementation we provided 1 month of extended support. This includes any Major / Minor bug fixes.
Testimonial Business Central Implementation
Below is the feedback recieved from key stakeholder 3 months after completion of Business Central implementation project.
We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you
Richard Canny
President, Ultimation industries
Next Phase Business Central Implementation
We are now looking at the next phase of the project which involves:
- Ongoing Support and maintenance for running business central core modules and assisting in day to day operations
- Implementing customizations, development changes or exploring new features in Business Central
- Answering How to Questions from different team members in Ultimation industries
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.
“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”
The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.
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