Microsoft Business Central Implementation – Ultimation Inc
Microsoft Business Central Implementation – Ultimation Inc
Implementation
About Client
Ultimation Industries LLC has been a leader in the conveyor technologies and automation business for nearly 30 years and has grown to become one of the major conveyor manufacturers in USA. The core of the company’s capability is built around conveyor technologies and automation systems. Ultimation was founded in 1988, and the company has a long and successful history of servicing customers in the United States, Latin America and Europe. Ultimation’s executive leadership team are conveyor technologies experts. With decades of experience designing and building assembly line equipment that never stops working. They are clearly experts when it comes to Conveyor Technology and Automation.
- More than 50+ Team members, 1000+ Customers and Vendors they needed a system to manage the busienss effectively.
- https://www.ultimationinc.com
Project Background
Requirement was to move to a more effective robust system that covers the core modules that Ultimation was looking for. Client needed a system which should be easy to use, manage and still carry all the required functionality that the current system offers and many more. Peritos helped to align the client’s requirement and mapping the same with the Business processes and Business central By Microsoft came as a natural and obvious choice for the system to migrate from. The current Legacy system being used was SAGE-50 on Premise version
Requirement
- In the initial phase of requirement Gathering we agreed on the core modules to map thier existing business processe
- Integration with Multiple Ecommerce Solutions like WooCommerce, Amazon
- Taxation was a problematic area where the customer was manually adding the tax options
Scope and Feature List
- Implement the modules as per the requirement which was defined in Scoping
- Sales – Sales Quote, Sales order, Invoices and Shipment
- Purchasing – Purchase orders, Receipt and Invoices
- Banking Reconciliation
- Finance Chart of accounts, General Ledgers, Payment reconciliation
- Reporting
- Inventory and Item based MRP
- Decide on integration Scenarios via EBridge Connections to create sales orders and then converting to invoices via batch
- Integration with Avalara for Taxation
- MIgrate all Open balances for Customer, Vendor , GL accounts etc.
- Migrate all master data Customer, Vendor, Contacts, Items etc.
- Migrate open transactions Purchase order, Sales order and Draft invoices.
Implementation
Technology and Architecture
- System Version: Business central online version with essentials and Team licenses for upto 20 users.
- Legacy System: Data was migrated from Legacy system Sage
- Enabling logs and Ledger entries to follow accounting best practices.
- Reporting and integration with Power BI to ensure the client and stakeholders have a good visibility on the business
- Custom Coding:
- To convert Sales order to Sales invoice
- Number series Automation
- UI Customizations
- Reporting fields
- Data Mapping and Integration of Lgeacy systen with Business central
- Security: Security aspect which was taken into consideration
- Standard Business central security features like database encryption,
- Multi Factor Authentication
- All API endpoints are tokenized with Endpoints used for Integration for WooCommerce
- Adding Permission based settings for user groups points are tokenized with Endpoints used for Integration for WooCommerce
Challenges & Solutions
- Migrating the master and Transactional data from Sage to Business central as data was not in an organized format when exported.
- We developed an internal system where the data was transferred easily multiple times as we did a Mock Go live 2 times prior to actual go Live
- Key user Training to ensure a smooth GO Live and to ensure all business scenarios are captured
- User training was divided into specific scenario sharing a checklist with the client to get sign off. Also shared the video recordings and User Guides
- Specific client scenarios in transfering the open balances example some invoices from Vendor Purchase order were added as placeholders while the actual invoice was yet to arrive
- Customization was done to create a program which would allow to update the invoice number on the posted invoice transactions when the actual vendor invoice came in.
Project Completion
Duration
- Project Duration was from Mid May 2021 – June Mid for Requirement gathering and a customized demo
- Implementation Started from June Mid – Go Live in Dec Mid 2021 ~ approx 6 months
Deliverables
- A fully configured working Business central system with master data, Transational data
- Training of key user personnels
- Documentation, user Guide and delivery documents
- Integration with E Bridge Connection for Amazon Orders and WooCommerce orders
- Avalara Tax system implemented as a business central extension
Benefits to the client
- Discounted License Pricing
- Free Business Central instance more than 5+ months during the implementation Period
- 1 month Go Live support included as part of the package + Extended support for 2 weeks
- No cost overspills and maintaining a tight budget and schedule for the project
- AS a Microsoft Gold partner access to partner network, Escalation to Microsoft team directly incase of Outages and High priority issues resolved within few hrs
Support
As part of the project implementation we provided 1 month of extended support. This includes any major / Minor bug fixes.
Testimonial, Review and System Feedback
- After using the app below are some of the Key user feedback we recieved
- Easy to use and intututie and when they are lost or not sure they just search the relevant keywords and able to find the relevant link or helpful Articles
- All fields have ‘Learn more’ and was easy for client to click and learn more specific to a particular field or what action it does.
- Client was comfortable using the system instantly
- We also enabled all add ons for the client which includes outlook app which integrates with Business central , Mobile app which was downloaded from the store.
“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
We are now looking at the next phase of the project which involves:
- Ongoing Support and adding new features based on clients requirement for Customization or adding new standard feature to help manage the business process more effectively like automatic reconciliations , Invoice payment matching automation
- We are in talks with the client to add another company to the business central instance which is part of the group company
- We are also working with the client to implement Warehouse Module which would help them have a more tighter control on the inventory movements.
Testimonial
Edward Yarashev
Product Manager | Tonkin + Taylor
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.
Richard Canny
Ultimation industries | President
“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!”
Grant Peterson
Software Development Manager | Insight Software
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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