Digital Transformation with Dynamics 365 Business Central

Smart Finance, Smarter Business: Digital Transformation & AI for SME Growth.

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VAV Consultants since 1995

Our tailored implementation and dedicated support integrate Dynamics 356 Business Central and Microsoft 365 to maximize your business efficiency and success.

explore our services
1/ Sales Management
2/ Supply chain management
3/ Project management
4/ Manufacturing
5/ Reporting and Analytics

Sales Management

With Business Central and Outlook working together, employees gain valuable business insights delivered directly to their inboxes

Customer management: The customer list in Business Central contains all customers with essential details.
Sales order management: Manage quotes, blanket orders, and order processes.
Sales Lines: Copilot understands the input you provide and uses it to suggest sales lines.
Campaign management: Organize campaigns for segments of your contacts that you define.

Supply chain management

Deliver products on time and adapt to changing business models with visibility across purchasing, manufacturing, inventory, and warehouses.

Purchase order management: Issue and track prepayments, monitor expected receipt dates, and process receiving and invoicing.
Inventory management: Set up stock items and specify properties such as unit of measure, costing method, inventory posting group, and unit cost and price.
Planning and availability: Plan material requirements and future demand and availability.
Warehouse management: Configure warehouse processes as required for each location and manage both inbound and outbound flows such as sales and outgoing transfers.

Project management

Ensure successful project execution and profitability with planning, resourcing, tracking, costing, billing, accounting, and real-time intelligence.

Basic resources: Keep track of resources and prices.
Capacity management: Plan capacity and sales and manage usage statistics and the profitability of resources.
Jobs: Track usage on jobs and data for invoicing the customer. Manage fixed-price jobs and time-and-materials jobs.
Project cost and prices: Manage alternative costs for resources and resource groups. Set up prices for the items, resources, and general ledger accounts related to a project.

Manufacturing

Enable proactive manufacturing operations to improve throughput, quality and uptime, while reducing costs and delivering on customer expectations.

Assembly management: Use assembly orders to replenish assembly items.
Product bill of materials: Create bills of materials and calculate their standard costs.
Machine centers: Add machine centers as capacities in the manufacturing process.
Production orders: Create production orders and post consumption and output.

Reporting and Analytics

Empower any role in your organization with the insights they need to make decisions based on data.

Built-in data analysis: Analyze data directly with any list, without having to run a report or open another application.
Set up your financial reporting: Use the self-service, no-code financial reporting feature to get insights into the financial data shown on your chart of accounts.
Analysis Assist with Copilot: Copilot makes it easy for anyone to calculate, summarize, and examine data on any list of records.
Analyze KPIs with Power BI: Access reports directly in the application, a browser, or on your phone.

Sales Management

With Business Central and Outlook working together, employees gain valuable business insights delivered directly to their inboxes

Customer management: The customer list in Business Central contains all customers with essential details.
Sales order management: Manage quotes, blanket orders, and order processes.
Sales Lines: Copilot understands the input you provide and uses it to suggest sales lines.
Campaign management: Organize campaigns for segments of your contacts that you define .

Supply chain management

Deliver products on time and adapt to changing business models with visibility across purchasing, manufacturing, inventory, and warehouses.

Purchase order management: Issue and track prepayments, monitor expected receipt dates, and process receiving and invoicing.
Inventory management: Set up stock items and specify properties such as unit of measure, costing method, inventory posting group, and unit cost and price.
Planning and availability: Plan material requirements and future demand and availability.
Warehouse management: Configure warehouse processes as required for each location and manage both inbound and outbound flows such as sales and outgoing transfers.

Project management

Ensure successful project execution and profitability with planning, resourcing, tracking, costing, billing, accounting, and real-time intelligence.

Basic resources: Keep track of resources and prices.
Capacity management: Plan capacity and sales and manage usage statistics and the profitability of resources.
Jobs: Track usage on jobs and data for invoicing the customer. Manage fixed-price jobs and time-and-materials jobs.
Project cost and prices: Manage alternative costs for resources and resource groups. Set up prices for the items, resources, and general ledger accounts related to a project.

Manufacturing

Enable proactive manufacturing operations to improve throughput, quality and uptime, while reducing costs and delivering on customer expectations.

Assembly management: Use assembly orders to replenish assembly items.
Product bill of materials: Create bills of materials and calculate their standard costs.
Machine centers: Add machine centers as capacities in the manufacturing process.
Production orders: Create production orders and post consumption and output.

Reporting and Analytics

Empower any role in your organization with the insights they need to make decisions based on data.

Built-in data analysis: Analyze data directly with any list, without having to run a report or open another application.
Set up your financial reporting: Use the self-service, no-code financial reporting feature to get insights into the financial data shown on your chart of accounts.
Analysis Assist with Copilot: Copilot makes it easy for anyone to calculate, summarize, and examine data on any list of records.
Analyze KPIs with Power BI: Access reports directly in the application, a browser, or on your phone.

Intelligent Finance, Smarter Business: Digital Transformation & AI for SME Growth

We believe that digital transformation shouldn’t be a complex and risky process, especially for small and medium-sized enterprises (SMEs). That’s why we’ve developed a five-stage methodology, centered around Dynamics 365 Business Central, designed to deliver real impact within a manageable budget and timeframe. Our “Intelligent Finance, Smarter Business” approach ensures that each step builds upon the last, giving you control and visible results on the journey towards a more efficient and competitive business. Once the foundation is successfully implemented, we remain your partner for future expansion and innovation.

5-stage methodology

We’ve designed a proven 5-stage methodology for digital transformation that’s manageable, impactful, and tailored for SMEs. Each stage builds upon the last, ensuring a responsible and effective implementation:

Stage 1: Discovery & Strategic Assessment
Stage 2: Solution Design & Planning
Stage 3: Agile Implementation - Phase 1
Stage 4: Validation, Training & Change Management
Stage 5: Go-Live & Stabilization
Next Steps: Continuous Evolution & Innovation

Stage 1: Discovery & Strategic Assessment

Goal: To gain an in-depth understanding of your business – current processes, challenges, specific needs, and strategic growth objectives. We identify key areas where digitalization and Business Central will deliver the quickest and most significant value.

Activities: Workshops for process analysis, defining measurable goals (KPIs), assessing technological readiness, identifying “quick wins.”

Result: A clear transformation roadmap tailored to your priorities and resources. Defined scope for the initial implementation phase, focusing on foundational elements like intelligent finance.

Stage 2: Solution Design & Planning

Goal: To design how Dynamics 365 Business Central will be configured to optimally meet the needs defined in Stage 1. We plan the implementation phases.

Activities: Detailed design of processes within Business Central (finance, sales, inventory, etc.), data migration planning, integration planning (if needed), finalizing the implementation schedule and resources.

Result: A technical and functional blueprint for the implementation. Clear allocation of responsibilities and a timeline for executing the first phase.

Stage 3: Agile Implementation – Phase 1

Goal: To implement the core functionality of Business Central quickly and efficiently, focusing on the most critical processes (often finance) to ensure rapid return on investment and minimal business disruption.

Activities: System configuration according to the design, essential data migration, setup of key reports, initial testing. We work in short cycles incorporating your feedback.

Result: A working core of Business Central, ready for testing and training, already improving visibility and control over your finances.

Stage 4: Validation, Training & Change Management

Goal: To ensure the system works as expected and that your team is fully prepared to use it effectively. Change management is key to successful adoption.

Activities: User Acceptance Testing (UAT), conducting role-based user training, preparing user documentation, communicating benefits, and providing support for adapting to new processes. 

Result: A tested and approved system. A trained and confident team, ready for launch. Minimized resistance to change.

Stage 5: Go-Live & Stabilization

Goal: Official launch of the implemented phase of Business Central and ensuring smooth operation during the initial period.

Activities: Final data migration (if applicable), transitioning to the new system, intensive support during the first days/weeks, monitoring system and process performance.

Result: A successfully launched first phase of Business Central. Stable operations and rapid resolution of any emerging questions. The foundation for a smarter business through better data.

Next Steps: Continuous Evolution & Innovation

Once the foundation of your digital business is stable with Dynamics 365 Business Central, the journey towards optimization and growth continues.

We stand by you to help leverage the platform’s full potential and integrate future innovations, including advancements in Artificial Intelligence (AI).

Goal: To build upon the initial success through strategic expansion of functionalities, continuous process optimization, and intelligent adoption of new technologies when they bring real value to your business.

Possible Activities:

  • Analysis and implementation of additional Business Central modules (e.g., supply chain management, CRM, manufacturing, projects).
  • Fine-tuning and re-engineering processes based on accumulated data and experience.
  • Integration with other systems and platforms for comprehensive connectivity.
  • Strategic AI Adoption: Utilizing Copilot and other evolving AI tools within Business Central and the Power Platform for automation, forecasting, analytics, and enhancing customer experiences, aligned with the latest technological capabilities and your business needs.
  • Regular performance reviews and identification of new improvement opportunities.

 

Result: A constantly evolving digital ecosystem that not only supports but actively drives your business growth. Agility to adapt to market changes and leverage the latest technological innovations, including AI, in an informed and purposeful manner.

Why Partner with VAV Consultants Ltd. for Digital Transformation?

Business Process Expertise

We understand the diverse processes within SMEs, from finance and accounting to sales and operations.

D365 BC & MS365 Specialists

Our team are experts in Microsoft Dynamics 365 Business Central and Microsoft 365, and their application to a wide range of business needs.

Phased & Responsible Approach

We prioritize a step-by-step journey, ensuring user adoption and measurable ROI.

Proven Methodology

Our 5-stage process is designed for effective digital transformation across various industries.

Focus on Business Value & Financial Outcomes

We are committed to delivering tangible results, especially in financial performance and strategic insights.

Dedicated Support & Training

We provide comprehensive training and ongoing support to ensure your team thrives with the new digital tools.

Ethical & Responsible AI Deployment

We are committed to data privacy, security, and ethical considerations in AI implementation.

Tax & Financial Management Focus

We have specific expertise in optimizing financial processes, business planning, and tax considerations within digital transformations.

Ready to lay the solid foundation for your digital transformation with our 5 core stages? Contact us today for a consultation to discuss how we can build your Dynamics 365 Business Central solution. Together, we can also plan for your future evolution and the integration of innovation.

Ready to transform your business? Let’s talk.

Elevate Your Business with Intelligent Digital Solutions