Microsoft Business Central Implementation – Ultimation Inc

Technologies

Business Central
Microsoft Dynamics

Industries

Manufacturing

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.

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

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

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.

(For services and support)

Richard Canny

Ultimation industries | President

(For services and support)

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.

(For services and support)

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Microsoft Business Central Implementation – Ultimation Inc