case studies

Modernized ERP System Deliver Real-Time Insights and Secure Payment Processing for Enterprise Client

About The Client

is a global IT solutions provider specializing in digital transformation services, ranging from desktop solutions to data centers and cloud environments. With a commitment to excellence, they sought to modernize their existing on-premise ERP system to enhance operational efficiency and meet evolving business needs.

  • Industry: Technology
  • Headquartered: Confidential
  • Platforms: Dynamics 365 F&O, Visual Studio, SQL Server
  • Team Size:
the_client
 

The Challenge

The client was using an on-premise ERP system for F&O and CRM, which lacked scalability and cloud-based capabilities. This limitation hindered their ability to adapt to changing business needs.

Reporting and analytics were not fully automated, resulting in delays in accessing actionable insights and making data-driven decisions.

The absence of a secure, integrated payment system meant transactions required manual processing, increasing the risk of errors and delays while exposing sensitive data to potential vulnerabilities.

 

Our Solution

We addressed the challenges by implementing a comprehensive solution:

The Solution

Cloud ERP Migration

We upgraded the client’s on-prem ERP systems to Dynamics 365 F&O and CRM on the cloud. This migration provided a scalable, future-ready platform that enhanced operational efficiency and ensured seamless business continuity.

The Solution

Advanced Warehouse and Order Management

We implemented advanced warehouse management practices and re-platformed the order management system. These enhancements streamlined logistics operations, improved inventory accuracy, and supported the client's growing business demands.

The Solution

Custom ERP Extensions

Using Visual Studio, we developed tailored extensions and functionalities to improve workflows, support globalized operations, and simplify intercompany transactions, aligning the ERP system with the client’s unique requirements.

The Solution

Payment System Integration

We integrated Dynamics 365’s out-of-the-box payment connector to enable secure and seamless payment processing. Middleware solutions like Power Automate and Azure Logic Apps were utilized to accommodate diverse payment file formats, while in-built tools were leveraged to integrate bank files, eliminating the need for additional third-party costs.

The Solution

Enhanced Reporting

By leveraging SQL Server Reporting Services (SSRS) and SQL Server, we developed custom dashboards and reports. This integration provided the client with streamlined reporting and real-time access to actionable business insights.

Technologies Used

Our software architects and engineers are experts in using the latest technologies.

  • Dynamics 365 F&O
    Dynamics 365 F&O
  • Visual Studio
    Visual Studio
  • SQL Server
    SQL Server
 

Business Impact

Our solution added value with surprising results because we were able to deliver a high-quality product on time.

Impact 1

Reduced Manual Interventions

Impact 2

Improved Scalability and Performance

Impact 3

Strengthened Data Security

Here’s how we did it

  • Ensured Accurate Deployments

    By automating payment processing and utilizing cost-effective integration tools, we eliminated manual errors and enhanced system reliability.

  • Delivered Real-Time Insights

    By integrating SSRS and SQL Server, we provided instant access to actionable data, enabling smarter and faster decision-making.

  • Established Secure Workflows

    By embedding PCI DSS compliance and SQL Server's advanced security features, we protected sensitive payment data while streamlining operations.

  • Enabled Business Agility

    By transitioning to a cloud-based Dynamics 365 platform, we equipped the client to adapt quickly to market demands and scale efficiently as their business grew.

we-did-it

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I have been working with Programmers IO for more than 5 years now and I have been pleased with all projects and developers that I have worked with. We have had a few issues here and there but they have always fixed and made it right. They have been an excellent addition to our business.

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