Efficiency in Motion: Furniture Manufacturer Reduces Complaints & Saves Fuel, Time, and Improves Order Visibility with D365 Integration
Project Overview
When our Dairy Industry Customers first implemented D365 F&O, they initially perceived it as merely meeting their basic business needs. However, upon delving deeper into its functionalities, they uncovered its vast potential. Under our support contract, our primary objective was to conduct a comprehensive assessment of the system, aiming to identify features that could effectively address business challenges and optimize their investment.
Our Role
Engaging extensively with business users across various departments, we carefully identified unmet needs and pain points. Our overarching goal was to unearth features and functionalities that could effectively tackle these challenges. Here’s an in-depth look at how we tackled each obstacle:
Challenge - 01
Teams grappled with inefficiencies stemming from the absence of adequate tracking and monitoring tools for operational activities. For instance, warehouse clerks found it challenging to plan their daily tasks without clear visibility into incoming shipments.
Solution
Recognizing the underutilization of certain features, we empowered users to create personalized workspaces and tiles. Additionally, we configured complex features at a user level, thereby enhancing user experience and overall efficiency.
Benefit
The implementation of personalized dashboards provided users with a comprehensive overview of their workload, leading to improved efficiency. Furthermore, managers gained enhanced visibility into team workload, facilitating better oversight and resource allocation.
Challenge - 02
The lack of comprehensive insights from F&O data and external sources posed a significant hindrance to effective decision-making. Sole reliance on customized SSRS reports overlooked the transformative potential of Power BI.
Solution
To address this challenge, we introduced standard Power BI reports and pinned them to user dashboards. Moreover, we conducted extensive training sessions to familiarize users with leveraging analytics effectively. Additionally, we developed custom Power BI reports to provide managers with nearly real-time insights.
Benefit
Users responded enthusiastically to the workflow’s integration of Power BI reports, which allowed them to obtain valuable information. In turn, management was able to obtain vital information instantly, which resulted in better decision-making.
Challenge - 03
Significant operational risk was present since the manual bank reconciliation procedure was time-consuming and prone to mistakes.
Solution
We established an advanced bank reconciliation procedure by working closely with users and financial organizations. Accuracy was improved and human effort was much decreased by this automated method.
Benefit
80% of transactions are now automatically reconciled which has resulted in significant time savings from the improved bank reconciliation procedure. Additionally, there was a far lower chance of mistakes, which meant that the financial accuracy was higher.
Challenge - 04
The delays in vendor shipments required manual follow-ups, which led to inefficiencies and operational disruptions.
Solution
To address this issue, we introduced a comprehensive case management system to track vendor communication and automate follow-up actions. Cases were automatically generated and assigned to the respective buyer, ensuring timely follow-ups.
Benefit
The implementation of the case management system led to a marked improvement in efficiency and accountability in vendor interactions. Timely follow-ups minimized delays and operational disruptions, thereby optimizing supply chain management.
About the Customer
With over 150 SKUs in 20 categories, our respected customer is one of the biggest dairy product makers in India, known for its cutting-edge dairy plant. Their position in the market is demonstrated by the widespread recognition and common adoption of their products throughout India.