A leading market research company simplifies operations and unifies teams with Dynamics 365 business Central implementation

About the client

The client is a leading market research company with over 20 testing facilities across the U.S. and a panel of 400,000 online members. They offer end-to-end research services—from test design and data collection to analysis and actionable recommendations—and serve diverse industries, including fragrance, health and beauty, food and beverages, and household products.


Client challenges
  • Outdated system: The client was using Microsoft Solomon (SL) for accounting and project management, but with Microsoft’s support being phased out, they needed an upgrade.
  • Disconnected systems: Their outdated system lacked integration with project management software, which blocked smooth collaboration between teams.
  • Growth issues: The old system could not accommodate new business growth.
  • Manual work: Many processes were done manually, leading to mistakes and wasted time.
  • Reporting struggles: Generating accurate and timely reports was a significant challenge.
Solution
  • Smooth Business Central Deployment: PreludeSys helped the client implement Dynamics 365 Business Central, a scalable, cloud-based ERP that could smoothly integrate with their existing Microsoft tools and modernize operations.
  • Custom Integration: Our experts synchronized Business Central and the client’s project management system for real-time, accurate data flow with minimal manual input.
  • Automation: Business Central’s automated workflows reduced errors and accelerated financial reporting.
  • Unified multi-entity management: Business Central’s multi-entity capabilities combined complex financials into one platform, provided instant insights, and simplified control across all business units.
  • Training and Support: We provided thorough training to ensure the client fully leverages Business Central for lasting improvements.
Benefits
  • Faster, more accurate reports: The integrated, streamlined reporting makes the system quicker and more reliable. Decision-makers could now access real-time data to drive smarter decisions.
  • Time savings: By automating manual tasks, the client’s teams spent less time on routine work and more on growing the business.
  • More manageable growth: As the business expanded, the new system could scale smoothly to meet its growing needs.
  • Improved collaboration: Integration between systems improved teamwork and offered up-to-date, synchronized information to all departments.
  • Smarter decisions: With quicker access to accurate data and improved workflows, the client’s leadership team could make more informed, strategic decisions faster.
  • Accelerated business performance: The aligned teams—finance, project management, and operations—allowed the client to make faster, data-driven decisions.