Leading the conversion to Microsoft Dynamics 365 Business Central

The organization needed to move its accounting operations to Microsoft Dynamics 365 Business Central across multiple entities — without disrupting the close, payables, payroll, or reporting that the business depended on every month.

An ERP conversion done as a lift-and-shift carries every historical workaround into the new system. Done well, it is the one moment when the chart of accounts, dimensions, and reporting structure can be put right at the source.

• Coordinated cross-functional teams across accounting, operations, and IT through design, testing, and cutover.
• Reviewed the chart of accounts and reporting dimensions so that departments and entities report consistently.
• Planned cutover around the close calendar, with reconciliations proving that balances and history carried across completely.

• Accounting operations running on Business Central across entities.
• A cleaner dimensional structure supporting departmental and consolidated reporting.
• Business Central API access to live accounting data, which later fed automated reporting, the budgeting platform, and automated journal entries.

• Implementation completed with minimal disruption to day-to-day operations.
• Reporting structure consistent enough to support automated management reporting downstream.
• Foundation for the analytics and budgeting work that followed.

• Microsoft Dynamics 365 Business Central
• ERP implementation
• Chart-of-accounts design
• Financial dimensions
• Data migration & reconciliation
• Change management
• API integration