Client
A rapidly expanding restaurant chain, seeking to enhance their operational efficiency and reporting capabilities, necessitated an upgrade from their existing financial software.
Challenges
With each outlet operating its own financial processes, the client faced issues with vendor management, accounting, and particularly, financial reconciliation. The separate processes led to increasing backlogs, complicated group reporting, and scalability issues.
Solutions
Outqlas embarked on a comprehensive process to understand the client's current operational challenges and requirements. The team initiated a User Requirement Study, closely analyzing existing workflows, manual processes, and the limitations of the current financial software. Recognizing the need for a scalable and integrated solution, Outqlas recommended the implementation of Microsoft Dynamics 365 Business Central as the client's ERP system. Key implementations included:
- Centralized Database: A unified system synchronized data across all outlets, which greatly simplified financial reconciliation and group reporting.
- Process Automation: The ERP solution automated numerous manual processes including vendor information management, purchasing, and accounting, reducing time spent on administrative tasks and minimizing potential for human error.
- Purchase Approval Automation: The new system automated purchase approval processes. Purchasing Requests (PR) were auto-generated based on stock levels from the integrated POS system. The automation eliminated the need for physical PR forms, allowing for quicker, more efficient purchasing.
- Integration with Banking System: The ERP was directly integrated with the client's online banking system. This allowed for automated creation of payments, reducing manual errors and improving efficiency.
Outcome
The transition to Microsoft Dynamics 365 Business Central significantly improved the client's operations. It automated many of the previous manual processes, synchronized data across outlets, and greatly improved efficiency. With these changes, the client was better equipped to handle its continuing growth and expansion.
