Case Study
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May 23, 2024
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Helping a consumer products/retailer optimize an ERP implementation

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Elliott Davis was asked: “We have made a significant investment in a new ERP system; however, we are struggling to optimize the application to meet our business needs. Can you help us leverage the features and functions the new system offers?”

Context
  • Food and Candy Manufacturer with 50 licensed locations and 5,000+ retailers
  • Challenged with optimizing an investment in Microsoft Dynamics Business Central
  • Specifically in need of implementation and optimization of manufacturing/production module
Approach
  • Assessed current state data and structure to identify gaps in best practice
  • Participated in technical design sessions with Value Added Reseller (VAR) to align solution to requirements
  • Identified areas of optimization, including process opportunities and effective utilization of the manufacturing/production module
  • Reviewed configuration and data migration to map data properly and assisted in downloading and uploading data to improve accuracy
  • Provided testing to confirm system operates as business needs and training to improve user adoption
  • Led weekly project status meetings and realigned priorities and tasks as needed
  • Completed go-live checklist review
  • Assisted in first month-end close process as it related to new technology workflows
Customer Impact
  • Successful implementation of new ERP solution with a focus on a key module for manufacturing and production
  • Aligned processes with technology and people to fully leverage investment
  • Management has new confidence in data and reports to make informed business decisions
  • Users have fully adopted the solution and trust the information and workflows migrated to the new ERP
We Can Help

For more information on how Elliott Davis can assist you and your business, contact a member of our team below.

The information provided in this communication is of a general nature and should not be considered professional advice. You should not act upon the information provided without obtaining specific professional advice. The information above is subject to change.

“Elliott Davis" is the brand name under which Elliott Davis, LLC (doing business in North Carolina and D.C. as Elliott Davis, PLLC) and Elliott Davis Advisory, LLC and its subsidiary entities provide professional services. Elliott Davis, LLC and Elliott Davis Advisory, LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Elliott Davis, LLC is a licensed independent CPA firm that provides attest services to its customers. Elliott Davis Advisory, LLC and its subsidiary entities provide tax and business consulting services to their customers. Elliott Davis Advisory, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the Elliott Davis brand are each individual firms that are separate legal and independently owned entities and are not responsible or liable for the services and/or products provided by any other entity providing services and/or products under the Elliott Davis brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Elliott Davis, LLC and Elliott Davis Advisory, LLC.

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