Overview

A mid-sized food distribution company approached us after a year-long Microsoft Dynamics 365 (D365) rollout failed to deliver operational efficiency. The implementation had stalled, with the new system only partially functioning and business-critical processes still relying on a legacy Microsoft Access database.

Challenges

• Disconnected Systems:Core business functions such as inventory tracking and sales processing still operated on the legacy Access database, while Dynamics 365 remained underutilized.
• Dual Data Entry:Staff had to manually input data into both systems, doubling effort and increasing the risk of human error.
• Customization Gaps:The D365 environment did not reflect the company’s actual workflows due to incomplete or incorrect customizations.
• Data Migration Failures:Key historical and transactional data had not been properly migrated or mapped. Frustrated Leadership: Executives were losing confidence in the system and the project’s overall direction.

Our Approach

• Discovery & Gap Analysis
  We conducted a detailed review of the legacy Access system to map the current workflows, then performed a side-by-side analysis with the D365 setup to identify disconnects.
• Process Realignment
  Our team redesigned business processes within Dynamics to match real-world operations — ensuring that sales, purchasing, and inventory modules aligned with actual workflows.
• Data Strategy & Migration
  We developed a structured migration plan to bring over relevant legacy data, ensuring integrity, traceability, and usability within D365.
• Hands-On Demonstrations & Enablement
  Key users were guided through updated processes using sandbox environments to validate the realigned system before full production use.

Results

• Eliminated redundant manual data entry across platforms.
• Delivered a fully operational D365 environment tailored to the client’s workflow.
• Boosted stakeholder confidence with clear visibility into order tracking, inventory, and reporting.
• Established a roadmap for further automation and analytics using the Microsoft Power Platform.

Necessary security controls.

Information security policies

Documentation of security procedures

Staff training on information security best practices.