The Client
Headquartered in the Southwestern United States, this engineering services company specializes in providing quality testing for a variety of companies within the aerospace industry. Since 2000, the company has also designed and retrofitted control panels for airplane cockpits, among other signature solutions.
The Problem
With a growing portfolio of well-known customers, this client had in a way become a victim of its own success from a standpoint of tracking jobs and maintaining visibility into their ongoing projects.
Prior to approaching us at The TM Group, this client was using Quickbooks to keep assignments organized and a running tally on expenses for each job. While this software worked fairly well for several years, the company’s growing book of business made it clear that the inefficient, piecemeal process involving spreadsheets and manual entry was unsustainably inefficient.
The Solution
After learning more about their job management and billing processes and goals, The TM Group recommended Microsoft Dynamics 365 Business Central as an alternative to Quickbooks.
Designed specifically for small to medium-sized businesses – much like this client, which maintained a staff of about 100 people – Microsoft Dynamics 365 Business Central is a comprehensive business management solution that helps increase visibility so everyone involved with a project stays on the same page.
Once we provided a brief snapshot of how the enterprise resource management bundle would help their company improve workflows, we went about the work of replacing Quickbooks with Business Central. This enabled the client to avoid the back and forth related to updating spreadsheets, so they had a single source for inputting, cataloguing and reviewing important project data, all done though the Project Management module.
The Result
Any change in process takes employees some time for acclimation, but the gains in project management were almost immediately identifiable with this project. The company no longer had to run-around using various piecemeal methods of data entry, as Microsoft Dynamics 365 Business Central streamlined tracking so it was housed within one program. This helped the company save time and eliminate waste.
Since our founding, The TM Group has helped hundreds of organizations become better versions of themselves both in process improvements, quality of operations and better decision making. We can help your company reach its potential as well. Please contact us today to learn more.
