Case Study
Streamlining Financial Operations with Microsoft Dynamics 365 Business Central for NAB Gauge
NAB Gauge, a leading manufacturer in the precision instrumentation sector known for its innovative measurement solutions and quality manufacturing standards, partnered with Zelite Solutions to revamp and automate its essential financial and operational processes. The aim was to transition from disjointed manual systems to a seamless ERP platform powered by Microsoft Dynamics 365 Business Central.
Industry
Manufacturing/Instrumentation
Time Required
15 Calendar Days
Engagement Model
Fixed
Solution
Microsoft Dynamics 365 Sales
Current Phase
Live
Technologies
Microsoft Dynamics 365 Business Central, SQL Server, Azure Cloud
NAB Gauge approached Zelite Solutions with a clear mandate to help modernise their business processes. Through discovery sessions, the following key challenges were identified:
- Fragmented systems and manual processes:Sales invoices, vendor invoices, receipts, and credit/debit notes were tracked on spreadsheets or paper, leading to duplicate data entry and errors.
- Delayed financial visibility: Without a centralised system, it was difficult to track due dates, apply receipts or payments on time, or view outstanding balances in real time.
- Complex financial transactions: Handling of credit notes, debit notes, journal vouchers, and petty cash involved repetitive steps and lacked proper approvals or audit trails.
- Compliance and reporting gaps: Month‑end and year‑end closing were cumbersome, and the Chart of Accounts structure needed alignment with best practices.
- Scalability concerns: As NAB Gauge grew, management needed a solution that could scale with operations and integrate additional processes seamlessly in the future.
Zelite Solutions followed a structured methodology to ensure the successful implementation of Microsoft Dynamics 365 Business Central:
- Requirement Study and Process Mapping
- Conducted detailed workshops with NAB Gauge stakeholders to document all current processes and pain points.
- Created a Requirement Study Document which became the blueprint for implementation.
- Solution Design and Definitions
- Designed modules for Sales, Purchase, Journal Voucher, Credit/Debit Notes, Cash Voucher, and Company Accounting.
- Defined data structures, workflows, and integration points within Business Central.
- Development and Configuration
- Configured the system according to NAB Gauge’s Chart of Accounts and fiscal calendar.
- Developed automated workflows for invoice generation, GRN matching, payment applications, and vouchers.
- Testing and User Acceptance
- Conducted multiple cycles of functional testing to ensure every process worked as expected.
- Organised User Acceptance Testing (UAT) sessions with NAB Gauge’s team to validate real‑life scenarios.
- Training and Knowledge Transfer
- Delivered Admin Training – Train the Trainer sessions, enabling internal champions to guide end‑users.
- Provided detailed User Training Documents and Recorded Sessions for future reference.
- Go‑Live and Post Go‑Live Support
- Managed a smooth migration to the Production Environment.
- Offered handholding support to ensure confidence and minimal disruption during the transition.
- Sales Module: Automated the creation, posting, and management of customer invoices with due date tracking and seamless sales order to invoice conversion.
- Purchase Module: Enabled end‑to‑end management of vendor invoices, GRN matching, purchase orders, and payment linkage.
- Journal Voucher: Simplified manual adjustments and reclassifications with system‑controlled entries and approvals.
- Credit/Debit Notes: Introduced systematic issuance against overpayments, returns, or short supplies, ensuring traceability.
- Cash Voucher: Digitised petty cash management, making day‑to‑day expenses easy to track and audit.
- Company Accounting:Implemented a robust COA, fiscal calendar setup, and year‑end closing process aligned with industry standards.
- Comprehensive Deliverables: Included Development and Production Environments, milestone sign‑offs, and documentation for audit and knowledge retention.
The project delivered measurable improvements for NAB Gauge, including:
- Centralised Financial Operations: All sales, purchase, and accounting processes are now unified in Dynamics 365 Business Central, eliminating data silos.
- Improved Efficiency: Automated workflows reduced manual effort, speeding up invoice processing, payment application, and month‑end closings.
- Higher Accuracy: Reduced errors in journal entries, credit/debit note issuance, and reconciliations through system‑enforced validations.
- Better Decision‑Making: Real‑time dashboards and reports give management visibility into receivables, payables, and cash flows, enabling proactive decisions.
- Scalable Platform: NAB Gauge is now equipped with a solution that can grow with its operations and support future integration needs.
Through a carefully planned and executed implementation, Zelite Solutions successfully transformed NAB Gauge’s financial management processes. The introduction of Microsoft Dynamics 365 Business Central brought efficiency, accuracy, and transparency to critical operations; positioning the company for future growth and success.
