Case Study
For Cresto Safety s.r.o. we built a custom desktop application to eliminate manual work around Microsoft Dynamics 365 Business Central.
Trapped Liquidity: capital tied up in stock and outstanding invoices.
Strained Collections: manual and time-consuming follow-up on late payments.
Disconnected Inventory Flow: inability to synchronize incoming stock with production demand, creating a "blind spot" for purchasing.
Automated Collection Workflows to accelerate cash inflow, and reduce Accounts Receivable
One centralized view synchronizes BOM, Purchase Orders, live Production Orders, and stock levels.
A date-by-date inventory roadmap to enable strategic purchasing based on lead times and production demand.
Inventory
Production orders
Purchase orders
Bill of Material (BOM)
Inventory movements
BALANCE
bulk_balance.pdf
STATEMENT
bulk_statement.pdf
Local OCR Engine Processing
| C-10234 | INV-902 | EUR 4,200.00 |
| C-18741 | INV-441 | EUR 1,150.00 |
| C-22309 | INV-882 | EUR 9,400.00 |
| C-30577 | INV-121 | EUR 2,030.00 |
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Subject: Outstanding Statement - C-10234
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45 customers notified in 14.2 minutes.
Conducted deep-dive sessions with key stakeholders, including the CFO and Heads of Operations, Purchasing, and Customer Support, to map existing workflows and pinpoint hidden operational bottlenecks.
Synthesized departmental insights into a prioritized roadmap.
Identified the highest-impact opportunities, directly linked to top-line and bottom-line KPIs, for profit growth and immediate working capital recovery.
Architected a comprehensive technical blueprint and Business Requirement Document (BRD).
This phase ensured every automated workflow and reporting tool was aligned with the long-term business goals of the organization.
Executed a high-velocity delivery phase consisting of one week of dedicated preparation and one week of intensive on-site implementation.
The project successfully laid the digital foundation for future AI-powered optimizations and advanced data scaling.
Planned next phase: AI-powered process automation based on extensive snapshot data.
If your ERP workflows still depend on manual handoffs, we can map your current operation, identify high-ROI automation lanes, and ship an implementation plan with clear ownership.