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Case Study

Business Central D365 Automations

For Cresto Safety s.r.o. we built a custom desktop application to eliminate manual work around Microsoft Dynamics 365 Business Central.

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Challenge

  • 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.

Solution

  • 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 Signal Flow

Collections Email Automation

BALANCE
bulk_balance.pdf
STATEMENT
bulk_statement.pdf
Local OCR Engine Processing
C-10234INV-902EUR 4,200.00
C-18741INV-441EUR 1,150.00
C-22309INV-882EUR 9,400.00
C-30577INV-121EUR 2,030.00
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Subject: Outstanding Statement - C-10234

PDF C-10234_Stmt.pdf PDF C-10234_Balance.pdf
Draft Ready #1C-10234
Draft Ready #2C-18741
Draft Ready #3C-22309
Draft Ready #4C-26488
Draft Ready #5C-27915
Draft Ready #6C-30577
Draft Ready #7C-33642
Draft Ready #8C-39018
Draft Ready #9C-44126

Batch Sent

45 customers notified in 14.2 minutes.

Delivery Stages

Stage 1: Cross-Functional Discovery

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.

Stage 2: Strategic Opportunity Mapping

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.

Stage 3: Solution Blueprinting

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.

Stage 4: Agile Implementation & Scaling

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.

Stage 5: AI-Powered Process Automation

Planned next phase: AI-powered process automation based on extensive snapshot data.

Context To Build Your Next Automation Program

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.

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