Building Efficiency: How We Helped an Architecture Firm Optimize Operations with Dynamics 365 Business Central

In the fast-paced world of architecture and construction, managing operations, finances, and project quoting efficiently is key to sustainable growth. A leading architectural firm based in the United States partnered with us to implement a powerful, all-in-one solution: Microsoft Dynamics 365 Business Central.

Our goal was clear: to equip the organization with a robust ERP platform that could unify their operations across departments. The project was executed in several strategic phases.

Complete ERP Implementation Tailored to Architecture

We began with tenant deployment, setting up user licenses, roles, and permissions to ensure secure access and smooth onboarding across the organization.

Financial Control and Compliance

We configured the Finance module to handle core accounting needs, including chart of accounts, posting groups, cost centers, taxes, and bank reconciliations, giving the finance team full visibility and control.

Optimized Sales and Procurement

Through the Sales and Purchasing modules, we digitized and streamlined client orders, vendor management, invoicing, and quoting processes, ensuring consistency and speed.

Seamless Data Migration

We migrated all critical master data including customers, vendors, items, and opening balances, preserving business continuity and data integrity.

Real-Time Insights with Power BI

With integrated Power BI reporting, the client now has real-time access to key business metrics, enabling data-driven decisions.

Integrated Project Quoting

A key highlight of the project was the integration with a third-party application used for architectural project quoting, making the end-to-end workflow significantly more agile.

Prepared for Growth

The implementation closed with quality assurance, user training, user acceptance testing, GoLive, and ongoing support. Today, the organization operates confidently on a platform designed to scale with its business.

If your firm is looking to modernize operations and unify processes, we’d be happy to discuss how Microsoft Dynamics 365 Business Central can help.

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