ERP Integration

Enhance Efficiency: 75% Less Data Entry, 80% Improved Accuracy, and 50% Faster Workflows with GENAI’s Automated ERP Integration.

OVERVIEW

A leading Hazardous Waste Management firm worth USD 1 BN boosts efficiency through streamlined Integration of its Core ERP (D365 F&O) with Workday and other legacy operational systems – Order Management, Invoice, Customer Apps

Core challenges we encountered

Manual Data Entry

Customer Creation – Manual entries in D365, entries recreation in each operational system caused errors and delays.

Manual Order Processing

Purchase requisitions, orders, invoices, and projects required manual initiation in D365, slowing down financial workflows.

Data Validation Burden

Seamlessly translates and standardizes data, regardless of language.

Disparate CRM System (Salesforce)

Customer details for one subsidiary resided in Salesforce, requiring manual updates in D365 for tracking purposes. This created a disconnected view of customer activities.

Limited Revenue Insights

While project information resided in D365 F&O, it wasn’t automatically linked to employee and customer data in Workday and Salesforce, hindering revenue generation measurement.

Reconciliation Complexity

Lack of transparency across systems made invoice reconciliation cumbersome, potentially leading to missed payments or duplicate entries

Our Solutions

Real-time Customer Synchronization

D365 integration automatically updates customer information in the respective operational systems upon creation in D365.

Automated Workflows

Orders, purchases, and invoices are now automatically generated in D365 based on triggers within the operational systems

Data Validation Logic

A middleware logic app with validation rules ensures data accuracy before being transferred to D365, minimizing errors and discrepancies

Seamless D365 CRM integration

Power Automate seamlessly integrates D365 with Salesforce CRM for automatic customer data exchange.

Employee/Project Integration

Workday integration with D365 for automatic synchronization of employee and project information across all systems, providing real-time visibility on revenue generation.

Automated Invoice Reconciliation

Vendor and customer invoice statuses are automatically updated in BYOD, facilitating order reconciliations, payments and services

Business Impacts

Reduced Manual Data Entry by 75%

Automated data synchronization and workflow triggers minimized manual effort

Streamlined Workflows Resulted in 50% Faster Processing

Automated processes eliminated manual intervention and expedited operations.

Effortless Reconciliation Saving 30% of Reconciliation Time

Automated invoice updates in the central database simplified reconciliation processes.

Improved Data Accuracy by 80%

Validation rules and automated data transfer ensured data consistency.

20% Increase in Revenue Tracking Efficiency

Real-time data provided better insights for revenue generation analysis