Manufacturing, CPG and Retail
Architecture and Engineering
Dynamics CRM & ERP Modernization for Global Market Leader in Material Handling Systems
- Trusted for 55 years as a full-service manufacturer and distributor
- Assembling in the USA
Business Need
- Single cloud-based CRM platform for all dealerships (Microsoft Dynamics 365)
- Improve data quality, reporting, and decision-making across the network
- Reduce technical debt and support overhead tied to on-prem Dynamics CRM 2016
- Enable faster updates, scalable enhancements, and future automation
- Establish a repeatable modernization model for all remaining dealerships
Challenge
- Dealerships ran inconsistent, highly customized CRM environments
- Data was stale, incomplete, or misaligned, limiting insight
- Integrations with SAP required rebuild and standardization
- Legacy workflows and metadata drift made migration complex
- Modernization needed to happen without disrupting sales or service
Solution & Results
- Consolidated a standard, repeatable migration framework rooted in dealership workflows using customized accelerators that automated cleansing, mapping, and loading
- Migrated 2M+ records with business-aligned logic
- Cut migration time to 3-4 months per dealership (compared to 6+ months)
- Enabled trusted reporting and a modern, consistent user experience
- Provided UAT support and personalized training for smooth, scalable adoption
- Created a scalable engine to modernize every dealership