Consultancy practice streamlined processes and grew by 200% using Microsoft Dynamics NAV.Professional Services organisation increases productivity, reduces the strain on admin and improves access to data.
The Business Need/Challenge
Due to the increased demand for Lochinvar products and services, the company experienced a change in how they run and manage their business. Reporting had become fragmented and ineffective due to the inefficient and outdated accounting and CRM software. They were unable to make positive management decisions based on the information they had in their systems and the channels of communication across the company had been broken, with loss of data and inaccurate records.
Lochinvar recognised the issues and made the decision to replace both the accounts and CRM systems with a single database that could manage their whole business processes. They researched several systems before deciding on Microsoft Dynamics NAV. However, they experienced difficulties with the original partner as they were unable to meet the demands of the project. They were then recommended to Adept who understood the needs of the business and managed the migration from old to new. Since Adept demonstrated the required experience and knowledge of similar projects, they were the ideal choice.
Strong communication between partner and client enabled Adept to interpret and use the information gathered to deliver a Microsoft Dynamics NAV solution tailored specifically for the needs of the business.