Project and Services Thanks to Microsoft business applications, dedicated to the design industry, you will meet the challenges facing your company head on.
We understand the challenges faced by design companies
As a design company, we are all too aware of the challenges faced by this sector. NAV24 has extensive experience in implementing IT systems in design companies and is able to advise on the best solutions.
We have knowledge on selecting IT solutions that will improve key processes in design companies. The systems we implement, from the Microsoft product family, are able to cover the demand from: handling the sales process, managing customer relations, warehouse management to shipping goods and issuing invoices.
Discover solutions to the most commonly encountered problems in the design industry
I have a problem with insufficient control of profitability and tracking
project progress.
Business Central provides access to information necessary for costs planning, and monitoring the progress of a given project. Access to data, regarding the consumption of specific resources, is available, which means you are able to track the working hours of machines, and employees, in a project. Comparing the actual costs with the planned ones will allow you to obtain a real picture of the profitability of a given project.
1 My problem is related to the correct pricing of services.
Business Central allows you to manage the prices of services, repairs or orders and create personalised service price agreements for your customers. In addition, provisions are made for you to monitor prices, whilst calculating various parameters (that may affect the end price). The flexibility of the system provides the ability to create groups of services that allow adjustment of the pricing structure, allowing for incurred or increased costs, etc.
2 Lack of control over the management of sales processes.
In Business Central, you can have full insight into the sales process, e.g. you can check the current stage of individual sales opportunities. In addition, you have the option of customer interaction directly from MS Outlook - from submitting an offer to completing the sale and shipping the goods.
3 Difficulties with staff management
Based on data from the Business Central system, you can check the workload of given employees and how long it has taken for a specific task to be completed. This feature allows you to consciously decide on which tasks will be given to selected employees and, also, the ability to manage subsequent assignments.
4 There is no information on the actual costs connected with working time.
Business Central allows the registration of working time and related costs. To facilitate the gathering and analysis of project data, we have created the project management application. Thanks to this, project managers have access to key information, e.g. on labour, material and time costs.
5 Issues with overdue invoices.
The Business Central system provides you with lists of all transactions, filtered by individual customers. Due to this feature, you know about the approaching payment date and amounts due to be paid. Armed with this information, you can start the recovery process at the right moment.
6 Problems with the efficient management of service requests.
The Business Central system provides access to a number of tools enabling efficient management of service requests. You can, for example, prioritise cases depending on the type of request or the signed service agreement, manage personnel, track the progress of the order and analyse service request statistics.
Finance
The financial module is a central place where financial transactions, connected with most company processes, are collected. The functionalities of the system allow managers to analyse historical, and current, financial data. Thanks to built-in budgeting and cash flow tools, supported by artificial intelligence, it's simple to streamline your production chain, from inventory to customer delivery.
Reporting and Analysing
Business Central supports both standard and more complex business processes of small and medium sized companies. Each of these processes is supported by reports and analytical tools which allow you to easily, and quickly, analyse data collected from all areas of your company.
Resources and Projects
Use Dynamics 365 Business Central to plan, budget and control the implementation of simple and complex projects. For each order, you can define the project structure, appropriate to the characteristics of the work, specifying targets and tasks. At each level, you can monitor the progress of implementation according to revenues and costs, providing profitability and efficiency indicators.
Sales and Purchasing
Data from sales orders is the primary source of information regarding the current demand of customers for products and services, offered by your company. In Business Central, you can monitor the status of both new orders, and those in progress, reacting appropriately to the changing situation.
Sales and Marketing
Take advantage of Business Central functionalities which support the service of potential and existing customers. Reduce the time from quotation to receipt of payment by using the power of combined sales and accounting functionalities. Sales and marketing employees, without leaving Microsoft Outlook, have insight into the status of settlements, current offers, orders and cooperation history from Business Central.
Warehouse Management
Warehouse management functionalities can be configured to the warehouse location, allowing for the handling of various types of transactions and levels of inventory storage accuracy (warehouse / rack / shelf). Depending on the size of the warehouse and rotation, a given warehouse may use basic functions, such as: warehouse releases and reception into the warehouse, to more advanced warehouse operations, such as: picking, storing or moving to specific containers.
Inventory
The inventory database is the central source of information about materials, trade goods and products for all modules available in Business Central. Basic information, such as: identifier, description and measurement units. is stored in the inventory file. In Business Central, increasing and decreasing transactions have a direct impact on their value in the general ledger.
After Sales Service
Improve after sales service of products delivered to your customers. Thanks to the database of service items, automatically generated in the sales process with the accuracy of the serial number, you have full control over repair requests for products covered by warranty or post-warranty protection.
Discover additional solutions for your industry
Among the solutions we offer, you can find additional products and extensions that increase the efficiency of working with Dynamics 365 Business Central. These include interactive reports and business applications. Find out which of them can support your business.
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What does the implementation process look like
Depending on the size of your business, and the degree of advancement of company processes, we recommend one of the following types of implementations:
Fast implementation
Which companies would benefit from this service?For small and medium sized companies in the manufacturing industry that do not have an ERP system, or their current ERP system does not meet their expectations. Fast implementations are also suitable for clients who are planning to change their deployment partner (due to dissatisfaction, etc). What is fast implementation ? We have enriched the standard Business Central solution with a number of functionalities created for the design industry. Why should you use this service? By running the version without modifications, users quickly learn how the system works and the possibilities that connectivity between individual elements of the Microsoft ecosystem brings. The flexibility of this solution allows you to adjust the configuration to the current requirements of your company. If your business grows over time, or you find that you need system changes, we can implement subsequent Business Central modules or system modifications, according to your needs.
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Customised implementation
Who would benefit from this service?This service is for companies that already use the ERP system, but need to modify and integrate with other systems. How is a customised implementation carried out? We start the project with an in-depth analysis, based on which we define its scope, duration and budget. Implementation is preceded by a design phase, identification of appropriate components, development of interfaces and data migration processes, preparation of configuration and the necessary tests are executed. After transferring the processes to the new system, we perform the final tests and train key users. Why should you use this service? You will obtain an ERP system perfectly adapted to the needs of your company. Individually selected modifications will correspond to your company's unique design processes.
Find out moreWould you like to improve the efficiency of your company?
Make an appointment for a free, no obligation, consultation and we will advise you on the best solutions for your company.
Free consultationWould you like to find out more about Microsoft solutions for design companies?
Make an appointment for a free, no obligation consultation for information on how Nav24 can drive your business forward.
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