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Deployment and Support Package
Business Central is part of the Microsoft Dynamics 365 suite, bringing together finance, sales, purchasing, and operations and service management functionality in one, comprehensive solution.
Business Central automates, secures and streamlines these essential processes, and enables organisations to connect data across departments, to give an end-to-end view of the business – aiding more informed, smarter decisions.
Processing multi-currency across multiple company/location scenarios, Business Central incorporates greater functionality than Sage, QuickBooks or Xero, and is fully scalable. Businesses, can, therefore, incorporate additional functionality and scale as needed, while ensuring compliance with audit trail requirements and providing enterprise-level security.
✔ Streamlines accounts receivable and payable processing
✔ Automatically reconciles accounts to close
✔ Enhances financial forecasting through data analysis across multiple dimensions
✔ Charts financial performance in real-time
✔ Tracks cash flow, and secures purchasing, credit authorization, and vendor payment processes
Supply Chain Management
✔ Optimize stock levels: built-in intelligence provides dynamically updated stock level data
✔ Receive substitute suggestions for out of stock items
✔ Maximize profitability through optimizing supplier discount uptake, avoiding overdue payment, and preventing unnecessary or fraudulent purchases
Sales & Service Management
✔ Increase sales productivity: use revenue potential to prioritize sales leads, track customer interaction, and receive upsell, cross-sell, and renewal opportunity updates
✔ Manage service requests and process payments from within Outlook
✔ Assign resources according to service tasks, workloads, and employee skills
✔ Keep projects on time and in budget: manage resource levels, utilize advanced job costing, and track customer invoicing against orders
✔ Benefit from real-time insight into project status, profitability, and resource-usage
✔ Automatically generate production plans and purchase orders
✔ Track item transaction and movement
✔ Optimize manufacturing capacity and resources to improve production schedules and meet customer demand
Integration – The Added Extra
An added Business Central bonus is that it integrates fully with:
✔ Office 365 – the online suite combining the familiar Office features with the next generation of productivity-based services (Teams, Yammer, Planner, etc.)
✔ Power BI – the business analytics solution, enabling data visualization and sharing across the organization
✔ Flow – for creating automated multi-step workflows between apps and services
✔ PowerApps – enabling the creation of apps using Flow workflow
✔ Dynamics 365 Customer Engagement and Sales plans
Cobweb has partnered with ICAEW (Institute of Chartered Accountants in England and Wales) member PKF Cooper Parry to provide customers with a Business Central implementation and support package that enables customers to benefit from the financial experience and acumen of a Microsoft Gold Partner and award-winning accountancy firm.
Together with PKF Cooper Parry, we’re offering packaged solutions to help customers make the switch to Business Central from Xero, Sage, Pegasus, Exchequer, on-premise Dynamics GP, NAV or any other ERP, and incorporating top-level support.
Below, we outline the details for the two main areas of Implementation and Support:
The configuration and deployment package can be customised to suit individual need, but the standard service covers migration or set up for:
✔ General Ledger
✔ Bank Reconciliation
✔ Multi Currency
✔ Paypal & WorldPay Link
✔ Payment Export
✔ Import Payroll Journal
✔ Standard VAT
✔ Sending Documents by Email
✔ Data Import from Excel
✔ Standard Balance Sheet & Payrol Reporting
✔ Dimension Reporting
Support is offered in three tiers:
*Production functionality, covering stock planning and costing, production planning and reporting
**Customer service functionality, to promote swift, easy case resolution
With flexible business applications and a scalable database, Business Central can grow as you grow, plus the business gains the following benefits:
✔ Clunky, time-consuming,
✔ Security concerns
✔ Duplicate data issues
✔ Siloed working
✔ Inadequate reporting
✔ Secure working, incorporating the same functions with desktop, laptop, tablet, or phone, across Windows, iOS, and Android
✔ Manage the quote to payment process totally within Outlook, use Excel data to update sales and purchase orders, customize outgoing documents
✔ Privacy-by-design and privacy-by-default practices are in-built to help businesses comply with the General Data Protection Regulation (GDPR)
✔ Manage personal data across multiple levels, with automatic encryption providing protection from unauthorised access
✔ Audit trails further promote security and accountability
✔ Connect with third party applications, such as payroll, banking, CRM
✔ Connect for data access – to Excel, SharePoint, CRM records, etc.✔ Connect to industry-specific systems and apps
Copyright © 2017 Cobweb Solutions Limited.
All Rights Reserved.
Registered address: Cobweb Solutions Ltd, Delme 3, Delme Place, Cams Hall Estate, Fareham, Hampshire, PO16 8UX. VAT Number: 682 2512 41. Company Registration Number 3283443.