Transition to New ERP Standards: Multi-Platform Support and Automatic Updates
Professional upgrade of Microsoft Navision to the latest version of Microsoft Business Central by an official partner. CBPM Service experts ensure clean system architecture, official localization, and full team support after a successful launch.
Official Microsoft Partner
of ERP Automation Experience
Completed Projects Across 12 Industries
BAS and Microsoft Dynamics 365 Business Central
Outdated tools significantly slow down company growth, while modern ERP technologies provide management with complete and transparent control over the company’s finances and resources. This helps eliminate management delays and accelerate decision-making.
Balance consolidation takes weeks because bank statements are reconciled manually and data is spread across separate spreadsheets. Management doesn’t see the actual cash-flow position until 10–15 days later, after some decisions have already been made.
Automated bank statement imports, instant cost calculation, and a complete financial period close within three days.
Inventory discrepancies, delays in order picking, and a lack of up-to-date data lead to downtime and financial losses. Stocktaking takes weeks, while shortages are often discovered only after a shipment has already been disrupted.
WMS-enabled bin management, automated picking route optimization, and real-time tracking of goods in transit.
When data is transferred manually between Excel spreadsheets, it can be lost or duplicated. No department can be certain that it is working with up-to-date information.
A single source of truth where creating a sales order automatically reserves inventory in the warehouse and generates an invoice without any manual data duplication.
The business owner is forced to personally approve minor payments because the process can’t be trusted. Delegating financial decisions without a reliable control system creates a risk of misuse or errors.
A configurable approval matrix in the Workflow module based on transaction amounts, financial responsibility centers, and expense categories.
Managers spend up to 40% of their working day manually completing repetitive documents. Day-to-day operational tasks consume resources that should be directed toward strategic priorities.
Document templates, automated recurring invoicing, and automatic order creation.
Collecting source documents creates chaos and stress for the accounting team. Data is scattered, some documents are missing, and every audit turns into a stressful project lasting several weeks.
The system is designed from the outset around strict principles of transparent and easy-to-understand financial auditing. Every transaction is fully traceable, and a complete audit trail is generated automatically.
The on-premises database is not designed for large-scale operations. Multi-currency accounting, the simultaneous operation of multiple legal entities, and high transaction volumes lead to system failures and reduced performance.
Automatic horizontal scaling of Azure cloud resources during peak workloads, without performance degradation or intervention from the IT team.
We move finance, warehousing, logistics, and manufacturing from Microsoft Dynamics NAV (Navision) to modern Business Central without disrupting business operations. We preserve clean system architecture, configure ready-to-use Ukrainian localization, and migrate final balances within 1 – 2 days.
General Ledger, tag-based analytics without overcomplicating the chart of accounts, Excel import, and ready-to-use Ukrainian localization.
Automated purchasing based on inventory levels, price control, settlement of outstanding balances, and demand forecasting.
End-to-end workflow from quotation to shipment, accounts receivable control, and automatic margin calculation.
Location-based storage, inventory optimization, stocktaking without warehouse downtime, and complete batch and serial number tracking.
Bill of Materials (BOM) calculation, capacity planning (MRP), cost control, and production scheduling.
Sales pipeline control, interaction history, customer database segmentation, and full one-click synchronization with Outlook.
Labor cost tracking, timeline planning, sprint tracking, budget control, and service management.
Route optimization, transparent shipment tracking, carrier integrations, and reduction of logistics costs.
We preserve 5–10 years of historical data without overloading the ERP system. We connect Power BI dashboards directly to the archived NAV or 1C database. This makes it possible to compare Plan vs. Actual figures for previous periods without reducing the performance of the new system.
Process: Conducted through two to three meetings with the client, during which we interview stakeholders and identify the key business pain points. Based on our expert assessment, we prepare a list of the required work and present it to the client.
Primary Purpose: Provides a high-level understanding of the project scope needed for the initial decision: which platform to choose and whether to proceed.
Outcome: We provide a preliminary estimate of the project scope, timeline, and budget. At this stage, the figures are indicative, and the actual costs and timelines may differ significantly from the initial forecast.
Duration and Cost: Takes from one day to two weeks and is provided free of charge.
Process:
Primary Purpose: Gives an understanding of the project’s real scope before it starts.
Outcome: The accuracy of this estimate is high: the margin of error does not exceed 10%, and cost remains under control. The client receives a validated model of the future system, a technical specification, a project estimate, an implementation schedule, and a roadmap.
Duration and Cost: A separate phase that precedes the main project; cost ranges from 5% to 30% of the budget, depending on the project’s uniqueness.
In the vast majority of ERP projects, the problem lies not in Microsoft Dynamics NAV software itself, but in the implementation approach. Our methodology has been developed over 25 years and is based on experience from more than 200 completed projects — here is how it works.
We conduct a series of interviews with users across every area that requires automation and document processes and requirements in formal records. We model the processes using the standard system configuration and validate their accuracy together with the client. Based on the Fit-Gap analysis, we identify where business needs differ from standard functionality, then prepare the technical specification and assess the feasibility of each customization.
Once the Discovery phase is complete, CBPM Service specialists present the client with the model of the future system, the technical specification, project estimate, and implementation approach. We agree on the project schedule and roadmap with the client and the project team before implementation begins.
CBPM Service analysts define the list of objects to be migrated, as well as the format and sequence of the migration, and then agree on these with the client.
Implementation follows a sprint-based methodology: coordination meetings are held every two weeks, while a monthly meeting with the project sponsor is mandatory. This approach ensures controllability and transparent project status at every stage. All customizations are carried out strictly in accordance with the approved technical specification, and we demonstrate the completed functionality to the client.
We provide initial training for the client’s team, enabling users to start working in the system and test it using their own real business processes.
We process master data and product catalogs separately from balances: inventory, cash-related liabilities, settlements with customers and suppliers, and payroll. Before migration, the data is mapped and cleaned of outdated information. Export is performed using dedicated scripts as of a specified date, after which the agreed data scope is transferred to the test database.
At this stage, the client works in the new system in test mode. Depending on the results, we either proceed directly to production operation or prepare a list of required refinements.
We implement all agreed refinements and confirm that the system is ready for production operation, after which the operational environment is switched to the new system. During the first reporting period close, CBPM Service consultants work side by side with the client’s team, identifying and promptly resolving any issues. Ongoing support and maintenance are then provided in accordance with the SLA.
Yes. The process includes a full audit of the legacy NAV system and a Fit/Gap analysis. All unique business logic and critical process modifications are isolated and migrated into separate cloud extensions, preserving the architectural cleanliness of the new ERP platform.
The Microsoft Dynamics NAV (Navision) modernization project is divided into AS-IS process diagnostics, data cleansing, deployment of a cloud environment with Ukrainian localization, testing (UAT), and training. Functionality is delivered iteratively through two-week Agile sprints.
No. The main architecture deployment, integration gateway configuration, and migration of functional modules are performed in the background. Final conversion and import of balances are completed within 48 hours over a weekend, preventing downtime in the company’s business processes.
Implementation is based on a Clear price/scope approach. The scope of work and budget are clearly fixed before development begins during the pre-sales analysis stage. Ongoing sprint budget control and deviation monitoring are carried out by the Coordination Committee based on transparent reports from the implementation team.
To avoid overloading the new ERP system’s memory, we use a hybrid approach. All historical data for the previous 5–10 years is preserved. Power BI dashboards connect directly to the archived Microsoft Navision database, enabling comparative Plan vs. Actual analysis.
Leave your contact details and briefly describe your situation, including your current system, number of users, and the issues you would like to resolve.
A 30-minute conversation to discuss your pain points, timeline expectations, and the project delivery approach so we can select the right team for your needs.
Technical audit of the IT architecture, project scope and boundaries, system concept, and preliminary roadmap.
A specific document outlining the scope of work, timelines by stage, and cost.
