Unify Finance, Warehousing, and Sales in a Single ERP System
We implement Microsoft Dynamics 365 Business Central through a transparent pre-sales process and Agile sprints. We ensure clearly defined implementation stages, transparent responsibilities, and continuous progress tracking without disrupting business operations. Get a unified system for accounting, analytics, and business scaling.
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Outdated tools significantly slow down company growth, while modern ERP technologies provide management with complete and transparent control over the company’s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.
CBPM Service configures the key Business Central modules required for complete business control. We automate financial management, warehouse logistics, procurement, sales, and manufacturing. You get coordinated operations across all departments within a single system, without chaos or data inconsistencies.
Accounting, taxes, and cash flow management in accordance with Ukrainian standards, GAAP, or IFRS. Full control over the company’s capital.
A transparent sales pipeline, deal tracking, and communication history in a single database. No lost orders and no chaos in sales processes.
Price list control, automated calculation of warehouse requirements, and accurate forecasting of supplier orders.
Location-based storage, end-to-end batch tracking, and accurate inventory balances. Complete elimination of warehouse discrepancies.
Calculation of actual product costs, production line scheduling, and precise capacity planning.
Deadline control, order profitability monitoring, and accurate tracking of team labor costs at every stage of the project.
Service contract management, coordination of engineer visits, repair history tracking, and fast registration of new service requests.
Interactive dashboards with real-time business metrics for faster and more accurate management decisions.
Process: Two to three meetings with the client, during which we conduct interviews and outline the business’s key pain points. Based on the expert assessment, we prepare a list of the required work and present it to the client.
Primary Purpose: Provides a general picture of the future project’s scale: this is the basis for the first strategic decision on which platform to choose and whether it’s worth moving forward.
Outcome: The result is a preliminary estimate of scope, timeline, and budget. Keep in mind these are indicative figures: actual numbers may deviate significantly.
Duration and Cost: Takes from one day to two weeks and is provided free of charge.
Process:
Primary Purpose: Understanding the project’s real scale before it actually starts.
Outcome: The estimate is accurate to within 10%, and cost stays under full 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: the fewer discrepancies the Fit-Gap analysis reveals, the lower the assessment price.
In most ERP projects, challenges arise not from the platform itself, but from how the implementation process is organized. Our approach is the result of 25 years of experience and more than 200 completed projects.
We conduct a series of interviews with users across all areas that require automation, documenting processes and requirements in formal records. We then model these processes using the standard system configuration and validate their accuracy together with the client. Based on the Fit-Gap analysis, we identify discrepancies between actual business needs and standard functionality, prepare the technical specification, and determine whether each customization is justified.
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 selected implementation approach. Together with the client and project team, we approve the project schedule and roadmap before implementation begins.
The CBPM Service analytics team defines the complete list of objects to be migrated, as well as the format and sequence of the migration process, and then agrees everything with the client.
The project is implemented using a sprint-based approach, ensuring controllability and full transparency of the project status at every stage. Any customizations are carried out strictly within the approved technical specification, and we demonstrate the completed functionality to the client.
The client’s team receives initial training, enabling users to begin working in the system and test it using their own real business processes.
We process master data and product catalogs separately from balances — inventory, payables, customer and supplier settlements, and payroll. Before migration, the data is mapped and cleaned of outdated information. We use specially developed scripts tied to a specific date for export, 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 move 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. The operational environment is then switched to the new system. During the first reporting period close, CBPM Service consultants work alongside the client’s team, promptly identifying and resolving any issues. Ongoing support and maintenance are subsequently provided in accordance with the SLA.
We do not work as a “black box.” The entire process is divided into short two-week Agile sprints. Every 14 days, the team demonstrates completed, working Microsoft Dynamics 365 Business Central functionality. Management can see real progress and control the project scope at every stage without long waiting periods.
Before signing the contract, we conduct an in-depth business analysis of the company’s processes. We clearly define the project boundaries and document the final cost and implementation plan in the contract. Any deviations are kept to a minimum, while the absence of endless rework helps ensure the system is launched within the agreed timeframe and without financial surprises.
It is a smart balance between standard functionality and customization. We rely as much as possible on Microsoft’s established global practices and ready-made industry solutions. Custom code is developed only where it creates a unique competitive advantage. This protects the system from instability and makes future updates much easier.
Thanks to our hybrid expertise in 1C/BAS and Microsoft Business Central, we understand both platforms from the inside. The migration of balances, master data, and databases is configured to preserve the existing logic without data loss. The transition to the new version of Business Central is carried out gradually, without interrupting production or shipments.
The go-live stage is not the end of our work. We help employees adapt to the new interface, configure precise role-based access rights for different departments, and remain available to resolve any issues. Ongoing support, administration, and further platform development are provided under an SLA.
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.
