Microsoft Dynamics NAV customisability, ease of operation, and ready integration with Microsoft Office Suite were key selling points. Additionally, this was the same system in use at their major supplier, simplifying transfer of data for equipment orders. The Danish company provided a model implementation that demonstrated how well the system works within this industry. To kick off the project, Customer Service Manager Alison O’Neil visited the Danish operation to see the system in operation. She came back satisfied that it was able to perform the tasks that were asked of it.
Microsoft Dynamics NAV is a business management solution that is easy to use and customisable. It is targeted at small and mid-sized organisations and provides a familiar user experience that resembles the Microsoft Office Suite. It provides a great deal of flexibility, and users can select only those functions that they need. It can operate with its own database system, or use Microsoft SQL Server. Areas supported are:
Customer Relationship Management (CRM)
The Microsoft Dynamics NAV components in use at Linco primarily support financial management and Sales and Marketing, although other elements, such as job management, are also in use. Initial planning for installing the system began in 2005, and it went live in mid 2007. Implementation went very smoothly due to extensive planning. Customisations required included work in financial reporting and prepayment setups. There were also customisations to drill down to specific stored drawings and in financial reporting. Enabling took on the job with the goal of finishing by the end of the fiscal year. It finished two months ahead of schedule.
NAV is now running on a server in a central location for all offices. Centralising data input and reducing the number of operations has improved security, as well as ensuring accuracy, accountability and make the solution more manageable. Once installed, NAV has required little maintenance and continues to provide a solid and stable solution to Linco’s IT requirements.
Since NAV was installed, Linco has seen immediate results.
“Some of the specific benefits have included flexibility, which has freed up time that can be better spent on sales.”
“NAV has also made data easier to manage, extract and present. Its integration with MS Office has also helped, particularly with Excel spreadsheets. But the biggest benefits are from saving time over the spreadsheet-based manual processes that we previously used.” By freeing up time for sales, Linco should have no difficulty continuing its rapid growth.