Client Background:
Locks Manufacturing Company (LMC) is a leading manufacturer and distributor of high-quality locks
and security solutions. With over 30 years of experience in the industry, LMC has established a
strong reputation for its innovative products and reliable services. However, their existing enterprise
resource planning (ERP) system, Navision 2004, was becoming outdated and no longer met their
evolving business needs. LMC recognized the need for a modern and comprehensive solution to
streamline their operations, improve productivity, and enhance customer relationship management.

Client Objectives:

• Upgrade the existing Navision 2004 system to a more advanced and scalable ERP solution.
• Implement a robust customer relationship management (CRM) system to effectively manage customer interactions and improve sales and service processes.
• Streamline and automate key business processes such as inventory management, production planning, and financial reporting.
• Enhance reporting and analytics capabilities to gain actionable insights for better decision-making.
• Ensure a smooth transition to the new systems with minimal disruption to daily operations.
• Partner with a reliable and experienced implementation company to guide and support the upgrade process.

Solution:
After careful evaluation of available options, LMC decided to upgrade their systems to Microsoft
Business Central for ERP and Dynamics CRM for customer relationship management. Business
Central offered a comprehensive suite of features and functionalities that aligned with LMC’s
requirements, including:

• Advanced Financial Management: Business Central provided robust financial management capabilities, including general ledger, accounts payable/receivable, fixed assets, and budgeting, enabling LMC to accurately track and manage their financials.
• Supply Chain Management: The integrated supply chain management features of Business Central facilitated efficient inventory management, demand forecasting, procurement, and order fulfilment, helping LMC optimize their supply chain and reduce costs.
• Production Planning and Control: Business Central’s manufacturing module enabled LMC to streamline their production processes, plan manufacturing orders, manage bills of materials, and monitor production performance, resulting in improved operational efficiency and timely delivery of products.
• CRM Integration: By integrating Dynamics CRM with Business Central, LMC gained a unified view of customer data, enabling them to manage leads, track sales opportunities, provide personalized customer service, and analyse customer interactions to enhance overall customer satisfaction.
• Reporting and Analytics: The powerful reporting and analytics capabilities of Business Central and Dynamics CRM allowed LMC to generate real-time insights and customizable reports, empowering them to make data-driven decisions and identify areas for improvement.

Implementation Process:
LMC partnered with Bizmaxus, a leading implementation company specializing in ERP and CRM
solutions. Bizmaxus assigned a team of experienced consultants who followed a systematic
approach for the upgrade process:

Discovery and Analysis: The Bizmaxus team conducted an in-depth analysis of LMC’s existing
systems, business processes, and specific requirements to develop a comprehensive upgrade plan.
Solution Design: Based on the analysis, the team designed a customized solution using Microsoft
Business Central and Dynamics CRM, ensuring that it aligned with LMC’s unique business needs.

Data Migration: The Bizmaxus team meticulously migrated data from Navision 2004 to the new
systems, ensuring data integrity and accuracy throughout the process.
Configuration and Customization: The team configured the Business Central and Dynamics CRM
systems according to LMC’s requirements, incorporating specific workflows, user roles, and security
settings.

Integration and Testing: Bizmaxus integrated Business Central and Dynamics CRM, enabling
seamless data flow between the two systems. Thorough testing was conducted to ensure all
functionalities were working as expected.

User Training and Change Management: To facilitate a smooth transition, Bizmaxus provided
comprehensive training to LMC’s employees, enabling them to effectively utilize the new systems.
Change management strategies were implemented to minimize resistance and ensure user
adoption.

Go-Live and Support: After successful testing, the upgraded systems were deployed, and Bizmaxus
provided ongoing support and maintenance to address any issues or further customization
requirements.

Results and Benefits:

The upgrade to Business Central and Dynamics CRM brought significant benefits to LMC:

• Improved Efficiency: Streamlined business processes, automation, and centralized data management improved overall operational efficiency, reducing manual efforts and enhancing productivity.
• Enhanced Customer Relationships: Dynamics CRM allowed LMC to better manage customer interactions, resulting in improved lead management, personalized customer service, and increased customer satisfaction.
• Real-time Insights: The advanced reporting and analytics capabilities provided LMC with real-time insights into their operations, enabling informed decision-making, identifying market trends, and optimizing business strategies.
• Scalability and Growth: Business Central’s scalable architecture ensured that LMC could easily accommodate future growth and expansion, without the need for frequent system upgrades.
• Seamless Integration: The integration between Business Central and Dynamics CRM eliminated data silos, enabling a unified view of customer data and smooth collaboration between departments.
• Reliable Support: LMC received ongoing support from Bizmaxus, ensuring timely resolution of any issues and continuous system optimization.

Bizmaxus Offer:

Bizmaxus is delighted to offer an exclusive upgrade package for companies currently using Navision. By choosing Bizmaxus as your implementation partner, you can benefit from:

Comprehensive Needs Assessment: A thorough analysis of your existing systems and business processes to determine the most suitable upgrade path.

Customized Solution Design: Tailored solutions based on Microsoft Business Central and Dynamics CRM to meet your unique business requirements.

Expert Implementation Services: A dedicated team of experienced consultants to guide you through the entire upgrade process, ensuring a smooth transition.

Data Migration and Integration: Seamless transfer of your data from Navision to the new systems, with robust integration between Business Central and Dynamics CRM.

User Training and Support: Comprehensive training for your employees, coupled with ongoing support and maintenance to address any issues or further customization needs.

To learn more about our upgrade services and discuss your specific requirements, please contact Bizmaxus at info@bizmaxus.com or visit our website at www.bizmaxus.com. We look forward to helping you unlock the full potential of your business with Microsoft Business Central and Dynamics CRM.