About customer
Large financial broker from Azerbaijan.Challenges and solutions
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Automation of revenue accounting for insurance policies,
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Automation of procurement processes, bank statement uploads, and payroll accounting,
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Replication of the system across the company's branches.
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Migration from SAP to Microsoft Dynamics 365 BC
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Automation of invoice registration for customer insurance policies (integration with CRM and Kasko Butik)
Results
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Migration from SAP to BC successfully completed.
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Automation of invoice registration for customer insurance policies (integration with CRM and Kasko Butik) – CRM integration successfully implemented; integration with Kasko Butik was canceled during implementation.
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Automation of revenue accounting for insurance policies – Successfully completed.
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Automation of procurement processes, bank statement uploads, and payroll accounting – Successfully implemented.
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Replication of the system across the company's branches – The system was replicated in the Tbilisi branch.