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      Home
      —
      Cases
      —ERP for a broker company

      ERP for a broker company

      ERP for a broker company

      Discuss your project
      Customer
      Zaman
      Industry
      Finances
      Technology
      Microsoft Dynamics 365 BC

      About the customer

      Large financial broker from Azerbaijan.

      Challenges and solutions

      • Automation of revenue accounting for insurance policies,

      • Automation of procurement processes, bank statement uploads, and payroll accounting,

      • Replication of the system across the company's branches.

      • Migration from SAP to Microsoft Dynamics 365 BC

      • Automation of invoice registration for customer insurance policies (integration with CRM and Kasko Butik)



      Results

      • Migration from SAP to BC successfully completed.

      • 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.

      • Automation of revenue accounting for insurance policies – Successfully completed.

      • Automation of procurement processes, bank statement uploads, and payroll accounting – Successfully implemented.

      • Replication of the system across the company's branches – The system was replicated in the Tbilisi branch.


      Project details

      Customer
      Zaman
      Industry
      Finances
      Technology
      Microsoft Dynamics 365 BC
      More customer stories →
      Submit your question or request, and we will contact you shortly.
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