**CRM Consulting and SI ERP Consulting and SI Enterprise App Modernization** **BACKGROUND** Please introduce your company and your role. I am the Senior Project Manager at Trojström & Co. **Could you summarize what your company does in one sentence?** As our business expanded, our processes grew more complicated and our operations broadened. Different teams were using separate applications, which quickly became inefficient and hard to manage. We encountered multiple challenges, including duplicate data entry across various applications due to the absence of a centralized source of truth, difficulties with precise project cost reporting, inconsistent pricing strategies, and significant time lost on manual tasks and reconciliations. Additionally, our ability to generate real-time reports and conduct meaningful analyses was hindered. We recognized the need for a unified and integrated system to streamline and standardize our operations, leading us to implement an ERP solution. Ultimately, we chose Microsoft Dynamics 365 Business Central to enhance efficiency and optimize critical processes company-wide—including accounting, inventory management, database management, and collaboration across teams. **OPPORTUNITY / CHALLENGE** What specific objectives did you engage Isystems Group to achieve? - ERP Integration - Employee training - Ongoing consulting and support **SOLUTION** How did you discover Isystems Group? - Online Search - Referral **Why did you choose Isystems Group over other options?** - High ratings - Affordable pricing - Good cultural fit - Excellent value for the cost - Personal referral - Aligned company values - Expertise **How many team members from Isystems Group were assigned to this project?** 2-5 Employees. **Please outline the scope of work in detail. Include key deliverables:** - Requirements and process mapping - Setup and configuration of Microsoft Business Central ERP & CRM (Finance, Inventory, Project costing) - Data migration (customers, vendors, items, projects, opening balances) - Integrations and user roles/approvals - Core reports and dashboards - User Acceptance Testing (UAT) and go-live cutover - User training and post-go-live support **RESULTS & FEEDBACK** What measurable outcomes from the project indicate progress or success? - Achieved rapid ROI due to low initial software and hardware expenses. - Gained the flexibility to adjust resources in response to business demands and changing conditions. - Enabled automatic data synchronization, facilitating seamless information flow across departments. - Provided real-time visibility with quick access to accurate, up-to-date information. - Simplified and standardized pricing while streamlining the overall sales process. - Increased employee productivity and improved time management by minimizing manual tasks. - Enhanced inter-team communication and collaboration through a single unified system. - Offered detailed KPI-based reporting and analytics for improved decision-making. - Improved planning and coordination across all departments. **Describe their project management. Did they meet deadlines? How did they address your needs?** Everything was delivered on schedule, and the consultants were very responsive, maintaining clear and organized documentation throughout the project. **What was your primary method of communication with Isystems Group?** - In-Person Meetings - Virtual Meetings - Email or Messaging Application **What impressed you most about this company?** A professional consulting team with extensive knowledge of both the system and our business processes; they are always willing to go the extra mile when necessary. **Are there any areas where Isystems Group could improve or handle things differently?** I can’t think of any.