Case Study : ExcelTo


ExcelTo implements OpsArc to help Streamline AR Processes with two way integration with
Microsoft's Dynamics Business Central

The Challenge

  • Seamless solution for paperless accounting processes.
  • Integration with Dynamics 365 Business Central.
  • Ability to invoice in multiple currencies.
  • One stop staffing software solution.
  • Ability to invoice multiple job type's.

The Solution

  • Boost efficiencies by minimising manual entries.
  • Support productivity by enabling HR & Accounts to access and collaborate from any location.
  • Manage all of the sensitive people data in one organized, secure database.
  • Develop lean workflows and automated processes.
  • Strengthen financial analytics, visualisation and reporting functions.

ExcelTo was keen to harness the potential of cloud-based ERP technology to optimise key areas of the business’ finance and accounting function. DGI needed a platform focusing on workforce management and team collaboration, a multi currency solution along with Timesheet, Expense and Invoicing which could integrate seamlessly with their Dynamics 365 Business Central. With those priorities in mind, ExcelTo partnered with OpsArc, securing their end goal of a single source portal for the entire life-cycle of Employee experience.

14

Employees

25

Invoice

3

Currrencies

4

Week Implementation

The business needed a powerful and secure ERP solution that could transform disparate legacy and manual systems, without risking disruption to its operations.

OpsArc was selected as the ideal partner to build on the successful platform and Implementation was complete within a few weeks.

“The OpsArc team is guided by a positive attitude rooted in accountability and tenaciousness. Anytime there was a challenge, they were able to make things work. Their success in this project is thanks to their ability to evaluate our processes and come up with more effective solutions”

The successful implementation process allowed ExcelTo to leverage the complete Human Capital solution and also integrate the invoices generated into Dynamics Business Central.

ExcelTo can now easily keep up with their growing demand with complete visibility into their sales orders and also manage the muti-currency setup for Purchase Orders. 

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