Case Study 2: Streamlining Warehouse Operations with Business Central & MobileNAV

Client: Manufacturing & Distribution CompanyLocation: SpainSolution: Full ERP ImplementationTechnology: Microsoft Dynamics 365 Business Central + Power BIIndustry: Manufacturing & DistributionProject Scope: End-to-end Business Central deployment with OEM serial tracking customisation

Background

The client, a growing manufacturing and distribution company based in Spain, was operating on an outdated ERP system that lacked core functionality for inventory control, manufacturing, and reporting. Warehouse stocktakes were still performed using pen and paper, production processes were tracked manually, and sales reps had no access to live business data while on the road.

The existing system provided no visibility into manufacturing costs or shop floor performance, and decision-making was slow and reactive. Additionally, OEM customer requirements around serial tracking and labelling for finished goods could not be supported natively in the legacy system.

To support their growth and meet modern customer expectations, the client partnered with us to implement Microsoft Dynamics 365 Business Central, supported by Power BI, and deliver a fully integrated, scalable solution.

Objectives

• Replace the legacy ERP with a modern, cloud-based system

• Enable real-time inventory and manufacturing data

• Provide on-the-road access to Business Central and reporting for the sales team

• Eliminate manual stocktakes and disconnected processes

• Implement custom functionality for OEM serial number tracking and product labelling

• Deliver intuitive dashboards and reports for informed decision-making

Our Approach

We delivered the project using a phased methodology tailored to the client’s business needs:

 Project Phases

1. Analysis – Deep-dive process discovery across manufacturing, sales, warehouse, and finance

2. Basic BC Config – Set up standard Business Central entities, users, and system parameters

3. Data Migration Prep – Cleaned and mapped legacy data for transition

4. Development – Delivered required customizations.

5. Data Import 1 – Test load of master data for validation and training

6. Training – Delivered tailored training by department, supported by documentation and role-based scenarios

7. Testing – Validated end-to-end processes and integrations with real data

8. Test Opening – Simulated go-live environment and transactions

9. Stocktake – Carried out system-led stocktake using Business Central handheld processes

10. Production Deployment – Moved final developments to live system and confirmed readiness

11. Data Import 2 & 3 – Final imports of open balances, transactional data, and inventory,

12. Go Live – System launch with on-site support and hypercare.

Results & Benefits

Real-time visibility into inventory, manufacturing status, and shop floor dataLive Power BI dashboards for production efficiency, sales pipeline, and margin analysisSales reps equipped with mobile access to Business Central and customer/order infoEliminated manual stocktaking, improving accuracy and reducing resource overheadOEM-compliant serial tracking and labelling built directly into the production flowImproved data quality, reporting accuracy, and user accountability across departments

Conclusion

This full Business Central implementation empowered a rapidly growing manufacturing business to leave behind their fragmented, outdated systems and embrace a fully digital, real-time ERP. The integration of Power BI, mobile access, and custom serial tracking features ensured the company could meet OEM requirements, improve decision-making, and enable sales and operations teams to work more efficiently across the board.