The client is a leading U.S. agricultural company providing crop protection products and high‑quality seeds to farmers across global markets. To strengthen operational efficiency and improve internal controls, the organization set out to modernize its digital ecosystem with secure, role‑based access and intelligent, hierarchy‑driven reporting to support faster, data‑backed decision‑making. They required tighter document governance through structured user permissions, along with a unified portal that streamlines product search, order placement, and real‑time order tracking.
On the financial side, the client aimed to enhance channel finance operations with approval‑based onboarding, a transparent digital drawdown mechanism, and more accurate batch‑wise and MRP‑wise pricing. They also prioritized consistent discount management, improved NRV calculations, and automated validations to ensure compliance across sales and return processes. As part of their broader modernization roadmap, the organization is also exploring AI‑enabled analytics to improve forecasting accuracy, strengthen reporting, and build a more scalable, integrated IT environment.
Structured SD-wise Login Hierarchy: A streamlined SD‑wise login hierarchy was implemented to ensure secure, role‑based access across TSH, RSH, CSM, ASM, ZSM, and SDDIR levels. Administration teams were given autonomous access to manage legal entities independently, strengthening overall governance.
Role-based Report Accessibility: Reports were tailored for each role — including customer, territory, and SD‑level insights — while consolidated dashboards were made available for the administration team through Power BI and Azure‑backed data models.
Streamlined Document Verification: A structured approval workflow was introduced for Customer KYC verification, supported by a dedicated document upload interface and user verification checkpoints for accuracy and compliance.
Customer Document Management: Leveraging DynaTech’s Enterprise Digital Strategy, centralized portal pages were created for seamless document uploads, giving SD users controlled access to customer documents based on their roles and permissions.
Unified Order Placement Portal: An integrated ordering portal connected to F&O through DynaTech’s D365 API enabled distributors to search products, view detailed specifications, and place orders — including special-order necessities — with real‑time data sync.
Real-time Order Tracking: A live tracking feature allowed distributors to monitor dispatch status, GR/LR updates, and delivery progress with full transparency.
Customer Onboarding and Case Management: Digital onboarding pages and optimized approval workflows enhanced customer acquisition. A customer service module was added to accelerate case handling and issue resolution.
Channel Finance Enrollment and Drawdown: A secure, multi‑level channel finance enrolment workflow was introduced, along with a digital drawdown process that provides enrolled partners with real‑time visibility into credit balances and financial transactions.
Advanced Reporting & Alerts: Users gained personalized access to GST, MIS, transaction, and Channel Finance reports, supported by automated email/SMS notifications for payments, approvals, and order releases.
Pricing and Discount Management: Filtered pricing tools and custom forms were developed for MRP‑based pricing, discounts, and scheme management, ensuring accuracy and compliance across all business units.
Sales and Return Validation: Custom forms for sales and return entries incorporated automated validation checks to reduce errors and align with return policies.
Customer Validation and Order Accuracy: Eligibility checks were introduced to confirm customer status before order creation, increasing accuracy and preventing downstream corrections.
Travel Expense Reimbursement (TER) Module: An automated TER module was built to manage reimbursement categories such as travel and uniform allowances, with entries directly linked to main accounts and journals for seamless financial posting.