DynaTech’s Finance Optimization and Supply Chain Modernization Solution Helped a Leading Not-profit Streamline Operations and Financial Tracking

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Service

INDUSTRY

Process Manufacturing

Region

REGION

Canada

SERVICES

Greenfield Implementation of Dynamics 365 Finance and Operations
Greenfield Implementation of Dynamics 365 Finance and Operations
Greenfield Implementation of Dynamics 365 Finance and Operations
Power Automate
Power Automate
Power Automate
Power BI
Power BI
Power BI
Managed Services
Managed Services
Managed Services

Overcoming Complexities – Embarking on the Journey Towards Digital Transformation

Digital TransformationHeadquartered in Bengaluru, India, the client is a prestigious NGO that provides meals for various underprivileged children. With a vast presence spanning over 100+ kitchens across 13 states and 3 Union territories, the client has fed more than 3.5 billion mid-day meals, 238 million Covid Relief meals, and 16.3 million Anganwadi meals. It serves approximately 2 million meals per day in about 2,500 schools, tackling malnutrition and promoting the right to education among socio-economically challenged backgrounds.

Due to its presence in 198 locations and the concurrent operation of multiple systems, the client sought a streamlined and centralized system. 

  • The users were from different professional and educational backgrounds and possessed limited IT skills.  
  • Maintaining the process and reporting of more than 5,000 employees and 100 kitchens was tricky. 
  • The client had decentralized Master Data in all its legal entities. Eliminating duplicate master data was a complex task.  
  • The approval process for purchasing material, vendor processing, etc., was tedious. 
  • Kitchen-wise efficiency was measured through the Daily Variable Cost Overall Efficiency (OE) tracker in Excel, which required manual work, and keeping track of it was tedious. 
  • The company's legacy system was decentralized, resulting in uncoordinated kitchens.  
  • The client serves through several government and non-governmental programs. They wanted to track the cost of each program, such as the cost of materials, preparation, and distribution. 

PRODUCTS

Microsoft Dynamics 365 Finance and Supply Chain Management

Microsoft Dynamics 365 Finance and Supply Chain Management

Power Automate

Power Automate

Workflow Automation

Workflow Automation

Custom Cost Per Meal (CPM) Tracker

Custom Cost Per Meal (CPM) Tracker

Not-for-profit tool

Not-for-profit tool

DynaTech’s Finance and Supply Chain Modernization Solutions coupled with Power Automate – A Path to Efficiency 

With a large user base in its multiple legal entities, the client embarked on a digital transformation journey to streamline operations and create a centralized business process. Our Finance and Supply Chain Modernization Solution, integrated with Microsoft Dynamics 365, was a perfect match for their requirements! 

Key Highlights of the Solution:

  • Cloud Integration: The cloud-based platform enabled parallel work from anywhere, promoting user-friendliness and accessibility. 
  • Seamless Integration: D365 seamlessly integrated with third-party software and applications, simplifying workflow automation. 
  • Microsoft Ecosystem: Integration with other Microsoft products, such as Power BI, Azure Data Lake, and Azure DevOps, facilitated database and task management.  
  • Customization: DynaTech deployed custom Finance Optimization Solution powered by D365 F&SCM, offering a consolidated and centralized system for managing all legal entities and customized solutions for various needs.  
  • Master Data Management: The solution addressed duplicate data issues, providing consolidated reporting and centralized data management (Item Master and Vendor Master) from the Vendor Ageing Point.  
  • Efficiency Tracking: DynaTech’s tailored solution replaced the manual efficiency tracker (OE Tracker), offering actionable insights for decision-making.  
  • Financial Dimension: Transaction and expense tracking for various departments, kitchens, and program expenses were achieved through the Financial Dimension.  
  • User Accessibility: Over 600 users across different locations now enjoy easy access to D365 through the cloud. 
  • Workflow Automation: DynaTech’s hand-crafted solution integrated Outlook Mail and D365 with Power Automation Application to streamline execution and tracking across legal entities. 

Streamlined Operations, Accurate Reporting, and User-friendly Systems  

  • Purchase Requisition & Orders Workflows: Streamlined procurement with digital workflows, reducing errors and improving reporting. Kitchen-specific purchase order workflow generation for enhanced efficiency. 
  • Approval for Email: Automated approval system integrated with email, reducing manual processes and speeding up decision-making. 
  • CPM Tracker: Calculated direct and indirect costs for meal efficiency insights and data-driven decisions. 
  • Department-Wise Cost Tracking: Attribute-based finance tracking for granular department-level cost insights. 
  • Payment Tracking: Enhanced transparency with UTI reference number generation and tracking in financial transactions. 
  • Project Wise Budget Control: Implemented project management with integrated budget control for effective budget monitoring. 
  • Centralized Products: Centralized product information for streamlined vendor reporting and procurement management. 
  • Payment & Donation Tracking: System for efficiently tracking payments and donations, including government grants and non-grant funds. 
  • Centralized Cash & Bank Statement: Simplified financial management with a centralized cash and bank statement view. 
  • Cloud Kitchen: Centralized recipe management for standardized recipe creation, modification, and tracking. 
  • Production Management: Accurate cost tracking and optimization by comparing estimated bills of material to actual costs. 
  • Shelf-Life Report Generation: Prioritized usage of goods nearing expiration, reducing food wastage and improving inventory control. 
  • Sales Invoice Process Improvement: Optimized sales invoice process for faster invoicing and better revenue management.  
  • Inter-kitchen PO and SO Automation: Automated inter-kitchen purchase and sales orders for improved transaction accuracy and efficiency. 
  • Centralized Financial Chart of Accounts (COA): It enabled easy storage and tracking of P&L and cashflow statements, balance sheets, etc. 
  • Master Data Customization: It eliminated data duplication. The global form brought vendor and item data consistency across all legal entities. 

DynaTech’s tailored solutions collectively transformed the client's operations, simplifying processes, increasing transparency, and enabling data-driven decision-making. With a centralized and integrated system, the client is well-equipped to fulfill its mission of eradicating classroom hunger and supporting education for millions of underprivileged children across India.

DynaTech’s Data & BI and Finance Optimization Solutions for the Process Manufacturing Industry

The professionals at DynaTech provided top-notch consulting services to help the client choose the best solution for their enterprise. Our professionals recommended our robust Finance Optimization Solution to streamline their entire workflow and get everything on a single unified platform. We offered them a perfect blend of D365 F&O implementation, Power Automate, and Power BI Integration solutions that would help them resolve all their current and future challenges.

DynaTech’s Finance Optimization powered by D365 F&O:

Production Planning and Scheduling

Production Planning and Scheduling Streamlined the order creation with the drag-and-drop feature,...

Production

Production The production module helped simplify data entry, including roll posting with automatic...

Quality Control

Quality Control The quality control module streamlined data entry with a single form for test...

Product Master

Product Master It simplified specification management with detailed properties, enabling...

Production Planning and Scheduling

Production Planning and Scheduling Streamlined the order creation with the drag-and-drop feature,...

Production

Production The production module helped simplify data entry, including roll posting with automatic...

Quality Control

Quality Control The quality control module streamlined data entry with a single form for test...

Product Master

Product Master It simplified specification management with detailed properties, enabling...

DynaTech’s Enterprise Digital Strategy, Coupled With Power Automate

DynaTech Systems integrated Power Automate to streamline the quality testing process. Traditionally, quality checks involved users collecting manual data to assess the thickness and density of rolls. Additionally, integration with the Instron machine facilitated automated testing, but the results still required manual entry into Dynamics 365 F&O.

To address this, we developed a Power Automate Flow named “Lab Quality Result Import”. This flow automated the transfer of test results from the Instron machine directly into Dynamics 365 F&O. When test results are collected, they pass seamlessly through the Power Automate Flow, eliminating the need for manual intervention. This ensures that critical data regarding testing frequency, thickness, over-thickness, density, etc., are accurately captured and stored in the system without delay or errors, empowering the users to focus on higher-value tasks

 

Power BI Integration

DynaTech offered Power BI Integration that helped in aggregating data from multiple sources into a single dashboard, providing comprehensive insights at a glance. Scheduled inventory report refreshments every 3 hours empowered both production teams and management with up-to-date information. With customizable filters and various chart options, the client could visualize data tailored to their specific needs. The "Analyse in Excel" feature further enhanced data analysis capabilities. Additionally, we are providing ongoing support, developing and modifying dashboards as requested, and ensuring seamless access to Power BI for all users.

Production Planning and Scheduling

Production Planning and Scheduling

Streamlined the order creation with the drag-and-drop feature, machine capacity planning helped...

Cross
Production

Production

The production module helped simplify data entry, including roll posting with automatic raw...

Cross
Quality Control

Quality Control

The quality control module streamlined data entry with a single form for test results...

Cross
Product Master

Product Master

It simplified specification management with detailed properties, enabling...

Cross
Production Planning and Scheduling

Production Planning and Scheduling

Streamlined the order creation with the drag-and-drop feature, machine capacity planning helped...

Cross
Production

Production

The production module helped simplify data entry, including roll posting with automatic raw...

Cross
Quality Control

Quality Control

The quality control module streamlined data entry with a single form for test results...

Cross
Product Master

Product Master

It simplified specification management with detailed properties, enabling...

Cross
Realizing the Benefits

Realizing the Benefits

Streamlined operations through a single integrated system, reducing errors and enhancing efficiency.

Enhanced visibility across global operations, enabling informed decision-making.

Improved strategic planning with real-time insights and global reporting capabilities.

Higher customer satisfaction through faster response times and accurate order processing.

Simplified management of diverse legal entities and operations, leading to better compliance.

Cost savings achieved through optimized procurement, production, and logistics processes.

Greater control over finances with comprehensive reporting and analytics capabilities.

Power Automate Integration automated quality testing processes, reducing manual effort and potential errors while ensuring swift and accurate data transfer.

DynaTech’s Finance Optimization, Data and BI, and Enterprise Digital Strategy revolutionized operations, streamlining processes, enhancing transparency, and empowering data-driven decision-making. With a unified platform, the client is equipped to maintain its position as a global leader in geosynthetic manufacturing while ensuring efficient operations across its extensive network.
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