DynaTech’s Finance Optimization Solution, Power Pages, and Azure Services Help an Agriscience Company Improve Its Cash Flow Management

Transforming Agricultural Operations with Advanced Access, Reporting, and Financial Solutions 

The client is a key player in the American agricultural industry, specializing in chemicals and seeds. With a global reach, it provides farmers with a wealth of agricultural resources and information. 

The client aimed to transform its operations for greater efficiency and growth. Key initiatives included implementing a hierarchical login structure for role-based access and enabling hierarchy-specific reports for better decision-making. They wanted to enhance document security with a "User access" feature and envisioned a seamless portal for order placement, tracking, and streamlined customer onboarding. To optimize financial processes, they introduced an enrollment process for channel finance and a drawdown system. They sought to improve batch-wise and MRP-wise pricing, manage discounts for super distributors, and determine the Net Realizable Value (NRV). They also wanted focus on simplifying sales and returns entry and ensuring customer validation before order creation.

DynaTech’s Finance Optimization Solution in Integration with Power BI and Azure Services:

Structured SD-wise Login Hierarchy: A structured SD-wise login hierarchy was established, aligning user access with specific roles such as TSH, RSH, CSM, ASM, ZSM, and SDDIR. Administration teams were granted autonomous access to oversee legal entities independently.

Role-based Report Accessibility: Reports were customized for various roles, including customer-specific, territory-specific, and SD-specific reports, while consolidated reports were made available to the administration team.

Streamlined Document Verification: A structured approval hierarchy was implemented for uploading and verifying Customer KYC documents, with a dedicated document upload page and user verification checkboxes for accuracy.

Customer Document Management: DynaTech, with its Enterprise Digital Strategy, developed portal pages to streamline document uploads, giving SD users collective access to manage customer documents according to their roles and permissions.

Portal for Order Placement: An order placement portal was integrated with F&O data, via DynaTech’s D365 API, allowing distributors to search products, view comprehensive details, and place orders, including special order options.

Real-time Order Tracking: A feature for real-time order tracking was added, allowing distributors to monitor dispatched orders with detailed order statuses and GR/LR numbers.

Customer Onboarding and Case Management: Customer onboarding pages and streamlined approval workflows were developed to enhance the onboarding experience. A customer service module was introduced to expedite case management and resolution.

Channel Finance Enrollment and Drawdown Process: The enrollment process for channel finance was introduced, with multi-level approval and verification. A drawdown process was implemented, providing enrolled customers exclusive access to credit balance calculations and transactions.

Report Accessibility and Notifications: Customized report access allowed users to view and download transaction, GST, MIS, and Channel Finance reports. Announcements, email, and SMS notifications were tailored for real-time updates on order releases, payments, and approvals.

Pricing and Discount Management: Filtered pricing and custom forms for pricing and discount management were introduced for MRP management, ensuring accurate calculations and streamlined processes.

Sales and Return Validation: Custom forms were developed for sales and purchase returns, ensuring validation checks for compliance with return policies and improving order accuracy.

Customer Validation and Order Accuracy: Customer validation checks were added to ensure that only eligible customers could place orders, reducing errors in order processing. 

Travel Expense Reimbursement (TER) Module: A TER module was developed for managing employee reimbursement expenses with categories such as travel and uniform expenses. The module automates the reimbursement cycle, linking entries to main accounts and journals. 

These solutions transformed the client's operations, improving efficiency, accuracy, and customer satisfaction.