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Orient Technologies Case study

Implement MS Dynamis NAV and MS Dynamics CRM to streamline the business operations

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Orient Technologies

Orient Technologies is a leading hardware and software solutions provider based out of Mumbai with operations in span across UAE and Canada. The company has been regularly growing at a rapid pace year on year and has developed unique brand for itself on basis of solutions and services offered.

Business Challenges

The Company required a strong backend system and highly automated front end Sales users applications to support the expected increase in future volume of transactions. The backend required to support the inventory transactions, store transfers and financial accounting during day to day operations.

Solutions Delivered

MS Dynamics NAV and MS Dynamics CRM application for the complete operations to be managed. The Solution was completely implemented for back office operations by CocoonIT with the complete business process study, functional mapping and development on the MS Dynamics applications

Implementing business And Global Rollout Services - CCIT

Proven Results

Improved Productivity

Complete Process flow mapping has helped in improving the productivity of back end users right from the PO approval to MIS reporting

Tracking sales / purchases through Workflows

Workflow’s for Approval at multiple stages and escalations to Managers helping in business improvement

Improved Processes

There is now complete end-to-end visibility into its key business processes

Management Dashboard Reporting

Dashboards have been configured as per Management roles and real time analysis is helping in better view for future business

CRM Process Mapping

The sales process and marketing automation processes were completely mapped with MS Dynamics CRM with business process defined at various stages of transaction execution

Integration

The mapping and execution is in discussions on the integration to be initiated at the NAV Customers to CRM Customers and finalized Quotes in CRM to be pulled in NAV Orders

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