AI, DATA ANALYTICS & IOT
BUSINESS OPERATIONS
STRATEGY, TALENT & MANAGEMENT
MICROSOFT BUSINESS APPLICATIONS
Modernizing Finance
Using Microsoft Dynamics 365 Business Central
background
A U.S.-based professional services organization was operating on Microsoft Dynamics GP. Over time, the system became difficult to maintain, heavily manual, and reliant on fragile integrations. Financial data lived across several disconnected systems, making reporting, billing, and operational visibility hard to manage and inconsistent.
The organization needed a modern, cloud-based ERP that would unify financial processes, reduce manual effort, and create a scalable platform that could grow with the business. They partnered with Nexer for our deep Microsoft expertise, proven track record with complex transformations, and collaborative approach – and together we delivered the full modernization on time and under budget.
CHALLENGE
The client’s legacy, on‑premises GP system created significant operational limitations. Critical financial data was spread across three separate receivables systems, each with its own logic, resulting in slow, manual reconciliation and inconsistent reporting. Leadership lacked real-time insights, and the outdated Chart of Accounts made reliable financial analysis difficult.
Manual processes around subscription billing, national accounts reporting, and customer hierarchy management created further inefficiencies. To scale and operate more effectively, the organization needed a unified financial platform designed for accuracy, transparency, and growth.
SOLUTION
Nexer implemented a modern, cloud‑based financial platform using Microsoft Dynamics 365 Business Central, replacing the client’s fragmented systems with one unified environment. Our team mapped the organization’s complex receivables landscape and designed a scalable structure aligned with future business needs.
Key improvements included automated and standardized subscription billing, redesigned customer hierarchy logic, and a more efficient end‑to‑end billing process. We modernized the Chart of Accounts and introduced dimension‑based reporting, giving leadership real‑time visibility across entities, lines of business, and programs.
Nexer also deployed a true National Accounts framework, ensuring accurate receivables management across customer groups and consistent aged AR reporting. The client went live with robust day‑one capabilities on a secure, continuously updated cloud platform.
RESULTS
The organization successfully transitioned from a fragmented, outdated GP environment to a modern cloud-based Business Central platform, without any disruption at cutover.
The new ERP provides:
– Seamless go-live and continued business operations.
– High user adoption from day one.
– Reduced manual effort and improved financial efficiency.
– Unified receivables and automated billing across multiple legacy systems.
– Real-time financial visibility through dimensional reporting.
– A scalable foundation for future optimization and strategic growth.
Nexer’s partnership-focused approach ensured the client not only modernized their technology but also strengthened their financial operations for long-term success.
“What made this project successful wasn’t just the technology — it was the partnership. Together, we focused on practical outcomes, user adoption, and keeping the business running smoothly through cutover. The result was a confident go-live and a foundation the organization can continue to build on.”