Precision Oversight for MS Dynamics Business Central
Icono Tech, led by Robert Barrett, is a specialized manufacturing firm creating corrugated printing and material handling solutions using the robust ERP system Microsoft Dynamics 365 Business Central.
The Challenge
They faced an 'ERP Complexity Gap' where simple tasks like bank reconciliations required specific workflows. They needed a 'Fractional Oversight' role to ensure their internal processes and AR representative's work were accurate.
The Solution
We deployed our 'ERP Specialist' protocol, taking ownership of complex Dynamics BC bank reconciliations, conducting AR Quality Assurance audits, and verifying payroll runs against bank withdrawals.
Key Outcomes & Results
“Tallywise, did a great job! Kept our company's sensitive information secured. All deliverables were on time. Much appreciated.”
Project Snapshot
- Bank Reconciliation
- AR Audit & Oversight
- Payroll Verification
- Monthly Reporting