Case Study: Automotive
Modernizing ERP for Precision Automotive Performance
Intelligent workflows and automation cut errors, effort, and delays.
From Legacy AX 2009 to Intelligent, Error-Free Operations Executive summary
A 50-year-old U.S. manufacturer of engineered access systems and mechatronic components needed to modernize its Microsoft Dynamics AX 2009 landscape. By introducing intelligent automation, bespoke reporting, and seamless invoice processing, we eliminated process gaps, boosted efficiency, and gave leaders a real-time view of operations.
Customer profile
With plants on three continents, the client designs, engineers, and manufactures precision components for global OEMs. Their reputation for quality and sustainability makes them a preferred Tier-1 partner.
Business challenge
- Aging platform Dynamics AX 2009 required both life-extension and new functionality.
- Process friction Critical workflows—shipping, invoicing, reporting—were manually intensive and error-prone.
- Limited insight Operations staff lacked real-time analytics for decision-making.
Our solution
- Always-on collaboration Daily stand-ups and shared Kanban boards kept priorities aligned and accelerated issue resolution.
- Custom analytics SQL-based data warehouse layers and SSRS/Power BI reports delivered KPI visibility in minutes, not days.
- Advanced Shipping Notice (ASN) alerts A configurable email/EDI notification engine reduced shipment delays and penalties.
- Touchless invoice posting Service broker routines auto-posted PO invoices and logged exceptions for rapid triage.
- End-to-end invoice automation Integrated a third-party OCR solution with AX 2009 via AIF services, closing the loop from receipt to payment.
Business impact
- Faster close — Monthly AP close time cut significantly.
- Error reduction — Shipping errors reduced substantially after ASN automation.
- Productivity uplift — Finance team time freed up, shifting from data entry to analysis.
- Single source of truth — Unified data layer enables proactive, data-driven decisions.
What the Client Said
“The transformation was exactly what we needed—tailored, efficient, and future-ready. From real-time shipping alerts to seamless invoice automation, we’ve significantly improved visibility, speed, and control across operations. The partnership exceeded expectations.”
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