Case Studies

Our case studies library is full of customer stories from software vendors, designed to provide guidance as you investigate approaches for implementing Microsoft-related software.

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Beyond Traditional ERP: How Columbus Global Transformed Subscription Management and Accelerated Project & Financial Processes, with LISA Enterprise.

Bluefort
Discover how Columbus Global automated subscription billing, cut finance overhead by 75%, and unlocked real-time profitability, all within Microsoft Dynamics 365
Complex Billing Dynamics 365 Finance and Operations Revenue recognition Software Subscription Management Subscription billing

Planar Innovates Digital Vision with Upgrade to D365 from Dynamics AX

Sikich
Global leader in display and digital signage solutions standardizes on Microsoft Dynamics 365 as its core business management solution.
Design & Living Dynamics 365 Electronics Finance and Operations Financial Management Manufacturing

Kite Realty Group Leverages enVista’s IT Managed Services to Seamlessly Integrate Technology During Acquisition

enVista

Real estate investment trust mitigates risk and minimizes business disruption during strategic merger with enVi...

Azure Dynamics 365 Dynamics SL IT Asset Management (ITAM) IT Service Management (ITSM) Real Estate

Going Paperless is the Healthy Choice for Large Nonprofit Insurance Company

Metafile
Simplified processes, improved reporting, simpler check writes and increased efficiency
AP Automation Document Automation Document Imaging Document Management Dynamics GP Financial Management Insurance Invoice Processing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing

Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Crow Wing County: Agile Technology Solutions with Dynamics 365 CRM

Forvis Mazars
See how employing a new CRM system led to streamlined workflows and increased efficiencies.
Customer Engagement Customer Service Customer Service Dynamics 365 IT Service Management (ITSM)

National Radio Broadcasting Company Hits a High Note with New Document Automation Solution

Metafile
Entercom gains new levels of functionality, workflow, and automation
AP Automation Document Automation Document Management Dynamics SL Media & Entertainment

WatchBox Personalizes the Retail Experience

Plauti
But legacy data migrations and multiple CRM data channels created challenges and eroded the customer 360 view
Customer Insights - Data Data Management Dynamics 365 Jewelry Retail

Back to SalesPad and Dynamics GP: How NewStar Recovered from a Misguided Move to Business Central

Cavallo
Business Central Distribution Dynamics 365 Dynamics GP