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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Cal Farley’s Boys Ranch – Empowering Financial Stewardship with Dynamic Budgets

Dynamic Budgets
The benefits the nonprofit organization experienced by implementing Dynamic Budgets.
Budgeting Business Central Dynamics 365 Dynamics GP Not For Profit

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

Modernizing Student Engagement at UVA’s Batten School with Microsoft Power Platform

JourneyTeam
Outgrown its legacy student engagement tools, relying on scattered systems and manual processes
Azure Customer Engagement Dataverse (CDS) Dynamics 365 Education Power Apps Power BI Power Pages Power Platform Student Information System

Infographic: How Learning Resources Leverages Microsoft Dynamics 365 to Expand and Drive Future Growth

Sikich
Discover how Learning Resources and Hand2Mind transformed their operations and achieved operational excellence with Microsoft Dynamics 365 Finance and Supply Chain Management.
Customer Insights - Data Dynamics 365 Finance and Operations Manufacturing Power Apps Power Automate Power BI Power Platform

New Brunswick Liquor - 50% of orders placed online

Episerver

With Episerver, New Brunswick hosted a fully integrated, unified commerce experience in 6-months.

Consumer Goods Dynamics 365 Food & Beverage

How a Non-Profit Slashed ERP Costs by 60%

Dynamics Square USA
See how a leading non-profit cut ERP costs by 60% and redefined global operations with Dynamics 365.
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Government Health & Wellness Healthcare Human Resources (Talent) Not For Profit

SD Worx Creates an Efficient Payroll System with Enavate and Microsoft Dynamics 365

ENAVATE

More efficient cloud deployments, removing the need for additional infrastructure and separate database management

Dynamics 365 Dynamics AX Finance and Operations HR Management Payroll Processing Software

Largest Behavioral Health Pharmacy Provider Doubles in Size and Efficiency

Metafile
Managers have the ability to see pending invoices and approvals for their specific locations
AP Automation Accounting Document Automation Document Imaging Document Management Dynamics GP Financial Management Healthcare Invoice Processing Procurement

PXTech Finance Team Saves 3 Days Per Month with Zetadocs Expenses

Zetadocs
The finance team gained greater control over its expense management process
Business Central Dynamics 365 Dynamics NAV Expense Management Software

Premier Truck Rental Experiences Significant Time Savings, from Invoice Capture to Approval

Dooap

With invoices routed straight into the Dooap system, PTR’s approval time for invoices has been reduced drastically

AP Automation Accounting Azure Document Automation Dynamics 365 Finance and Operations Financial Management Invoice Processing Rental