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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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

Powering Predictable Recurring Revenue: How Staedean Automated its SaaS Recurring Business with Bluefort's LISA Enterprise & Microsoft D365.

Bluefort
See how Staedean streamlined SaaS billing, boosted revenue accuracy by 85%, and scaled recurring revenue with Microsoft Dynamics 365 and LISA Enterprise.
Complex Billing Dynamics 365 Finance and Operations Revenue recognition Software Subscription Management Subscription billing

Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam
How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning

Pattern Energy Services Group LP Streamlines Financial Processes with SKsoft

SKsoft
Now fully able to utilize electronic bank reconciliation — with 600 bank statements automatically imported per year
Banking Dynamics 365 Energy Finance and Operations Financial Management

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

Data Insight Transforms Business Culture at ETO Manufacturer, Hagler Systems

Sikich
Hagler Systems worked with Sikich to create a project statement dashboard built with Microsoft Power BI. The effort succeeded beyond the initial goals.
BI and Reporting Dynamics 365 Finance and Operations Financial Management Industrial Equipment Manufacturing Power BI Power Platform Project Management

Financial Shared Service Center Provides World-Class AP Efficiency to Municpal Customers

Dooap

Integrating an invoice automation solution with D365

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

Sun Rich Foods Enjoys the Fruits of Having Paperless Accounting Processes

Metafile
A significant improvement to their Dynamics NAV investment
AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV Invoice Processing Manufacturing

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

US Assets Recovery’s Transition to Dynamics 365 Business Central

Forvis Mazars
US Assets Recovery became more efficient with the help of Microsoft Dynamics 365 Business Central.
Accounting Business Central Dynamics 365 Financial Management Metals