Partner Stories

How an Elevator Company Transformed Operations with Business Central

Published by 360 Visibility

When an elevator service company first opened (pun intended), QuickBooks provided a simple and effective accounting foundation. But within just two years, the company’s growth skyrocketed and was quickly outpacing the solution. In fact, its processes became completely disconnected.

The company specializes in elevator repairs, maintenance, and modernization services. It delivers top-tier reliability and safety through non-proprietary parts and technology. Their customer-first approach fueled rapid expansion, but clearly, their technology stack wasn’t keeping up. It soon faced critical challenges: a lack of real-time visibility, manual processes, and systems that couldn’t scale with their ambitious growth.

Recognizing the need for a modern, integrated solution, the company partnered with 360 Visibility to implement Microsoft Dynamics 365 Business Central. This move transformed their operational backbone and set the stage for national and international expansion.

The Challenge: Outgrowing QuickBooks

The company’s success was creating growing pains. Their existing systems were not equipped to support their expanding business model, which included mergers and acquisitions and servicing clients across multiple regions and business lines.

Key challenges included:

  • Limited scalability to support expansion through M&A
  • Inability to analyze data across regions, locations, business lines, and projects
  • Disconnected financial and operational systems (LiftKeeper + QuickBooks)
  • No real-time visibility into job progress or purchase commitments
  • Manual invoice matching and profitability analysis
  • Lack of job cost tracking

These issues threatened to slow down operations and limit strategic decision-making at a crucial stage of growth.

The Solution: An Integrated Business Central Platform

The firm needed more than just new accounting software. They needed a scalable, cloud-based ERP solution that would integrate with their existing systems and support their growth strategy.

360 Visibility designed and implemented a tailored Microsoft Dynamics 365 Business Central system that addressed their immediate challenges and long-term expansion goals. Here’s how:

  • Business Central was deployed in the cloud, providing anywhere access and a foundation for national and multinational growth.
  • A custom integration between Business Central and LiftKeeper ensured real-time data flow between operational and financial systems.
  • 360 Canadian EFT and Continia Expense Management were implemented to automate payments and expense tracking.
  • Power Platform was used to automate approvals for purchase orders, invoices, and vendor information.
  • Multi-dimensional reporting provided visibility across all regions, locations, and business lines.
  • The system was designed to seamlessly onboard new businesses as ATTA expands.

The implementation followed a structured methodology — from discovery and design to data migration, training, and post-launch support. This ensured a smooth transition and strong adoption across the organization.

The Results: Real-Time Visibility and Scalable Growth

Business Central fully transformed how the elevator company operates:

Enhanced Operational Visibility

  • Real-time insights into job status, progress, and profitability
  • Accurate inventory tracking across multiple locations
  • Instant visibility into work-in-progress and unearned revenue

Streamlined Financial Processes

  • Automated expense approvals and supplier payments
  • Efficient approval workflows and bank reconciliation
  • Simplified intercompany transactions and faster month-end close

Improved Scalability and Efficiency

  • Established a platform ready for national and international growth
  • Significantly reduced manual data entry
  • Simplified integration of newly acquired businesses
  • Enabled faster, data-driven decision-making across teams

Setting the Stage for Continued Success

By replacing QuickBooks with Microsoft Dynamics 365 Business Central and integrating it with LiftKeeper, the company built a future-proof operational core that supports growth while maintaining exceptional service.

Their journey demonstrates how the right ERP system can do more than support day-to-day operations. It can unlock new levels of scalability, efficiency, and strategic clarity for growing businesses. Connect with 360 Visibility for your Business Central implementation.