Case Study: ERP & CRM System Migration for PPE Manufacturer

A PPE manufacturer and distributor needed to upgrade their outdated Infor SXe ERP system to improve efficiency in warehouse management and support their growing sales team. SiteSupport managed the migration to Microsoft Dynamics, extracting and transforming data from the legacy system into the new platform’s format. We also integrated PowerBI to deliver advanced business intelligence and analytics for enhanced forecasting and reporting. The project was completed before the fiscal year-end, and SiteSupport provided extensive post-migration support to ensure a smooth transition.

Key Results:

• Warehouse Efficiency: Implemented barcode scanning for real-time inventory management.
• Sales & CRM Enhancement: Optimized CRM for a growing sales force, improving client relationship management.
• Seamless Data Migration: Extracted, transformed, and loaded data from Infor SXe to Microsoft Dynamics without operational interruptions.
• Advanced Analytics: Utilized PowerBI to deliver comprehensive business intelligence insights, improving forecasting and reporting.
• On-Time Delivery: Completed migration before fiscal year-end for smooth financial operations.
• Ongoing Support: Continued post-launch assistance, addressing staff concerns and providing training.