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Case study · New implementation · Dynamics NAV

A fresh Dynamics NAV implementation for a growing UK business

A UK company replaced spreadsheets and disconnected accounting software with an integrated Dynamics NAV system implemented by FITS.

ERP implementationFinanceInventoryTraining
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The challenge

Growth had outpaced the company's systems. Orders, stock and invoices lived in separate tools and spreadsheets, month-end depended on manual reconciliations, and management had no single, trusted view of margins and stock.

Our approach

Process workshopsWe mapped sales, purchasing, warehouse and finance processes with the key users and agreed what to standardise.
UK-ready setupChart of accounts, VAT setup, dimensions, posting groups and approval rules were configured for UK requirements.
Data migrationCustomers, vendors, items and opening balances were cleansed, migrated and reconciled in test runs before go-live.
Training and go-liveRole-based training, a dress rehearsal and on-site support during the first weeks made the switch smooth.

The results

One integrated systemSales, purchasing, stock and finance work from the same data.
Faster month-endManual reconciliations were replaced by integrated postings.
Real-time visibilityManagers see stock, open orders and margins without waiting for spreadsheets.
Ready for what comes nextA clean NAV implementation is the best starting point for a later move to Business Central.

What made the difference

We kept the system close to standard and invested time in data quality and user training. That is what keeps an ERP system easy to support and easy to upgrade later.

Client details are anonymised for confidentiality. References are available on request.

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