Plum Market is a premier grocery retailer serving customers across the United States. With multiple stores and various operating divisions, Plum Market has established itself as a leader in the grocery industry. They pride themselves on providing high-quality products and exceptional customer service. However, like many multi-location businesses, they faced challenges with their financial reporting as they transitioned to new software solutions to keep up with their growing needs.
Plum Market’s Transition to the Cloud
Plum Market had been using Dynamics GP along with Management Reporter for their financial reporting. This combination had served them well for years. However, when they decided to move to the cloud with Business Central (BC), they encountered a significant problem: Management Reporter is not compatible with BC. This meant they needed to find a new solution that could fulfill their complex reporting requirements.
The built-in reports in Business Central were not sufficient for Plum Market’s needs. They found the reports to be too basic and not capable of handling their detailed and multifaceted reporting demands. Plum Market needed a solution that could seamlessly integrate with Business Central and provide the robust reporting capabilities they were accustomed to with Management Reporter.
Faced with this challenge, Plum Market began searching for a suitable replacement. They needed a solution that could minimize disruption to their financial reporting processes, recreate their existing reports, and align with their complex business structure. This search led them to discover FYIsoft's , ReportFYI.
Enhanced Reporting with FYIsoft for Dynamics 365 BC Reporting
Transitioning to ReportFYI brought numerous benefits to Plum Market. First, they found a solution that was a pain-free migration without the need to recreate all their reports. One of the unique features that make ReportFYI an excellent is the automated report conversion. The technology automatically converts existing reports into ReportFYI, saving significant time and resources.
Another limitation in Business Central was the ability to create financials that properly reflect their business structure. Corporate controller, Melanie Yaldo, explains, “Business Central reporting options did not allow us to do that. At the very least, we needed the ability to mimic our current reports, which included Balance Sheet, Cash Flow, P&L statements for our various locations, gross profit reports, and payroll reports.”
Additionally, the similarity between ReportFYI and Management Reporter meant that the learning curve was minimal, making it easier for Plum Market’s team to adapt to the new software.
One of the standout features of ReportFYI was its ability to handle complex needs. Unlike Business Central’s built-in options, FYIsoft provided advanced functionality such as customized calendars, which could be adjusted to reflect weeks instead of months.
This feature alone eliminated a lot of manual work. The report scheduling feature allowed Plum Market to send out reports on their unique 4-5-4 calendar, both weekly and monthly.
FYIsoft’s professional services team also played a crucial role in the transition. With their deep expertise in Microsoft’s ERPs and financial reporting, they helped Plum Market evaluate and clean up their existing reports. This preparation ensured that the automated report conversion process would proceed smoothly and that Plum Market could take full advantage of ReportFYI’s advanced functionality. When they went live, Plum Market enjoyed a significant increase in reporting speed thanks to the cleanup and optimizations performed beforehand.
The FYIsoft professional services team was also available to assist with creating new reports and addressing any customized reporting needs, providing valuable support throughout the transition and after going live. They’re filling in the gap until Plum Market fills their new financial reporting position.
FYIsoft Provides Advanced Reporting for Dynamics 365 Business Central
Plum Market’s transition from Dynamics GP and Management Reporter to Dynamics 365 Business Central brought significant advantages to the company, especially with the reporting capabilities of FYIsoft’s ReportFYI. The ability to recreate existing reports, the advanced functionality for multi-entity reporting, and the support from FYIsoft’s professional services team made the transition smooth and efficient. Plum Market can now enjoy faster, more automated reporting processes that meet their complex needs.
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By FYIsoft |