The largest family-owned foodservice distributor: Streamlining Operations & Elevating Customer Experience – Microsoft Dynamics 365 transformation

Challenges: A company faced difficulties in managing inventory across multiple locations, resulting in overstocking, stockouts, and operational inefficiencies. Manual order processing via spreadsheets caused delays and inaccuracies, impacting customer satisfaction. Inaccurate demand forecasting and limited visibility into real-time inventory compounded issues. Additionally, managing promotions, contract pricing, and sales incentives without an integrated system led to further complexities and revenue loss.

Solution: NextGen implemented Microsoft Dynamics 365 Finance to overhaul procurement, supply chain, advanced warehouse management, distribution, and shipping for the company. Integration with PartnerLinQ improved collaboration with external partners, while a unified customer portal and sales representative application enabled data-driven decision-making. Customized features in Dynamics 365 simplified complex pricing strategies, replacing outdated systems. Consequently, manual efforts were reduced, costs lowered, and a consistent ordering process was established across all channels. The scalable POS system now supports high sales volumes, offering real-time monitoring and a centralized operation, tracking, and reporting source.

Key Benefits of the Solution:

1. Streamlined Operations: Enhanced efficiency across procurement, supply chain, and distribution.
2. Improved Collaboration: Better partnership alignment through PartnerLinQ integration.
3. Data-Driven Decision Making: Enabled by a unified customer portal and sales representative application.
4. Simplified Pricing Strategies: Custom features in Dynamics 365 facilitated easier management of complex pricing structures.
5. Scalability and Real-Time Monitoring: Supports high sales volumes with real-time visibility into operations and performance metrics.