December 6, 2024
Caltech, a leader in geomatics services throughout Western Canada, is renowned for its attention to detail and deep understanding of complex regulatory, legislative, and technical landscapes. Despite their 30+ years of expertise, they faced significant operational challenges due to an outdated Dynamics NAV ERP system, leading to delays, inefficiencies, and security vulnerabilities.
Recognizing a need to upgrade their legacy ERP system, Caltech partnered with Long View to redefine their ERP strategy, implementing Microsoft Dynamics 365 Business Central to achieve substantial improvements in efficiency and security.
Why Long View Was the Right Partner for Caltech’s ERP Upgrade
Caltech wasn’t just looking for an upgrade – they needed an ERP upgrade that could future-proof their operations and better position them for long-term success. After evaluating multiple ERP solutions, Dynamics 365 Business Central stood out for its ability to seamlessly integrate with existing Microsoft applications. As Caltech evaluated potential Microsoft CSPs to deliver the solution, Long View stood out for its customized approach, emphasizing a full system implementation rather than a simple migration.
Caltech’s strategic decision to partner with Long View was supported by Long View’s extensive preparation, including over 800 targeted questions, 24 hours of in-depth requirement gathering, and comprehensive workshops.
How Long View Delivered a Successful ERP Implementation
Long View’s partnership with Caltech went beyond implementing an ERP system; it addressed critical challenges that were holding the organization back. The transition to Dynamics 365 Business Central introduced automated workflows and advanced security protocols, enhancing compliance processes and significantly reducing risks. By moving away from manual systems, Caltech was able to establish stronger security controls and better manage potential vulnerabilities.
Integration was another key hurdle, as Caltech relied heavily on tools like Aimsio for field service management. Long View ensured a smooth API integration with this critical tool, eliminating the risk of disruptions and dramatically improving efficiency across workflows. This seamless integration allowed Caltech to maintain operational continuity while boosting overall productivity.
The implementation was further strengthened by tailored customizations designed to address specific needs. Enhancements like EFT enablement and SharePoint Connector integration improved document management and linked systems to Caltech’s corporate storage. These improvements gave Caltech greater control over documentation, minimized errors in financial reporting, and aligned the ERP system with their strategic goals.
“The system enhancements have not only improved our controls but also standardized documentation, reducing errors and increasing trust in our financial reports.”
Zachary Pengelly, Director of Finance, Caltech Group
Looking forward, Caltech plans to leverage the scalability of Microsoft Dynamics 365 Business Central by incorporating advanced tools like AI and Power BI for improved data analytics.
A Reliable Partnership for Long-Term Success
The success of Caltech’s ERP implementation was driven by open communication and methodological flexibility. Long View utilized a hybrid agile approach to ensure the implementation remained adaptable to unforeseen challenges while maintaining structure.
This approach kept the project on track, with only a one (1) percent deviation from the budget and timeline - an exceptional outcome for a project of this scale. Transparent updates and collaborative problem-solving built trust and enabled early wins, laying the groundwork for long-term success.
Read the full Caltech Case Study here!
Take the Long View to a Modern ERP Implementation
Overhauling Caltech’s legacy Dynamics NAV ERP system to a modern, scalable Microsoft Dynamics 365 Business Central solution not only resolved inefficiencies and security vulnerabilities but also provided new opportunities for growth and innovation.
Beyond technical expertise, Long View provided exceptional customer service that distinguished the partnership. A hybrid agile approach, combined with transparent communication, ensured the project stayed on track and within budget.
Ready to move your business forward? Long View’s proven experience in delivering customized Microsoft Dynamics 365 Business Central solutions can empower your organization to achieve greater efficiency with confidence. Discover how Long View can help you build a future ready ERP roadmap. Talk to our experts today!
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