Transitioning to Business Central? Don’t Lose Traction on Your Profits

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Profitability in distribution is notoriously challenging to grow and optimize at scale, especially when navigating the transition to a new ERP. Product-centric businesses often fall victim to the unavoidable pitfalls of their order management systems and unknowingly sit on billions of unused data points that impact their bottom line. Culprits like complex pricing structures, mismanaged inventory data, and inaccurate shipping operations significantly increase the risk of margin erosion. Meanwhile, poor visibility and undetected human error lead to inaccuracies and bottlenecks throughout the order lifecycle.

Distributors transitioning to Business Central (BC) for their order management solutions offset these obstacles by implementing easy-to-use digital applications paired with the power of an Order Intelligence platform – a comprehensive, AI-centered approach to workflow automation and data analysis that proactively eliminates profit leakage and allows your business to achieve flawless order execution with less effort.

Maintain Profitability with CAVALLO + Insight Works

Addressing these order management gaps is complicated enough on its own—let alone while trying to make a smooth transition to an entirely new ERP. The partnership between Cavallo and Insight Works enables users transitioning to Business Central to access top-of-the-line warehouse management and shipping tools that seamlessly integrate with Cavallo’s Order Intelligence platform, easing the burden of ERP gaps on users and business leaders. This collaboration makes us better together: maximizing operational efficiency and profitability across every single order and prioritizing proactive error resolution and holistic data utilization.

Operational applications from Insight Works, including Warehouse Insight and Dynamic Ship, provide users with familiar functionalities as they transition to BC, and seamlessly supplement it with Order Intelligence technology. Users can drastically simplify operational warehousing and shipping tasks, including warehousing receipts, put-aways, picks, rate shopping, package management, and carrier integration. An Order Intelligence platform elevates these functions in BC to achieve critical tasks: processing warehouse picks and ships even without direct integration, proactively optimizing workflows, and catching error-prone orders in flight (including low-margin orders, uncaptured freight, and hidden data) before these orders leak profit.

Leverage the power of AI to find and fix operational inefficiencies across the entire order lifecycle–eliminating errors and growing revenue, no matter the scale. With this partnership, users easily navigate the transition to BC while experiencing a full suite of benefits:

1. Improved Profit Margins: Unmask hidden leaks to optimize profitability at every stage of the order management process.
2. Data-Driven Decisions: Access pre-built data visualizations and advanced analytics to optimize profitability and drive continuous improvement strategies.
3. Real-Time Defect Detection: Proactively resolve margin-eroding issues, like over-discounting and hidden costs.
4. Proactive Order Resolution: Scan thousands of orders in flight to instantly identify low margins before they escalate.
5. Maximized Efficiency: Eliminate bottlenecks and execute flawless orders with automated workflows.
6. Optimized Accessibility: Achieve a layer of accuracy and efficiency that current WMS solutions cannot match with mobile device integration, barcode scanner support, and access to comprehensive inventory data.

Future-Proof Your Profits in Business Central

Our joint solutions help businesses prepare for future innovation in BC by maximizing their profitability at breakthrough scale. Advanced workflow capabilities dramatically increase order throughput without an increase in staff. Easily accessible, real-time analytics allow leaders unprecedented visibility into the depths of their business, creating an environment for data-driven, informed decision-making across departments. Businesses gain real-time insights to permanently remove low-margin, profit-draining orders and discover high-impact profitability trends that transform hidden data into actionable outcomes.

Inventory and Warehouse Management

Business Central users gain a competitive edge with Warehouse Insight, a solution that ensures real-time, accurate inventory management while significantly reducing manual tasks. With Warehouse Insight, critical inventory is automatically prioritized and reserved at optimal times, seamlessly integrating with your warehouse processes. The app’s mobile device integration and barcode support allow warehouse teams to streamline workflows by efficiently handling receipts, put-aways, and picks without delay.

Additionally, the Insight Works Order Fulfillment Worksheet enhances this process by providing real-time insights into available inventory, enabling users to focus on fulfilling in-stock orders first. It automates the creation of picks and shipments, ensuring that backorders don’t slow down your operations. By integrating these tools, you can drastically improve the speed and accuracy of your order fulfillment while keeping your warehouse running smoothly.

Shipping Management

With Dynamic Ship, businesses can streamline their shipping operations, moving beyond basic order management solutions to a system that simplifies package management, real-time rate shopping, and carrier integration with hundreds of parcel, LTL, and FTL carriers. Dynamic Ship provides mobile device support and barcode scanning for effortless package tracking, while real-time access to inventory and shipping data ensures optimal accuracy and efficiency.

This streamlined integration improves shipping accuracy and reduces costs by leveraging real-time carrier rates and eliminating manual processes. By combining Dynamic Ship with the Order Fulfillment Worksheet and Warehouse Insight, businesses can automate both warehouse and shipping operations, reducing errors and ensuring flawless order execution from inventory to delivery.

Workflow Automation

The power of automation is no small factor. Users can access a roster of products within the Order Intelligence platform to ensure every order delivers ultimate profit and processing time through automated workflows and an intuitive dashboard that maximizes order control and visibility. Add-on functions, like Cavallo’s Custom Fields, allow non-technical users to build out segments for Customers, Orders, Line Items, and Products without needing to leverage a development resource. These extra functionalities allow the creation of workflows and automation tailored to that user’s business needs and process. Cavallo’s technology also supports integrating custom fields from ISVs or other external sources to advance your scalability.

Customer Success: How Users Achieve Maximum Profitability 

By implementing our technologies into their order process, customers consistently:

• Process 7x more orders without added staff
• Utilize existing data to uncover 2-10x increases in pre-tax profit
• Minimize errors with a 90% reduction per order in manual clicks
• Cut order processing time by 80%

Businesses switching to the cloud find success in leveraging joint Order Intelligence and Insight Works solutions. Don’t let a change in technology become a burden on your operations—integrate pivotal applications to significantly reduce shipping costs, improve delivery times, and ensure growth that withstands industry fluctuations.

Users can proactively optimize workflows by integrating AI-centered Order Intelligence with existing warehouse and shipping management solutions to stop leaving money on the table. Cavallo customers generate seven-figure savings on annual profitability by controlling margin-impacting variables like pricing, cost, and discounting while also catching orders with preventable flaws at scale.