How Distribution Management Centralized Budgeting and Reporting with Microsoft Dynamics SL


Company: Distribution Management
Industry: Distribution
ERP: Microsoft Dynamics SL
Use Case: Planning (Budgeting & Forecasting), Reporting
Distribution Management_Case Study

“Implementing Solver has made a big impact... introducing collaborative planning tools, real time budgeting and forecasting reports, and our graduation from numerous offline Excel files to a centralized and consistent repository of results and reports.”

Eric Sliger, Director of Financial Planning and Analysis, Distribution Management

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From Scattered Spreadsheets to One Source of Truth

The Problem

As Distribution Management grew through acquisitions, its financial processes became increasingly fragmented. The team struggled with version control and couldn't quickly assess changes in planning and forecasting drivers across its subsidiaries.

The Solution

Distribution Management selected Solver to bring reporting and budgeting for its Microsoft Dynamics SL data into one place. Working with reseller partner Tribridge, the company replaced piecemeal reporting with a single, connected system across all subsidiaries.

The Result

By using Solver's Scenario dimension and adding dimensional attributes to its chart of accounts, Distribution Management created new views of business performance, replacing several disconnected Excel tables with reports the whole team can trust.