How Doylo Modernized Reporting and Planning with Solver and Business Central


Company: Doylo
Industry: Retail
ERP: Microsoft Dynamics 365 Business Central
Use Case: Planning (Budgeting & Forecasting), Reporting

Doylo_Case Study

“Professional Advantage was as detailed as we needed them to be, while keeping us focused on our larger vision. We trusted their guidance, and they worked seamlessly with Solver as one united team.”

Jason Willis, CFO, Doylo Lifestyle Group

Replacing Outdated, On-Premises Systems for Confident Reporting

The Problem

Doylo was investing heavily in real estate development to expand its community facilities, but its finance team was running three outdated, on-premises systems for accounting, reporting, and budgeting that caused performance issues and slow, error-prone reporting.

The Solution

Doylo moved to Microsoft Dynamics 365 Business Central for its core accounting and operations, then implemented Solver for financial reporting, budgeting, and forecasting to standardize templates and build confidence in report accuracy.

The Result

Every division now runs its own reporting and budgets in Solver without manual KPI calculations, giving the board confidence in the numbers. Budget approval that once took months of email now happens directly inside Solver.