How Happy Socks Streamlined Budgeting and Reporting in 7 Days


Company: Happy Socks
Industry: Retail
ERP: Microsoft Dynamics NAV
Use Case: Planning (Budgeting & Forecasting), Reporting
Happy Socks_Case Study

“Happy Socks now runs Solver input templates and reports that update Dynamics NAV in real time, eliminating conflicting spreadsheet versions. The finance team has redirected the time once spent consolidating data toward forecasting and analysis.”

Per-Olof Markström, Systems Manager, Happy Sock

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A Company's Journey Toward More Efficient Budgeting

The Problem

As Happy Socks grew, more employees took on budgeting responsibility, producing a growing number of disconnected Excel sheets. Finance had to manually consolidate and cross-check the data, a time-consuming task increasingly prone to error.

The Solution

Happy Socks implemented Solver's Budgeting, Forecasting, and Reporting suite with a live link to Microsoft Dynamics NAV, including pre-built templates and a custom model for personnel-related costs. The full deployment, including testing and training, took seven days.

The Result

Happy Socks now runs Solver input templates and reports that update Dynamics NAV in real time, eliminating conflicting spreadsheet versions. The finance team has redirected the time once spent consolidating data toward forecasting and analysis.