The Client:

The client is a leading non-profit organization specializing in providing employment counseling, training, and placement services for disadvantaged job seekers. Their mission is to help make careers happen. Each client receives personalized career supports that integrate career coaching, specialized training, and direct connections to the job market. Each year, they serve more than 76,000 individuals throughout the Midwest.


The Opportunity:

The client was using Dynamics GP as their ERP system.  However, they were looking to move away from an ERP solution that was hosted on site and move to a cloud-hosted solution.  Microsoft offers a special licensing deal for clients to move from Dynamics GP to Microsoft Dynamics 365 Business Central. Therefore, the client and Logan Consulting engaged in discussions and demos of using Business Central. After reviewing their options, they determined that Business Central would be a good fit for their organization. They utilize General Ledger, Payables, Receivables, and Banking.


The Solution:

Logan Consulting employed the methodology to successfully implement Business Central for the non-profit.

  • After the proposal was signed, Logan Consulting created scoping and planning documents (Project Charter and Project Plan) to identify the scope of the project and plan out the implementation.
  • Once the plan and charter were signed off on, Logan lead Core Team Training. Logan trained the Business Central users on the general functionality of BC in the relevant modules.
  • The non-profit organization used the knowledge gained from training and paired it with their knowledge of current GP processes to design business processes for General Ledger, Payables, Receivables, and Banking. We started with the current process utilized in Dynamics GP and made changes for best practice and employed the improved functionality with Business Central. Logan created Microsoft Visio flows along with process narratives as a deliverable for this step.
  • Once processes were finalized, Logan provided the client with templates to migrate data from Dynamics GP (chart of accounts, vendors, customers, GL history, etc.) to BC.
  • With data in the system, the client created step-by-step work procedures that detailed the steps to be taken in BC to accomplish the designed processes. Logan and the non-profit organization worked together to test and verify these procedures.
  • The developed work procedures were used during Conference Room Pilot to test the system to make sure everything flowed as expected and there were no issues with executing the designed business processes.
  • Once Conference Room Pilot was signed off on, the client and Logan worked together to migrate all relevant data from Dynamics GP. This includes open payables, open receivables, and open bank transactions.
  • Logan provided some post-launch support for any issues that came up.


The Results:

  • Removal of on-site servers needed to manage Dynamics GP
  • A new instance of Business Central to replace Dynamics GP.
  • Improved efficiency and effectiveness of business processes.