LD OOD – First Bulgarian Company with MS Dynamics NAV 2013 and integration with CRM and BI

LD OOD became the first Bulgarian company working with the latest version of ERP business solution Microsoft Dynamics NAV 2013, after the first successful localization of the product was made by Team VISION Bulgaria. In addition is implemented and integrated the newest version of Microsoft Dynamics CRM. The data from both systems is extracted and analyzed with self-service BI Tableau software. The entire project was completed within two months.

 

LD OOD offers a full range of machines and machine components, with offices and warehouses in Sofia, Plovdiv, Varna, Ruse, and Pleven. In 1995 the company starts to look for а software. After some disappointing experience with few accounting softwares and program developed for them, LD management decides to invest into ERP system implementation. They choose Microsoft Dynamics NAV (called Navision at that time) and still using it. The system has been upgraded once in 2007, for all this years. And now, the current upgrade of the system and the integration with CRM module is an expression of management’s desire to maximize the ROI by adding new functionalities. These add-ons will help the company to meet the new challenges of their growing business.

 

“The implementation of CRM system was absolutely necessary. We were sure that it will help us to increase the number of the closed deals at least with 10-20%. One of the most important things for us is to follow the performance of our projects, because we have deals for machines that cost millions. That’s why we wanted to be able to evaluate our customers, analyze them in separate product groups and make targeted marketing campaign as precisely as possible.   We can say that now we have better organization of the work process and we could track all customer’s activities better than ever before.” – explains Mr. Bogdan Stankov, Sales Director of LD OOD

After the last upgrade of Microsoft Dynamics NAV the company gets few new very useful functionalities (like “cash flow planning”, “assembling orders” and other) and improvements of user’s experience with the new “Role Tailored Client”-called way of work. This improvement consists in providing individual interface to each user, based on his exact role, work and data needs, in order to simplify the interaction with the system.

The decision for Tableau self-service BI is taken after two failed attempts to be applied another BI solutions, continuously requiring IT specialist help. Other problems LD had with previous BI solutions were lack of ability for reaching critical information, because of the fact that the data is positioned into different data sources – ERP system, external files etc.

 

“Using Tableau, I could create all the reports I need on my own, any time I need them. I don’t need any specialist who download and process the data for me and at the same time I work with real time updated information. For example, few times a day I’m checking the sales reports and the sales orders reports. Other reports that are very important for our company are sales per different period (daily sales, monthly sales, quarterly sales etc.), sales by regions, analysis of stock availability etc. Based on the information in these analysis we are reorganizing our warehouse now and this is going to save us lots of extra expenses” – comments Mr. Stankov.

The company plans to continue following the latest technological trends. As next step of their optimization they are planning to integrate the CRM system with mobile devices and extending Tableau license, in order to provide access to the data and Tableau reports of their external sales people.

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