ERP Success Stories
Real results from real clients. See how Econix has transformed struggling ERP environments into competitive operational advantages.
RJ Lee Group
Analytical Services
The Challenge
RJ Lee Group had been running Microsoft Dynamics SL for over a decade. With Microsoft ending mainstream support for Dynamics SL, the organization faced an urgent migration timeline while managing complex project accounting across multiple service lines.
What We Did
Complete data migration from Dynamics SL to Business Central with zero financial data loss
Rebuilt project accounting workflows to leverage Business Central's native project management
Integrated with existing laboratory management and document systems
Delivered parallel-run validation ensuring reporting continuity through go-live
Results Achieved
Professional Services Firm
Professional Services
The Challenge
A growing Canadian professional services firm had implemented Dynamics Business Central but was struggling with manual invoice processing, paper-based approvals, and a month-end close that took 12+ days due to manual reconciliation work.
What We Did
Deployed Zetadocs for Business Central to automate invoice capture and approval workflows
Rebuilt financial dimensions and chart of accounts to match actual service line reporting needs
Implemented automated bank reconciliation using Power Automate connected to Business Central
Built Power BI financial dashboards replacing 15 manual Excel reports
Results Achieved
4FrontES
Engineering Services
The Challenge
4FrontES operated a complex sales and quoting process that relied on disconnected systems — their CRM, Business Central, and a legacy JD Edwards environment at a parent company. Sales teams spent hours reconciling quotes, and financial consolidation required manual data transfer between systems.
What We Did
Designed and built a bi-directional integration architecture between Business Central, CRM, and JD Edwards
Implemented automated quoting workflows within Business Central reducing quote generation from 4 hours to 20 minutes
Built a real-time financial consolidation feed from Business Central to JD Edwards
Created a single source of truth for customer data shared across all three systems
Results Achieved
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