Trading & manufacturing
From scattered spreadsheets to a connected supply chain
Orders, contracts, production and stock lived in separate tools. We found where margin was leaking, connected the chain end to end, automated the handoffs and put AI on top.
Delivered
- Platforms
- Microsoft Dynamics 365 Supply Chain Management, Power Platform, Power BI
- AI built on
- Copilot in Microsoft Dynamics 365, with Copilot Studio agents
- Outcome
- Live margin per deal, and a month-end that no longer depends on spreadsheets.
The situation.
Orders, contracts, production plans and stock levels lived in separate spreadsheets and systems. Each team trusted its own numbers, and finance closed every month by reconciling them by hand.
How we got there.
01 · Identify
Where data and money leaked
- Margin lost between the contracted price and what was actually invoiced
- The same stock counted differently across warehouses and entities
- Purchasing decisions made on last month's numbers
02 · Optimise
What we optimised
- One record per deal, from purchase through production to sale
- Standard approval paths for purchasing and pricing
- One item and supplier master shared by every entity
03 · Automate
What we automated
- Contract to invoice handoffs
- Reorder triggers from live stock and demand
- Month-end reconciliation between operations and finance
04 · Enable AI
Where AI was enabled
Copilot in Microsoft Dynamics 365, with Copilot Studio agents
- Flags deals drifting from their contracted margin
- Reads supplier documents and checks them against the order
- Forecasts demand and proposes purchase plans for a planner to approve
Built for what comes next
A supply chain ready for new entities, markets and product lines on the same foundation, without another rebuild.
If you plan ahead, so should your infrastructure.
Start with a Business X-Ray: we find where data and money leak in your business, and what to fix first.