About the client:
A global transportation technology company that manages a vast inventory of serialized transportation cards used across transit systems. The company leverages Microsoft Dynamics 365 Finance & Operations (F&O) as a backend system, integrated with several external platforms, to streamline inventory tracking, sales operations, and reporting.
Challenges:
The client faced several operational and performance-related issues:
- Inefficient Tracking Dimensions: The company was using an incorrect tracking dimension setup, making it difficult to identify key details such as the sales representative handling each transaction or the origin of stock movements.
- Performance Bottlenecks: The system was importing up to 30,000 transportation cards per day, which caused significant performance degradation—especially in API response times and batch job processing.
- Inaccurate Inventory Structure: Existing inventory items with wrong tracking configurations created reporting inconsistencies and operational confusion.
- Integration Complexity: Integration with external systems was slow and lacked automation, leading to user friction and increased manual effort.
Solutions
FlairsTech’s Microsoft Dynamics team delivered a tailored Tracking Dimension Solution to address the client’s challenges with precision:
Item Data Correction & Migration:
- Deactivated items with incorrect tracking dimensions.
- Created new items with proper tracking settings and migrated existing stock.
- Renamed and updated all historical transactions to preserve traceability.
Enhanced Performance & Batch Processing:
- Refactored legacy batch jobs into multithreaded processes aligned with available batch servers.
- Significantly improved API performance, ensuring seamless data integration.
Improved System Integration:
- Built efficient integration layers with external systems.
- Automated manual steps to streamline operations and reduce human error.
Functional Additions:
- Implemented new features enabling active tracking of items, allowing the client to monitor who processed each transaction, enhancing accountability and operational insights.
Impact:
- Improved inventory visibility through correct tracking dimensions, enabling identification of sales reps and responsible employees.
- Cleaned and restructured item data, replacing incorrectly tracked items without disrupting operations.
- Enhanced system performance by optimizing code and converting slow batch jobs into multithreaded processes, ensuring smooth handling of daily imports.
- Faster API response times and more reliable integration with external systems.
- Streamlined user workflows through automation, reducing manual steps and improving efficiency.