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Al Beed Investment Group Implemented Dynamics 365 to Achieve Faster and more Agile Financial Operations.

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Introduction

Established in 1996, Al Beed Investment Group (ABIG) is a privately held investment group based in Abu Dhabi, UAE. It is actively investing and operating in UAE, both regionally and internationally. ABIG’s investment activities span a wide range of asset classes and investment opportunities, including but limited to investment portfolios in public equities, fixed-income instruments, alternative investments, and private equity. ABIG also manages a local and international real estate portfolio. The group’s investment philosophy for new opportunities and business development centers around sustainability, upholding the highest standards of professionalism, adhering to the group’s values, and strong corporate governance.

Challenges

Al Beed Investment Group has diverse operations across various industries that span the entire MENA region. For a large conglomerate like ABIG, having a consolidated system with real-time insights is critical. ABIG was using a CRM system to maintain their business activities. They increasingly found themselves expanding their operations and were restricted by the limitations of their existing systems. As they continued to scale their operations, they realized that they needed a more up-to-date and user-friendly ERP system to suit their new requirements. Without data consolidation and transparency, Al Beed was struggling to meet its business needs and keep up with the rising competition in the region. Consolidating data for a Al Beed Investment Group Implemented Dynamics 365 to Achieve Faster and more Agile Financial Operations large firm and managing finance and accounting accurately for the entire organization was becoming a big challenge, in the absence of an integrated system.

Solution

Today customers demand a fully personalized experience from businesses they interact. The Sales team must fulfil these high expectations while continuously improving their interactions. Citytech Software after analyzing the business requirements, implemented MS Dynamics 365 Business Central and integrated it into Dynamics 365 Sales. ABIG wanted the client-facing teams to build long-lasting customer relationships backed by real-time data. Dynamics 365 enables better sales anagement and takes advantage of Microsoft advancements in AI to deliver highly accurate results.

Increasing business complexities demanded the services of Business Central that could serve as a single source of truth, simplify self-service, and enable sales staff to get hold of data themselves. Dynamics 365 Sales reviews the entire Sales process, suggests best practices, keeps track of conversations, builds stronger customer relationships, and closes deals faster.

Our project management team implemented modules for Finance, Sales, Purchase, and Inventory to replace manual processes and streamline customer interactions. As a fully integrated solution, the Dynamics 365 Business Central ERP, CRM, and Sales will provide the ABIG team to scale their business while maintaining efficiency. An investment group needs to be always on top of data to remain functioning, and the deployment ticked all the boxes for ABIG.

Al Beed Investment Group Implemented Dynamics 365 to Achieve Faster and more Agile Financial Operations.

Key Takeaways:

Result

Digital transformation is driving a new shift in how businesses operate throughout the world. The COVID-19 pandemic has transformed traditional sales processes and further highlighted the need to adopt modern technology to meet changing world demands. Al Beed Investment Group is expanding rapidly and the deployment of Business Central and subsequent integration with existing systems will drive smarter business actions now and in the future.

Post the five-month implementation process, the global investment firm was successful in leveraging Dynamics 365 to enable better sales conversions and consolidating organization wide processes. Thanks to the deployment, the ABIG team has access to automated tools that makes their job easier. The benefits posed by the solution will far outlive any upcoming challenges.

If you’re considering an ERP implementation, schedule a consultation with our Business Central experts.

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