Geoinfo: NAV to Business Central Case Study

When Geoinfo moved from NAV to Business Central they looked for a solution to help them manage their consultancy team.

NAV to Business Central migration case study

Geoinfo is the Danish distributor of the world’s leading mapping and analytics software ArcGIS. Not only used for engineering & construction, but also for conservation and telecom, among others. When they moved from NAV to Business Central in 2020 they looked for an integrated tool to help them manage their 25-man IT consultancy team.

The previous situation

Having decided to move to Dynamics 365 Business Central after using Navision since 1999, Geoinfo needed a solution that would also help them implement the resource planning within the ERP instead of having a separate system for this purpose. Integration was key so that they could pull out data from within one single system.

The challenge

Geoinfo decided to move to Business Central to stay on the forefront of technology because Microsoft is no longer supporting NAV.

Business Central, on the contrary, is constantly being developed and improved upon. Built on the same technology platform, it has a similar user interface, hence reducing the learning curve.

With Progressus Advanced Projects we have a very good overview of who’s doing what. We needed the resource planning inside of Business Central so that we could pull out data from and keep using Jet Reports.

Jytte Beck
Project Coordinator at Geoinfo

The Solution: Advanced Projects (Progressus)

Being a software distributor with a big team of consultants, it’s crucial to effectively manage all resources to ensure that the right consultants are assigned to the right project at the right time.

Progressus Advanced Projects provides extensive functionality for project and resource management within Business Central. One comprehensive ERP for projects and professional services providers.

Read More

The benefits of Advanced Projects in combination with Microsoft Business Central

  • With Progressus Advanced Projects, the firm gains project management capabilities that are not included as standard in Business Central.

  • Integrated resource planning provides real-time visibility into project status and resource utilisation, offering clear insights into team activities.

  • The entire team accesses the same information, thus making it easier for key account managers to check the resource board for project availability.

  • The firm has implemented a customised colour system for the resource boards, making it easy to identify task assignments and project responsibilities.

  • The firm also provides courses and workshops alongside software implementations, support, and customisations, despite not having a dedicated training department. The drag-and-drop functionality now simplifies allocating specific consultants as course dates approach, making collaboration effortless.

  • The rolling budget allows the firm to effortlessly keep estimates aligned with the current situation, thereby ensuring accurate financial planning.

  • Once the hours are approved, the invoice suggestion then provides a quick estimate of the firm’s earnings for the month.

  • With Jet Reports, the firm generates up-to-date, customised reports tailored to its specific needs.

Once the consultancy hours get approved, we get a quick estimate of how much we have earned in a month. In a matter of a few clicks, we get a proposal, which we just need to post. The invoice suggestion has thus helped us automate and streamline the whole billing process.

Henriette Frost
CFO at Geoinfo

PSA vs ERP software

What Is PSA vs ERP vs Project Tools in Software PSA vs ERP software vs project tools is a common comparison in professional services firms. Each category solves a different problem. In short, PSA (professional [...]

Time Tracking in Professional Services

Time Tracking in Professional Services Top reasons why teams postpone it and how to fix adoption Time tracking should support delivery, not distract from it. In professional services, time tracking drives billing, costing, and capacity [...]