Adding to the typical challenges of running a non-profit, Stephen must ensure that the production and assembly business is competitive. Equally important is treating Exceed employees well so that clients receive great service.
Exceed purchased and implemented the Microsoft ERP system, Dynamics 365 (D365), but didn’t have the expertise to use their data and tangential Power Platform tools effectively.
Automated financial reports were not formatted in a way that could be shared with auditors and board members. Management was not able to gain the needed insights to better manage their part of the business. Additionally, the organization needed to build capabilities in-house to use all of its technology cost-effectively.
“Microsoft tells you, ‘It’s so easy, anybody can do it.’ And we’re like, ‘Well, apparently we’re not very smart because we can’t figure it out!’ The tools are great, but they’re not easy for a non-technical person to use,” said Stephen.
“This is where Skypoint comes in. They don’t just give us the fish—they teach us how to fish. Now, going forward, we can handle some of these projects ourselves.”
We helped Exceed build easy-to-use business apps to optimize and automate singular business processes that were not best suited for D365. These apps will continue to support the organization’s digital transformation initiative and help it stay relevant and competitive as a supplier to Fortune 500 companies.