At a Glance
When our client reached out to GraVoc, they were without a safety net. Microsoft Dynamics AX had reached end of support, and their migration to Dynamics 365 Finance & Supply Chain Management (FSCM) had stalled with no clear path to go-live. Critical workflows were broken, customizations were incomplete, and data migration had not been finalized. As costs and concerns continued to climb, the company began searching for a new partner. After a rigorous evaluation process, they selected GraVoc to assess, stabilize, and ultimately deliver a successful ERP migration.
The Challenge
Stuck between an aging Dynamics AX 2009 & an incomplete Dynamics 365 implementation
The company had been running on Microsoft Dynamics AX 2009, a system that, by 2022, had reached end of support. Without ongoing security updates or product enhancements, staying on Dynamics AX was not a viable long-term option. Like many organizations in a similar position, the company made the right call to move to Dynamics 365 FSCM to support future growth, security, and compliance. But, a year into the migration, the project had stalled.
Key challenges identified:
- No clear path to go-live after a year of migration work, leaving the project stalled midway
- Heavily customized AX environment that had not been successfully translated into Dynamics 365
- Broken or incomplete core workflows, including proposal and RFQ processes essential to daily operations
- Significant gaps in custom development, including costing, labeling, integrations, and warehousing functionality
- Incomplete and unvalidated data migration, preventing full system testing and production readiness
This is not an uncommon scenario. Many businesses start ERP migrations with a clear goal, but execution challenges stall progress midway. Eventually, the company began looking for a new partner.
They found GraVoc through a referral and put us through a rigorous evaluation process, which included multiple demos, an on-site discovery session, and a client testimonial. We were able to prove to them early on that we had the expertise to assess their Dynamics AX 2009 environment, offer actionable advice, and accurate evaluations of effort to complete.
Once the company partnered with us, we assembled a team in record time and kicked off this project within a week.
The Solution
Stabilizing the ERP system & protecting the investment
Our team started with thorough assessment of the existing code to identify what could be reused and what needed to be recreated in Dynamics 365. For a business that had already spent a year and a lot of resources on this migration, protecting that investment was important.
From there, the engagement became a focused recovery effort. Hundreds of hours were dedicated to the heavy lifting that had been stalling the company’s progress, including rebuilding a massive number of customizations in Dynamics 365; repairing broken procurement and product workflows; and completing the data migration from Dynamics AX 2009.
Here is a look at what we achieved together:
Restored critical business workflows
Proposal, RFQ, procurement, and product-related processes that were previously broken or unreliable were rebuilt to support day-to-day operations.
Rebuilt and modernized core customizations
The company’s highly customized AX environment was successfully translated into Dynamics 365, ensuring the system aligned with how their business operates.
Completed and validated data migration
Historical and operational data from Dynamics AX 2009 was successfully migrated, tested, and made production-ready for go-live.
Enabled warehouse operations with pick-to-light integration
Dynamics 365 was fully connected to the company’s warehouse workflows, improving accuracy and operational efficiency on the floor.
Delivered custom development across core business areas
Including store pack modeling, standard costing, catalogs, forms, reports, and data entities critical to the company’s operations.
Equipped internal teams with training and confidence
Through CRPs, UAT, and structured training, the company’s team was prepared to comfortably use the system after go-live.
Just as importantly, GraVoc brought structure back into the project. Clear milestones, realistic timelines, and consistent communication replaced the uncertainty the company had been dealing with for months.
The Outcome
From a struggling Dynamics AX to a successful Dynamics 365 FSCM go-live
After a long period of stalled progress and uncertainty, the company finally has a functional and customized Dynamics 365 FSCM ERP system. The investment they made before bringing in GraVoc was assessed, salvaged where possible, and built on. Our team was able to rebuild the customizations their business depends on and resolve a long list of open issues that were blocking go-live.
The result is a stable, reliable ERP environment that enables stronger visibility into finance and supply chain data, more reliable proposal and procurement workflows, and a connected warehouse floor through the pick-to-light integration.
The team that had been operating without a reliable ERP system for over a year finally has a modern, AI-powered Dynamics 365 FSCM system and a stable foundation for future growth.
