D365 ERP and WMS Client Success Story

Building Materials Supplier Reduces On-Hand Inventory and Streamlines Order Processing

Industry:

Construction/fastening solution manufacturer and distributor

Customer Profile:

A leading global provider of premium engineered fastening solutions that improves contractor productivity and building quality in residential and commercial construction.

Challenge:

Disparate ERPs; custom-built, customer-centric workflows; unique pricing; automated sales orders; complex landscape with many partners and high-volume transactions

Results:

Streamlined order processing, reduced on-hand inventory, goal of 100% next-day shipments for key product lines

At-a-Glance

Integrated & Automated Wins

The Challenge

Siloed Distribution Activities & a Fragmented ERP

This materials producer had unique pricing structures that dictate how materials are stored and routed. They also leveraged custom-built customer profiles and required nuanced sales policies to drive satisfaction.

But three different business units were attempting to manage these critical distribution activities on two different ERPs.

Plus, one unit wanted to implement Material Requirements Planning (MRP), while another preferred a Materials Review Board (MRB) process.

It quickly became clear that the company needed a singular, modern platform to meet the diverse needs of each business unit while maintaining what made their distribution model work — for the company as well as its customers.

Specifically, our client needed to:

  • Unify strategy, technology, and automations to optimize distribution
  • Retain custom-built customer profiles to preserve an exceptional experience
  • Enable nuanced sales policies to ensure efficiency and consistency across business units
  • Support multiple operational models (both MRP and MRB) to meet each business unit’s needs without sacrificing alignment
  • Enable precise material handling with unique pricing models and customer requirements
  • Introduce automation to reduce manual touchpoints, improve accuracy, and accelerate fulfillment 
  • Prepare for future growth, meeting the reality of today’s volatile distribution landscape

The Solution

The Connected ERP Platform

The construction provider uncovered inefficiencies, prioritized initiatives, and developed a connected execution plan in a matter of weeks with MCA Connect Strategic Services:

  • ERP consolidation emerged as one priority
  • The analysis stage uncovered broader opportunities for improvement, from commerce to fulfillment
  • Execution plan was developed to include custom order entry framework, commerce platform modernization, electronic data interchange, and agentic AI

The company unified its disparate ERPs with a connected Microsoft Dynamics 365 platform:

  • Dynamics 365 Finance: Centralized order and pricing management to optimize fulfillment, meet customer service commitments, enhance loyalty, and streamline sales
  • Dynamics 365 Supply Chain Management: Optimized warehouse and fulfillment operations, increased efficiency through automation, and refined pick-and-ship processes for accurate, on-time deliveries
  • Warehouse Management System (WMS): Enabled real-time inventory visibility, intelligent location tracking, and agile warehouse workflows to support faster, error-free fulfillment
  • MCA Connect custom Order Orchestration Suite: Organized incoming orders into a consistent, systematized structure and routing of orders to the correct business unit or system based on predefined logic

The ERP also allowed the company-specific customizations that our client required, including:

Custom-built customer profiles

Nuanced sales policies

Essentially, the unified ERP platform streamlined operations while implementing the core capabilities needed to support the materials supplier’s distribution priorities.

E-commerce integration met their commerce needs, offering:

  • Customer-specific ordering, including tailored pricing, for order options that reflect their agreements and fulfillment rules
  • Streamlined order capture, for faster fulfillment
  • A central source of data for diverse product offerings, preventing errors in picking, packing, and shipping
  • Self-service fulfillment tools, reducing service calls and manual lift

Our client implemented an electronic data interchange (EDI) solution:

  • Automating the exchange of purchase orders, invoices, and other key documents for faster order-to-fulfillment cycles
  • Enabling accurate, standardized communication between systems
  • Providing tracking of orders, shipments, and inventory
  • Improving coordination and visibility into order and fulfillment processes 

The global supplier of building materials leveraged high-impact AI to address gaps in manual order entry. AI agents were leveraged to:

  • Process sales orders received via email and customer portals
  • Scrape data
  • Automatically create orders in the system

These agents reduced the need for manual data entry and the associated errors, improved order processing speed and accuracy, and filled a critical gap in the existing order management workflow.

Results

Unified Systems + Personalized Customer Experience

Actionable insights and clear priorities following MCA Connect Strategic Services

Unified strategy, technology, and automations across the distribution network for greater visibility and data-driven decision-making capabilities

Preserved custom-built customer profiles to for a highly personalized experience

Maintained nuanced sales policies for efficiency and consistency across business units

Enabled management of both MRP-driven planning and MRB models

Precise material handling capabilities based on unique pricing models and customer requirements

What’s Next?

About MCA Connect

MCA Connect modernizes supply chains end-to-end through transformative consulting, unified data for business insights, process optimization and automation, AI and advanced decision making, and business application implementation.

As Microsoft’s top manufacturing and distribution partner, we combine global reach, seasoned experts, leading-edge tech, and a focus on business strategy.    

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