The document describes how a pioneering Indian company in automation solutions sought to modernize its legacy system to improve customer satisfaction and operational efficiency. They selected Microsoft Dynamics AX as a solution to streamline sales information collection, improve credit risk management, and enhance inventory control. The implementation process involved rigorous testing and customization to align AX's features with the customer’s specific business needs.

1. Industry - Automation ID Products
Solution - MS Dynamics AX
 The Customer
The customer is one of the pioneers in feature for faster product delivery, invoicing
developing and distributing various retail and response time to customer issues.
and industrial automation solutions in India. Also, AX improved the handling of service
Additionally, they provide an entire range of contracts for existing customers with different
automation ID products such as barcode warranty periods or penalty clauses. Finally,
printers, scanners, RFID printers and integrated AX’s reporting module generated reports for
Point of Sale systems to retail outlets. The multiple departments, divisions or branches
customer is focused on customer satisfaction either individually or in a consolidated format
through their personalized service. automatically for the customer.
 The Problem
PreludeSys’ approach to implement of the
The customer’s legacy system made it difficult solution is based on number of key steps:
to collect accurate sales information. By 2007,
the company was urgently seeking a modern- Understand the existing System
ized system to accommodate an expansion PreludeSys started by working with the
into the marketplace. However, the company customer to understand the existing
also needed to improve efforts in monitoring business process and challenges using
cost, controlling its discount structures, and their existing legacy system.
ensuring better credit risk management.
Fit-Gap Analysis
This process involved indentifying Microsoft
 The Solutions
Dynamics AX as the appropriate solution
The customer selected PreludeSys through and then mapping the software to the
its enterprise procurement process to customer’s business needs.
implement a Microsoft Dynamics AX 4.0
business management solution. Issues such Customize the Application
as determining client credit limits, incentive PreludeSys used the Microsoft Sure Step
management, and improving management of methodology during the implementation,
inventory and stock levels were easily addressed which made the preparation and
within the standard features of Dynamics AX transition easier for the organization. The
4.0 and then customized for the client’s needs. documentation of each and every approach
Additionally, AX features a system that could in customization helped define and track
help manage sales campaigns and automate the entire implementation process.
the pricing structures for special promotions
or discounts. Testing
The testing process started with individual
unit testing. Upon acceptance, functional
For customer service, AX also included a testing was implemented and, finally, full
customer relationship management (CRM) module integration testing.
www.preludesys.com