Kidder Mathews Case Study on Microsoft Dynamics 365

This case study details the implementation of Microsoft Dynamics 365 Business Central at Kidder Mathews, a leading independent commercial real estate firm on the West Coast. The firm faced challenges with their legacy Microsoft Dynamics SL system, which included manual processes, inefficiencies, and disconnected systems. The transition aimed to improve project management and streamline operations. Velosio provided an end-to-end solution that included Dynamics 365 BC, Office 365, Power BI, and Progressus Project Management. The implementation involved creating process documents and user manuals, with a focus on training key users. The new system significantly improved processes, such as expense management and data import, allowing for instant reconciliations and better access to historical data. The partnership between Kidder Mathews and Velosio was highlighted as a key factor in the successful transition. Overall, the case study emphasizes the importance of preparation and collaboration during system migrations.