Dynamics Expert Solutions

BACKGROUND

Introduce your business and what you do there.

I’m the director of enterprise master data for a company that manufactures and distributes fire safety and flow control products, including a complete range of fire sprinklers, valves, couplings and accessories. We serve customers globally with a focus on quality and innovation.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Dynamics Expert Solutions?

We needed help configuring and implementing Engineering Change Management (ECM) and a constraint-based product builder.

SOLUTION

What was the scope of their involvement?

For our implementation of Microsoft Dynamics 365 Finance & Supply Chain Management, Ran was chosen to lead the development, testing, and implementation of ECM and the Product Builder. He developed functional design documentation for multiple processes and customizations and trained our engineering and data management teams on how to configure and maintain products in both ECM and the product builder.

What is the team composition?

We worked with one teammate from Dynamics Expert Solutions.

How did you come to work with Dynamics Expert Solutions?

We found them through a referral. Through a detailed interview process, we found that Ran had the knowledge and experience we needed to assist us with ECM and the constraint-based product builder.

What is the status of this engagement?

We worked together from September 2023 to September 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We now have a functional product builder with 48 configuration models, capable of generating approximately 6 million variants across eight legal entities. It has a customization that converts each variant into a released product in both the sales and engineering entities using smart part number logic. It also automatically generates rolled costs and list price trade agreements in both legal entities.

For ECM, Ran led our engineering team in creating 1.6 million new product attributes for the conversion of 56,000 engineered products that needed to be converted from released products to engineering-controlled products in the ECM module.

Additionally, for newly created products, Ran also developed and documented the cross-functional process we now use for our product readiness checklist to ensure each product is reviewed and approved by engineering, planning, production, procurement, sales, and finance.

Overall, the processes produced improvements in efficiency, error reduction, and time savings. For example, manual readiness checks that used to take 3–5 days are now being turned around within 24 hours.

How did Dynamics Expert Solutions perform from a project management standpoint?

Ran's project management was always timely. Many times, our deadlines were very short and unrealistic, but he always put in the extra effort to ensure he met our timelines. This project started 3 years prior to our engagement with Dynamics Expert Solutions. During that time we struggled with ECM and the product builder. Ran quickly organized our resources, provided the much needed project management and quickly began producing measurable results. Without his knowledge and leadership, we would still be struggling.

What did you find most impressive or unique about them?

D365 Finance & SCM is constantly changing. Ran came to us with a wealth of knowledge and experience about the platform from when it was still Microsoft Dynamics AX and all of the transitions and improvements that happened over the past 20 years. He was still able to provide valuable guidance on implementing the newer modules, like ECM and the constraint-based product builder. It's rare to find someone so well-versed in both legacy and newer modules.

Are there any areas they could improve?

There’s nothing we can come up with.