A Nonprofit Retail Organization Streamlines Operations with Business Central

Customer: Nonprofit Retail Organization

Customer size: Medium (50 – 999 employees)

Country: United States

Industry: Nonprofit & Retail

Products and services: Dynamics 365 Business Central, Microsoft Azure, Microsoft 365, Power Platform

Operational Efficiency:

Automated workflows and integrated financials reduced manual tasks across requisitions, banking, and intercompany orders.

Enhanced Reporting:

Power BI provides real-time financial insight, so leaders can decide from current data instead of waiting on reports.

Scalability & Flexibility:

A cloud-based ERP strengthens operational control and gives the organization room to expand its programs and retail operations.

Executive Summary

For decades, this nonprofit has helped people build careers through workforce development and job training, supported in part by a network of retail stores. Behind that mission sat two separate systems, one for inventory and one for accounting, and the gap between them created manual work, slow reporting, and limited financial visibility.

Volt Technologies implemented Microsoft Dynamics 365 Business Central to bring finance and operations into a single system. Automated workflows, connected reporting, and a cloud platform now give the organization clearer insight with less effort, so more of its time and resources can go toward the people it serves.

Customer challenges

Running inventory and accounting in separate systems meant the organization spent too much time moving information between them. Requisitions, intercompany transactions, and supply orders all required significant manual effort. Reporting was slow to produce and prone to errors, which limited how clearly leadership could see the financial picture. To keep supporting its workforce programs and retail operations, the organization needed one scalable ERP that could handle both sides of the business.

Partner solutions

Volt implemented Business Central to consolidate financials, inventory, and reporting on one platform. The team automated banking processes, requisition workflows, and intercompany order processing. Power BI integration delivers real-time insight into financial performance, and Power Automate handles approval workflows so requests move without manual follow-up. Azure Logic Apps support the general ledger integrations, giving the organization a connected, cloud-based system built for long-term growth.

Customer benefits

With finance and operations in one system, the organization has removed a layer of manual work and gained a clearer view of its finances. Automated workflows keep requisitions and approvals moving, and reporting that once took significant effort is now available in real time. Leaders can make decisions with better information, and staff can spend more of their time on the mission and its community impact.

Shopping Basket