Provider of high quality orthotic services improved customer service and financial analysis using Microsoft Dynamics NAV

Manufacturer improves efficiency with one unified system, tailored to their processes it now provides timely and accurate analysis.

Customer

Halo Medical

Sector

Medical/Footwear

Country

United Kingdom

Halo Medical

Provider of high quality orthotic services improved customer service and financial analysis using Microsoft Dynamics NAV

The Business Need/Challenge

Halo manufacture both configurable and completely bespoke products and each sales order is as a result of a detailed client assessment by a qualified orthotist.

Following initial manufacture, clients attend a fitting after which the products are either revised, pending a further fitting, or completed.

Having previously operated a collection of legacy systems, Halo required an integrated solution to manage the sales cycle from initial appointments with clients through to finish manufacture. At the same time, client records would be maintained to give full traceability of prescriptions and purchases and to help with subsequent orders.


The Solution

Halo worked with Microsoft partner Probitas Enterprise Solutions to implement a Dynamics NAV ERP solution. Probitas undertook a detailed analysis of the business and processes and, together with Halo, designed an implementation focussed on improving efficiency. 

Sales orders are now tracked from the initial enquiry and appointment, with progress of the manufacturing process controlled via barcoded shop-floor data collection. This includes the temporary despatch to the client for fitting, through to final shipment and invoicing. 


The Benefits

Familiarity

The familiar Microsoft look and feel gives users easy access to the functions and data they require, allowing them to complete their tasks more quickly.

Bringing the business together

Operations, customer contacts, pricing and financials are in one application with excellent navigation between areas of the application.

A single truth

One unified source of data with enhanced reporting capabilities and integration tools greatly enhances the ability to provide timely and accurate analysis.

Better customer service

The ability to accurately track sales orders through all stages has improved customer service.

Tailored to the business

Tailored to support these processes, NAV allows Halo to concentrate on growing their market share, giving them the confidence to support their business into the future.

Easier financials

Arduous month end processes are now a thing of the past and financial analysis can be performed directly in the system.

 

“Probitas offer first class responsiveness and an excellent knowledge base. So far we have used them to set up 4 companies across 3 countries within 1 year. With excellent service and support, we will continue to use them as we grow further.”

Mark Barron, General Manager, Halo Medical

Call us today 0844 8241259

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