Company
Vertical Lift Business Solutions Inc.
Industry
Technology Consulting / Nonprofit Sector
Target
Integrate Microsoft Dynamics 365 with a custom ERP system to automate workflows for the San Francisco-Marin Food Bank
Challenge
- Manual data entry across multiple systems led to inefficiencies and data inconsistencies
- Needed real-time coordination for food distribution operations
KingswaySoft Solution
SSIS Integration Toolkit for Dynamics 365
Value Delivered
An automated, scalable integration that enabled accurate data synchronization every three minutes, reduced manual effort, and supported a threefold increase in distributor capacity, all while maintaining system stability and performance over two years.
Overview
Vertical Lift is a Microsoft Dynamics 365 consulting firm with over 15 years of experience providing technology solutions to not-for-profit and public sector organizations.
The company specializes in designing and implementing scalable systems that enhance data management and improve operational processes. For the San Francisco-Marin Food Bank, Vertical Lift introduced a more efficient approach to managing key workflows, ensuring better coordination and data accuracy across their systems.
The Challenge
The San Francisco-Marin Food Bank managed food distribution across multiple systems, including spreadsheets, SharePoint, and a customized ERP system. Their team manually entered and tracked data across these platforms to coordinate deliveries, update inventory, and manage food requests. This process required significant time and effort to maintain accuracy and ensure smooth operations. To improve data consistency, minimize manual workload, and streamline processes, the organization sought an integration solution that would automate key workflows and connect its systems more efficiently.
The Solution
Vertical Lift utilized KingswaySoft’s SSIS Integration Toolkit to design and implement an advanced integration solution connecting Microsoft Dynamics 365 to the client’s customized ERP system. The workflows were configured to run at three-minute intervals, ensuring that critical data such as partner records, food preferences, and delivery addresses were consistently accurate and up to date. The integration also included sophisticated monitoring capabilities, allowing administrators to identify and resolve potential issues quickly. By automating previously manual processes and enabling reliable data updates, the solution allowed San Francisco-Marin Food Bank to focus on their mission while improving operational effectiveness.
The Results
The integration implemented by Vertical Lift, utilizing KingswaySoft's SSIS Integration Toolkit for Dynamics 365, brought significant improvements to the San Francisco-Marin Food Bank's operations. By automating data workflows and enhancing data consistency, the solution enabled the organization to scale its operations effectively while continuing to provide essential resources to underserved communities. Over two years of deployment, the system maintained exceptional performance with no critical issues, demonstrating its reliability, scalability, and stability. Furthermore, the food bank's distributor network grew substantially, now supporting up to three times the original number of distributors, effectively increasing their service capacity.
"We have always received excellent service from KingswaySoft support. It’s a primary reason we continue to use and recommend your product to any of our clients. We appreciate receiving the newsletters and updates and often refer to your online tutorials for help."
Gerrit Twynstra
Sr. Solution Architect/ Co-founder
Vertical Lift Business Solutions Inc.
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