Case Study: Shepherds Friendly boosts efficiency with Columbus and Microsoft Dynamics 365 Business Central

How Columbus helped one of the world’s oldest financial mutual societies upgrade their legacy ERP solution and boost efficiency

Shepherds Friendly, one of the world's oldest financial mutual societies, faced major inefficiencies and risks from its outdated Microsoft Dynamics NAV 2009 ERP system, which was nearing the end of its support. The legacy software had limited automation, time-consuming reporting, and difficult data access. The customer chose vendor Columbus to help them upgrade to a modern solution and overcome these challenges.

Columbus implemented Microsoft Dynamics 365 Business Central, transitioning the customer away from its heavily customized legacy system to a more standard, cloud-based solution. This provided Shepherds Friendly with automated controls, vastly improved reporting, easy access to data for auditing, and an "evergreen" system that ensures they are always on the latest version. The project was delivered on time and on budget, saving significant time for the finance and IT teams and providing operational resilience.

Shepherds Friendly

Derence Lee

Head of Finance