Case Study: Plum Market achieves seamless Management Reporter replacement and faster, automated multi-entity reporting with FYIsoft

Why FYIsoft was the ideal Management Reporter replacement for this grocery retailer migrating from Great Plains to Business Central

Plum Market, a premier U.S. grocery retailer with multiple store formats and complex multi-entity accounting, needed a Management Reporter replacement after migrating from Dynamics Great Plains to Dynamics 365 Business Central. The company sought a reporting solution that could reproduce its existing Balance Sheet, Cash Flow, P&L, gross profit and payroll reports across locations with minimal disruption; on recommendation they evaluated FYIsoft and its ReportFYI product.

FYIsoft implemented ReportFYI and used its professional services to consolidate Plum Market’s roughly 13 GP databases into a single source, convert and recreate reports, and add functionality (such as a week‑based 4‑5‑4 calendar and dimension-based trial balances) that Business Central lacked. The result: reports now run much faster, reporting is largely automated with almost 100% parity to prior Management Reporter output, manual work was reduced, and FYIsoft enabled efficient multi‑entity consolidation and scheduled reporting across Plum Market’s operations.

Plum Market

Melanie Yaldo

Controller