Case Study: a wholesaler achieves better POS reliability and $15,000 monthly savings with Planit and Dynamics 365

Harnessing the power of Dynamics 365 for Finance and Operations to deliver a more reliable and streamlined transaction experience for resellers and customers

A major wholesaler, referred to as Leading Retailers, was facing significant challenges due to internet downtime impacting its point-of-sale systems. Using an end-of-life retail management solution without local server functionality, the company risked transaction interruptions. To achieve better uptime and access new features, it began an implementation of Dynamics 365 for Finance and Operations, while keeping its existing financial system.

The wholesaler engaged Planit as its new quality assurance partner after a review of its testing process. Planit implemented a collaborative solution, working closely with subject matter experts to create a reusable repository of manual and automated tests. This approach, along with performance and data migration testing, ensured a successful go-live with minimal business interruption. The engagement saved the customer an average of $15,000 and 2-4 weeks of SME testing time per month, while effectively mitigating the risk and cost of potential system downtime. Planit continues to support the wholesaler across various testing needs.