Case Study: BGSF achieves faster, more accurate budgeting and streamlined reporting with Solver

BGSF - Customer Case Study

BGSF, a Plano, Texas–based staffing and recruiting firm serving IT, finance, creative, real estate and light industrial markets, had deployed Microsoft Dynamics 365 Finance & Operations but lacked flexible budgeting, forecasting and reporting beyond D365 F&O’s out‑of‑the‑box capabilities. The company relied on a complex, driver‑based Excel model and needed more frequent forecasting and operational visibility to manage growth across its divisions.

On the recommendation of their D365 F&O partner, BGSF implemented Solver in about two months to bring D365 actuals into a centralized budgeting and reporting solution. Solver’s templates and built‑in reporting enabled faster, more accurate budgets, ad‑hoc end‑user updates, and easier actual-to-budget comparisons—eliminating shared spreadsheet coordination during quarterly budgets, improving organizational control and delivering a significant, if not precisely quantified, ROI.

BGSF

Nycole Rosen

Vice President Of Technology