Case Study: SBCERA streamlines GL accounts and speeds data processing with Technology Management Concepts and Dynamics 365 Business Central

A Technology Management Concepts Case Study

Preview of the San Bernardino County Employees’ Retirement Association (sbcera) Case Study

SBCERA streamlines GL accounts by 83% with Technology Management Concepts

The San Bernardino County Employees’ Retirement Association (SBCERA) faced challenges with its outdated and cumbersome Dynamics GP system, which required extensive manual effort to manage its general ledger, lacked integration with its pension system, and was difficult for employees to use. Seeking a modern solution to automate processes and improve efficiency, SBCERA partnered with vendor Technology Management Concepts to migrate to Dynamics 365 Business Central.

Technology Management Concepts implemented a customized Dynamics 365 Business Central solution that integrated with SBCERA's retirement system and streamlined data import processes using Power Automate and SharePoint. The results were significant: SBCERA streamlined its general ledger accounts by 83%, reducing them from 1800 to 300, and cut data import time from months to mere seconds. Technology Management Concepts delivered the project 25% under budget and within six months, saving SBCERA considerable time and costs.


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