Project at a glance
Within just two years of operation, ATTA Elevators experienced such rapid growth that they quickly outgrew QuickBooks, their initial accounting solution. This growth trajectory exposed several critical limitations in their existing systems.
By implementing Business Central, ATTA Elevators has seen a significant reduction in manual data entry time, freeing staff to focus on value-added activities.
IT support costs decreased by moving from disparate systems to a unified cloud platform.
The Tools
Products and services implemented
Implementation
Integration
LiftKeeper Elevator Business Software
Extensions
Extensions
Contina Expense Management
The Challenge
Outgrowing systems that couldn’t support ambitious expansion plans while struggling with disconnected operations and limited visibility.
"The implementation of Dynamics 365 Business Central has transformed our business operations, providing the scalability and visibility we need to support our ambitious growth plans. The integration with LiftKeeper has eliminated data silos and manual processes, giving us real-time insights into our operations and financials. 360 Visibility’s expertise and methodology ensured a smooth implementation that addressed our unique business requirements."
Joseph Baggetta
Vice President of Finance - ATTA Elevators
The Solution
A comprehensive, integrated Business Central implementation tailored to support both current operations and future expansion goals.
360 Visibility implemented a tailored Dynamics 365 Business Central solution, designed to address ATTA Elevators’ immediate challenges and support their future growth:
-
Scalable Cloud Platform: Deployed Business Central to provide a foundation for national and multinational growth, accessible from anywhere.
-
Seamless Integration: Developed custom integration between Business Central and LiftKeeper, ensuring real-time data flow between operational and financial systems.
-
Enhanced Financial Management: Implemented 360 Canadian EFT and Continia Expense Management to streamline payment processing and expense tracking.
-
Automated Workflows: Utilized Power Platform to create approval workflows for purchase orders, invoices, and vendor information changes.
-
Comprehensive Reporting: Configured multi-dimensional reporting capabilities to provide insights across regions, locations, and business lines.
-
Streamlined Acquisitions: Designed the system to easily incorporate new businesses as they are acquired, supporting ATTA’s growth strategy.
The implementation followed 360 Visibility’s structured methodology, including thorough requirements analysis, solution design, data migration, user training, and ongoing support to ensure a smooth transition and maximize system adoption.
Through this digital transformation, ATTA Elevators has positioned itself for continued growth and operational excellence. The scalable, integrated solution provides the visibility and efficiency needed to maintain their commitment to service excellence while supporting their ambitious expansion plans.
The Results
Transformative operational efficiency with real-time visibility that positioned ATTA Elevators for sustainable growth across markets.
1
Enhanced Operational Visibility
-
Real-time insights into job status, progress, and profitability
-
Accurate tracking of inventory levels across locations
-
Immediate visibility into work-in-progress and unearned revenue
2
Streamlined Financial Processes
-
Automated employee expense approval and payment
-
Streamlined supplier payments via EFT
-
Efficient approval workflows for financial transactions
-
Automated integration of new customers and jobs
-
Simplified intercompany transactions
-
Automated bank statement import and reconciliation
3
Improved Scalability and Efficiency
-
Established a platform capable of supporting national and international growth
-
Simplified integration of acquired businesses
-
Significant reduction in manual data entry
-
Faster month-end close process
-
Enhanced decision-making through real-time data access
"What made the ATTA Elevators project particularly rewarding was addressing their unique industry challenges while building a solution that could scale with their ambitious growth strategy. The LiftKeeper integration was critical—creating a seamless flow between operational and financial systems that provides real-time visibility across their entire business. Business Central’s flexible architecture gave us the foundation to build a solution that not only solved today’s challenges but established a platform for ATTA’s continued expansion through acquisitions and into new markets."
Barbara Allen
Vice President, Client Solutions - 360 Visibility
