Problem:
A global environmental science company specializing in pest management and agricultural solutions, relied on a legacy Access-based tool and manual processes for inventory reconciliation across third party warehouses, limiting efficiency and scalability.
- Manual data imports from D365 and external partner → high effort & errors
- Limited visibility into discrepancies, KPIs, and status
- Heavy reliance on spreadsheets and email-based communication
Approach:
- Built a centralized, cloud-based web application replacing the Access tool
- Enabled secure access using Azure AD (SSO) with role-based control
- Automated data ingestion from D365 and external partner via scheduled jobs
- Developed reconciliation engine to compare data and identify variances
- Enabled end-to-end workflows:
- Create and manage reconciliation counts
- Review, validate, and adjust discrepancies
- Delivered reporting and collaboration features:
- Difference reports and summary reports
- Document upload, storage, and sharing
- Maintained full audit trail of user actions and changes
Impact:
- Reduced manual effort through automation and streamlined workflows
- Improved accuracy with standardized validations and reconciliation logic
- Enabled multi-user collaboration and faster processing
- Provided centralized, real-time visibility into reconciliation status
