Dynamics 365 Business Central implementation for a talent management company

Customer Profile

The customer provides a hire-to-retire Talent Management and development platform that automates traditional talent processes and allows organizations to shift from a one-size-fits-all to an individualized approach to talent management and development. Their head office is in Georgia, USA with subsidiary offices across USA and India.

Customer Situation

The customer was working with another implementation partner for Business Central Implementation. They approached Congruent to take up the project and complete the implementation to create a holistic view of their business operations.

Modules implemented

  • Setup additional companies
  • Finance – GL, AP, AR & Cash modules
  • Project Management
  • Consolidation
  • Finance statements - Jet reports

Implementation Methodology

As the base setup was already done, Congruent started to work on recovering and updating the existing setup. Congruent set up the additional companies completed the consolidation process and finished the development of the financial report.

  • Configure Dynamics in Staging
  • User Training in the Staging server
  • User Acceptance Testing (UAT)
  • UAT Support & fixes
  • Configure Dynamics in Production
  • Balance load & Go-Live
  • Post-implementation support


  • Addressed the core finance needs of the Customer with Multi-company and Multi-currency options
  • With the consolidation and the financial statements, the Holding company is getting a big picture about the Financial situation of the subsidiary companies

Know more about our Dynamics 365 Business Central Services