Aging Technology and Growing Demands Drive the Shift to Modern ERP
For years, Bartels relied on Microsoft Dynamics Great Plains (GP) to manage its financial operations. When Peggy Zumbach joined the organization as CFO, the organization needed a single source of truth for data and inventory, a way to efficiently pull reports based on their needs, and she wanted to update several processes, including inventory management. She began modifying the process in GP, but soon realized they would need to purchase additional licenses
System Limitations:
Bartels had only five GP licenses, causing frequent login delays and access issues for staff.
Fragmented Processes:
Their inventory management relied on an external, aging system that did not integrate with GP, making it difficult to manage healthcare supplies efficiently.
Scalability Issues
As the organization grew, GP’s lack of modern capabilities, such as integrated workflows and invoice scanning, hindered their ability to keep pace with operational demands.
It was clear to Zumbach that continuing on GP was no longer sustainable, and spending money on an old system didn’t seem wise.
They needed a modern, cloud-based ERP solution that could be implemented efficiently without overwhelming their team.
“We had started looking at upgrading our accounting software and looked at several packages, but Business Central seemed to be the best way to go to accomplish the things that we needed to accomplish,” said Peggy Zumbach, CFO.
Xcelerate Delivers a Fast, Seamless Migration
Bartels selected Microsoft Dynamics 365 Business Central as their new ERP platform and partnered with Enavate using Xcelerate to fasttrack the migration.
Xcelerate is Enavate’s structured, accelerated implementation approach designed to move organizations from Dynamics GP to Business Central quickly, efficiently, and cost-effectively. For Bartels, this meant:
A Phased Implementation:
Phase one focused on core financials (general ledger, accounts payable, and accounts receivable), while phase two will bring inventory and budgeting functions online.
Migration Made Simple:
Enavate leveraged its proprietary GP-to-BC migration and diagnostic tools to accurately assess the existing system, migrate historical financial data, and recreate critical reports in the new environment.
Collaborative Execution:
Bartels finance team embraced the structured Xcelerate process, completing elearning modules early, staying responsive, and working closely with Enavate s project team to meet milestones.
The Bartels team’s readiness and Enavate’s one-of-a-kind implementation methodology allowed for a smooth, on-time implementation.
“Enavate offers services that you don’t get from other people. Its team was very knowledgeable on the product and what it could do and how it would fit into our needs,” said Zumbach.
Rapid ERP Modernization Fuels Future Growth
With Enavate’s Xcelerate program, Bartels completed their phase one migration to Business Central in just 12 weeks, a process that typically takes six to seven months using traditional methods. Key outcomes include:
Rapid Cloud Adoption:
Bartels moved from an on premises system to a modern, cloud-based ERP platform in under three months.
Reduced Costs and Complexity
The structured Xcelerate model delivered a predictable budget and timeline, avoiding the inflated hours and costs often associated with custom migrations.
Minimal Disruption
The Xcelerate approach required a manageable time investment from staff, allowing them to continue daily operations while advancing the project
Strong Foundation for Growth
With their financials live in Business Central, Bartels is positioned to integrate their healthcare inventory management system in phase two, bringing all core operations into a single, modern platform.
Bartels Builds a Future-Ready Foundation with Enavate
By pairing Microsoft Dynamics 365 Business Central with Enavate’s Xcelerate methodology, Bartels Lutheran Retirement Community achieved a faster, smoother, and more affordable ERP modernization, laying the groundwork for long-term operational efficiency.
Visit Enavate.com/talk-to-an-expert to learn more