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Katoni Engineering automates and streamlines its business processes with Dynamics 365 Business Central

“Since the implementation of Dynamics 365 Business Central, our external auditors have commended our new business management processes with elements of these systems being given industry exemplar status by auditors. More importantly, our customers like the systems and we are using them to save money and make better decisions.”

James Bream, General Manager, Katoni Engineering

Incorporated in 2010, Katoni Engineering Ltd is an integrated engineering service provider to the energy sector.

Operating to the highest standards of QHSE management, Katoni were the first company in the UK to secure the safety standard ISO45001 with Lloyds Register (LR). Demonstrating a range of safety improvements and cost savings to its customers, Katoni specialises in brownfield modifications and provision of high-quality consultancy support that includes a range of UK Continental Shelf (UKCS) Operators.

Disconnected operational systems creating inefficiencies

Katoni were working across multiple disconnected operational systems which created several inefficiencies and information silos. Although independently the solutions were once fit for purpose and accepted as industry norms, Katoni wanted a comprehensive solution that would not only connect its systems and processes but was also scalable to support its growth strategy.

Striving for competitive advantage, Katoni also understood that the search had to result in a set of working systems and procedures that would be more efficient than those of incumbent contractors in its highly competitive industry.

It was clear that Katoni needed to simplify and unify its business information onto a single Enterprise Resource Planning (ERP) platform.

"We needed a solution that would unify our business processes and support our growth strategy."

A powerful comprehensive ERP solution

Katoni approached Incremental Group because of our proven ERP expertise across the Microsoft Dynamics 365 portfolio. Already investors in the Microsoft platform we were excited to further immerse Katoni and integrate IT solutions across its entire business.

After consideration, we were confident that the implementation of Dynamics 365 Business Central would enable Katoni to seamlessly connect their financials, sales, service and operations. In doing so it would streamline its business processes, improve customer interactions, and ultimately empower it to make better-targeted decisions.

With our proposed solution, which was tailored to Kantoni’s needs, we were certain that it would also enable it to provide clearer data to customers, allow more control when working with vendors and better track and control its material movements.

Implementing a bespoke solution can often be an anxious time for an organisation, however Katoni placed its trust in our ERP experts and were secure in the knowledge that its implementation was the combination of our vast experience and our understanding of best practice across other industries.

“We’ve enjoyed working with Incremental. The key aspect of the successful delivery was the technical experts who were able to interpret discipline issues whether HR or finance and translate that into slick and robust system solutions.”

Katoni quickly realised many of the benefits it hoped to achieve.

By unifying finance, sales, services and operations into one comprehensive system Katoni are:

Monitoring financial performance and making profitable decisions, faster!

Katoni has streamlined and restructured its reporting capabilities through examining and revising its chart of accounts and utilising subcategories to provide the required level of reporting. With access to the most current, accurate data it can confidently make more informed, smarter decisions.

Driving continuous process optimisation

Katoni has transformed a whole range of finance and wider business processes including material movement, invoicing, posting of costs to jobs and bank reconciliations. Operating with Dynamics 365 Business Central it has optimised performance with the automation of several time-consuming tasks, eliminating costly inefficiencies.

Accelerating financial closing and reporting

With Dynamics 365 Business Central Katoni can produce an accurate forecast directly from the system and immediately identify key business trends. Business Central’s fully integrated project reporting functionality lets Katoni provide real-time data to customers and real-time dashboards to its project managers on all projects, driving project success on time and on budget.

Delivering exceptional customer service

The relationship manager features of Dynamics 365 Business Central have also had a positive impact on the business. With customers, opportunities and sales all recorded in one system Katoni has an end-to-end view of its business. With this powerful data, it can effectively manage and support its sales efforts, review historical performance and focus interactions on preferred customers and contacts.

Achieving compliance and control

Dynamics 365 Business Central has enhanced Katoni’s process compliance and control of overheads which is vital in the environment of a highly competitive supply chain market.

"Operating with Dynamics 365 Business Central we have optimised performance with the automation of several time-consuming tasks, eliminating costly inefficiencies."

Constantly evolving

By implementing Dynamics 365 Business Central, Katoni has invested in its future and committed to a solution that will grow with the organisation. Already Katoni has identified a range of new opportunities for the future and is delighted that Dynamics 365 Business Central allows further customisations and development. Incremental is excited to support Katoni in the next stage of its journey.

“Since the implementation of Dynamics 365 Business Central, our external auditors have commended our new business management processes with elements of these systems being given industry exemplar status by auditors. More importantly, our clients like the systems and we are using them to save money and make better decisions.”

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