ACE Designers, a global manufacturing organization, partnered with ERBrains to modernize its customer engagement and analytics ecosystem. By implementing Microsoft Dynamics 365 Sales Hub, Dynamics 365 Field Service, Microsoft Fabric, and Power BI, the organization established a unified CRM and reporting platform across India, China, Mexico, Europe, and Dubai. The solution improved visibility into sales, customer operations, and business performance while supporting regional compliance, multilingual operations, and multi-currency business processes.
ACE Designers is a globally recognized manufacturing company with operations spanning multiple regions, including Asia, Europe, the Middle East, and North America. As the organization expanded internationally, the need for a connected customer engagement platform and a centralized analytics framework became critical to support business growth, improve operational visibility, and standardize processes across regions.
• Global Operations Complexity: Managing customer data, sales activities, service operations, and business reporting became increasingly complex as operations expanded across multiple countries. • Disconnected Reporting Systems: Teams relied on disconnected reporting systems and manual processes, making it difficult to generate timely and consistent business insights. • Limited Business Visibility: The absence of a centralised analytics platform restricted visibility across operational, financial, and customer data. • Regional Process Variations: Different processes, currencies, and reporting requirements across regions made it challenging to establish a unified view of business performance. • CRM Flexibility Constraints: The existing CRM environment lacked support for multilingual users, localised workflows, and region-specific compliance requirements. • Regulatory Compliance Requirements: The organisation needed to address GDPR requirements in Europe, cybersecurity regulations in China, and data protection standards across other operating regions. • Secure Data Segregation: Maintaining secure separation of regional business data was essential while meeting diverse regulatory obligations.
• Unified CRM Platform: Implemented Microsoft Dynamics 365 Sales Hub and Dynamics 365 Field Service as a single customer engagement platform for sales and service teams across regions. • Phased Global Rollout: Successfully launched the solution in India and expanded it to China, Mexico, Europe, and Dubai while maintaining regional flexibility and governance. • Centralised Analytics Framework: Deployed Microsoft Fabric and Power BI as the organisation's centralised analytics platform. • Integrated Data Ecosystem: Consolidated operational, financial, customer, and CRM data into a single reporting framework. • Real-Time Business Insights: Enabled business leaders to access consistent and real-time reporting across the organization. • Multilingual & Multi-Currency Support: Introduced multilingual capabilities and multi-currency management to support global operations. • Localized Business Processes: Implemented region-specific workflows tailored to local operational requirements. • Role-Based Security & Governance: Established role-based security models to support compliance, governance, and controlled access while maintaining global standardization.
Unified CRM Environment for global sales and field service operations
Multilingual User Experience and Multi-Currency Transaction Management
Automated Reporting with Interactive Power BI Dashboards
Role-Based Access Controls and Regional Workflow Automation
Centralised Analytics for real-time business insights
Secure Regional Data Segregation aligned with local regulatory requirements.
Phased Global Rollout: Successfully deployed the platform in India before expanding across international regions while preserving local operational requirements. Governance, Security & Compliance: Incorporated robust data governance, regulatory compliance, security architecture, and localized business processes, including pricing structures, approval workflows, customer engagement, and reporting requirements. Single Source of Truth: Established a centralized analytics layer that eliminated reporting inconsistencies, reduced manual effort, and delivered reliable insights for executives and operational teams.
• Microsoft Dynamics 365 Sales Hub • Microsoft Dynamics 365 Field Service • Microsoft Fabric • Microsoft Power BI • Role-Based Security Framework • Multi-Currency Management • Multilingual CRM Configuration • Workflow Automation
The new platform provides ACE Designers with a scalable foundation for future growth, digital transformation initiatives, and advanced analytics adoption. With centralized data management, standardized business processes, and modern reporting capabilities, the organization is positioned to expand into new markets while maintaining operational consistency, compliance, and visibility across global operations.
Centralized Digital Foundation: The transformation established a centralized digital foundation that improved visibility across sales, customer engagement, service operations, and business performance. Real-Time Analytics & Decision Making: Business leaders gained access to real-time analytics and automated reporting, enabling faster and more informed decision-making. The unified reporting environment eliminated many of the delays and inconsistencies associated with manual reporting processes. Compliance & Regional Governance: The organization strengthened compliance readiness by implementing secure regional data segregation and governance controls aligned with local regulations. User adoption improved significantly through localized CRM experiences, multilingual interfaces, and workflows tailored to regional business operations. Financial Accuracy & Visibility: Financial reporting accuracy increased through effective multi-currency management, while sales and customer-facing teams benefited from greater visibility into pipelines, customer interactions, and service performance. Scalable Global Platform: Most importantly, ACE Designers established a scalable global CRM and analytics platform capable of supporting future expansion initiatives without requiring separate systems for each region.
