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Real-time visibility helps Syndicate Sales make faster, data-driven decisions

 

At a glance

 

Client

Syndicate Sales

 

Industry

Manufacturing

 

Our role

Modernize operations and enable real-time intelligence

 

Our solution

Connected data and analytics platform for faster decisions

 
 
 

Enabling scalability and innovation

 
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Scenario

A growing manufacturer and distributor needed modern systems and data visibility to support expansion, improve inventory management and enable faster decisions.

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Approach

MCA Connect helped optimize the client’s Dynamics 365 environment and centralize operational data through a modern analytics platform.

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Result

The company improved inventory accuracy, accelerated reporting and gained real-time visibility across operations.

 
 

Scenario

 
 

Building a foundation for growth

 

As the premier hard goods supplier to floral wholesalers and retailers across the United States, Syndicate Sales had built a strong reputation and developed ambitious plans for future growth. The company had successfully operated on a highly customized ERP platform for more than two decades, but leadership recognized the need for a more scalable technology foundation to support evolving business demands.

 

At the same time, critical operational and financial information was spread across multiple systems and departments. Teams routinely generated reports using different tools and processes, making it difficult to create a consistent view of business performance. Leadership wanted to empower stakeholders with timely, reliable information so they could spend less time gathering data and more time making strategic decisions.

 

As the organization expanded, Syndicate sought a modern platform that could strengthen operational performance while creating a foundation for future innovation. The engagement focused on helping the company develop greater visibility, agility and growth potential. 

 
 
 

Approach

 
 

Connecting operations with real-time intelligence

 

MCA Connect, a Grant Thornton US company, helped Syndicate strengthen and optimize its Microsoft technology environment through a phased transformation approach centered on Dynamics 365 and advanced analytics capabilities.

 

The team first assessed business processes, operational priorities and system performance to identify opportunities for improvement. Following a structured optimization effort, Syndicate enhanced inventory management processes, implemented cycle counting capabilities and established stronger inventory controls. These improvements provided a more accurate operational foundation while helping teams work more efficiently.

 

With core ERP processes stabilized, MCA Connect helped centralize operational, financial and supply chain data through its Inspire Platform. Pre-built dashboards and integrated reporting tools delivered real-time visibility across finance, sales, inventory and supply chain functions, giving stakeholders access to consistent information from a single source of truth.

 

“Seeing Inspire Platform's 60 pre-built dashboards was huge,” said Syndicate Sales CFO Mike Tuttle. “It significantly freed up our resources because we didn’t need to spend so much time building our own dashboards. Plus, the MCA Connect team already figured out how to integrate Inspire Platform with our ERP system, so implementing it was surprisingly quick and easy.”

 

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Result

 
 

Faster decisions powered by trusted data

 

The transformation delivered measurable improvements across inventory management, operational visibility and reporting efficiency.

 

Real-time visibility enabled teams to respond more quickly to operational issues, improve inventory turns and reduce reliance on costly expedited freight and shipping methods.

 

The centralized analytics environment also transformed reporting. Executives who previously spent several days gathering information for leadership meetings can now access reports directly, reducing reporting cycles from days to hours and allowing more time for analysis and strategic planning.

 

Perhaps most importantly, Syndicate established a scalable data foundation for future innovation, including AI and predictive demand planning initiatives. With connected data, modern analytics and real-time insights, the company is better positioned to support continued growth and make faster, more informed decisions across the business.

 

“The foundation we now have with Inspire Platform, Power BI and Dynamics 365 gives us a strong base to work from going forward,” said Syndicate Sales Director of Information Technology Randy Burket. “The tools are amazing, and the things we can do with Copilot in the future are going to be incredible.”

 
 

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Content disclaimer

This Grant Thornton Advisors LLC content provides information and comments on current issues and developments. It is not a comprehensive analysis of the subject matter covered. It is not, and should not be construed as, accounting, legal, tax, or professional advice provided by Grant Thornton Advisors LLC. All relevant facts and circumstances, including the pertinent authoritative literature, need to be considered to arrive at conclusions that comply with matters addressed in this content.

Grant Thornton Advisors LLC and its subsidiary entities are not licensed CPA firms.

For additional information on topics covered in this content, contact a Grant Thornton Advisors LLC professional.

 

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Request a meeting and a member of our team will be in touch to see what we can do to meet your needs.

 

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