Replace manual, disconnected processes with an integrated ERP system to automate project creation, centralize operations, and prepare for scalable, future-ready BOM configuration.
Avalon now benefits from automated sales-to-project workflows, centralized financial and operational visibility, reduced manual effort, and a future-ready platform designed to scale with expansion and material planning automation.
Avalon International Aluminium partnered with Folio3 to digitize and modernize its operational workflows through Microsoft Dynamics 365 Business Central and integrated D365 Sales. The solution enabled automatic project creation from closed opportunities, improved data consistency, and centralized financial and operational visibility. Avalon plans to implement a BOM configurator to eliminate outdated Excel VBA processes, further boosting planning accuracy and efficiency.
Aluminum Interior Frames and Door Solutions
Manufacturing and delivery of custom aluminum frames and doors
Tualatin, Oregon, USA
Disconnected Excel VBA tools, manual sales-to-project workflows
Used outdated Excel-based tools for Bill of Materials, lacking automation, accuracy, and version control.
Sales team operated in D365 Sales while project setup was manual and prone to delays.
Project tracking was scattered, with no real-time insight into resource usage or cost tracking.
Sales and operations teams duplicated efforts in multiple systems, leading to errors and inefficiencies.
Project Management, Sales, Purchasing, Finance
Automated creation of projects from D365 Sales.
Hybrid (Agile for discovery, Waterfall for implementation)
Discovery, Solution Design, Development, UAT, Go-Live
Conducted via Folio3’s proprietary templates
End-user training and phased rollout for ease of adoption
Enabled automatic project creation in Business Central upon opportunity closure in D365 Sales, reducing manual effort by approximately 60%.
Consolidated finance, sales, and project operations under a single ERP platform, improving interdepartmental collaboration and reducing data redundancy.
Gained real-time project tracking and material planning capabilities, reducing project delivery delays by 35%.
Aims to eliminate Excel VBA tools for BOM management, expected to cut BOM generation time by 70% and improve accuracy in material selection.
Cloud-based architecture supports multi-location expansion, including the new facility in Mississippi.
Automation has reduced manual entry errors by over 50%, enhancing operational reliability.
Real-time project and financial data allows for more accurate forecasting and faster executive decision-making.
Folio3 Dynamics is specialized division of Folio3 that specializes in broad spectrum services around Microsoft Dynamics ERP stack.
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