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cho nail llc

Unifying Finance and eCommerce on One Business Central Platform Across Two Entities

A phased Business Central rollout across three entities, paired with a real-time WebStore integration that automates order-to-cash from storefront to ERP.

D365 BUSINESS CENTRAL IMPLEMENTATION AND ECOMMERCE INTEGRATION

The Goal

To replace a patchwork of disconnected systems with a single cloud-based financial and operational backbone. That meant rolling out Dynamics 365 Business Central across three entities, a US operating company, and a consolidation company for group reporting, layered with mandatory customizations and automation-driven workflows, and connecting Cho nail's online WebStore directly to the ERP for an automated order-to-cash flow.

The Outcome

Cho nail now runs its US and Canadian operations on one cloud ERP with unified, real-time visibility. WebStore orders, customers, inventory, pricing, fulfillment, and tracking flow automatically between the storefront and Business Central; intercompany and consolidation deliver group-level statements on demand, and a phased, customization-ready build gives the business room to scale.

Executive Summary

Cho nail, a beauty and personal-care brand that sells professional-quality nail and beauty products across both B2B (Salons) and B2C (Retail Home Customers) channels through modern home-shopping and wholesale channels, engaged Folio3 to build a cloud ERP and connected eCommerce backbone as the business scaled. Folio3 delivered two complementary workstreams under one program: a phased Dynamics 365 Business Central (Cloud) implementation across three entities, with mandatory customizations and automation-driven workflows, and a real-time WebStore integration built on Folio3's BURQ iPaaS connector. Business Central was stood up across Development, Staging/UAT, and Production environments, configured across the full finance and operations stack, and loaded through a controlled, UAT-signed-off data migration. The BURQ iPaaS connector then linked the storefront and the ERP through nine automated data flows, from product sync to returns and refunds, with payment settlement reflected against orders. The result is a clean financial foundation and an automated order-to-cash flow that connects the storefront directly to the ERP.

Client
Background

Industry

Beauty and personal-care retail (home shopping)

Operations

Sells professional-quality nail and beauty products to consumers through convenient, modern home-shopping channels

Location

United States and Canada

Group Structure

Three Business Central entities: a US operating company, a Canadian operating company, and a consolidation company for group-level reporting

Environment

Microsoft Azure tenant shared with parent company Lexor

Previous Systems

A patchwork of disconnected tools, with financials, inventory, and order data living across separate systems

The Challenge

Unique Business Challenges They Faced

Growth ambitions were constrained by fragmented tooling and manual processes. The challenges fell into two categories.

Disparate systems and manual effort

Core financials, inventory, and order data lived across separate tools, forcing staff to reconcile by hand and limiting a clear, real-time view of the business.

No scalable financial foundation

Cho nail needed accounting and financial management built from the ground up to support planned growth, including standard financial statements, tax handling, and fixed-asset tracking.

Multi-entity complexity

Operating across US and Canadian entities created a need for intercompany transactions and consolidated reporting that manual processes could not support reliably.

Order-to-cash friction

Keeping the online storefront and the back office in sync, across orders, customers, inventory, pricing, fulfillment, returns, and refunds, was time-consuming and error-prone when handled manually.

Clean, controlled data migration

Master data and opening balances had to be loaded accurately through standardized templates, with opening balances staged in UAT for sign-off before any move to production.

Key Business Drivers & Objectives

What the program set out to achieve

Establish a single cloud-based financial and operational backbone to replace disconnected systems
Build a scalable financial foundation, including standard financial statements, tax handling, and fixed-asset tracking
Enable intercompany transactions and consolidated reporting across the US and Canadian entities
Automate the order-to-cash flow between the WebStore and Business Central
Provision and configure Business Central cleanly, with a controlled, UAT-verified data migration

The Solution Delivered

Scope of Implementation

Folio3 layered targeted customizations and automations on top of Business Central rather than a purely out-of-the-box deployment, meeting Cho nail's multi-entity and connected-commerce needs.

Cloud ERP Foundation

Dynamics 365 Business Central deployed across three entities and three environments, with the full finance and operations stack: general ledger, finance, tax, banking, fixed assets, purchasing and payables, sales and receivables, inventory, warehouse, and assembly.

Controlled Data Migration

Template-driven master data and opening balances, staged and reconciled in UAT and signed off before the controlled move to production.

E-commerce integration

The connector links the WebStore and Business Central through nine automated, logged data flows spanning products, inventory, pricing, orders, tracking, cancellations, returns, and refunds, with payment settlement reflected against orders.

Quality, Enablement, and Go-Live

Standardized test cases, assisted UAT, recorded training and user guides, a four-week post-go-live Hypercare window, and a transition to an annual support and SLA arrangement.

Our Approach

A phased rollout, built to de-risk each step

Provision

Provisioned and configured Business Central across three environments, Development, Staging/UAT, and Production, within Cho nail's Azure tenant.

Configure

Configured the core financial and operational modules, from general ledger, financial dimensions, tax, banking, and fixed assets to purchasing, sales, inventory, warehouse, assembly, and intercompany and consolidation, with roles and approval workflows for segregation of duties.

Migrate

Provisioned and configured Business Central across three environments, Development, Staging/UAT, and Production, within Cho nail's Azure tenant.

Integrate

Built the BURQ iPaaS WebStore integration, delivering nine two-way data flows with order splitting for third-party fulfillment, tracking write-back, returns, refunds, and payment settlement.

Launch

Directed assisted UAT with standardized test cases and training, took the group live, ran a four-week Hypercare window, and transitioned to the annual support and SLA arrangemen

Technology
Stack

ERP

Microsoft D365 Business Central Cloud

Multi-Entity Structure

US operating, Canadian operating, and a group consolidation company

Environments

Development, Staging/UAT, and Production on Microsoft Azure

Integration

BURQ iPaaS connector with nine WebStore to Business Central data flows

Customization and Automation

Mandatory customizations, automation-driven workflows, and standard approval workflows

Key Results & Business Benefits

What Cho nail gained

Single source of financial truth

One cloud ERP replaced Cho nail's disparate systems, giving unified, real-time visibility across US and Canadian operations.

A trustworthy financial baseline

Staging opening balances in UAT for sign-off before production meant the books started clean and reconciled at go-live.

Automated order-to-cash

Orders, customers, inventory, pricing, fulfillment, and tracking now flow automatically between the storefront and Business Central, removing manual re-entry and the errors that came with it.

Operational transparency

BURQ iPaaS dashboards, logs, and health analytics give the team continuous insight into every sync for quick issue resolution.

Faster, more accurate fulfillment

Order splitting for third-party-fulfilled items and automated tracking write-back streamlined fulfillment and keep customers consistently informed.

Scalable, customization-ready platform

A phased build with purpose-built customizations and a modular connector lets Cho nail extend endpoints, entities, or capabilities with minimal disruption.

Group-level reporting on demand

Intercompany and consolidation capabilities produce consolidated financial statements without manual roll-ups.

Supported, stable launch

Hypercare and an annual SLA carried Cho nail smoothly from go-live into steady-state operations.

Want to implement Microsoft Dynamics 365 Business Central and connect it to your storefront? We can help.