Recent Projects

ThesisTech specializes in the design and implementation of Excel Dashboards and KPI Reports. Most of our dashboard are automated with VBA Macros which makes refreshing the report with new data as easy as clicking a button.

This CRM application was developed for a home services company. The application is built with VBA Macros that automate the workflow. Excel userforms are used to add and update data. This application has the ability to automatically set appointments in Microsoft Outlook.

This application was developed for a large manufacturing plant and has complete MRP and production scheduling capabilities. VBA Macros are used to automate workflows and to produce a collection of schedule and forecasting reports.

This VBA Macro application was developed to export all transactions from Quickbooks and convert the data for use in a different accounting system. Each transaction type is automatically converted and saved as a csv file.

This application imports survey data from Survey Monkey, organizes the survey responses and then automatically exports the data to PowerPoint as a professional presentation.

This application is a full CRM system for a web-services company. New leads are logged and tracked along with all followup activities for each lead. Once a project is confirmed, contracted services are scheduled and tracked using a highly functional services calendar.

This application was developed to collect and process all safety issues in a large manufacturing plant. Issues are logged by employees or managers and followed until final resolution.

This application tracks the costs associate with large equipment turn-around projects. Project costs are tracked by Invoice and by Work Order. Reports and Queries allow the client to analyze costs from various viewpoints.

Our Client needed an application to track inventory throughout their plant locations. This Application allows the users to track purchased inventory which is applied to various inventory locations. Inventory issued to production is also tracked and inventory balances are maintained.

This application was developed to manage the production schedule, shipping and invoicing for manufacturing. The main production schedule is shown on a big screen on the production floor. The colors assigned to each job indicate the real time status of that job.

For sales, marketing and CRM related projects, we will provide a project manager with over 10 years of experience in that area. Our team will help you design and build a custom application that automates your unique sales process.

For retail related projects, we are able to provide a project manager with over 10 years of management experience in retail. Our team can help you build dynamic Apps that enhance the customer experience and streamline the retail process for your team.

Our team members have built custom applications for inventory control, MRP, scheduling and procedures to more closely integrate manufacturing with accounting. We are able to provide a project manager with 15 years of experience in a manufacturing environment.

Our project manager in the Finance and Accounting area has over 25 years of practical experience and has earned a CMA designation. We have developed financial reporting apps and procedures to automate accounting tasks. We also specialize in quoting/costing systems.

We have extensive experience in many aspects of Project Management and have developed custom project management systems for clients in several industries

An in-home health care provider's process was built around Excel spreadsheets updated by manual entry. To enhance quality of care and customer experience, the Field Services functions in CRM were used to create a central database accessible via mobile devices in the field.

A global network of professional firms providing Audit, Tax and Advisory services adopted Dynamics 365 Sales as well as Dynamics 365 Project Services to enhance business processes and to gain timely insights into past projects and future business opportunities.

A call-center services company standardized on Microsoft Dynamics 365 as the CRM for its 3,000 call-center agents. Using Unified Service Desk, agents have access to everything they need, including a consolidated knowledge base for each customer.

A leader in designing and manufacturing amusement parks is committed to delivering high quality products to their clients, installed on time and on budget. The Project Service Automation features of CRM online along with Power BI for Analytics was the chosen solution.

One of the larges providers of crushed stone in the U.S. restructured its sales strategy around a customer-centric model by deploying Dynamics 365 CRM and linking it to Office 365 and Power BI which let's sales staff communicate, collaborate and view sales dashboards.

Connect Power BI to Accounting or a Sales Order system to build a view of sales trends, market share and growth opportunities. Data filters can be linked to each dashboard element to focus in on a particular division or region.

Procurement data may be contained in a massive database of P.O. or Invoice Records. Power BI can be connected directly to this type of database. Visualizations are then built to provide interesting metrics such as purchases by country. Filter down to cities for more insight.

A CRM (Customer Relationship Management) system contains mission critical data related to sales opportunities. Power BI can be connected to CRM data to help you visualize key indicators such as leads per source, dollars per lead, closing ratios and repeat business.

A Human Resources dashboard in Power BI can provide key insights into new hires, active employees, turnover and employee tenure. Even if this data is tracked in an Excel Spreadsheet, Power BI can be connected to create a dynamic analysis tool.

Quality issues are often captured in a database. Connect Power BI to this database to build insights such as material defects, downtime minutes, poor suppliers, plant comparisons etc. This data can be trended to show year over year comparisons by supplier or reason for defect.

A leading consulting firm empowered all employees with Office 365 and SharePoint to foster collaboration and increase engagement. Workforce and Workplace changes prompted the firm to find new tools to help its employees succeed.

An international oilfield services company had grown rapidly. The company's library of 40,000 process documents had become too complicated to manage. The company deployed SharePoint to allow its 5,000 employees to manage documents collaboratively with automated workflows.

A homebuilding company needed an efficient way to engage and train their staff using video. The company chose Microsoft Office 365 Video alongside SharePoint Online. The company has empowered employees and lowered training costs by making it simple to share videos.

A major food retailer realized a need to take team communication to a new level. Email was provided to only 20% of the staff. Office 365 and SharePoint were implemented to connect all employees in creative ways. Better communication resulted in new and innovative strategies.

An IT consulting firm implemented an on-premise and cloud hybrid approach using SharePoint and Office 365. Employees can now find any document whether they are on the company network or not. These documents are accessible from anywhere on any device.

Allied Modular is a leading provider of portable offices spaces, enclosures, and booths. When Allied needed to simplify business systems and expand data management capability, it turned to Business Central. Even in the first year since deployment, reporting times are down to minutes instead of hours. "Business Central exactly fits our needs and it excels at managing data from multiple locations."

For nearly 30 years, Mall of America (MOA) has served as a destination shopping center located in Minnesota. MOA advanced their customer and employee experience by simplifying workflows with the adoption of Business Central. "We've moderized the way we work using the power of Business Central."

Avisto delivers best-in-class accounting solutions and services for more than 400 clients in the oil and gas industry. Avisto transitioned away from disjointed platforms to Dynamics 365 Business Central, Power BI, and Microsoft Teams for its internal financial management software. "We are 100 percent going to invest in technology and efficiency for our clients."

HB Concepts distributes products and equipment to spas, hospitals, hotels, and wellness centers. To manage inventory and deliver quality customer service, the company implemented Dynamics 365 business Central to effectively manage the distribution of over 900 stock items. "Business Central is a fantastic system to support the operations of a distribution company like ours."

California based wholesale rose grower, Weeks Roses, faced data visibility challenges caused by multiple locations and disparate systems. After Business Central implementation, the team has streamlined processes, improved security, and created more transparent operations. "We can see things better, we have a more clear-cut vision of what we're trying to do as a company."

Our client desired to integrate QuickBooks sales data into their Dynamics 365 Sales Enterprise CRM. To accomplish this task, we used a combination of SQL Azure database with Power Automate to push both sales summary data by account to the CRM and also invoice detail records. This integration allows the sales team to evaluate metrics such as top 20 customers, year over year increases and decreases and new customers.

Our client wanted to automatically create a Sales Order in the Dynamics 365 Business Central ERP system after the quote had been finalized in the Dynamics 365 CRM. To accomplish this automation, we used Power Automate to access the CRM data, assemble it into a Sales Order format, and push the Sales Order into Business Central.

A comprehensive CRM system can contain many customer data points and relationships. Monitoring this customer data can be made much easier with trigger-based workflows. We implemented several Power Automate flows that send an email or assign a task based on certain conditions in the CRM.

Our client has a sophisticated and complex product configuration and estimating system built in Excel. They desired to push the details of quotes into their Dynamics 365 CRM system. To accomplish this integration, we utilized a combination of Excel VBA, a SQL Azure Database, and Power Automate. We used flows to create a two-way integration between Excel and the CRM.

Our client develops complex formulas for their products. Because of strict lot control requirements and regulations, each time a formula changes, review and approval is required by all departments. Power Automate was used to route key documents through the approval process. The process is dynamically impacted by the approval or rejection of each manager.