A leading U.S. distributor of equipment and supplies for water and wastewater treatment plants needed to flush its aging legacy systems. The company supports municipalities, private industry, and food and beverage facilities nationwide. With a catalog of over 64,000 specialized products and a nationwide network of distribution centers, its team members ensure 95% of in-stock items are delivered within 1–2 days. The company is known for its exceptional customer service, offering 24/7 emergency support and expert technical assistance.

CUSTOMER PROFILE

Customer: A leading U.S. distributor of equipment and supplies for water and wastewater treatment

Industry: Discrete distribution

Region(s): United States

Products and services:
Dynamics 365 Finance
Dynamics 365 Supply Chain
Dynamics 365 Sales
Dynamics 365 Customer Service

SITUATION

The company was managing its business operations in several legacy systems, which made it difficult to scale efficiently. Visibility across functions was limited, and teams were relying on disjointed processes that slowed down operations and hindered cross-functional coordination. This complexity made it challenging to deliver timely insights and respond quickly to customer and business needs.

SOLUTION

The company partnered with Sunrise to implement Microsoft Dynamics 365 Finance and Operations, Sales, Customer Service, and Advanced WMS. The four-year transformation included business process alignment, phased implementation, and collaborative stakeholder engagement to ensure long-term success and adoption. Throughout the project, both teams encountered and overcame various challenges, including several pauses due to the global pandemic.

OUTCOME

Today, the company is poised for operational excellence, with a comprehensive ERP and CRM platform powered by Microsoft and Sunrise. Highlights of the project include a centralized call center, five WMS-enabled distribution centers, an integrated B2B eCommerce platform, accurate landed cost calculations, and streamlined third-party billing—positioning them to deliver exceptional service and lasting impact.