ERP & Operations

Triark: Dynamics 365 ERP & Reporting Foundation

Implementing Dynamics 365 with its reporting foundation — financial and operational visibility across a Mexico warehouse and U.S. headquarters.

The business challenge

Triark Tank Company needed a new Dynamics 365 environment capable of supporting business operations and reporting. Rather than inheriting an established reporting ecosystem, the project meant implementing and configuring the environment while establishing the reporting foundation around it.

The solution

Z&C supported the Dynamics 365 implementation from the ground up, including the reporting architecture — with coordination between the Mexico warehouse and U.S. headquarters throughout.

  • Dynamics 365
  • Power BI
  • Azure
  • OneLake
  • SQL

Implementation

  • Dynamics 365 implementation

    The ERP was implemented and configured for business operations.

  • Reporting foundation

    Power BI and paginated reports built for financial and operational visibility.

  • SQL validation

    Reported numbers validated against the system of record.

  • Data foundation

    Azure automation and OneLake support the data platform.

  • Cross-location reporting

    Supply-chain reporting spans the Mexico warehouse and U.S. headquarters.

Business results

  • Connected foundation

    Business management and reporting built together from day one.

  • Financial clarity

    Validated financial reporting on top of the new ERP.

  • Supply-chain visibility

    Operational reporting across locations, with governance built in.

Case positioning

ERP and BI delivered as one connected environment, not two projects — a foundation for financial reporting, supply-chain visibility, data validation and cross-location coordination from a single implementation.