Global ERP Modernization for a Leading IT Services & KPO Firm

The Challenge

A globally diversified IT services and Knowledge Process Outsourcing (KPO) firm, managing 32 legal entities across multiple jurisdictions, was struggling with:

• A highly customized Microsoft Dynamics AX 2012 instance.
• Fragmented project accounting, payroll, and procurement processes.
• A pressing need to comply with country-specific regulatory requirements, particularly for Indian payroll and financial reporting.

The existing system—built on outdated architecture and unsupported customizations—was limiting operational efficiency, compliance, and scalability. The client needed to modernize to a cloud-first ERP, without risking data integrity or business continuity. 

The Solution

BaffleSol Technologies was engaged to lead the end-to-end upgrade to Microsoft Dynamics 365 Finance & Operations, with a focus on streamlining operations, enabling compliance, and supporting long-term scalability.

 BaffleSol Offerings & Approach 

1. Discovery & Technical Assessment

• Deep-dive audit of AX 2012 schema, legacy customizations, and data model.
• Identification of risky code, schema deviations, and virtual company dependencies.

2. Business Process Transformation

• Re-mapped Procure-to-Pay (P2P), Opportunity-to-Invoice, and Expense Management processes using out-of-the-box D365 F&O capabilities.
• Engaged cross-functional teams for fit-gap workshops to align new processes with future-state operations.

3. Multi-Legal Entity Setup with Control & Compliance

• Implemented D365’s native support for multi-entity architecture, tailored approval workflows, and country-specific compliance configurations.
• Set up role-based access, segregation of duties (SoD), and intercompany workflows.

4. Indian Payroll Engine (Custom Build)

• Designed and deployed a fully compliant Indian payroll module within D365 F&O.
• Covered PF, ESI, gratuity, TDS, LWF, bonus, and monthly/annual returns with full integration to the core Finance module.

5. Robust Data Migration Strategy

• Created custom X++ migration scripts to handle schema mismatches, virtual company data deserialization, and historical data integrity.
• Used hybrid data validation (manual + automated reconciliation) to ensure accuracy and clean separation across legal entities.

6. Real-Time Reporting with Power BI

• Embedded Power BI dashboards for CFOs, project owners, and HR leads.
• Delivered real-time insights into project profitability, payroll cost, procurement efficiency, and entity-level financials.

 Results & Business Impact

• Operational Streamlining - Reduced manual workflows by ~40% across procurement, project billing & payroll
• Compliant, Clean Data - 100% clean legal entity separation post-migration; no audit flags post go-live
• User Adoption - >90% user adoption in 6 weeks post go-live, supported by structured training
• Scalable ERP Core - Future-ready platform with seamless modular expansion for CRM, HRMS, etc.
• Improved Governance - CFO-ready dashboards enabled faster closing cycles and better visibility
• Secure, Cloud-Native Platform - Azure-based deployment ensured zero downtime and enhanced data security

‍Technology Stack

• ERP Core: Microsoft Dynamics 365 Finance & Operations
• Cloud & DevOps: Azure, Azure DevOps CI/CD pipelines
• Customizations: Indian Payroll Engine, X++ for migration and compliance
• Analytics: Power BI with embedded workspace reporting

 Why BaffleSol?

BaffleSol specializes in enterprise-scale ERP transformations—particularly where legacy Microsoft AX environments need to be upgraded with deep customization recovery, local compliance, and multi-entity complexity.

We offer:

• Deep domain knowledge in professional services, IT & KPO industries
• Strong track record of large-scale data migrations without business disruption
• Capability to build localizations (like India payroll) from scratch within D365

We don’t just upgrade systems—we future-proof operations.