How Team Invest used Business Central to move its business forward.
Customer story · 1 min read
Customer imagery from Defacto’s published story.
18+
Companies unified
100%
Data centralization
01 / Customer experience
Situation
TIP Group, formerly Teaminvest Private, is a private equity firm established in 2012. After expanding rapidly and managing multiple acquisitions, the organization faced increasing complexity in managing operations across 18 entities.
02 / Customer experience
The challenge
Outdated systems limited operational efficiency and innovation.
Coordination issues across multiple companies created inefficiencies.
Difficulty in consolidating accounts and managing fixed assets.
03 / Customer experience
The solution
Team Invest adopted Microsoft Dynamics 365 Business Central to unify operations, eliminate legacy systems, and streamline financial processes.
Centralized Platform — Unified system replacing legacy applications.
Financial Management — Improved consolidation and reporting capabilities.
Operational Efficiency — Enhanced collaboration across all entities.
04 / Customer experience
Key outcomes
Improved visibility across financial data.
Better decision-making using real-time insights.
Reduced costs through automation.
Higher customer satisfaction via unified experience.
05 / Customer experience
Overall business impact
Business Central transformed Team Invest into a more agile, data-driven organization capable of scaling efficiently.
Customer imagery, figures and outcomes from Defacto’s published customer story. Results relate to this engagement.
Planning a similar change?
Trace a complete financial process.
For your organisation, begin with the journey from an operational transaction to its financial result. Review legal entities, approvals, reporting and the systems involved. A representative process gives finance and operational teams a concrete way to evaluate the proposed design and the responsibilities that continue after launch.
Which reconciliations still depend on manual work?
What history and opening information must move into the new system?
Who will validate balances, controls and management reporting?