Insights - Case study

A leading US-based contractor services retailer, operating as a division of a global home improvement giant, partnered with Sonata to modernize its legacy ERP landscape. Sonata migrated the client from Microsoft AX 2009 to Dynamics 365 Finance & Operations, integrating financials, procurement, tax, and cash management into a unified cloud platform rolled out across 14 stores. The engagement delivered a future-ready, scalable ERP foundation with real-time dashboards and AI-powered forecasting through Microsoft Copilot, significantly reducing manual processes and on-premise infrastructure costs.

A leading financial services firm serving prominent Wall Street hedge funds faced growing inefficiencies in managing high volumes of customer service emails related to investments and portfolios. Sonata deployed its AgentBridge multi-agent AI orchestration framework, integrated with Microsoft Dynamics 365, to automate email triaging, response generation, and human-in-the-loop validation. The solution reduced manual workload by 50–70% and accelerated response turnaround time by 4X, enabling scalable and governance-driven operations.

Sonata Software enhanced an existing Dynamics 365 Customer Engagement (D365 CE) implementation for a leading US-based insurance provider by enabling Copilot and Live Chat capabilities. The solution leveraged AI and automation to streamline case creation, improve advisor productivity, and provide real-time access to member information. As a result, the client reduced call handling time by 65% while significantly improving both agent and member experience.

A global manufacturing leader in Agri-tech and animal nutrition struggled with fragmented expense data across D365, leading to inconsistent reporting and delayed insights. Sonata Software implemented a unified data platform using Microsoft Fabric and Power BI, creating a single source of truth for expense reporting. The solution enabled self-service analytics, improved cross-company reporting accuracy, and significantly reduced time-to-insights for business users.

A global precision components manufacturer was running a heavily customized, end-of-support AX 2009 environment with fragmented installations spread across geographies. Sonata partnered with them to implement Microsoft Dynamics 365 Finance & Operations, standardizing processes across production, procurement, sales, finance, and warehouse management, while layering in demand forecasting capabilities and a cloud data repository. The result: a future-ready ERP backbone with improved operational visibility, streamlined goods movement, and enhanced reporting across the enterprise.