A global optical manufacturer partnered with Sonata Software to strengthen its production, finance, and operational processes through a modernized Dynamics 365 Finance & Operations platform.

Sonata Software helped the client transition from outdated, on-premise systems to a modern, integrated cloud platform built on Microsoft Dynamics 365. The solution digitalized the lead-to-cash and issue-to-resolution processes, delivering enhanced operational efficiency, improved customer and employee experiences, and a paperless environment. The transformation resulted in a 17% improvement in operational efficiency and significant cost savings through optimized scheduling and improved first-time fix rates.

Sonata Software transformed the client's member support operations by redesigning a cluttered user interface, integrating AI-powered Copilot assistance, and implementing omnichannel chat capabilities. The solution streamlined advisor workflows, reduced call handling times, and enhanced customer satisfaction through real-time, authenticated support across multiple channels.