Bell Tea and Coffee Company get a taste for easy upgrades with Koorb and Microsoft Dynamics

Date:
27 Oct 2011
Posted By:
Nicholas Birch
Industry:
FMCG
Project type:
ERP upgrade
, BI Solutions
Bell Tea & Coffee Bell Tea logo

A great upgrade leaves Bell feeling very satisfied.

An upgrade from Microsoft Dynamics AX3.2 ERP solution to AX2009 delivered more than a few pleasant surprises for NZ's leading tea and coffee company. Although the upgrade had been brewing for some time, the abbreviated and streamlined process as delivered by Koorb Consulting left Bell Tea and Coffee Company as satisfied as having a great cup of Bell Kenya bold!

100% locally owned, The Bell Tea and Coffee Company is New Zealand's oldest and most renowned tea company producing a range of well loved tea brands including Twinings, roast and ground coffee for the supermarket and hospitality channels, and also manufacture a variety of other foods products including soups, jellies and powdered beverages.

Stepping up to 2009 with Koorb

Phil Cullen, Support Services Manager, has been with Bell Tea and Coffee Company for seven years. When he first joined the iconic company they were running CBA which they replaced in 2004 with  Microsoft Dynamics AX3.2 to support growth and gain efficiencies.

The company planned to upgrade to AX4 in mid 2008, however following a change in Dynamics AX partner to Koorb Consulting they had a renewed confidence in what could be achieved and instead decided to move directly to AX2009.

Over the years Phil had watched with interest as Koorb Consulting acquired, through the addition of new consultants, new customers in the food industry and accumulated experience, the strongest FMCG credentials of all Microsoft Dynamics AX partners in New Zealand. "This was the compelling reason we moved to Koorb - their sheer depth of FMCG knowledge and the confidence we had in what the company and their team could deliver," says Phil.

Many at Bell Tea and Coffee Company had considered an upgrade as challenging a process as implementing a new ERP. Previous project plans had considerable complexity behind them with up to five stages and taking many weeks. It was not a prospect they looked forward to.

However Koorb's abbreviated project plan promised the final transition from AX3.2 to a live version of AX2009 (following testing) within a very few days.

It's all yours

From an initial scoping process in February 2009 a test environment was set up at Bell Tea and Coffee Company by the beginning of March, due to go live by 6 April. The Company stopped processing transactions with all journals and other open items reversed back. The system was ready to be upgraded at 4.30pm in the afternoon on Friday 3 April.

"I rang our consultant at Koorb at 4.30 on the Friday," said Phil, "and said 'it's all yours'. The project plan was that the upgrade would be completed by mid to late Sunday. Instead, they rang me at 12.30 on Saturday to tell me it was finished. I said 'what do you mean, it's finished?' So I logged in from home, ran a few reports, did a little bit of checking and they were right, it was!"

By 11.30 on Sunday morning Phil and his team were able to sit back and relax with a cup of tea, more than satisfied with a job extremely well done.

Summary

Bell Tea and Coffee Company as a company is committed to investing in technology as a way forward in a competitive market. And when the next AX upgrade comes, they won't be shy about stepping up to the mark.

Quick Facts:

Workstations: 45 Industry: FMCG Project Type: Upgrade
Website: www.btcc.co.nz Customer Size: 150 Year: 2009

Solutions:

MS Dynamics AX 2009 SP2

MS Windows Server 2003 R2

MS SQL Server 2005

Atlas XL - Globe Software

Functional areas:

Financials, Trade, Logistics, Master Planning, Production, Resources, Projects, Business Analysis

 

Scenario:

Enterprise Resource Planning, Financial Reporting, Forecasting

Benefits:

Enhanced integration with exisiting IT solutions

Centralised compliance centre

Reduced maangement overheads

Improved ability to plan for the future

Improved order processing

Eliminate manual/duplicative data entry

Downloads / Dynamics Reference Library:

Nicholas Birch
Managing Director
Mob:
+64 27 284 9494
E:
nbirch@koorb.co.nz
Nicholas Birch