Allendale Group Transforms Warehouse & Finance Ops with Dynamics 365

Customer Overview

Allendale Group Ltd is a UK-based company with in-house engineering, who globally sources products to offer competitive pricing and cutting-edge technology.

Their diverse range includes digital readout systems, precision measuring tools, tapping heads, protective cases, ultrasonic cleaners, WiFi antennas, soldering equipment, ABS enclosures, and more.

The Challenges

Being a dynamic and growing business, Allendale Group Ltd faced significant challenges in managing its warehouse and finance operations effectively.

Their existing systems lacked the necessary capabilities to support increasingly complex workflows, leading to inefficiencies that were impacting performance and customer satisfaction.

Before partnering with Mercurius IT, Allendale was using Salesforce for various operational functions.

However, the platform proved unsuitable for their warehouse-related processes, lacking the depth of integration and functionality required to manage tasks effectively.

Several key challenges were identified:

• Serial Number Shipping: Allendale frequently processes large sales orders with multiple item lines and bulk quantities. They encountered significant issues when scanning serial numbers and posting shipments, which disrupted fulfilment and increased the risk of errors.
• Manual Invoicing: The process of sending invoices to customers after shipments was entirely manual. This created delays and additional workload for the finance team.
• Unclear Internal Processes: Allendale lacked clarity around the best operational practices to follow. This made it difficult to maintain consistency, efficiency, and scalability across departments.
• System Limitations: Salesforce, their prior system, could not support the complex warehouse functionality required, especially when it came to real-time updates and reporting.

The Solution

To address these issues, Allendale engaged Mercurius IT to implement a robust solution and provide strategic consulting. The project was managed in close collaboration with an external Project Manager from Pebble IT, who oversaw the successful delivery and coordination of all phases.

Mercurius implemented a multi-layered solution that addressed both technical limitations and operational inefficiencies:

• Tasklet Implementation: A mobile warehouse management solution, Tasklet, was integrated with Microsoft Dynamics 365 Business Central (also implemented by Mercurius IT) to support warehouse operations. Mercurius enhanced the standard Tasklet functionality to meet Allendale’s specific needs.
• Custom Serial Number Shipping Process: A bespoke customisation was developed on top of the standard Business Central and Tasklet processes to streamline the scanning and posting of shipments with serial numbers, even for large and complex orders.
• Automated Invoicing Feature: A custom automation was added to Business Central to send invoices automatically once shipments were completed, eliminating the need for manual intervention.
• Operational Consulting: Mercurius IT worked closely with Allendale to define best practices, restructure inefficient workflows, and ensure smooth adoption of the new systems.
• Project Oversight: Throughout the implementation, Pebble IT’s Project Manager provided expert project governance, ensuring timelines were met, scope was controlled, and communication between all parties was seamless.

Benefits Achieved

Revenue Growth

Turnover has remained steady by design, as Allendale has been focused on streamlining its product ranges.

However, the deployment of Business Central has resulted in a notable improvement in profitability, thanks to process enhancements across multiple departments.

Looking ahead, turnover growth is anticipated from 2026 onwards, supported by renewed business development efforts and a strong operational foundation.

Cost Reduction

By streamlining internal processes with Business Central, Allendale has achieved substantial reductions in operational costs.

Automation tools have freed up valuable staff time, allowing teams to concentrate on innovation, product development, and identifying growth opportunities.

These improvements are delivering measurable cost savings today while laying the groundwork for long-term scalability and resilience.

Time Savings

Since moving away from its previous ERP/MRP system, Allendale has benefited from fast and easy access to real-time data.

Automated daily Power BI reports delivered to each department have accelerated decision making and improved transparency.

The installation of digital dashboards across both company sites has further created a culture of visibility and accountability, empowering teams to monitor performance in real time.

Improved Efficiency

Efficiency gains have been seen across the business, but one standout improvement has been in stock control and management.

Business Central and Tasklet Mobile WMS have enabled Allendale to adopt an “Organised Chaos” warehouse model, improving stock accuracy, reducing picking times, and freeing up space to accommodate an expanding inventory range.

Looking Ahead

With Microsoft Dynamics 365 Business Central and Tasklet Mobile WMS, Allendale has gained more than a replacement system.

The company has strengthened profitability, reduced operational costs, and increased efficiency across all departments.

With optimised processes and a data-driven culture, Allendale is well positioned to focus on business development and achieve sustainable growth in the years ahead.

Conclusion

Through a tailored solution and strong cross-functional collaboration, Allendale transitioned from disjointed systems and unclear processes to a streamlined, modern operational environment.

With the expert support of Mercurius IT, the structured oversight of Pebble IT’s Project Manager, and the robust integration of Tasklet with Microsoft Dynamics 365 Business Central, Allendale is now better equipped to scale operations, deliver excellence to customers, and make informed business decisions in real time.

About Mercurius IT

Mercurius IT is an award winning and a trusted Microsoft Solutions Partner, specialising in delivering end-to-end digital transformation for multiple industry sectors including warehousing, distribution, and supply chain management.

With 20 years of experience, Mercurius has and is helping businesses streamline operations, enhance efficiency, and drive growth through innovative Microsoft Dynamics 365 solutions.

Testimonial

“I’ve always been somewhat sceptical about moving from on-premises systems to the cloud. However, after going live with MS Business Central & Tasklet WMS a month ago, thanks to Mercurius IT, I must admit I’m very impressed. The system has brought immediate and positive changes to my business.” says Alan Ward – CEO, Allendale Group UK

 

“Working with Mercurius IT was a seamless experience. Their expertise significantly improved stock accuracy and accelerated order processing. The team’s dedication and professionalism ensured a smooth implementation and a successful go live. It was a pleasure to collaborate on such a well-executed project.” says Jason Patey – Project Manager, Pebble IT