At Sikich, we believe that digital transformation is more than just adopting new technology—it’s about unlocking efficiency, improving customer experiences, and preparing businesses for the future. One of our standout collaborations in this space was with Avery Weigh-Tronix, a leading provider of industrial weighing equipment and a subsidiary of Illinois Tool Works. Together, we helped them overhaul their national service operations using Microsoft Dynamics 365 Customer Service and Microsoft Power Platform, achieving remarkable results.
For years, Avery Weigh-Tronix relied on handwritten service logs and manual data entry into a legacy iSeries mainframe. Their network of third-party field technicians submitted service reports via fax or paper notes, which led to frequent errors, lost documentation, and a lack of visibility into service activity. This outdated system created significant bottlenecks, including a payment processing timeline that stretched up to 65 days.
Triple data entry was common, with some orders requiring hundreds of keystrokes. The inefficiencies weren’t just internal—they impacted customer communication and satisfaction. Without real-time updates, customers were left in the dark about service progress, and the billing delays strained relationships.
When Avery Weigh-Tronix approached Sikich, they were looking for more than just a software upgrade—they wanted a partner who could understand their processes and deliver a solution that would scale with their business. Our team began by mapping out their internal workflows and customer journeys to identify pain points and opportunities for automation.
We recommended Microsoft Dynamics 365 Customer Service to unify product data, service tracking, and customer relationship management into a single platform. To support field technicians, we leveraged Power Apps to build low-code mobile applications that allowed for seamless service logging. Power Automate was used to streamline workflows and reduce manual tasks.
The result? A fully digital, flow-based system that eliminated paper chasing and enabled real-time service tracking.
The transformation was swift and impactful:
Technicians now use mobile apps to log service data via voice-to-text or typed notes, which are instantly captured in Dynamics 365. This has dramatically reduced errors and freed up time for both technicians and office staff. Customers are now more engaged, with daily interactions replacing sporadic emails.
“Tasks that used to take 20 minutes now take 2 or 3,” said Robyn Griese, National Accounts Supervisor at Avery Weigh-Tronix. “We’re talking to customers daily now, and hearing their excitement about possible improvements has been fun.”
With a solid digital foundation, Avery Weigh-Tronix is now exploring how to use machine learning to analyze field data and inform future product development. The success of this project has proven that integrating partner, customer, and manufacturing needs into one system is not only possible—it’s powerful.
“This project is just the tip of the iceberg,” said Andrea Issendorf, Industrial Division General Manager. “The customization that Dynamics 365 offered, combined with Sikich’s partnership, gave us the best solution.”
Read the full Microsoft case study here: Avery Weigh-Tronix works with Sikich to expedite data entry and cut payment timelines by 97% with Microsoft Dynamics 365 and Power Platform | Microsoft Customer Stories
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