Case Studies

How Castlethorn’s Finance Team Took Control of Reporting and Planning

Castlethorn had the experience, the projects, and the ambition. What they needed was a finance system that could keep pace. Reporting lived in spreadsheets, data sat in silos, and the team had to work harder than they should just to keep the wheels turning. By partnering with Solver Ireland, Castlethorn built a more structured, scalable reporting and planning environment that strengthened visibility across all entities, reduced manual effort, and gave the finance team the tools to support the company’s next phase of growth.

The project moved quickly, stayed predictable, and respected how the team already worked, proving that modernisation does not need to be disruptive to be effective.

How the Irish Tax Institute Freed Its Finance Team from Manual Reporting

For years, the Institute had relied on Microsoft Dynamics GP and Management Reporter as its core system, supported by Excel spreadsheets for reporting and planning. In practice, this meant huge, multi-tabbed spreadsheets being built and distributed every month to each department head. Reports were passed around by email, often with slight variations depending on who had updated the file last.

With the implementation of Solver, the Institute’s finance team now produces reports at the click of a button. Departmental packs that once required days of spreadsheet work are generated instantly, with the confidence that every version is consistent and accurate. Month-end closes are faster, errors are reduced, and leadership has real-time access to financial insights.

How BGSF Improved Budgeting and Forecasting with Dynamics 365 and Solver

BGSF had a strong foundation in Dynamics 365, along with the scale and ambition to support continued growth. What they needed was a more structured approach to budgeting and forecasting that could keep pace with the business. Planning lived in Excel, processes relied on manual updates, and finance teams were spending more time maintaining models than using them.

By introducing Solver alongside Dynamics 365, BGSF moved from Excel-based budgeting to a more structured financial planning environment. Reporting and forecasting were brought together, manual coordination was reduced, and the team gained a more consistent view of performance across the organisation.

The transition was straightforward and built around existing systems, showing that improving budgeting and forecasting does not require replacing what already works, it requires structuring it more effectively.

How a Manufacturing Finance Team Improved Reporting and Budgeting Accuracy Without Adding Complexity

Phoenix Mecano operates across multiple industries, with a level of product and operational complexity that requires financial reporting and budgeting to reflect how the business actually runs. Dynamics 365 Business Central provided a strong foundation, although reporting and planning required increasing effort to maintain as the business evolved. Processes relied on manual adjustments, and finance teams were spending more time keeping everything aligned than using the outputs to guide decisions.

By introducing Solver alongside Business Central, Phoenix Mecano moved to a more structured approach to financial reporting and budgeting. Reports became easier to create and adapt, budgeting was managed in a more consistent environment, and the need for manual adjustments reduced as processes were brought into one structure.

The transition was delivered quickly and built around existing systems, showing that improving reporting and budgeting does not require replacing what already works, it requires structuring it in a way that supports the complexity of the business.

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