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Case Study · Manufacturing

DAKOTA CAPITAL STANDARDIZES ITS PORTFOLIO ON SAP BUSINESS ONE

  • Newly acquired companies integrated in less than a week
  • Real-time visibility across the organization
  • Faster processes with more accurate financial data

About the customer

A growing portfolio, connected by one ERP platform

Dallas-based Dakota Capital is a private equity firm with a portfolio of manufacturing and service companies spanning products including golf equipment, skincare, and cigars.

The organization was already running SAP Business One but wasn’t fully benefiting from the system’s capabilities. Dakota Capital turned to Softengine to better leverage its ERP, streamline business processes, and establish SAP Business One as the standard platform across its portfolio companies.

The challenges

A GROWING PORTFOLIO WITHOUT A STANDARDIZED ERP FOUNDATION

Dakota Capital needed an ERP that could satisfy both its CRM and accounting requirements while remaining intuitive enough to minimize extensive employee training. Data migration presented another significant challenge—particularly as newly acquired companies needed to be brought into the organization. And although Dakota Capital already had SAP Business One, its previous implementation wasn't allowing the company to take full advantage of the platform.

Complex company integrations

Bringing newly acquired companies onto existing systems required significant time and internal resources.

CRM & accounting requirements

Dakota Capital needed one ERP capable of supporting both customer relationship management and financial operations.

Challenging data migration

Importing and consolidating data became increasingly difficult as new companies joined the portfolio.

Underutilized ERP capabilities

The existing SAP Business One implementation with a different partner wasn't delivering the functionality or operational value the organization needed.

The solution

SAP Business One re-implemented for greater value

Rather than replacing SAP Business One, Dakota Capital chose to unlock more of the platform it already had.

Softengine re-implemented SAP Business One around the organization’s requirements, giving employees access to more extensive functionality for supporting and accelerating day-to-day operations while establishing a stronger ERP foundation across Dakota Capital’s portfolio.

The solution

One standard ERP across portfolio companies

Cost of operation and integrated CRM capabilities were important factors in Dakota Capital’s decision to establish SAP Business One as its standard ERP.

With a flexible platform that could be tailored to different business requirements, Dakota Capital gained a common technology foundation for its companies—making it easier to integrate acquisitions while maintaining consistent access to business information.

The solution

SAP expertise from a new implementation partner

After an unsatisfactory experience with its previous implementation partner, Dakota Capital selected Softengine for its resources and extensive knowledge of SAP Business One.

Softengine helped the organization better leverage the platform’s capabilities and streamline its processes, providing the ERP expertise Dakota Capital needed to turn SAP Business One into a more effective standard across its portfolio.

The results

FASTER INTEGRATIONS, GREATER VISIBILITY & MORE RELIABLE DATA

Since re-implementing SAP Business One with Softengine, Dakota Capital’s employees have gained access to broader functionality that supports and accelerates day-to-day operations.

Newly acquired companies can now be integrated into the system in less than a week, significantly reducing the time and resources required compared with the previous process. Teams also have greater real-time visibility into data and processes across the organization, while more accurate and reliable information supports better business decisions.

<1Week

To integrate a newly acquired company

Real-Time

Visibility across data & processes

Increased

Accuracy of business & accounting information

“SAP Business One is robust enough to ensure the security of our inputs and flexible enough to tailor to the needs of our business. SAP Business One is now the standard platform for all of our companies.”
SH Steve Harvey Managing Director, Dakota Capital

The Softengine Advantage

Why companies choose Softengine

For more than two decades, Softengine has helped small and mid-market companies modernize operations, connect systems, and turn ERP into a foundation for profitable growth.

25+

Years implementing ERP for SMB

200+

Successful implementations

98%

Client retention rate over 5+ years

Acumatica Gold Certified Partner