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How One PE Firm Standardized 100+ Companies on Dynamics 365 Business Central in Under a Year

Written by Amanda Sherry | Jul 14, 2025 4:00:00 PM

Overview: Evergreen needed an ERP strategy that could provide consistent financial visibility – without compromising their decentralized operating model. Western Computer delivered a scalable, repeatable solution powered by Dynamics 365 Business Central, enabling faster M&A onboarding and deeper financial insights across their growing family of companies.

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Organizations that grow through strategic acquisitions often face common challenges – decentralized systems, manual reporting, and fragmented financial visibility. When Evergreen Services Group encountered these growing pains, they partnered with Western Computer and Microsoft Dynamics 365 Business Central to implement a scalable ERP solution designed to evolve with their expanding portfolio.

The result? Over 100 businesses transitioned in under 12 months, with 30+ more planned for the following year. Evergreen unlocked new levels of financial oversight, audit readiness, and operational efficiency – without sacrificing the independence of each operating company.

A Repeatable ERP Strategy Built for Scale

Backed by Alpine Investors, Evergreen Services Group is known for acquiring and supporting service companies with a long-term, people-first approach. But with every new acquisition came a new accounting system, introducing complexity and risk.

That's where Western Computer's agile ERP framework made the difference. With deep Microsoft expertise and a multi-entity playbook tailored for private equity, our team delivered a proven implementation model to rapidly onboard each company onto Business Central – without disruption.

Real Results Across the Portfolio

By consolidating 100+ disparate systems into a unified Microsoft cloud ERP, Evergreen:

  • Cut audit prep time by a full week, thanks to standardized financial data and automation.

  • Reduced financial statement drafts from 20 to just 5, streamlining consolidation.

  • Established a common chart of accounts across all entities for stronger governance.

  • Enabled real-time visibility into cash flow and key metrics across 80+ operating companies using Power BI dashboards.

  • Improved confidence and transparency – driving stronger investor trust and exit valuations.

"We used to work weekends compiling statements – now we're issuing clean audits a week ahead of schedule."
John Federer, Director of Accounting, Evergreen Services Group

Why Business Central is a Game-Changer for PE Firms

Business Central offers the flexibility and control PE firms need:

  • Scalable for decentralized entities with centralized oversight

  • Real-time reporting, consolidations, and intercompany processing

  • Seamless Microsoft ecosystem integration (Power BI, Teams, Excel, etc.)

  • Lower TCO than legacy ERP platforms

  • Secure, remote access with built-in compliance features

Combined with Western Computer's PE-focused ERP playbook, it becomes a growth accelerator – not just a system.

"Dynamics 365 Business Central and Western Computer delivered a repeatable, scalable solution that accelerates our M&A onboarding, increases our financial visibility, and advances our mission to be the best home for businesses and their leaders."
Jeff Totten, CEO, Evergreen Services Group

Trusted by Top-Tier PE Firms

As a Microsoft Inner Circle Partner and 3-time Dynamics 365 Business Central Partner of the Year Finalist, Western Computer is trusted by top-performing PE firms to implement scalable, cloud-first ERP solutions.

We offer:

  • A proven implementation framework to onboard companies in weeks – not months

  • An M&A-ready ERP playbook for smooth post-acquisition integration

  • End-to-end support – from assessment to optimization

Ready to Streamline Your Portfolio?

Whether you manage five companies, fifty, or five hundred, we'll help you create an ERP strategy that accelerates integration, improves financial clarity, and positions you for confident exits.

Let's talk about your portfolio's ERP strategy:
Schedule your strategy session with our senior account executive today.