Connected device logistics, field service, procurement, finance, and BI

Client Overview

Company Name

ista SE.

Company Address

Germany.

Industry Details

Energy services - submetering and consumption-dependent billing.

Product/Solutions Implemented

Dynamics 365 Business Central, Power BI.

ista SE logo

ista SE partnered with us to modernize its finance and field-service operations by implementing Dynamics 365 Business Central and Power BI for one of its regional operating units. The solution integrated seamlessly with the existing metering and billing platform, creating a connected environment for procurement, inventory management, field-service operations, finance, and business reporting. Real-time visibility into installations, device availability, service performance, and operational costs enables teams to improve scheduling, optimize inventory, and deliver more efficient field operations. Automated financial processes and operational reporting have reduced manual administration while providing leadership with timely insights to support faster, data-driven decision-making across the business.

Managing a large fleet of metering devices requires accurate inventory control, efficient field-service coordination, and reliable consumption-based billing. By connecting procurement, inventory, finance, and operational analytics within Dynamics 365, ista SE established a single source of truth that improves service delivery, strengthens financial control, and enhances operational performance. Integrated dashboards provide real-time visibility into installation throughput, device availability, service backlogs, and SLA performance, enabling proactive planning and continuous operational improvement. The unified platform also supports scalable growth by streamlining processes and improving collaboration between field operations, finance, and supply chain teams.

Energy ServicesDynamics 365 Business CentralPower BI
ista SE Dynamics 365 Business Central case study

A leading energy services provider specializing in submetering, smart metering, and consumption based billing solutions for residential and commercial properties.

The Challenge

  • Device procurement, field-service scheduling, and finance ran on separate systems.
  • Meter and device stock visibility across regional warehouses was poor.
  • Field-service SLA performance could only be reported after the period.
  • Finance reconciled field-service activity manually, delaying month-end.

Our Solution

Device Logistics and Field Service

  • Business Central was deployed for procurement, inventory, and field-service back-office.
  • The solution was integrated with the core metering and billing platform.
  • Demand-led stock planning matched meter and device availability to the installation schedule.

Finance and Operational BI

  • Business Central automated posting and reconciliation of field-service activity, cost, and procurement.
  • Power BI dashboards give live installation throughput, device fleet status, backlog, and SLA adherence.

The Impact

ista connected procurement, device stock, installation throughput, finance, SLA reporting, and operational BI.

0%

Installation Throughput Improvement

Integrated scheduling and parts availability increased completed installations per technician.

$0K+

Operational Efficiency Savings

Automation across procurement, finance, and field service reduced manual administration and reporting effort.

$0M+

Inventory Cost Savings

Demand led inventory planning optimized warehouse stock levels and reduced capital tied up in regional device inventory.


Now we can see the backlog, the stock, and the cost to serve in one place, and act before a delay becomes a problem. Having every critical metric at our fingertips has transformed the way we operate, enabling proactive planning, faster execution, and better outcomes across the business.

Katrin Vogel
Head of Regional Operations
ista SE

Case Study

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