A growing manufacturing enterprise was scaling faster than its procurement processes could support. Rising demand, an expanding supplier base, and increasing purchase volumes were placing significant pressure on day-to-day operations.

Despite having Microsoft Dynamics 365 in place, procurement teams were spending considerable time on manual activities — reviewing planned orders, creating purchase orders, following up with vendors, and resolving planning exceptions. Buyers were burdened with operational tasks, planning teams struggled with inconsistent parameters, and leadership lacked visibility and confidence in procurement predictability.

The core challenge was not the ERP platform itself. The issue was that Dynamics 365 was being used transactionally rather than intelligently. While Master Planning was generating the right signals, the organization lacked the governance framework, automation logic, and supplier integration required to enable true Zero-Touch Purchasing.

This resulted in several operational gaps:

• Buyers manually reviewed nearly every planned order
• Coverage settings varied inconsistently across products and locations
• Vendor collaboration remained largely email-driven
• Exception messages were either ignored or inconsistently managed
• Procurement teams spent more time processing purchase orders than advancing supplier strategy

The organization needed more than incremental automation. It required a procurement operating model designed for scale — one that could transform Dynamics 365 from a system of record into a system of intelligent execution.

This is where Proso AI stepped in.

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