Greentree ERP to Business Central Migration for a Multi-Entity Services Business
A multi-entity services business moved from Greentree ERP to Business Central with finance history, approvals and reporting continuity preserved. Management packs were rebuilt into live dashboards, and the surrounding integration layer was simplified before cutover.
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Multi-entity services business: shared finance, project billing, approval-heavy operating model
A Queensland services business operating across four related entities with centralised finance, project billing and a steady flow of intercompany approvals. Greentree ERP had been the commercial backbone for years, but the environment had become increasingly cumbersome for both leadership and operations.
Reporting was a constant frustration. The management pack existed, but it took too long to produce and too much interpretation sat with a small number of finance staff. Entity-level and group-level visibility were possible, but not easy or current.
The business moved to Business Central because it wanted a better day to day user experience, stronger cloud accessibility, and approval processes that were easier to maintain and explain across the group.
What needed to change
The migration had to preserve multi-entity finance history without turning the new system into a copy of the old one. The team wanted continuity, but it also wanted simpler approvals and cleaner reporting logic.
Greentree was surrounded by a set of practical workarounds. Some approval rules were embedded in process rather than software. Some integrations existed mainly to compensate for reporting limitations. Those had to be reviewed critically instead of being carried forward unchanged.
Business Central needed to go live with trust already established. If entity balances, approval flows or reporting views looked uncertain in the first month, the wider business would have fallen back to old habits and spreadsheet shadow systems.
What we built
We migrated the core Greentree finance and transaction history into Business Central, redesigned the approval model to be simpler and clearer, and rebuilt management reporting into live dashboards that worked across both entity and group views.
Multi-Entity Finance Migration
Entity ledgers, customer and supplier records, open balances and historical transaction data were extracted from Greentree and mapped into a Business Central structure that retained reporting continuity without reproducing unnecessary clutter.
Approval Workflow Redesign
Approval paths were reviewed against how the business actually operated. Several manual handoffs were removed, and the new approval model was configured so finance and operations could see exactly where work was sitting.
Management Reporting Rebuild
The older management pack was reworked into live reporting views for group performance, entity performance, WIP exposure and approval bottlenecks. Leadership no longer needed to wait for a compiled month-end pack to ask basic questions.
Integration Simplification
Only the integrations that still served a real business purpose were carried forward. That reduced duplicate logic, lowered support overhead and made the post-cutover environment easier to own.
How it works
Environment and approval review
We audited Greentree finance structures, entity reporting requirements, approval rules and the handful of external processes sitting around the ERP.
Finance mapping and validation
Entity-level and consolidated reporting requirements were mapped into Business Central, with repeated test loads used to verify balances and reporting outputs.
Approval model redesign
Existing approval steps were reviewed with finance and operations leaders, then simplified into a model that matched current responsibility lines more closely.
Dashboard rollout
Leadership reviewed live dashboards against the historic management pack, confirming that the new reporting gave enough detail at both entity and group levels.
Cutover and early-life support
The final migration was executed around a planned reporting period, with additional support through the first monthly close and the first approval cycle in Business Central.
Measurable outcomes
We did not want a like-for-like copy of Greentree. We wanted the history, but we also wanted simpler approvals and reporting the wider business could actually use. That is what the project delivered.
How we delivered it
Discovery & process mapping
3 weeksFinance structures, entity reporting needs, approval pain points and legacy workarounds documented before design decisions were locked in.
Migration build
6 weeksCore finance and historical data mapped from Greentree to Business Central with validation against entity and group outputs.
Workflow & reporting redesign
5 weeksApproval paths simplified and live reporting views introduced to replace manual packs.
Cutover & first close support
4 weeksProduction migration completed with support through the first approval cycle and the first monthly close.
Meet the person
The person behind the work
Your project, handled by the founder from start to end.
HELLO PEOPLE designs, builds and looks after AI, software, app and data solutions for Australian businesses, with senior expertise on every project and a scope agreed before work starts. For a migration, that means every balance is proven before the old system is switched off.
Since 2007, HELLO PEOPLE has delivered more than 100 projects from Perth for small and medium businesses across Australia: custom software and apps, system integrations, data migrations, reporting and dashboards, and AI that works inside the systems a business already runs.
I lead every engagement myself. I trained in accounting before moving into IT, hold accounting and IT professional qualifications and an MBA, and bring more than 20 years of experience across sales, service delivery, inventory and compliance. I am also a PhD candidate in AI at Curtin University, researching retrieval-augmented generation (RAG), so the technology is always judged by what it does for the business.
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An old-fashioned service
Small and boutique. The person who scopes your migration is the person who moves your data, and the same person is there on cutover weekend.
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Quick responses
No ticket queue and no account manager in between. You hear back within one business day, usually sooner.
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A long-term partner
The migration is the start, not the end. When you need the next system, integration or report, you call the same person, who already knows your business.
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