Caterpillar Financial Services CR s.r.o.

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Caterpillar Financial Services CR s.r.o. chooses Microsoft Dynamics NAV and OneCore, a Microsoft certified financial and leasing services solution

This case study describes the successful implementation of an enterprise resource planning (ERP) solution comprised of Microsoft Dynamics NAV and OneCore, a Microsoft certified financial and leasing solution. OneCore holds the highest certificate (CfMD) for Microsoft Dynamics NAV.

Implemented products:

  • Microsoft Dynamics NAV
  • Vertical financial and leasing solution OneCore for Microsoft Dynamics

Initial state

Caterpillar Financial Services s.r.o. the historical system did not support the company’s requirements, particularly in terms of the management, creation and support of their financial processes. Nor did it meet the local financial legislation in the Czech and Slovak Republics. The system did not allow for the full control of transactions separately in foreign currencies (EUR, CZK, USD, etc.). The headquarters of Caterpillar Financials, in the United States, require that reports, analysis and other documentation be created in several currencies, independently, while at the same time fulfilling the legislative requirements of those countries and managing accounting practices in accordance with those countries requirements.

Demanding a solution that would meet these basic conditions, Caterpillar Financials sought a modern solution that would also support the end-to-end financial and leasing processes of their business, while being fully integrated to an ERP solution that would cover all core business areas and support back-office requirements.

Caterpillar Financials chose Microsoft Dynamics NAV, a global enterprise resource planning (ERP) software solution that has helped more than 100,000 companies worldwide manage their accounting and finances, supply chain, and operations. Microsoft Dynamics NAV delivers the flexibility and agility that growing companies need to support business today and to be prepared for the future

OneCore, a vertical solution which supports Microsoft Dynamics NAV, was selected as the industry-specific solution to covers all financial and leasing processes within the Caterpillar Financial Services business. OneCore is an asset finance solution, supporting financial and operative leasing and instalment sales; a term loan solution supporting both secured and unsecured financing as well as a specialized finance solution supporting floor plan management, fleet management, real estate and debt capital management.
Business needs
The implementation of Microsoft Dynamics NAV and OneCore in the company Caterpillar Financial Services s.r.o. took place in the Czech and Slovak Republic.

A fully integrates solution based on the Microsoft Dynamics platform provides Caterpillar Financial Services with the seamless management of all business processes. The solution effortlessly manages multiple languages, currencies and legislatives in a single database and caters to both international accounting standards (IAS) and generally accepted accounting principles (US-GAAP).

Business needs:

  • Fully integrated solution supporting all core business areas, back-office and leasing processes.
  • Increasing customer relationship management
  • Support of sales activities in several countries covering local legislation
  • Improvement of a reporting system and its efficiency


AXIOM PROVIS Int. was selected as the implementation partner of choice based on our extensive knowledge and experience in Microsoft Dynamics NAV as well as for our vertical solution, OneCore. The end-to-end solution provided by AXIOM PROVIS fully supports the business need for a single integrated solution.

Microsoft Dynamics NAV offers a comprehensive business solution covering the full spectrum of business management. Further to this, there is a clear vision for the future in the form of a software roadmap valid until 2017. Microsoft also guarantees the support of each version for a minimum of 10 years from the initial release date.

Microsoft Dynamics NAV solution is designed as a modular and completely integrated system which is highly configurable to customer requirements and is easy to use and maintain.

Supported by a rich reporting and analytics offering, Microsoft Dynamics NAV enables shortened decision making time frames with its open interface and extensive application functionality. All modules (finance, purchase, sales etc.) are a part of one database and provides accounting and finance solutions to help you track and analyze your business information. With end-to-end integration, you can efficiently manage your general ledger, payables, receivables, inventory, analytical accounting, fixed assets, and cash flow, in addition to performing bank reconciliations and collections. You can even manage your financial processes across multiple currencies, locations, or companies.

Asset Finance, Term Loan and Specialised Finance Solutions provided by OneCore, is as the only leasing solution in the world which has been certified by the highest certificate VeriTest with a status CfMD (Certified for Microsoft Dynamics NAV). The system ensures support of industry-specific processes for leasing and credit companies supporting the full lifecycle from quote calculation to finalizing leasing or credit contracts. OneCore is fully integrated within Microsoft Dynamics NAV and has a consistent user interface. The solution seamlessly integrates between modules and provides a framework for integration with other Microsoft solutions (SharePoint Services, Portal etc.), as well as third-party products.


  • Multi-currency
  • Multi-language
  • Supports multiple local legislations and accounting practices
  • A single, fully integrated solution based on the Microsoft Dynamics platform supported through a single database
  • Provides a framework for integration to other Microsoft solutions
  • Easy to learn and adapt to, utilizing the same look and feel that you have become accustomed to from Microsoft
  • The ability to manage complex financial and leasing solutions
  • The ability to report on complex financials, specific to your requirements in terms of currency, legislation etc.
  • Easier and more transparent communication with the whole company.

Products used during the implementation in Caterpillar Financial Services s.r.o.:

  • Microsoft Dynamics NAV 2009 R2
  • Microsoft Windows 2012 Standard
  • Microsoft SQL Server 2012
  • Vertical financial and leasing solution OneCore, for Microsoft Dynamics

“We are glad to have Microsoft Dynamics NAV and OneCore in our company. We run a great deal of administrative work which can be fully automatized and transparent thanks to this solution. All financial and leasing processes, such as reporting, accounting, creation of leasing contracts etc., became very effective, consistent, and user-friendly activity.”