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Firstkind Medical

Rapid growth and compliance and Dynamics NAV

Firstkind-2

We are poised for major growth, the systems are all set, and in Node4 we have experience and depth of knowledge of the way our business runs to support us. They have a stable, low staff turnover, which means I can speak to the same people each time I call, and they understand our business architecture. This is a key consideration for us, as we need strong partners to achieve our planned growth.

Mark Whalley

Firstkind Medical

We implemented Microsoft Dynamics NAV as Firstkind’s ERP solution, enabling the business to run its entire operation from one integrated system. The setup allows Sky Medical Technology to add new trading companies with ease, supporting rapid growth.

Finance processes are fully managed in Dynamics NAV, including consolidated accounts for both Firstkind and its parent company. Purchasing is streamlined with every transaction, from manufacturer orders to incidental expenses, covered by a purchase order. This pre-approval process gives the accounts team a clear view of commitments and simplifies reconciliation.

Stock management is critical in the medical sector. Dynamics NAV provides full traceability, with lot control and expiry tracking built in. Mark and his team can instantly see inventory across manufacturing partners, fulfilment centres and even field-based sales staff.

Sales processes vary across markets. In sports recovery, most orders come via fireflyrecovery.com, built on Magento. NAV Connect links Magento to Dynamics NAV, translating customer and transaction data in real time. The system intelligently unbundles pre-configured product bundles, saving time and eliminating re-keying errors.

Orders placed through customer service or sales reps are entered directly into the system. Sales staff can fulfil orders on the spot if they have stock, with invoices issued immediately. Export and distribution partners place bulk orders, which are fulfilled by manufacturing partners and invoiced through Firstkind.

CRM and Dynamics NAV are aligned in real time. As Mark explains: “For anything soft and relationship based CRM is the master record, for anything hard and financial it’s Dynamics NAV.” This integration allows sales teams to view up-to-date customer records, generate quotes, trigger credit checks and set up sales orders—all in real time.

Business intelligence is powered by Jet Reports, an Excel-based tool for Dynamics NAV. It delivers everything from sales analysis to weekly stock reports, with real-time data updates at the click of a button.

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