
UPSistemas drives its transformation with Microsoft Dynamics 365
Challenge: Fragmented operations and growth limitations
In 2017, UPSistemas launched an ambitious organizational transformation plan, aiming to align processes, structure, and technology with its strategic vision. Before the project, the company faced fragmented operations, manual processes, legacy systems, and outdated servers that limited efficiency and responsiveness.
Key challenges:
- Dispersed information across different systems and areas
- Lack of business visibility
- Growth limitations due to legacy platforms
- Obsolete IT infrastructure

The solution: A unified cloud platform
By implementing Microsoft Dynamics 365 Finance & Operations, together with Customer Engagement and Field Services, UPSistemas took a major step forward in modernization.
The new platform enabled:
- End-to-end integration of demand creation and fulfillment processes
- Centralized management of financial and logistics operations
- Workforce planning with Field Services
- Control of mission-critical projects and contracts
Results achieved
The digital transformation established a more efficient, resilient, and customer-centric operation. Among the main outcomes:
- Stronger collaboration between commercial and operational teams
- Optimized resource planning
- Greater agility in responding to strategic customers
- Lower CAPEX investment thanks to cloud infrastructure
A solid and diversified commercial structure
Today, UPSistemas serves more than 2,500 clients in industries such as Telecommunications, Datacenter, Oil & Gas, Manufacturing, Services, Education, Healthcare, and Finance.
Its portfolio is divided into three business lines:
- Infrastructure technology projects and solutions
- 24/7 maintenance and support services
- Equipment sales
Looking ahead: Continuous innovation
UPSistemas continues its technological evolution with innovative initiatives:
- Azure IoT pilots for predictive maintenance
- Remote Assist with HoloLens for remote technical support through augmented reality
These projects promise real-time knowledge transfer, reduced logistics costs, and greater autonomy for field technicians.
Conclusion
The implementation of Microsoft Dynamics 365, in the context of global disruption such as the pandemic, has positioned UPSistemas as a resilient, innovative, and customer-focused company. Digital transformation has become the foundation of a new era of business growth and innovation.
🎥 Video Testimonial