D365ConsultantDivision of Sataware
D365ConsultantDivision of Sataware
San Diego, California

Business Central consultant support for San Diego companies on both sides of the border.

San Diego companies looking for a Business Central consultant tend to fall into three groups. Life sciences firms clustered around Torrey Pines and Sorrento Valley need grant and project costing. Defense and maritime contractors serving the Navy's large presence need job costs and careful timekeeping. And manufacturers running plants in Tijuana need two countries, two currencies and intercompany accounting that closes on time. Each group asks different things of Business Central.

US and Mexico
both available in Business Central
Pacific Time
matching Phoenix much of the year
Scoped first
written plan before work
San Diego harbor and downtown skyline at sunset

Three kinds of San Diego project

Life sciences

Biotech and medical devices

Early-stage firms spend on research before revenue, often funded by grants and investors who want clear reporting by program.

  • โœ“Jobs or dimensions per program
  • โœ“Fixed assets for lab equipment
  • โœ“Grant spending reports
Defense

Navy and defense contractors

Ship repair, electronics and engineering firms work to contracts with detailed cost and time records.

  • โœ“Job costing by contract
  • โœ“Resource time sheets
  • โœ“Indirect cost pools via dimensions
Cross-border

Tijuana manufacturing

A US company with a maquiladora or contract plant across the border runs parallel entities that must reconcile every month.

  • โœ“Mexico company in Business Central
  • โœ“USD and MXN
  • โœ“Intercompany postings

Running a Mexican entity next to a US one

Business Central is available in Mexico as well as the United States, so a cross-border group can keep both companies in one environment with separate legal books. Transactions between them post through intercompany partners, which means the US parent's purchase of assembly services from the Mexican plant automatically creates the matching entry on the other side. Consolidation then combines both sets of books in dollars.

The Mexican side carries its own obligations, including electronic invoicing requirements set by the Mexican tax authority. Those are normally handled by a localization extension or a certified provider, and your Mexican accountants must be part of the design. We coordinate with them rather than guessing at Mexican tax rules ourselves.

Choosing a costing approach for biotech and defense

Need
Lighter approach
Heavier approach
Track spend by program or grant
Dimensions on every purchase and journal line
Jobs with budgets and task structures
Capture staff time
Time entered in payroll, allocated by journal
Resource time sheets posted to jobs
Report to funders
Account schedules filtered by dimension
Job reports plus Power BI dashboards
Handle validated systems rules
Documented procedures around standard features
Specialist quality software alongside Business Central

Other San Diego industries we see

  • โœ“Craft breweries needing batch production, keg tracking and excise reporting through an extension
  • โœ“Telecom and wireless engineering firms with project billing and subcontractors
  • โœ“Tourism and hospitality groups consolidating several operating companies
  • โœ“Maritime suppliers serving shipyards and the fishing fleet
  • โœ“Consumer brands selling online with inventory held at third-party warehouses
  • โœ“Nonprofits and research institutes tracking restricted funds by dimension

San Diego questions

Can Business Central run our Tijuana plant as a separate company?

Yes, Business Central supports a Mexico company alongside your US company, each with its own currency and chart of accounts. Intercompany postings link the two and consolidation produces group reports in dollars. Mexican electronic invoicing is typically handled through a localization extension or provider, which we plan with your Mexican accountants.

Is Business Central suitable for an FDA-regulated medical device company?

It can support one, but it is not validated out of the box. Device makers normally pair Business Central with a quality management system and document how they validate the ERP functions they rely on. We are clear about that split during scoping so nobody assumes the ERP covers quality compliance.

We are a small defense subcontractor. Will Business Central satisfy our contract audits?

It depends on your contract terms. Fixed-price subcontractors often run well on jobs, dimensions and time sheets. Firms with cost-type contracts and formal audit exposure usually need a specialist government contracting add-on, and we will recommend that when it applies.

How often would we see you in person?

Only when it helps. San Diego projects run mainly over video from Phoenix, and on-site time is reserved for plant visits, warehouse design or training, agreed in advance. Many clients never need a visit at all.

Do you handle biotech companies that are not yet selling anything?

Yes. Pre-revenue firms mainly need clean purchasing, program costing, fixed assets and board reporting, and Business Central covers that without the inventory modules. The setup grows with you when products reach the market.

Talk to us about your project.

Tell us what you run today and what has to change. A senior consultant replies with a written next step.

Get started

Start with a scoping conversation.

Thirty minutes with a senior consultant - not a sales call. We look at how you run today, tell you plainly whether Business Central is the right fit, and give you an honest sense of scope, cost and timeline before you commit to anything.

What happens next
1
We review your enquiry
A consultant reads it before the call - no discovery questionnaire to fill in.
2
30-minute scoping call
Your processes, your current systems, and the gaps that matter most.
3
Written summary & estimate
Indicative phases, licence counts and a cost range, in writing within three days.
Reply within one business day
NDA signed before discovery on request
No obligation, no cost for the scoping call
Microsoft-certified consultants only
Request your scoping call
Four fields. A consultant replies within one business day.
No cost
Your details stay with our consulting team - never shared, never added to a mailing list.