CASE STUDY
Gregory Poole Equipment Company
15 Months. 800+ Datasets. A Heavy Equipment Industry Benchmark.
AX 2012 to NAXT 365 Migration
Gregory Poole Equipment Company
15 Months. 800+ Datasets. A Heavy Equipment Industry Benchmark.
For Gregory Poole Equipment Company (GPEC), one of North Carolina's most respected Caterpillar dealers, modernizing its digital core wasn't a choice - it was a necessity. A decades-old AX 2012 environment had accumulated years of customizations, legacy structures, and data complexity that no longer served the business. The question was never whether to modernize. It was how to do it without disrupting the operations thousands of customers depended on - and fast enough to matter.
About Gregory Poole Equipment Company
Precision, reliability, and high-value customer solutions.
Headquartered in North Carolina, GPEC serves the construction, power systems, and material handling industries as a key Caterpillar dealer. Built on decades of operational leadership, the company has earned its reputation through precision, reliability, and high-value customer solutions - values that guided every decision made throughout this migration.
800+ datasets migratedLive, relevant data preserved while legacy clutter was left behind.
The Challenge
GPEC's AX 2012 environment had been shaped over years by unique business processes, third-party integrations, and operational adaptations - creating a landscape rich in institutional knowledge but burdened by complexity. The migration demanded precision and pragmatism in equal measure:
A heavily customized AX 2012 environment required careful separation of business-critical data from years of legacy configurations
Poor data quality, inconsistent structures, and inventory frameworks misaligned to Dynamics 365 standards required significant cleansing
Selective migration was essential - preserving only live, relevant data while excluding obsolete history and legacy artifacts
Business continuity was non-negotiable - operations could not be disrupted at any stage of the transition
The Solution
GPEC partnered with LGS (under DDPTech collaboration) and XAPT - combining LGS's specialized AX 2012 to NAXT 365 migration capability with XAPT's deep platform expertise. At the foundation of the engagement was data migration IP conceived and built by LGS under the DDPTech alliance - the original architects of the AX 2012 to D365 upgrade methodology that made a 15-month delivery timeline achievable.
Together, they executed a structured, four-layer migration approach:
Configuration data migration - preserving essential system settings and foundational structures
Reference data migration - maintaining the core frameworks underpinning GPEC's operational model
Master data migration - carrying forward customer, vendor, equipment, inventory, and financial entities
Transactional data migration - moving only live, relevant business activity, leaving legacy clutter behind
LGS's high-precision data engine handled the complex filtering logic at the heart of the migration. With teams collaborating across the US, UK, Australia, and India in near-continuous cycles, validation, testing, and load execution were compressed into a timeline the industry had rarely seen at this scale.
Outcomes & Benefits
Fifteen months after kickoff, GPEC went live on NAXT 365 - on time, and without a single post go-live data issue. For a deployment of this complexity, that outcome is rare. For the teams involved, it was the only acceptable result.
600+ configuration and reference data entities migrated with full structural integrity
180+ master and transactional data objects upgraded and validated across all business domains
Zero data migration issues post go-live - clean, accurate data from day one
Industry-leading 15-month delivery timeline, setting a new benchmark for AX 2012 to NAXT 365 transitions
GPEC now operates with improved data accuracy, streamlined structures, and stronger operational visibility
About LGSTech:
LGSTech is the evolution of DDPTech - LGS created the original white-label software for AX2012 to Dynamics365 data migrations, this originated the data migration IP under DDPTech collaboration powering every engagement in this case study. As the original architects of the D365 data migration methodology and toolsets, LGSTech brings proprietary, field-proven capability that no other partner can replicate. Today, LGSTech continues that legacy globally - helping enterprises modernize with confidence and delivering clean, structured, business-ready data from day one.
