Acumatica and Dynamics GP Case Study Library

Overview

Platinum Corral came to Intelligent Technologies, Inc. when it decided to undertake an aggressive expansion program. Platinum realized that before these plans could be acted upon, it had to ensure that its internal accounting practices were running smoothly and efficiently. To help with this, ITI created a custom accounting solution capable of delivering daily reports containing comprehensive operational data early enough in the day to facilitate interdepartmental communication and improve operational control.  

Key Results

Since implementing this unique solution, Platinum has won several awards and tripled its business volume, while only adding a single part time accountant to its staff. 

Overview

A fire broke out at a construction site next to the NCACC offices, leaving considerable damage in its wake. Luckily, the server running Dynamics GP was off-site. But, all the workstations used to access the system were water damaged and made useless, within a matter of minutes. Forced them to move to a new location where the Internet connection was just a little faster than dial up, getting their day-to-day work done was still causing the accounting team major headaches. With productivity spiraling out of control, NCACC realized this too was only a temporary solution. They were in desperate need of something to help them get operations back on track. So, Intelligent Technologies quickly moved NCACC to the HTML 5 web client for Dynamics GP. 

Key Results

With it, they could be free from the constraints of only having Dynamics GP loaded on certain workstations. Instead, they would have access to it from any device. Finally, NCACC’s accounting software would catch up with most of their other systems that had already made the transition to the cloud. 

Overview

American Foam & Fabric, now AFF|group, is an industry leader in aftermarket textiles for the automotive, marine, retail and hospitality industries. Prior to being purchased from its founder, the 29-year-old company was running an outdated and limited version of Sage, and the company lacked formal systems and processes.

Needing access to information and to
implement barcoding, AFF|group implemented cloud-based Acumatica, improving inventory management, connecting disparate data silos, gaining insight to make better decisions.

Key Results

• Improved business processes company-wide, streamlining operations
• Acquired accurate real-time information, reducing errors & improving customer
• experience
• Eliminated manual, paper-based workflow, saving time and money
• Increased production without adding staff, investing for the future
• Accelerated inventory turns, better using stock on hand, driving efficiency
• Real-time reporting through the use of dashboards

Overview

In 2017, with a plan to double his restaurant holdings through acquisitions, Pak hired Andy Gale, a longtime friend and CEO of numerous high-growth firms. They soon decided together, however, that the timing wasn’t right for Pak’s growth plan.
“We realized we just didn’t have the infrastructure that would allow us to reasonably absorb this acquisition,” says Gale, now BLD Brands’ CEO.

BLD Brands was running an unsupported version of Sage Pro and operating with eight different charters of accounts and four different accounting calendars as a result of prior acquisitions. Numerous intercompany transactions and consolidations made it challenging to bring them all into a single audited entity. In addition to running siloed accounting systems and three different point-of-sale systems, four people manually entered about 90,000 invoices a year.

Bringing those systems together required three in-house developers to create proprietary desktop and mobile applications that BLD used for managing communication and approvals, among other operations. Those applications pulled information from a data warehouse into which all financial data was then added.
“We needed a standardized platform and a good state-of-the-art ERP package to support business growth.”

Key Results

• Consolidated eight chart of accounts and four accounting calendars
• Streamlined operations by eliminating data silos
• Significantly reduced time to close month end to 5 days
• Added mobility and improved financial visibility
• Eliminated manual invoice input and improved operations

Overview

Founded in 2001, Consolidated West could not link its sales management software with its accounting software. In 2016 the company switched from QuickBooks to Acumatica and achieved the needed integration, gaining significant time-savings from eliminating double data entry.

Key Results

• Integrated system allows automatic flow of financial data, cutting data-entry in half
• Enhanced financial reporting meets internal and external requirements
• Remote access improves monitoring of finances and productivity
• License for unlimited users allows business to grow with no additional per-user cost

Overview

Founded in 1906, C&O Nursery sells finished fruit trees, largely focusing on apple, pear and cherry varieties for orchards. When its legacy system couldn’t smoothly integrate with its inventory system and then support ended, C&O Nursery switched to Acumatica for its integrated accounting and inventory, the way it addresses its agriculture business model, and its ability to flex with seasonal agricultural workforce.

Key Results

• Connected business systems, streamlining operations and saving time
• Improved inventory management, conforming to the way C&O does business
• Gained flexible Payroll system that solved for seasonal agricultural worker requirements
• Provided online inventory access to customers & sales team, improving customer service
• Improved traceability and tracking of commissions and royalties for ease of audit
• Eliminated manual duplicate data entry & errors, gaining time to focus on higher level tasks with efficiency