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Our Case Study database tracks 22,657 case studies in the global enterprise technology ecosystem.
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Sage ERP X3 provides clean solution for Avmor Ltd.
Avmor Ltd., a family-owned company that manufactures and distributes quality cleaning products, was relying on a legacy software system that had exceeded its useful life. The system was not based on Microsoft Windows and was heavily customized, making it expensive to maintain. It also lacked Material Requirements Planning (MRP) capabilities, and reporting was always a struggle. Avmor launched a comprehensive search for a new fully integrated advanced manufacturing and distribution enterprise software solution.
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CFM Heats Up E-Business With Sage 100 ERP
CFM Equipment Distributors, Inc., a HVAC wholesaler based in Sacramento, California, was looking to expand its business without adding staff in customer service. The company wanted to leverage e-commerce to achieve this goal. They needed a solution that would allow their customers to check real-time inventory across their warehouses and place orders online. The company was also looking for a solution that was easy to implement and use.
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Trekkers Unite With Creation Entertainment and Sage 100 ERP
Creation Entertainment, a memorabilia retailer and event promoter, was facing a challenge with its online sales and fulfillment process. The company's e-commerce system was poorly designed, leading to sluggish online sales and lengthy fulfillment times. The system was a mishmash of HTML screens that brought in email orders, which were then manually entered into a low-level bookkeeping package. This process was time-consuming and inefficient, taking up to three weeks just to input orders and as long as 16 weeks to fulfill orders when new products were introduced.
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CHIN Radio Dials in Success with Sage 300
CHIN Radio, a pioneer in multicultural radio broadcasting, was looking to update its accounting system. The company wanted a modern, flexible solution that could interface with its advertising revenue application. The company was concerned about the migration of data from its legacy system to the new one, and wanted to ensure that it would have access to both historical and current financial data from the start. The company also wanted to eliminate costly data entry time and the errors associated with manual entry.
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the Grand Beach Hotel Welcomes Sage 300
The Grand Beach Hotel, a luxury hotel in Miami Beach, was in need of a financial and reporting solution. The hotel initially considered proprietary software designed specifically for hotel accounting, but found it to be nearly twice the cost of Sage 300 and didn't offer any additional benefits. Microsoft Dynamics GP was also considered but was deemed overly complex for the hotel's needs. The hotel wanted a system that was easy to learn, easy to use, and could deliver core accounting functionality, remote access capabilities, flexible reporting, and scalability at a competitive price point.
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Sage 300 Enjoys Long-Term Stay at Fairmont Raffles Hotels International
Fairmont Raffles Hotels International (FRHI) is a leading global hotel company with more than 70 hotels under the Fairmont, Raffles, and Swissôtel brands. The company’s business model centers around the design, development, and management of hotels for the properties’ owners. FRHI sought a reliable, flexible, and cost-effective solution that could be deployed globally and serve as the financial backbone of each individual hotel and the centralized database for its corporate offices. The company needed a system that could adapt to different sizes of hotels, from a 1,000-room resort to a 150-room hotel. The system also needed to be reliable and affordable, with no single point of failure, and flexible enough to integrate with other applications.
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Ready Mix USA Finds a Solid Solution in Sage 500 ERP
Ready Mix USA, a dominant player in the construction industry in the Southeast, was experiencing rapid and sustained growth. The company had been using Sage 100 Advanced ERP for years, but as the company expanded and the number of users increased to 160 across 29 separate company codes, the need for a more robust and scalable ERP solution became apparent. The company was also looking to standardize item numbers and deduplicate its customer database, which had become cluttered due to acquisitions and expanding operations.
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Sage 500 ERP—Just What the Doctor Ordered
Mercy Health Plans (MHP) was struggling with an unreliable, labor-intensive accounting package that lacked substantial analysis and reporting capabilities. The balance sheets wouldn't balance, transactions didn't add up on the general ledger report, and system crashes were frequent. There was no audit trail for consolidated reports, as data had to be entered manually into a series of spreadsheets. The lack of reliability was very frustrating for the MHP team. They needed a solution that was 100 percent dependable, with greater functionality plus a complete range of intercompany capabilities.
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Navtrak Charts a Better Course With Sage 500 ERP
Navtrak, a manufacturer of global positioning system (GPS) equipment, was facing challenges with its QuickBooks financial software. The software was not providing an adequate audit trail, the ability to perform analysis, or deep inventory tracking. It also allowed people to delete transactions when they shouldn't, leaving the company with little management control. Navtrak needed a solution that could provide better financial management, inventory tracking, and overall control of the business operations.
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Teva “In Its Element” With Sage 500 ERP
Teva Sport Sandals, a company that created its own niche in open footwear for the active-lifestyle market, was facing exponential growth in direct marketing distribution channels. This forced the company to rethink its business management strategies. Since 1993, catalog sales had been tracked effectively by Sage 100 ERP. But with the potential of e-commerce on the horizon, Teva’s needs changed. A super-powered database with customizable applications became an absolute necessity. Teva decided to grow with a winner and upgraded to Sage 500 ERP. But not without making certain that this was the wisest move. John Kalinich, COO, led a thorough investigation of competitive options. Sage 500 ERP was his choice based on both price and performance.
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PF Technologies Chooses E2 for Support & ISO Certification
PF Technologies, a company specializing in robotic coatings and decorating for the medical and automotive industries, was facing challenges with their outdated management software. The software, which was designed and managed by the company's General Manager, Bill Rice, in 1993, was no longer able to keep up with the growing sophistication of the business. The system began to crash daily, and the original programmer was no longer available to make necessary updates. The company's unique processes, which are heavily regulated by federal and agency regulations, required a robust and sophisticated system that could handle their unique needs.
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East Branch Engineering Uses Shoptech Customer Community to Connect With Other Shop Owners
In 2006, East Branch Engineering was growing rapidly. The shop had more customers, more jobs, and more administrative tasks than they had ever had before. For years East Branch had used a software platform to manage scheduling, estimating, and other important functions. However, with the increasing volume of business, the shop found that the software’s limitations were too much to handle. Data wouldn’t transfer between modules so there was a lot of data entry and time-wasting administrative work. They decided pretty quickly that they needed a new solution.
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Gaining Valuable INSIGHT: How Kaymor Machining and Welding Uses E2 to Gain Valuable Business Insight
Kaymor Machining and Welding, a company serving the machining and welding needs of Alberta’s oil, gas, and forestry industries, was managing their entire operation manually. Inventory, scheduling, materials, estimating - it was all tracked with handwritten notes. The company suspected that they were losing efficiency and profits because of their system. They realized that a change was needed. They began the process of looking for shop software and narrowed their search to Shoptech’s E2 platform.
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Brisco Inc. Case Study
Brisco Inc., a machine, fab, and laser shop, was previously using JobBoss software for their operations. However, they faced significant challenges with inventory management as they were unable to accurately track materials and waste from jobs. Additionally, the software's short character codes for customer names made it difficult to find customers in the system. The situation worsened when their entire JobBoss system crashed, resulting in the loss of six months of data, including backups. The cost of upgrading and redoing their JobBoss system was prohibitive, prompting them to look for another software vendor.
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Improving Shop Flow and Efficiency with E2
A&J Manufacturing Company was struggling with their existing ERP system. The system was partially implemented and most of the work was done manually before being entered into the ERP system. This made finding current and correct data a challenge and creating reports from that data was frustrating. The company had a large number of part numbers due to the variety of racks they manufacture. Their old system had around 20,000 part numbers and they didn't want to transfer all of them to the new system if they weren't being utilized.
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CadDo and Microsoft products bring transparency to asset management company’s portfolio
The demand for transparency across investments, to align with the SDGs, meant the company needed to augment financial performance figures with ESG performance. This would ensure every investment decision would be fully informed, and that every retail and institutional client could gain a holistic view of each fund’s performance in terms of sustainability and profitability. The company was clear from the outset that it required a partner who could bridge the gap between IT and its business and rapidly deliver a solution to meet its internal deadline.
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Dorset Healthcare's Transition to Data-Driven Insights with Azure and Power BI
The Dorset healthcare system faced significant challenges in integrating and analyzing data from various sources due to the complex setup of multiple organizations. Information was siloed across the county's healthcare networks, making it difficult to collaborate and derive insights. The need for a unified data warehouse was identified to enable better decision-making and improve patient care. The COVID-19 pandemic further highlighted the urgency of having a robust data infrastructure to respond effectively to emerging healthcare challenges.
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Working as a team amidst disruption at the University of South Florida
When the COVID-19 pandemic hit, educational institutions worldwide faced unprecedented challenges. The University of South Florida (USF) was no exception, as it had to quickly adapt to the new reality of remote learning and collaboration. The university, with its multiple campuses and a large student body, needed a solution that could facilitate seamless communication and learning without compromising the quality of education. USF had already been in the process of transitioning to a unified technology environment, but the pandemic accelerated this need. The challenge was not only to continue educational activities but also to ensure the safety and health of students and faculty, particularly in the medical field where hands-on training is crucial.
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CCBPI Accelerates Business and Drives Performance with Sales Capability Tool
CCBPI recognized the need to integrate and automate its data processes to enhance operational efficiency and maintain data transparency. Previously, Power BI reports were generated using data from manually edited Microsoft Excel files, which involved multiple users and steps prone to human error. The leadership team, led by CIO Winnie Talosig-Rebancos, identified the automation of report creation as a critical component of their digital transformation strategy.
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Ville de Laval Speeds Up Community Response Systems with an Azure AI Solution
For a city the size of Laval, managing the 311 system, which fields questions and complaints about non-emergency issues, can be a significant challenge. The city handles an average of 645 calls a day, and when including in-person requests and emails, the 311 operators respond to more than 250,000 requests annually. The manual recording of each call can sometimes be left incomplete, leading to inefficiencies. The push to augment the system with AI began in 2019, with the goal of adding value for each person contacting the 311 system. The city was already using Microsoft 365, making the adoption of Dynamics 365 and Azure a simpler process. However, a multivendor survey was conducted, including the creation of AI assets through open-source technologies. The goal was to create a high level of interoperability between Azure and the existing Microsoft 365 environment, simplifying the development of a solution using Azure AI capabilities.
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New York City Department of Environmental Protection Pioneers Chatbot Innovation Improving Employee Experiences and Operational Efficiency
The New York City Department of Environmental Protection (DEP) faced challenges in managing the increasing call volumes at their IT and HR service desks, which were only staffed during regular business hours. This led to longer response times and reduced employee satisfaction, particularly for after-hours requests such as password resets. The agency needed a solution to provide 24/7 support to its 6,000 employees, who operate in a 24/7/365 environment, including plant operators and those responding to emergencies like water main breaks. The goal was to improve user experience and drive operational efficiencies by providing continuous availability of services.
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Microsoft helps Robert Walters create a modern workplace for a mobile workforce
Robert Walters, a global specialist professional recruitment business, faced challenges in enabling their consultants to work effectively while on the move. The company needed to establish a modern workplace that would allow their staff to perform their duties flexibly and efficiently, regardless of location. The existing setup did not fully support mobile work, which was crucial for consultants who spent significant time with clients and candidates. The need for a seamless transition to remote work became even more pressing with the onset of the COVID-19 pandemic, which required businesses to adapt quickly to new working conditions. Robert Walters sought a solution that would not only enhance mobility but also integrate their IT and back-office functions to streamline operations and improve the overall employee and customer experience.
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La Pontezuela Transforms Olive Oil Business with Tipsa OliTEC Suite and Microsoft Dynamics 365
La Pontezuela, a family business in Toledo, Spain, producing premium-quality extra virgin olive oil, sought to modernize its business operations. The company needed an end-to-end business solution to transform interoperability across departments and stakeholders, while providing analysis for global business insights. The board of directors was unsure where to begin, and they required guidance to optimize operations using Microsoft technologies. The challenge was to streamline internal collaboration, simplify production processes, and enhance online transactions through an e-commerce platform connected to CRM, all while making confident decisions using real-time data analysis.
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With Dynamics 365, Natura imbues its service with robustness and tightens its relationship with its customers
Natura, a leading Brazilian cosmetics multinational, faced the challenge of developing a robust customer service system that could integrate with its legacy platforms while providing higher availability and flexibility for future solutions. The company needed a centralized service system that could simplify the development of future processes and enhance its relationship with customers and consultants. The existing system required improvements in productivity and efficiency, and Natura sought a solution that could address these needs while maintaining its commitment to environmental, economic, and social awareness.
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RHI Magnesita: How a Synapse Analytics Data Platform is Transforming the Refractory Industry
RHI Magnesita, a world leader in refractories, faced the challenge of expanding their digital services to customers. They aimed to offer not just managed installation of refractory products but also continuous monitoring and predictive analytics to enhance efficiency and avoid unnecessary production shutdowns. This required a significant digital transformation and rebuilding of their IT infrastructure on Azure. The merger of RHI and Magnesita in 2017 added complexity to their data management, necessitating a more flexible and scalable data infrastructure. The company needed to consolidate disparate IT systems and manage increased data demands post-merger, which their existing on-premises solutions could no longer handle effectively.
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Vitaldent Enhances Patient Experience and Operational Efficiency with Dynamics 365
Vitaldent, a leading dental clinic network in Spain, faced the challenge of maintaining high-quality patient care while expanding its operations. With over 300 clinics and more than 7.5 million patients annually, the company needed a robust system to manage patient interactions and clinic operations efficiently. The primary challenge was to provide a seamless communication platform for patients and clinics, ensuring that patient needs were met promptly and effectively. Additionally, Vitaldent aimed to enhance its marketing efforts to attract new patients and retain existing ones. The company required a solution that could integrate patient data, streamline communication, and support its growth aspirations across different regions and brands.
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Procter & Gamble Leverages Azure for Data-Driven Transformation in Consumer Goods Industry
Given its broad scope and long history, P&G had numerous data points about its business, including what drives sales and product preferences. However, the data resided in geographically dispersed silos, and P&G’s legacy systems couldn’t link the hundreds of disparate data types to gain collective insights. P&G sought a platform that could unlock those silos and provide a single view for business users. At the same time, company leaders realized that they needed to foster a data-driven culture—a growth mindset that put data and analytics at the forefront. AI, machine learning, and advanced analytics were all seen as crucial to becoming a true digital leader.
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Walgreens Empowers Pharmacists with an Intelligent Prescription Data Platform on Azure
Walgreens processes hundreds of millions of prescription dispenses annually across nearly 9,000 stores, each transaction involving hundreds of data points. The existing infrastructure was unable to provide the reliability and speed needed for future operations. Walgreens aimed to future-proof its infrastructure with a cloud-first approach and modern AI capabilities. The goal was to support pharmacists with critical patient information, reduce time spent on prescription operations, and allow more focus on patient interaction. The aging data platform took up to two days to process each prescription request, which was not sustainable for the company's needs.
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PROTORIA Modernizes IT Infrastructure with Microsoft Azure and Cloud Services Guidance
PROTORIA, a retail service provider for Samsung in Ukraine, faced challenges in managing its multichannel retail operations. The company aimed to update its long-term strategy by adopting cloud solutions to modernize its IT infrastructure and enhance its digital customer experience. The stakeholders identified the need for infrastructure modernization and the main retail website to facilitate a seamless digital customer experience. PROTORIA sought to address these challenges by collaborating with Cloud Services, a Microsoft partner, to develop a cloud adoption plan and migrate its infrastructure to Microsoft Azure.
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Azure Defender for IoT helps global geological materials company secure production and bridge the IT/OT gap
OT network security hasn't always been a priority at Lhoist, as plants were traditionally isolated from other networks. However, digital transformation has led to more connected industrial environments, making OT security a top priority. Critical OT equipment is now more connected to the plant IT network, which is in turn connected to the corporate IT network. There is also an increasing demand for remote access from third-party vendors who help manage and maintain equipment. The CISO's role is to reduce cyber risk enterprise-wide and ensure that any attempt to compromise OT equipment is quickly detected and mitigated. A recent ransomware attack at a related organization highlighted the need for a security review at Lhoist, as it resulted in missed deliveries and millions of dollars in damages.
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