私人投资公司利用 Acumatica 改善灾难恢复并简化会计工作
公司规模
SME
地区
- America
国家
- United States
产品
- Acumatica
技术栈
- Cloud-based ERP
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
技术
- 基础设施即服务 (IaaS) - 云计算
适用行业
- 金融与保险
适用功能
- 商业运营
用例
- 远程资产管理
服务
- 云规划/设计/实施服务
关于客户
Seaport Capital LLC 是一家总部位于纽约市的私人投资公司。该公司成立于 1997 年，隶属于另一家组织，为通信、媒体、信息和商业服务领域的中型企业提供资本。自 2000 年独立以来，Seaport Capital 一直采用相同的会计系统。然而，2012 年飓风桑迪袭击纽约市时，该公司的运营中断，部分数据遭到破坏。该公司位于 27 楼的办公室没有被洪水淹没，但公司一周内无法访问数据，两周内只能通过手机运营。
挑战
私人投资公司 Seaport Capital 使用的会计系统已过时，该系统在 2012 年受到飓风桑迪的严重影响。飓风导致 Seaport Capital 位于曼哈顿下城的大楼地下室被淹，导致这栋 29 层大楼和公司本地服务器的电力中断。这导致他们一周内无法访问数据，并且不得不通过手机操作两周。风暴过后发现，他们主公司的大部分数据已损坏、丢失或无法访问，部分基金的数据也是如此。该公司使用 Excel 进行大量会计工作，并手动管理和在多达 40 个实体之间分配资金。
解决方案
Seaport Capital 决定用基于云的 ERP 平台 Acumatica 取代其旧的会计系统。该公司的首要要求是找到一个具有远程、独立于设备的访问功能的平台。除了基于云的平台之外，Seaport 还将经济实惠、轻松处理和集成多个实体的能力以及自定义报告列在其要求列表的首位。Acumatica 灵活的定价结构加上其易于使用且直观的用户界面和公司间功能，让 Seaport 获得了这笔交易。Acumatica 帮助 Seaport 简化了支票运行流程，使他们能够在打印之前预览支票运行，并在需要时轻松作废和重新打印。Seaport 简化了银行对账，快速更新了其科目表和子帐户，并将之前包含 20 页的报告合并为两到三页。
运营影响
数量效益
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