Case Studies

We will be adding to these case studies as we implement solutions.  If you would like to be notified of the results, sign up for our newsletter.

The situation #1

A not-for-profit organization had limited funds to spend.  Their software had not been updated for 10 years due to a lack of funds.  Their accounting system was not capable of producing the necessary GL and P&L reports.  They regularly had service problems, but were reluctant to call for service, because of the cost.
 

Our Assessment

We found the following issues:

1. The accounting system was out of date and had not been maintained.
2. Their contact management software was not capable of maintaining contact with all members.
3. Their server hardware was old and unstable and no data backup was available.
4. They were not protected against a virus attack.
5. 70% of their technology expenses were going to monthly website updates.

1. Change the approach to updating the website.  They were able to do this themselves.
   
2. Purchase new accounting and contact management software.
3. Acquire a technical support contract to maintain reliable service.
4. Get support for the migration to new accounting and contact management software.

A reliable service was implemented for less in ongoing cost than previously paid.  Additional funding was required to support the conversion.  Reliable financial statements and full access to their contacts were implemented within 6 months.

Situation #2

A construction company had purchased software to manage their growing business.  One year after installation, they still had not been able to get the value from their investment.

Our Assessment

 We found that the software purchased was appropriate for their needs, however, a complex approach had been taken to implementation.  The business did not need all of the sophistocated tools and the complexity confused management and staff. 

Our Recommendations

 We recommended a simplified approach to implementation that was more in line with business practice.  Their business process was documented and software components evaluated against this business process.  Staff were trained to use the components necessary to implement the desired functions.  As they became familiar and business transactions were captured, their activities were changed to utilized the new information available from the system. 

Results 

All existing transactions were captured and initial management functions were implemented within 3 months.