Transitioning back to Sage Intacct success story & solutions

From Struggles to Solutions: RLS Logistics’ Success Story in Transitioning Back to Sage Intacct

Challenges

Microsoft BC Detour: A Year of Struggles for RLS

Despite initially selecting Sage Intacct as their accounting solution, RLS took a detour to a different accounting ERP solution. However, the implementation of this program proved to be a challenging venture for RLS Logistics. The vision of a seamless transition collided with the harsh reality of a cumbersome and complex integration process and a system that was difficult to navigate and lacked proper organization. Even a year into the transition, RLS continued to grapple with day-to-day issues that persisted from the initial stages, leaving their team disappointed and discouraged.

The RLS team encountered challenges on multiple fronts, ranging from overall functionality issues of the product itself to complicated user permissions and a lack of intuitive design. This program was found to be notably inefficient, providing a user interface that was challenging to navigate. The system’s improper layout worsened their frustration, making daily operations unnecessarily complicated. The product’s functionality fell short of expectations, contributing to an ongoing sense of dissatisfaction. Inefficiencies introduced by this program’s functionality impacted productivity, with team members struggling to execute tasks that would have taken significantly less time under a more user-friendly system. Additionally, integration capabilities fell short of expectations, particularly with critical systems like ADP, despite promises made during the decision-making phase. Faced with these challenges, RLS Logistics recognized the need for a strategic shift.

Solutions

Strategic Reevaluation: RLS’s Return to Sage Intacct with CompuData

Recognizing the need for change, RLS embarked on a journey back to Sage Intacct after acknowledging it as the superior software solution, bringing CompuData into the picture as a trusted partner in this transition. CompuData was pivotal in guiding RLS through a reevaluation of Sage Intacct, strategically addressing and eliminating the challenges they encountered during their previous BC implementation. The primary objective for CompuData was to facilitate a smooth and effortless transition to Sage Intacct, minimizing the efforts required from the RLS team.

Leveraging over 30 years of expertise as a Sage partner, CompuData’s team of Sage Consultants played a crucial role in ensuring seamless reintegration with Intacct. The transition was executed with minimal downtime, offering a sense of familiarity that enabled the RLS team to resume their tasks swiftly. The focus was on providing a hassle-free experience for RLS, drawing on CompuData’s extensive experience in Sage solutions to navigate the intricacies of the software transition. CompuData’s expertise ensured the successful migration to Sage Intacct and the optimization of its functionalities to meet the specific needs of RLS Logistics.

Results

A Seamless Integration: How RLS Achieved Results with Sage Intacct and CompuData Support

After being reintroduced to Sage Intacct, RLS Logistics experienced numerous benefits and positive changes in its overall business operations. This positive shift not only stemmed from the software’s capabilities but also from the exceptional support provided by CompuData throughout the implementation process. From implementation to ongoing support, the CompuData team was commended for their responsiveness, availability, and dedication to exceeding expectations.

Here’s a closer look at the benefits RLS has experienced:

Enhanced Productivity: One of the most significant improvements noted by RLS Logistics was the boost in productivity for their team. The functionality of Sage Intacct streamlined processes, eliminating the need for time-consuming tasks. The team no longer wasted time on simple processes, leading to an increase in overall efficiency
Intuitive Design and User-Friendly Interface: RLS Logistics emphasized that Intacct’s functionality is unmatched and perfectly laid out. The platform’s layout, intuitive design, and user-friendly interface stood out to the RLS team.
Simplified Permissions: The RLS team appreciated the straightforward and clear design of the user permissions functionality in Sage Intacct. Unlike the cumbersome process experienced with their old program, Intacct provided a clear and concise interface for setting rules and permissions. This significantly empowered the controller at RLS Logistics, offering peace of mind in knowing that users only have access to what is necessary for their roles.
Superior Integration Capabilities: Intacct’s open API infrastructure allowed RLS to seamlessly integrate with the solutions essential for running their business. This was particularly beneficial for RLS’s adoption of Ramp for credit card and expense management, described as an easy, quick, and seamless integration process contributing to a positive user experience.
Effortless Management of Business Units: Sage Intacct enabled RLS to manage their multiple business units seamlessly. Navigating between different units and streamlining tasks showcased the software’s efficiency. Despite slight variations in the layout compared to their previous system, the adaptability of Sage Intacct made it easy for the team to navigate and manage business units efficiently.

” Our return to Sage Intacct with CompuData surpassed all expectations; the entire transition was remarkably seamless. The rollout of Sage Intacct was unmatched, providing us not only a superior software solution but also a partnership that prioritizes our needs and ensures a positive trajectory for our business operations. The CompuData team’s expertise, support, and dedication to our success were truly commendable.” – Bill Mathis, Controller at RLS Logistics.