商业服务公司利用 Acumatica 节省了约 80% 的预计部署成本
公司规模
11-200
地区
- America
产品
- Acumatica Financial Management Suite
技术栈
- Acumatica
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
技术
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 金融与保险
适用功能
- 商业运营
用例
- 库存管理
- 补货预测
服务
- 系统集成
- 培训
关于客户
Caystone Solutions Ltd. 是一家独立的家族办公室和企业服务公司，总部位于巴哈马新普罗维登斯拿骚。该公司从事金融服务业，提供定制服务，包括公司注册、会计、合规和后台功能。尽管 Caystone 是一家小公司，但志向远大。该公司的目标是为全球企业家和个人提供各种服务。这些服务包括代表客户与政府和监管机构合作、协助外部沟通和客户关系管理、提高销售效率以及及时报告客户管理的投资。
挑战
Caystone Solutions Ltd. 是一家规模虽小但雄心勃勃的公司，旨在为全球企业家和个人提供各种服务。为了实现这一目标，Caystone 需要以非凡的效率运营并能够轻松管理增长。该公司需要一个能够支持其自身业务需求以及其客户需求的会计系统。该系统需要可定制、支持多种货币和无限用户。它还需要让 Caystone 及其客户能够随时随地通过任何 Web 浏览器进行访问。Caystone 需要一个不需要庞大且昂贵的硬件基础设施的系统。总部位于巴哈马的 Caystone 需要确保其客户数据存储在本地。
解决方案
Caystone 选择永久许可的 Acumatica 财务管理套件有五个主要原因：Acumatica 的货币管理模块支持多种货币，这对于 Caystone 扩大国际客户群的目标至关重要。Caystone 需要尽量降低实施成本。由于 Acumatica 易于使用，Caystone 的员工能够自行测试和学习系统。Acumatica 使 Caystone 能够在需要时添加其他客户管理和项目会计应用程序套件，并添加更多用户而无需额外的许可成本。Acumatica 的自定义选项对 Caystone 尤其重要。例如，Acumatica 的总帐 (GL) 模块使 Caystone 能够自定义其 GL 帐户和子帐户，以专门针对客户和合作伙伴的需求定制报告。对于许多客户来说，他们的营业地点在巴哈马很重要。因此，将客户的数据存储在巴哈马对 Caystone 来说至关重要。 Acumatica 的永久软件许可证使 Caystone 能够将客户数据存储在位于巴哈马的托管服务提供商的服务器上。
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