实例探究 > Velosio Assists Quick Solutions Inc. with Using Their Software to the Fullest Ability

Velosio Assists Quick Solutions Inc. with Using Their Software to the Fullest Ability

公司规模

200-1,000

地区

America

国家

United States

产品

Microsoft Dynamics GP
Microsoft Dynamics GP Project Accounting
Microsoft Dynamics GP Business Portal

技术栈

Microsoft Dynamics GP
Microsoft Dynamics GP Project Accounting
Microsoft Dynamics GP Business Portal

实施规模

Enterprise-wide Deployment

影响指标

Cost Savings
Customer Satisfaction
Productivity Improvements

技术

功能应用 - 企业资源规划系统 (ERP)
功能应用 - 远程监控系统

适用行业

Professional Service

适用功能

商业运营
质量保证

用例

预测性维护
过程控制与优化
远程资产管理

服务

软件设计与工程服务
系统集成
培训

关于客户

Quick Solutions, Inc. (QSI) is an IT consulting firm located in Westerville, OH. QSI has nineteen service offerings helping clients implement technology solutions to solve business problems. QSI’s offerings encompass all aspects of strategy, people, process and technology. QSI was founded in 1991 in response to a growing demand for outsourced Information Technology consulting services. They now have over 190 consultants engaged at over 70 client sites in a wide range of industries including manufacturing/distribution, financial services, energy, public sector, retail, professional services and education.

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挑战

In December of 2011, QSI made the switch from Sage MAS90 to Microsoft Dynamics GP in order to optimize the more robust time and materials management and reporting features found within the Microsoft Dynamics GP Project Accounting module. Despite their plans, QSI struggled with their new solution since their software partner didn’t analyze their business procedures thoroughly before entering their data into Microsoft Dynamics GP. QSI quickly realized they weren’t using the solution correctly and were forced to deal with some major business pains on top of it all. Not only were they conducting manual workarounds, they weren’t able to create the profit & loss (P&L) reports to show which projects were profitable and which were not. QSI also wanted to break out financial statements by the different industries they worked with, but they could never organize the information into a comprehensive report due to the way the software was initially configured. The Corporate Controller at the time tried to pull journal entries manually from the General Ledger by industry and after nine months, still wasn’t able to produce the information they needed.

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解决方案

In September of 2012, they sought out help from Velosio, a Microsoft Gold Partner located in Dublin, OH. Once Velosio entered the picture, QSI felt they were in good hands. Pamela Hagely, Director and Corporate Controller at QSI says, “Right off the bat, we had a great working session on the ‘what ifs’ of our business. Velosio wanted to know all the exceptions to the rule so that we didn’t have to create workarounds to deal with those exceptions on a daily basis.” Velosio educated QSI throughout the process so they understood how they needed to use the system in order to get important business information out. Pamela continues, “After that first session, Velosio really understood our business and had the information they needed to set Microsoft Dynamics GP up correctly so we could use it to its fullest ability.” Since Velosio was able to set everything up properly, QSI could depend on consistency that streamlined data entry processes across the board. All their time sheets are now entered the same way and contracts are much easier to track and manage. Pamela says, “There is finally logic behind how things are set up. Users don’t have any questions on why and we’ve limited the number of manual changes, making our reporting much more accurate as well.”

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运营影响

By Industry – QSI needed insight into financial information by industry because each of the industries they work with has their own set of margins. Never being able to achieve this insight before, QSI can now see this detail, helping management make important business decisions. Pamela explains, “Velosio took our General Ledger accounts and restructured it to create segments correctly. This produces the industry-specific statements that we never could get before.”
By Client – Similar to viewing financial information for each industry, QSI wanted to see all of the P&L reports for each of their clients. Now that Velosio has set things up in Microsoft Dynamics GP Project Accounting to attain this real-time information, QSI can quit playing the guessing game. With factual data, they can see where they’re profiting, where they’re losing money, and whether there are trends that they can follow.
Utilization – QSI currently reports on what their revenue goals are for each consultant. Prior to their work with Velosio, this utilization report was completely manual and was time consuming in that it required data from different sources within the company. Now with the help of Velosio, the utilization report is compiled from the weekly timesheet data captured in Microsoft Dynamics GP Project Accounting and reported in a clearer, more accurate format. Pamela says, “Velosio continues to surprise us in helping us get better reports to help manage our business.”
Time Savings – Velosio also helped QSI to set up and use the Microsoft Dynamics GP Business Portal that sits on top of the Project Accounting module. The Business Portal application will streamline their time tracking processes by allowing individual users to create their own time sheets. Before Velosio stepped in, one full time employee at QSI would manually enter timesheets for 140 consultants, taking a total of 5 hours every two weeks. With Business Portal, the time entry task is pushed out to each employee to enter their own time. That data is then automatically imported into Microsoft Dynamics GP Project Accounting, saving at least four hours of work for accounting every two weeks. Pamela adds, “This has freed up our finance and accounting experts so they can focus on doing more meaningful tasks for the business.”
Real-Time Business Visibility – QSI can now attain timely information to make better business decisions as a whole. Pamela says, “With this new-found automation and efficiency, we can get reports to our partners by or before the 10th of each month whereas before we struggled to deliver minimal reporting by the 15th.”

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数量效益

Saving at least four hours of work for accounting every two weeks.
Reports delivered by or before the 10th of each month, compared to struggling to deliver minimal reporting by the 15th previously.

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