Sage North America, a provider of business management software and services, was facing challenges in its data management. The company understood the importance of being data-driven but was limited by the lack of appropriate tools. The process of building and sharing reports across teams was time-consuming. Additionally, the visibility into multiple data platforms needed to be increased. The company was operating in a culture of guesswork and assumptions, which was not conducive to its growth and efficiency.

The Resource Center, a not-for-profit healthcare agency, was struggling with an inefficient and time-consuming manual budgeting process that did not allow for sophisticated analysis and planning. The annual budget process involved the creation of a Lotus spreadsheet for each of more than 200 cost centers, each containing a few years of historical data, as well as last year’s budget and actuals. The budget data was then reentered into a legacy system, with the budget cycle concluding in late December. The process for allocating expenses across the agency was also complex and time-consuming, involving many days each month of manual data entry and rekeying.

QesTec, a provider of computer options such as upgrades for servers, workstations, personal computers, laptops, notebooks, and printers, was experiencing booming demand for its high-tech products. This led to a situation where the business was doubling every year, and the company’s computer system simply couldn’t keep up with it. Inventory was turning at least 25 times a year. The time had come to replace standalone PCs with a robust network, including software that would provide manufacturing and inventory management systems plus wider access to customer information. In other words, it was time to migrate up from Sage 50—U.S. Edition, the accounting package that had worked so well during QesTec’s earlier days.

Sage is a provider of integrated business management software solutions and services for small, and medium-sized companies. The company manages and offers accounting and finance, ERP solutions, payroll, HR, and payments solutions. It also provides business cloud solutions such as Sage Business Cloud for accounting and payroll, Sage 50cloud Accounts, Sage 50cloud Payroll, Sage Intacct, Sage People, Sage X3, and Sage 200 Cloud. Sage Group offers solutions to construction, retail, wholesale distribution, e-commerce, professional services, e-commerce, healthcare, hospitality, and manufacturing industries.