"Leap Ahead" and achieve visible results
with CBSi:
Replaced many different accounting software solutions for 30-company holding company with one:
- This multi-billion dollar holding company owns almost
30 separate corporations, and was running many different accounting / financial systems.
- Tedious and time consuming reporting, for separate companies
and corporate consolidations, was replaced with the efficiency and flexibility of a
single solution.
- Our implementation, training and conversion assistance
resulted in streamlined financial
reporting and accounting with Microsoft Dynamics NAV.
41-user distributor implemented, trained, and running live within 4 weeks:
- Local $240M distributor with 41 concurrent users had
immediate need to convert to a new system within one month due to various
structural & ownership changes.
- CBSi provided review, implementation, critical
customizations, key-user training, and had client live on Microsoft Dynamics
NAV distribution and accounting software within four weeks.
Replaced 4 systems with 1:
- This company was utilizing four different
systems to accommodate their needs:
- Accounting,
- Contact Management,
- Custom Database,
- Excel (numerous spreadsheets)
- CBSi reviewed the needs of the company, the uses of
each system, and designed and implemented a complete solution to fully
integrate all of these processes into a single Microsoft Dynamics NAV
application.
Service company prospers through CBSi "private label billing" design:
- Company met CBSi at time with 500 active accounts and
28,000 monthly transactions being billed with specific billing formats
required by customers that were so unique, they had to be generated in Excel
by a team of people.
- CBSi replaced their accounting system & designed a
flexible billing system to automate this "private label billing" process and
provide executive management the ability to confidently design product to meet
unique customer needs, knowing their billing system could deliver.
- Enabled company to land large accounts and keep
them.
- Over 50,000 monthly transactions
are automatically billed by Microsoft Dynamics NAV software.
- 6 days of billing reduced to only 1 day. Revenues
doubled with reduction in billing personnel.
Handheld Pocket PC .Net application for field:
Distributor with inventory located outside and across several buildings
needed upgraded accounting and ability to process transactions outdoors without
a PC.
CBSi trained and assisted client with implementation of
Microsoft Dynamics NAV software and created real-time Pocket PC .Net application
for wireless users in the yard. Application provided read/write to accounting
database for:
- Purchase Order Receiving,
- Use of material and labor by job,
- Physical Inventory.
Trucking dispatch system:
- This successful company outgrew its
accounting system and its separate dispatch and billing system.
- CBSi developed dispatch tables and functionality to
automate the dispatch and billing process.
- Functionality included splitting shipments among
different size, truck load capacity, and billing by delivery zones, weights
and trucker.
- Automated Accounts Payable by processing contract
truckers' trips and loads from Sales Invoices.
- All created within Microsoft Dynamics NAV accounting
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