A robust solution that saves time... priceless!
The Challenge
Rolls-Royce Marine Australia’s accounting program was struggling to process the day-to-day running of the business. The number of staff that could access the system simultaneously was limited causing the program to slow down and cause data integrity issues. It was becoming a big frustration amongst staff and management. ‘Often the system would only post to one side of the trial balance so the figures were not always right and it took a lot of time to fix the problems the software was creating’ said Jamie Kilsby, financial controller for Rolls-Royce Marine Australia, WA.
The business was on the look out for a solution that could manage large amounts of data on products and customers details as well as manage multiple users on the system at the one time. It was time to upgrade!
The Solution
A robust solution that will grow with the business.
Sage Pastel Evolution is a robust solution with an advanced operating environment. The SQL database ensures data integrity and scalability. It also allows the business to tailor the program to meet individual organisational needs. ‘We needed something with Tax Management, Job Costing, Fixed Assets, CRM and all the standard accounting modules to run the complex business’.
Business Partner, Progressive Business Technologies presented Rolls-Royce Marine Australia with Sage Pastel Evolution and immediately Jamie found the system easy-to-use. ‘The layout of the system tree makes it so easy to jump between the modules. I knew that introducing the system to the staff wouldn’t be a problem’.
The ability to raise Purchase Orders and capture costs associated to the job was important.
Being a Job Driven Company it was important that Rolls Royce Marine Australia has the ability to raise purchase orders against a job, as well as capture all other costs and revenue associated with the Job to identify profitability.
The CRM module, which is the core of the program stores email communication within the client contact. Each time a staff member view’s a client folder, they are able to see all the communication which has been sent to the client. The central storage area of the program provides valuable historical communication for staff. Staff have all the historical communication they need to maintain and develop a meaningful relationship with the client.
This provides a valuable tool when you have several departments and staff members dealing with the one customer.
The Results
Since implementing Sage Paste Evolution, Rolls Royce Marine Australia has experienced a number of efficiencies in their day-to-day running of the business.
The purchase order template functionality has proven to be an effective time saver, where users have the capability to create a copy of the Order Acknowledgement as a Purchase order without having to recapture the information. The template is also used during the quotation process and has minimised staff errors and streamlined the order process.
Testimonial
"Time is valuable, and to save me two days per month is priceless" Jamie Kilsby, Financial Controller