Tag Archives: customizable source code

Migrating from SagePro ERP to AccountMate: Data Conversion is Smooth and Secure for Card Imaging

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In the fast-paced world of plastic card printing systems, Card Imaging has stood as a prominent leader since its inception in 1984. With over three decades of experience, Card Imaging has consistently delivered cutting-edge solutions in secure card printer/encoders, materials, software, and printing services. Boasting a customer base that spans across the United States and beyond, this Chicago-based company has cemented its reputation as a go-to source for identity credentials that prioritize both security and convenience.

The Challenge: Embracing Change for Progress

After years of relying on the outdated SagePro ERP (formerly known as SBT Accounting Systems), Card Imaging faced a pivotal challenge. The aging SagePro software, which had been instrumental in their operations, could no longer keep up with the demands of modern technology. Frequent crashes had a detrimental impact on employee performance and overall system efficiency. Recognizing the need for change, the President of Card Imaging, Bill Rajki, sought a seamless transition to a new mid-market accounting solution—one that could foster growth without hindering their day-to-day operations.

The Solution: From Obstacle to Opportunity

A seasoned professional, with a track record of success in converting data from SagePro to AccountMate Software, stepped in. His expertise proved pivotal in guiding Card Imaging through this crucial transition. This type of thorough understanding of both systems and commitment to problem-solving earned the trust of Bill Rajki.

The decision to embrace AccountMate Software came with the promise of a highly customizable and adaptable platform. The conversion process, which initially seemed daunting, was efficiently executed within a mere two weeks. With a focus on retaining process efficiency and streamlining operations, the new system proved to be an optimal match for Card Imaging’s evolving needs.

The Result: A New Era of Confidence and Efficiency

The transition to AccountMate Software has paid off immensely for Card Imaging. All employees, across departments ranging from repair to accounting, confidently carry out their tasks using the new system. The once frequent crashes and disruptions are now a thing of the past. According to Bill Rajki, “There’s never a hitch. Never a hiccup. The AccountMate product is solid and always in balance.”

Card Imaging’s success story is a testament to the power of embracing change for growth. With AccountMate Software and the support of Accounting Software Advisors, Card Imaging has not only resolved their technological challenges but also paved the way for future expansion. The seamless conversion process has set them up for success, and their partnership with AccountMate continues to ensure that their financial operations remain efficient and reliable.

Read the full case study.Want to speak to one of our highly-skilled business professionals about what AccountMate can do for your business? Contact us now or call 707-774-7537.

Large Chipper Manufacturer Achieves Record Sales Aided by AccountMate CRM

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Starting with a mere six employees in 1983, Bandit Industries, Inc. swiftly rose to prominence with the introduction of its iconic Brush Bandit Chipper. Today, the company’s cutting-edge equipment serves professionals across diverse industries, including tree care, logging, recycling, and more. With over 180 dealer locations worldwide and a workforce of 400, Bandit’s commitment to innovation remains unwavering.

The Challenge: Scaling and Complexity

As Bandit’s popularity soared, so did the complexity of its operations. The company faced challenges in managing rapid market expansion, increased sales, and maintaining efficient record-keeping. The existing system lacked real-time information and consistent financial reporting accuracy, causing inefficiencies. Multiple databases resulted in duplicated entries and hindered visibility into customer transactions across departments.

The Solution: The Power of Integration

Bandit teamed up with an AccountMate Business Partner to revamp its systems. The company implemented AccountMate’s SQL accounting system and, subsequently, AccountMate’s CRM solution. This shift enabled the integration of accounting and customer relationship management, paving the way for real-time automation and advanced reporting.

  1. Real-time Customer Management. The newly integrated CRM solution empowered Bandit employees with immediate access to current and historical customer information, enhancing account management and enabling exceptional customer service.
  2. Streamlined Processes. The CRM solution streamlined internal processes, boosting company-wide collaboration and information sharing. By eliminating duplicated entries, Bandit optimized efficiency and productivity.
  3. Comprehensive Reporting. With AccountMate CRM, Bandit gained access to a plethora of standard reports for monitoring productivity, performance, and growth opportunities. Accurate data capture facilitated insightful analysis and forecasting.
  4. Elimination of Manual Work. The system eradicated manual spreadsheet creation and management, offering automated processes for warranty claims and other essential tasks. This automation improved efficiency and customer satisfaction.

Empowering Growth and Innovation

By embracing AccountMate’s integrated solution, Bandit Industries experienced remarkable results like record-breaking sales, enhanced customer relationships, increased efficiency, and better decision-making. Access to comprehensive reports and data analysis provided insights into business operations and identified growth opportunities.

The Bandit Industries and AccountMate collaboration demonstrates how innovative technology can reshape businesses. From humble beginnings, Bandit’s dedication to customer success, paired with the power of a streamlined CRM system, propelled the company to new heights. The case study underscores the importance of integrated solutions, data-driven decision-making, and the potential for technology to revolutionize customer relationship management, ultimately shaping success in today’s competitive market.

Read the full case study.

Want to speak to one of our highly-skilled business professionals about what AccountMate can do for your business? Contact us now or call 707-774-7537.

Personal Watercraft Supplier Achieves Optimal Inventory Levels with AccountMate

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Short Block Technologies, a manufacturer of engine components, enhanced their operational efficiency and financial management by implementing AccountMate’s business management system.

Short Block Technologies faced challenges related to manual processes, lack of real-time visibility into inventory, and cumbersome financial management. They needed a comprehensive solution to streamline their operations, improve inventory control, and gain better financial visibility.

With the help of a skilled solution provider, Short Block Technologies adopted AccountMate’s business management system and achieved significant improvements. The software automated and streamlined various aspects of their business, including sales, purchasing, inventory management, and accounting processes.

AccountMate’s robust features enabled Short Block Technologies to gain real-time visibility into their inventory levels. They could accurately track stock availability, optimize purchasing decisions, and reduce stockouts. The system also facilitated efficient order management, resulting in improved customer satisfaction.

The case study emphasizes the integration capabilities of AccountMate, allowing seamless integration with Short Block Technologies’ existing systems. This integration improved data accuracy, eliminated redundant data entry, and enhanced overall efficiency.

AccountMate’s financial management features provided Short Block Technologies with better control over their financial processes. The software offered comprehensive accounting functionalities, including accounts payable, accounts receivable, and general ledger management. Short Block Technologies could generate customized financial reports, analyze their financial performance, and make informed decisions.

Overall, the implementation of AccountMate’s business management system enabled Short Block Technologies to streamline their operations, improve inventory management, and gain better financial visibility. The case study demonstrates how leveraging the right technology solution can drive positive outcomes for manufacturing companies.

Read the full case study here.

Want to speak to one of our highly-skilled business professionals about what AccountMate can do for your business? Contact us now or call 707-774-7537.