Testimonials

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Terra Consulting GroupPures Food  Selected Independent Funeral Homes logo    Ash Equipment Co  FPM

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Terra Consulting Group

Terra Consulting Group, Ltd.

 

Background

Founded in 1994, Terra Consulting Group, Ltd. (TCG) is a professional engineering consulting firm providing civil engineering and telecommunications Architecture & Engineering services.  TCG had been using Sage 50 (formerly PeachTree) and, after moving to Sage 100, required additional assistance and expertise. Victor Loquercio, TCG’s controller, reached out to Sage for recommendations and received information on several Sage partners who could help. After a careful evaluation, Victor chose Partners In Technology, since he “hit it off” with Merilyn Van Zwieten, President of Partners In Technology, and Partners In Technology could provide a local presence.

Challenge

The initial challenge involved upgrading Sage 100 and implementing Sage CRM with special reporting requirements and workflow improvements.

“For the CRM implementation, Partners In Technology utilized a trusted partner, and we made more progress in their first 3 hours of work than we had in the prior six months,” according to Loquercio, who added, “We were fully up and running in less than a month and a half.”

Approach

“Partners In Technology had a very hands-on approach. At our initial meeting, Partners listened and gained understanding of what we needed to accomplish. They were able to determine how to accommodate our needs and then explain to us the steps on how they would accomplish our goals,” said Loquercio.

“With technology today, it’s possible to have techs work off-site, but companies still need to be able to communicate effectively and use terms a common user would understand. Partners in Technology was able to do this, and our implementation was successful,” Loquercio continued.

Results

Terra Consulting Group clients can have 50 to 75 buyers each with different buyers in different regions. TCG can also have multiple project managers for a single client.

Sage CRM monitors TCG’s sales cycles and tracks client communications, including texts and emails. Project Managers receive reminders and notifications from the system. TCG uses Sage CRM to report financial data by client and buyer.

Sage 100 serves as TCG’s accounting platform; it houses all their financial data. Project Managers have a customized database specifically designed for engineering companies to manage project workflows. Information from the custom database is imported into Sage 100 for historical storage.

The Sage 100 upgrade was completed before the due date, and the Sage CRM implementation was completed on time.

“We’ve accomplished what we wanted to with Partners In Technology, and they’ve been a great partner,” stated Loquercio.

Testimonials

“We have a partner who listens, understands what needs to be accomplished, and is results oriented. We are very happy.”

Editor’s note: Sage 100 is now Sage 100cloud.

Victor Loquercio

Controller, Terra Consulting Group, Ltd.

Pures Food

Pure’s Foods Specialties

 

Background

Pure’s Foods Specialties is a leading cookie manufacturing company with a customer list that includes many of the largest retailers, wholesalers, and consumer package goods (CPG) companies in the United States. Pure’s Foods had been using a very old and out-of-date version of Sage 100 when David Sekalias was hired as Vice President of Finance with a mission to upgrade the system and improve reporting and cash management.

Challenge

The reimplementation of Bill of Materials proved to be one of the key challenges of the upgrade. Not only did the structure of the bills need to change, but the costing method also required a switch from average to standard.

“The required changes to bill of materials could have broken the business if not completed correctly,” said Sekalias, adding, “It was a scary change.”

Sekalias proceeded to outline his vision of the final results “offline” in Microsoft Excel, and the team at Partners in Technology successfully implemented his vision within the software.

“Partners in Technology was methodical and did plenty of work in test environments,” stated Sekalias. “They demonstrated excellent execution.”

Approach

“The interactions with Partners in Technology were positive all around,” said Sekalias.

“They did a good job of following up and providing recaps and notes of meetings, and they were not hesitant to get on the system and show us what we needed to do procedurally when required.

“I found them to be very thorough. They listened to us and understood our issues before recommending solutions. They’re not just selling me on ‘stuff’. They’re solving problems.”

Results

Partners in Technology completed the Sage 100 upgrade project on time and on budget, delivering the results Sekalias required.

Currently, Sekalias uses the Sage 100 solution for daily reporting, extracting data into Excel and monitoring how the business performs against production and sales goals. “I’m able to keep my eye on the daily pulse of the business due to the quality of the data. And we have good quality data because the Sage 100 system was set up correctly and is being used appropriately. It’s the backbone of the business and it’s in a good place, so it helps everything else downstream.”

Testimonials

“At the outset of the relationship, Partners in Technology was able to provide references of businesses who were of similar size and in similar industries,” said Sekalias. “The references gave glowing reviews and made us comfortable in our decision to choose Partners in Technology as our Sage partner.”

“And, being local makes doing business with them easier. They can be here on location for half a day as we need them. We feel it’s important to have visibility on-site and to sit with other team members as necessary.

“Also, Merilyn Van Zwieten, President of Partners in Technology, is a great asset for discovering add-ons to Sage 100 that help us save time and money. Merilyn worked through the process to help us decide on whether or not to add MAPADOC EDI, and now we’re doing so.”

“Merilyn is a real go getter, and I have nothing but good things to say about Partners in Technology.”

Editor’s note: Sage 100 is now Sage 100cloud.

David Sekalias

Vice President of Finance

Selected Independent Funeral Homes logo

Selected Independent Funeral Homes

 

“Partners in Technology delivers a triple play of Sage 100 support, IT maintenance, and operational assistance that has us covered across all areas of our business.”

“With the 3-pronged approach that we get from Partners in Technology, we enjoy a wide range of technology support services for less than we’d pay a full-time IT guy.”

“When I started with SIFH, I was apprehensive when I learned they did NOT have a full-time IT person. But my experience with Partners in Technology has put those concerns to rest. They’re always available, extremely knowledgeable, and easy to work with.”

“Partners in Technology is my ‘IT Guy’ … I treat my relationship with them like a staff position and it works great.”

“Even though we’re small, we get plenty of attention. I’m sure we’re not one of their biggest clients, but Partners in Technology treats us like we are.”

“I have no need for a full-time, 24×7 IT person. Partners in Technology comes to the office twice a month, troubleshoots our software, performs routine maintenance of the server, backs up our data, and help us plan ahead with hardware recommendations and upgrades.”

“The staff at Partners in Technology is very positive, easy to work with, and takes time to evaluate our needs before making recommendations or presenting a solution.”

“On more than one occasion, I found myself on the road and in need of support at 8 or 9 in the evening. I reached out to Partners in Technology and they had me up and running again quickly.”

Editor’s note: Sage 100 is now Sage 100cloud.

Robert J. Paterkiewicz

Executive Director and CEO

Ash Equipment Co.

 

Background

Ash Equipment Company has been in business since 1965 and is a leading supplier of heating, sensing, and process control solutions.

The Challenge

Ash Equipment was running their business on an old AS400-based distribution software application. It was very difficult to use, cumbersome to navigate, and hadn’t been upgraded in over 8 years. Denise Petitti, Co-Owner and VP of Finance recalls, “We became accustomed to adjusting our processes to the old software over the years. But one day when I was training a new employee, it’s like a light came on and I discovered just how difficult our software was to use. We had to click through several times to skip screens and functions that our company didn’t even use. I realized that it was a huge waste of time and I figured there had to be a better way.”

To make matters worse, Ash Equipment was running 3 separate systems. One for sales and customer management, another for accounting and inventory control, and a third for shipping. Denise adds, “Any time we got a new customer, we had to type their information into all 3 systems. After a while, changes that were made to a customer account in one system didn’t necessarily get updated in the other 2, so our data was inconsistent.”

The Approach

To replace their old accounting system, Ash Equipment evaluated popular software like QuickBooks and Peachtree only to discover that they couldn’t handle the volume of sales, customer, and inventory data that Ash Equipment needed to track and report on.

Denise was subsequently referred to Partners in Technology in Wheaton, IL. She explains, “The folks from Partners in Technology came out to our office and I was immediately impressed by how knowledgeable, friendly, and positive they were. They didn’t seem focused on how much we were willing to spend like some of the other vendors we spoke to. Instead, they listened, analyzed our challenges, and focused on helping us find the right solution.” That solution turned out to be Sage 100 [f/k/a Sage MAS 90]. Denise adds, “They clearly explained how they would address our challenges and gave me confidence that they could help.”

Regarding her opinion of Sage 100, Denise states, “I liked the fact that Sage 100 was already integrated with Act! and could easily be integrated with our UPS shipping software so we could enter data one time and it would be available and consistent throughout all 3 systems.”

The Results

“Sage 100 is so easy to use and Partners in Technology has helped transform us into an organization that’s far more efficient,” states Denise. “We’ve eliminated the duplicate data entry that slowed us down previously and new employees take to it quickly.” In fact, Denise recalls hiring a college student intern for data entry after an employee left the company unexpectedly. After just 1 week, the intern noted that Sage 100 was easier to learn than any other accounting system she had used. According to Denise, “With the efficiency of Sage 100, we now run our accounting department with 1 less person.”

Ash Equipment has recently trained 3 new employees on Sage 100 and it has been a breeze. Denise notes, “I can’t imagine training 3 new people on the old software. I’d be putting in 12 to 14 hour days.”

With the integration between Act! and Sage 100, salespeople can deliver better customer service and quickly answer questions about inventory availability, pricing, and recent purchases right from Act! without having to fumble around in the accounting system. The integration between Sage 100 and UPS shipping software has also helped. Denise says, “I was able to identify and eliminate several errors being made by our shipping clerk thanks to Sage 100 and Partners in Technology. And perhaps best of all, the integration means that I have one less system to update.”

According to Denise, “We’re much more efficient, Partners in Technology has helped streamline many of our processes, I have fantastic reports to help make sense of all the data in our system, and I have much better control over cash flow.” Partners in Technology continues to support Sage 100 and ensure it runs smoothly for years to come. And when Ash Equipment Co. needs help, they know who to turn to. In fact, Denise recently needed help with an issue and was on the phone with a support technician from Partners in Technology for over 3 hours and long into the night. The problem was resolved and Denise thankfully states, “The support tech stuck with me and didn’t give up until the issue was resolved.” Denise closes in saying, “It has been a very busy year and I’m not sure we would have survived without the help of Partners in Technology.”

Testimonials

“The folks from Partners in Technology came out to our office and I was immediately impressed by how knowledgeable, friendly, and positive they were. They didn’t seem focused on how much we were willing to spend like some of the other vendors we spoke to. Instead, they listened, analyzed our challenges, and focused on helping us find the right solution.”

“Partners In Technology clearly explained how they would address our challenges and gave me confidence that they could help.”

“I liked the fact that Sage 100 was already integrated with Act! and could easily be integrated with our UPS shipping software so we could enter data one time and it would be available and consistent throughout all 3 systems.”

“Sage 100 is so easy to use and Partners in Technology has helped transform us into an organization that’s far more efficient. We’ve eliminated the duplicate data entry that slowed us down previously and new employees take to it quickly.”

“With the efficiency of Sage 100, we now run our accounting department with 1 less person.”

“I was able to identify and eliminate several errors being made by our shipping clerk thanks to Sage 100 and Partners in Technology. And perhaps best of all, the integration means that I have one less system to update.”

“We’re much more efficient, Partners in Technology has helped streamline many of our processes, I have fantastic reports to help make sense of all the data in our system, and I have much better control over cash flow.”

“The support tech at Partners in Technology stuck with me long into the night for over 3 hours and didn’t give up until the issue was resolved.”

Editor’s note: Sage 100 is now Sage 100cloud.

Denise Petitti

Co-Owner and VP of Finance

FPM

FPM Heat Treaters

 

Partners in Technology is Awesome! We have a fantastic relationship.”

“Partners in Technology is my problem solver. Whenever we have a database or technical issue, they get it resolved quickly. Even if they can’t figure it out on the spot, they keep working hard until it’s resolved.”

“The Sage 100 training at Partners in Technology was fabulous. It was thorough, hands-on, interactive, and helped us to become completely self-sufficient. In fact, I now train new employees because I’m so comfortable with Sage 100”

Sage 100

“I just love the reporting flexibility. There are so many different ways of analyzing data and formatting the reports so I only see what I need and filter out the rest.”

Editor’s note: Sage 100 is now Sage 100cloud.

Paula Catalano

Accounting Analyst

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