Situation

Following two decades of unprecedented growth, including numerous acquisitions. Summit Companies could no longer operate on the paper-based system that had become difficult to manage even prior to their expansion.

With its legacy system, Summit’s AP invoices were coming in through all channels – email, regular mail, hand delivery to branch locations, and more. Email was the primary method to route emails for approval and return to AP for processing into Sage 300 CRE. Management faced tremendous pressure to update all systems in order to handle the unprecedented growth, as many employees were hit hard with unnecessary manual labor and service interruptions. This included employees in:

• Accounting – which experienced numerous service interruptions and credit holds.
• Branches – which experienced service interruptions of phones, utilities, and key suppliers.
• Corporate – which saw profitability decline due to credit holds.

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