87 FinancialForce Case Studies

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Case studies are helpful for understanding how similar needs may have been addressed by FinancialForce.

FeaturedCustomers.com has 87 case studies. Browse this list to see how FinancialForce has worked with different customers like Venture Technologies and Summa Technologies.
Case studies are helpful for understanding how similar needs may have been addressed by FinancialForce.

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Customer service is #1 priority at Venture Technologies. Having FinancialForce PSA gives Venture one point of customer record allowing them to take service delivery and customer satisfaction to a whole new level. A single pane of glass visibility from opportunity to invoicing means that Venture can better meet customer expectations and deliver what they promise
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Kim Ware

EVP Professional Services
Content Quality Rating
We have a holistic approach to servicing our customers and FinancialForce gives us the ability to service them timely, efficiently, and accurately. Having all the correct data there is just so important for us.
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Win Farnsworth

President
Content Quality Rating
* What’s a single pane of glass? It's multiple apps feeding into a comprehensive screen. Team gets one search page, one place to add a name, phone number, quote; one data source for anyone to view relevant customer data they need to make a sale or solve a business issue
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Win Farnsworth

President
Content Quality Rating
* Using cloud for Financials made perfect sense with Salesforce CRM already implemented. Team bringing multiple databases into one, streamlining data gathering and putting an end to rekeying and manual entry
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RJ Smith

VP Finance
Content Quality Rating
It has all the right functionality - out of the box with the ability to customize quickly. There’s not one or two main benefits with HCM, there are several. Summa has new visibility into data about our employees that we’ve never had before. HCM changed how Summa works tremendously!
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Mark Coy

Chief Human Resources Officer
Content Quality Rating
Summa is a digital solutions consultancy that combines its human-centered design, strategy and agile software development capabilities to power businesses and deliver engaging customer experiences. Their strategic partnerships with technology leaders like Salesforce and IBM along with deep technical expertise in both on-premise and cloud applications allows Summa to employ the latest approaches to build the right solutions for their clients.
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Lynne Stroyne

Financial Accountant
Content Quality Rating
Summa is a digital solutions consultancy that combines its human-centered design, strategy and agile software development capabilities to power businesses and deliver engaging customer experiences. Their strategic partnerships with technology leaders like Salesforce and IBM along with deep technical expertise in both on-premise and cloud applications allows Summa to employ the latest approaches to build the right solutions for their clients.
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Pedro Barelli

COO, Summa Technologies
Content Quality Rating
Today the company competes in key growth markets that include managed print services, intelligent capture, enterprise content management, healthcare content management, financial process automation and enterprise search – all focused on helping Lexmark customers connect employees to the most relevant information at the moment they need it.
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Patrick Kearney

VP Professional Services
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Greenway Health™ delivers the clinical, financial and administrative solutions healthcare providers need to effectively manage the delivery of quality care and improve health outcomes for patient populations.
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Donna Duval

Manager, Enterprise Services
Content Quality Rating
"Staff now have 100% confidence that via FinancialForce HCM, their HR records and especially time and attendance are handled fairly and correctly, and we are able to ensure our HR policies are fully implemented and consistently maintained."
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David Milton

Partner
Content Quality Rating
"PSA helped us with our resource management as we doubled in size. Our legacy solution prevented us from having accurate reporting, while PSA allows us to build custom dashboards to have a consistent view of our staffing."
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Mike Crow

Director IT
Content Quality Rating
Akamai is a leading provider of cloud services designed to help enterprises deliver the best online experiences on any device. Built on the Akamai Intelligent Platform, Akamai solutions make the Internet fast, reliable and secure and are supported by unmatched expertise and visibility. Akamai removes the complexities of connecting the increasingly mobile world, supporting 24/7 access to online business and entertainment and enabling enterprises to leverage the cloud. They are proud to include the following among their many customers:
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Jason Stonehouse

Manager Systems Management & Improvement
Content Quality Rating
"Most importantly, FinancialForce realized that they needed to integrate smoothly not just with Salesforce CRM, but with the other critical path Apps for manufacturing and design we needed in order to pull off moving an integrated system to the cloud."
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Scott Johnson

Vice President, All Traffic Solutions
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Apex Fund Services provide fund administration services to the traditional fund, hedge fund and private equity industries. With specialist local knowledge, delivered by their offices in all of the world's major financial centers, they give their clients fast and accurate levels of service enabling them to execute their own growth strategies.
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Melissa Griffin

Global Head of IT, Apex Fund Services
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The great part about FinancialForce HCM is that it sits as part of the Salesforce platform, which has allowed our employees to log in to one system and be able to access their work, view their employee record, compensation and benefits history, performance review, and annual goals, all in one system.
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Asha Aravindakshan

Operations Director, Global Talent
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"FinancialForce helps us solve some of our most painful issues which is keeping up with the customers and keeping up with the constant state of change. FinancialForce is a flexible and powerful enough tool to allow us to do that effectively."
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Tony Callini

SVP Finance, Avid Technology
Content Quality Rating
Using FinancialForce Accounting and FinancialForce HCM has saved us about three to five business days in the monthly close process, allowing us to refocus on the analysis of our financials and operations, rather than just getting numbers together for reporting purposes.
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Eddie Chen

CFO, Blue Clover Devices
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Scott Travasos

CFO, Blue Shield of California Foundation
Content Quality Rating
One of the greatest benefits we’ve seen with FinancialForce is a new-found visibility into how we’re performing and the ability to push that information out to everybody who needs that data and can act on it. That’s helped us better manage our resources, their availability, bookings, and utilization and manage all that information up against the financials.
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Marshall King

VP Tools & Enablement
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"We are expanding the geography of our operations and the types of commodities we trade involving increasing volumes. FinancialForce Accounting has given us a real-time view of financials and has helped us streamline and create consistent processes to allow us to scale and focus on other important aspects of running the business."
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Irina Egorova

Associate Consultant
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Formed in 2006, with offices in both the UK and Zambia, BuildIT International is a not for profit organization. Its mission is to create new opportunities for people to earn a living through an environmentally sound approach to building essential housing and community facilities.
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John Hindson

Head of Finance, Build IT International
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At the core of Camfed’s program is its provision of comprehensive bursary support for girls at secondary level, where Camfed tracks each girl’s entitlements. A rapid increase of students involved in the program (the number of girls supported to attend secondary school increased from 25,376 to 118,247 in just a few years) created further complexities, as reconciling student records in Sun Systems and Salesforce was a manual process, and providing evidence of investment was complicated and time. With the holistic program insight provided by Salesforce and FinancialForce Accounting, Camfed hopes to galvanize communities and donors to reach even more children, in much less time. In 2014 Camfed pledged to support 1 million girls through secondary school within the next 5 years. The rapid scaling of its program demanded a system which could support scale without massive administrative overheads.
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Daniel Probert

Head of IT Innovation
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"As a company we switched CRM system to Salesforce and it then made sense for the business to adopt FinancialForce to ensure complete integration of systems. As the business is growing rapidly, the integration has enabled us to streamline processes and increase efficiency."
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Lucy Thompson

Finance Manager, Centrastage
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"Now that we have FinancialForce apps, integrated with Salesforce and our inventory system in the Cloud, we have changed our way of thinking altogether and how we can unify our business systems."
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Raj Meda

Operations Manager
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FinancialForce HCM has helped our organization automate processes and enables employee self-driven services. As we have offices in 7 different countries, this provides greater efficiency, improves quality of data and reporting, as well as encouraging collaboration.
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Catherine Yepson-Lee

Human Resources Manager
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Mary Flynn

Accounting Technician
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Agile, responsive and one of the fastest growing providers of cloud integration, CloudSense uniquely combines their vision, expertise and dedication to deliver a successful roadmap for businesses that fully embraces the most advanced cloud systems. CloudSense understands how to deliver a complete guided selling process for even the most complex of bundled product and subscription scenarios. Despite being a partner with the world-leading cloud experts Salesforce.com, they remain technology and provider independent, giving considered expert and impartial advice to fit your genuine business needs. CloudSense is adept at delivering success by solving complex business problems with simplified process solutions.
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David Fordham

Operations Director, CloudSense Limited
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Cool things about PSA: Standardizing processes, automating repetitive tasks, communicating in context using Chatter, giving our exec/management team visibility into what is happening in all of the different departments.
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Kaede Holland

Operations Manager, Column Five Media
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CyberSafe is a software vendor, headquartered in the UK, and delivering a range of Kerberos-protocol-based security solutions to help its customers address compliance issues, improve network and application security, and provide Secure Single Sign-On for business application users.
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Tim Alsop

Technical Director, CyberSafe
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Dialogue Communications was established in 1994 and is a world leading provider in mobile messaging, mobile electronic payments processing and specialises in the development and operation of value added mobile solutions for an international market. Dialogue has its headquarters in Sheffield UK and offices in London, Sydney, Cape Town and recently Melbourne.
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Perry Offer

Global CFO, Dialogue Group
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Rusty Mitchener

CFO, Dirxion
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Eagle Productivity Solutions is a veteran-owned business incorporated in 1988 with offices in the United States, the U.K., and Spain. Clients include 18 of the top 20 pharma companies in the world. They’ve managed successful deployments of every major hardware and software platform and trained users in more than 40 countries, in more than 20 languages, using every delivery method including virtual training. Plus, they’re the only company to offer end-to-end services—from work-process consulting to curriculum design to end-user delivery via every available delivery medium.
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Alex Orlando

CFO
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Gabriel Saslafsky

Systems Efficiency Manager
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Esker provides end-to-end document automation solutions - on-premise and on-demand - to companies of all sizes, focusing on a document process automation solutions suite that addresses companies in their entirety to achieve business agility and operational efficiency.
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Ben Braun

Director US professional Services, Esker
Content Quality Rating
We can basically take any process we can think of and integrate it with FinancialForce. It can automate everything we do! Having FinancialForce.com on the Salesforce1 platform, we don’t consider them two different programs– they are one. We now have a program that allows us to scale the business and that the company can grow into.
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Randall Curry

Founder and CEO, Freedom Property Group
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* Collaboration without talking! Single customer record means Sales can view project status–don’t need to call PMs. PMs know what’s going on with Opportunities in the pipeline with no need to meet with Sales
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Mark Stibbe

Managing Partner, Global Operations
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Simon Ward

CFO, Harmoney
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Financialforce PSA also enables us to assign the right resources with the right skills, and indeed track their time so we can get a profit and loss understanding on how our services projected of cost, which is really fundamental in how we learn how to deliver services effectively.
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Adam Jones

Manager Support Process Architecture
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Host Analytics is the leader in cloud-based financial applications for planning, close management, reporting, and analytics. Host Analytics Enterprise Performance Management (EPM) customers benefit from improved business agility, lower total cost of ownership, faster time to value, increased security, and a faster pace of innovation compared to traditional on-premises alternatives. World-class companies like NEC, Burlington Coat Factory, and Crocs trust Host Analytics to power their strategic financial processes. Host Analytics is a fast-growing, private company backed by leading venture capitalists and is headquartered in Silicon Valley with offices around the globe.
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Doug Tilley

Director of Services , Host Analytics
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Since 1998, IGX Global has been working with organizations ranging from technology start-ups to Fortune 500 companies helping them leverage technology to achieve their organizational goals. They provide solutions that help clients to develop, deploy and sustain an effective long term network and information security plan, by supplying clients with the intelligence required to make informed decisions, the products that provide insight and enforcement, the expertise to ensure smooth integration and the operational support to sustain performance.
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Erin Tomaino

Director of Business Process
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Information Risk Management Plc (IRM) is a vendor-independent information security consultancy with 10 years' experience working with large enterprises, helping our clients identify and mitigate the risks inherent in today's increasingly interconnected business environments. Today, their portfolio includes a wide range of technical assurance services, complemented with a wealth of security management and risk assessment options, covering the full spectrum of our clients' information security requirements.
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Richard Jarvis

CFO, IRM Plc
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"In 2012 we undertook the process of reviewing 14 vendors after realizing we needed a better way to manage projects and financials. After becoming increasingly frustrated with our initial vendor selection who we soon realized was unable to fulfil our list of custom requirements and fully integrate with Salesforce and our other systems, we came to the conclusion ‘there has to be a better way’. "
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Carl Swart

Senior Director, iSoftStone
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Louet North America distributes hand knitted yarn for sale by retailers and sells hand spinning and weaving equipment. Its president David Van Stralen had a vision to push the company towards the cloud and was integral in creating the first website in their industry in the mid 90’s.
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David Van Stralen

President, Louet North America
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"FinancialForce ERP, to me and the company, is that it’s allowed us to transform our business. The time consuming aspect of our old system versus our new system on FinancialForce.com, is a huge cost savings for us."
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David Hannaford

Chief Financial Officer
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* Significant improvements in capacity planning and resource management. Can now see who's going to deliver, how many hours and when, alerting if trending to go over/under budget – all helps better manage profitability
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Doug Able

EVP of Counsulting & Professional Services, Netsmart
Content Quality Rating
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Daniel O'Keefe

VP Services, Newmarket International
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"Implementing FinancialForce Accounting has been part of a change management process which we are still rolling out and has been a key decision in helping us move towards our vision of having data across CPQ, Salesforce, FinancialForce and our billing environment, all pulling from a single point of truth."
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Guy Sochovsky

CFO, NewVoiceMedia
Content Quality Rating
In the early ‘90s, best of breed applications were in. In the late ‘90s, we started seeing fully integrated, on premise ERP solutions. Then, we moved to disparate cloud solutions which had data spread all over the place, and integration became a challenge again. The best solution is a cloud solution that’s fully integrated, and we’re seeing that today with FinancialForce ERP on the Salesforce Platform.
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Mark Anderson

CEO, OAC Services
Content Quality Rating
The Otis Institute is a San Francisco Bay Area based office of talented engineering and management consulting specialists focused on providing integrated environmental, health and safety (EHS) services. Serving a broad range of clients throughout the private and public sectors, the Otis Institute is committed to analyzing and defining a client’s current strategic objectives while assisting in the development of actions plans to resolve their most demanding human health and environmental issues.
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Troy Christensen

CEO, Otis Institute
Content Quality Rating
We decided to implement FinancialForce PSA and haven’t looked back. It has saved us a lot of time, given us complete project visibility and is allowing us to think strategically about the future direction of the business.
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Dan Lockeretz

Operations Director
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Gareth Stewart

Business Development Manager
Content Quality Rating
Relocation Services International (RSI) is an independent move management and forwarding company specializing in household goods transportation for corporate clients. By focusing on corporate relocations, RSI has developed the expertise necessary to consistently meet the high expectations of today's corporate relocation professionals and their relocating employees. Every family's relocation needs are unique. RSI is well positioned to service those unique needs to the family's satisfaction.
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Lynne Taylor

CAO, RSI Relo
Content Quality Rating
"We have replaced an in-house system with FinancialForce PSA and FinancialForce SCM, which have proved to be extremely flexible, allowing us to shape and configure to meet our needs. We can implement enhancements quickly and see the results immediately."
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Martin Eggleton

Consultant at Sabio, Ltd
Content Quality Rating
Safe Orthopaedics was founded (Paris, France) in 2010 by Dominique Petit, a 22-year entrepreneur / engineer veteran of innovative spine technologies, Pierre Dumouchel, industrialization expert, and Thomas Droulout, technology and materials expert. In line with the significant healthcare issue of today, Safe Orthopaedics is focused on enhancing the cost-effectiveness, safety and efficiency of orthopaedic implant / instrument systems. These enhancements are achieved by a new model of single-use, sterile and traceable orthopaedic procedure kits. By streamlining the expensive, complex and inefficient process by which implant systems are delivered, Safe Orthopaedics endeavors to dramatically improve the value proposition of these procedures for hospitals, surgeons and the collective healthcare systems they serve.
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Brian Sill

Senior Director Sales Operations
Content Quality Rating
Our customers range from NASA to your next door neighbor. FinancialForce.com allowed us to integrate Salesforce seamlessly and keep our finances close to each business transaction. Because of FinancialForce, we have saved time and money and can now focus on customer service rather than collecting revenue.
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Paul Steele

Sr Director
Content Quality Rating
Silverline is a Salesforce Platinum Cloud Alliance Partner headquartered in New York City. They focus exclusively on the end-to-end implementation of salesforce.com products and powerful third party apps. Their results-driven methodology leverages best practices they have developed over 800+ deployments, including a suite of best-selling apps developed for the Salesforce Platform.
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Scott Snider

COO
Content Quality Rating
Having our CRM and our Professional Services Automation systems on the same platform is definitely better together. Now we have full confidence in the data held in our system and are able to make informed business decisions.
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Jason Pearce

GM Technology
Content Quality Rating
Through decades of experience with Document and Content management technologies, Square 9 has acquired a thorough understanding of document-driven business processes in a diverse range of business enterprises. Intensely customer-focused and highly responsive, the company delivers effective, value-driven solutions and has achieved a reputation for excellence in meeting the rapidly evolving needs of its customers. While highly focused on content centric solutions, the Square 9 library of products includes end to end software technologies for extended enterprise applications. Square 9’s diverse portfolio of tools for business process automation includes solutions for document capture, content management, variable data printing and web forms management.
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Stephen Young

CEO, Square 9 Softworks
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Daren Bigmore

Finance Director, Starleaf Limited
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Sunergos specializes in business transformation. They are a global performance consulting and transformational leadership development firm who partner with leaders and their organizations to bring about a new era of performance, leadership and innovation.
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Bill Latourette

Chief Financial Officer
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We were looking for a system that integrated with Salesforce, was cloud based and also simplified the consolidation of our group's results. Implementing FinancialForce achieved these goals and has greatly improved the ease at which we can analyse and report on the group's financial performance.
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Andrew Ewer

Cheif Financial Officer, Terrapinn Holdings
Content Quality Rating
The Compliance Team, Inc. (TCT), is a nationally recognized healthcare evaluation firm, based in Pennsylvania. The company recently needed to ramp up all of its staff and services to support a series of new federal regulations. This triggered the need for the privately held business to adopt more financial processes that it could support with reliable software.
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Steve Simmerman

Director of Operations, The Compliance Team
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Nigel Wolfin

Finance Director
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Amanda Ericson

Director of Talent Acquisition, The Spitfire Group
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Trissential specializes in management consultancy and process improvement to help companies strengthen three essential areas of their organization in order to help them lead with greater clarity, manage with better effectiveness and execute with phenomenal efficiency. From Fortune 100 companies and leading universities to mid-sized businesses, the Trissential Approach has proven to be fast, powerful, flexible and adept at teaching organizations how to continually improve.
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John Travis

Controller, Trissential LLC
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Founded in 1927, The University of Houston is the leading public research university in the vibrant international city of Houston, each year educating more than 36,000 students in nearly 300 undergraduate and graduate academic programs, on campus and online. SEI offers undergraduate and MBA programs in sales and sales leadership where students learn by selling first-hand.
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Carl Herman

Director of Partner Relations, University of Houston
Content Quality Rating
Cloud computing is allowing us to do that. FinancialForce.com’s media solution is providing the data, process efficiencies and insight we need to optimize ad sales and deliver the best service to our clients. We picked the right company to support our business.
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Yingjie Shu

Vice President Information Technology, US News
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"PSA has given us the time and ability to be able to streamline processes allowing us to scale quickly and provide detailed project performance data, information which is now visible and consistently used across departments globally."
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Erik Kuykendall

Business Operations Supervisor, Global Services, VCE Company
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1Spatial provides the software solutions and services that manage the world’s largest spatial big data. They work with users and creators of the largest geospatial databases on earth, helping them collect, manage, plan, maintain, publish and interpret location-specific information.

Alan Paine

Senior Project Manager
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Victor Fricas

EVP and COO, Fusion Risk Management
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Founded in 1996, GCOMM is an established Australian technology company specializing in the delivery of managed IT services to medium and large businesses with multiple office locations. As one of the country’s leading IT service providers, they offer broadband services delivered over their nationwide aggregated private IP network.

Glenn Reilly

CFO
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James Love

VP Sales and Marketing, ICEF
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Sam Oakes

Engagement Manager
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We’re now able to be more responsive to our customers because we have real-time data in front of us. We’re able to provide them with whatever they need that wasn’t available to us before. Now we can run an entire group of statements for customers to show them where they’re at in the billing process.

Alan Hall

Senior VP, Information Technology
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NTT Centerstance is a consulting company specializing in business transformation through process improvement and application of cloud technologies. Unlike traditional system integrators or classic management consultants, their experts are firmly rooted in both worlds, enabling them to deliver optimal business solutions for their clients. NTT Centerstance holds the unique designation of being one of only a handful of US Salesforce.com Cloud Alliance Platinum Partners and was named in Inc.’s Fastest Growing Private Companies three years running. In October of 2012, NTT Centerstance was purchased by NTT Group, the 29th largest company in the world according to Fortune magazine. The acquisition allows NTT Centerstance the ability to offer the complete lifecycle of cloud-related services (strategy, build/migrate, and run) across the entire cloud stack (IaaS, PaaS, SaaS.)

John Marshall

Managing Director Delivery
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"FinancialForce has allowed us to work harder and smarter. Having instant access to real-time information has made the management team more proactive, using reports to trigger the right conversations instead of acting when it’s too late. We can now manage and engage with each other more closely and in more effective ways."

Jawed Neshat

Head of Finance
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"Since implementing FinancialForce Accounting I have noticed a significant difference in our processes. The company is running much smoother and more efficiently and I am able to focus more time on other things which I was unable to do using Sage."

Consuelo Chavez

Finance Manager, The WhiteStar Corporation
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Ahead is purpose built to enable companies to understand and take advantage of today’s revolutionary technologies. These technologies drive the next-generation data center, which improves agility, availability, and responsiveness, and takes out cost. Our technologists, consultants, and sales team help clients evaluate the potential technical, operational, and financial benefits of these innovative solutions. Where the benefit is adequate, we work to properly architect, procure, and deploy these solutions in a timely and effective manner.

Jocelyn Garrison

Financial Analyst, Ahead LLC
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John Petrillo

CFO, Bernstein & Andriulli
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Blackbaud Inc provides on-demand software and services that enable nonprofit organizations (NPO) to raise funds, influence public policy, and support their missions by leveraging the Internet to build relationships with constituents in North America. It offers Constituent360 platform, an online constituent relationship management (eCRM) solution, which includes a suite of on-demand software modules for fundraising, advocacy, email marketing, and Web content management.

Kendrick Gibson

Business Application Programmer, Blackbaud
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Michael Marshall

Accountant
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"We have increased the throughput in our company by over 20% in each process area and we expect our efficiency gains to continue as our team continues to learn. Bottom line: we could not have achieved this without AscentERP and FinancialForce working on Salesforce.com."

Chris Kenny

Owner, Chambers Gasket & Manufacturing Company
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* Biggest customers wanted more locations which created lots of duplicates in system e.g. ten records for customer with ten different locations. Records required multiple data entry and were prone to errors

Ronny Schuyt

FD
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Founded by Andrew Colin and a group of close colleagues, INTO University Partnerships Limited (INTO) is a global education partnering organization headquartered in Brighton, United Kingdom. They form long-term joint ventures with globally ranked, ambitious universities in the United States, United Kingdom and Asia. Working with their partners, each year INTO transforms the lives of thousands of students by delivering remarkable academic and cultural experiences. These partnerships enable universities to achieve their internationalization ambitions and deliver sector-leading performance, exceptional student outcomes and remarkable student experiences.

Shaun de Lacy

Assistant Director, Enterprise System
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John Rosenbaum

CFO, MobileCare 2U
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Nexidia® provides customer interaction analytics solutions with patented technologies and breakthrough applications that enable companies to drive business transformation by capturing, making sense of, and using the full range of communications they have with customers. As the traditional voice of the customer expands from the contact center to include surveys, email, chats, and even social media sites, Nexidia provides software and service expertise to help companies synthesize this data into both a tactical tool for operational improvements and a catalyst for strategic business transformation. Nexidia Inc. is a privately held corporation headquartered in Atlanta, GA with additional sales representation throughout North America, Europe and Asia.

Kathi Hohl

Director of Operations
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Olympia Benefits are specialists in delivering health and dental plans, niche life and travel insurance products to Canadian small businesses. Olympia has been in business since 1996 and operates as a subsidiary of the publically traded company Olympia Financial Group Inc. Over the past 15 years, they have processed nearly 1,000,000 claims for over 29,000 businesses and 80,000 employees. With annual claims exceeding $60 million, they are the market leader with an unparalleled depth of industry expertise and resources.

Melissa Connors

Operations Accountant, Olympia Benefits
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We monitor all 87 case studies & success stories to prevent fraudulent case studies & success stories and keep all our case studies & success stories quality high. We only post case studies & success stories verified by the vendor. Verified case studies & success stories require that customer is an actual user of the product.