Case Study
How Haldane McCall Boosted Compliance with Sage Evolution
Client
Haldane McCall PLC
Industry
Insurance
Solution
Sage 200 Evolution
The Challenge
Reliable Support for a Regulated, Claims-Driven Environment
Operating within a highly regulated industry, Haldane McCall required dependable support for its Sage Evolution environment to improve operational efficiency, strengthen compliance, and streamline claims-related financial processes.
The organization sought a trusted technology partner capable of ensuring the system consistently supported critical business operations, without disrupting the day-to-day realities of an insurance business.
The Solution
Specialized Advisory Built Around the Platform's Full Potential
Excellium provided specialized Sage Evolution consulting, advisory and ongoing support services focused on optimizing system performance, strengthening operational processes, and enabling more effective use of the platform across the organization.
Rather than simply maintaining the application, Excellium worked alongside the client’s team to maximize the value of their ERP investment through continuous guidance and operational support.
How We Delivered It
A Collaborative Support & Advisory Approach
System Assessment & Optimization
Reviewing platform performance and configuration to identify opportunities for improvement.
Operational Support
Providing responsive, hands-on support for day-to-day ERP operations.
Business Process Guidance
Advising on how financial and claims-related processes could run more efficiently within the platform.
System Testing & Validation
Sharing proven approaches to help the organization get more value from its ERP investment.
User Assistance & Knowledge Transfer
Building internal confidence and capability across the teams using Sage Evolution daily.
Continuous Advisory Services
Ongoing guidance to steadily improve system utilization over time.
This partnership ensured the solution remained aligned with evolving business and regulatory requirements, rather than treating the ERP environment as a fixed, one-time deployment.
The Impact
More Structured Operations, Stronger Compliance
The engagement delivered meaningful operational improvements across the organization.
Improved Utilization
Improved utilization of Sage Evolution across the organization.
Structured Financial Operations
More structured and efficient financial operations.
Enhanced Compliance Support
Enhanced support for compliance-related activities.
Greater Operational Efficiency
Greater consistency in business processes across teams.
Improved Confidence
Improved confidence in day-to-day ERP operations.
A Long-Term Partnership
A trusted long-term technology partnership supporting business continuity.
Client Perspective
A Remarkable Partner in a Regulated Industry
What We Delivered
Services Supporting the Engagement
ERP Support Services
Ongoing, responsive support for the Sage Evolution environment.
Sage 200 Evolution Consulting
Specialist consulting to optimize platform performance.
Business Process Optimization
Refining financial and claims-related processes.
ERP Implementation Advisory
Guidance to align the platform with business needs.
Managed Application Support
Continued advisory after go-live to sustain results.
Need a Trusted Partner for Your Sage Evolution Environment?
Speak with Excellium about your ERP support, compliance and reporting needs, and let us help you get more from your existing platform.