Case Study
How Ideas House Built a Scalable Financial Foundation
Client
Ideas House Ltd
Industry
Marketing & Services
Solution
Sage 200 Evolution
Ideas House needed to replace spreadsheet-driven financial processes with a more robust system that could improve reporting accuracy, strengthen financial controls and support continued business growth. Excellium implemented Sage 200 Evolution and provided the consulting, configuration, training and ongoing support required to establish a more reliable and scalable financial management environment.
The Challenge
Moving Beyond Spreadsheet-Driven Financial Processes
As the business expanded, Ideas House required a more robust financial management system to replace spreadsheet-driven processes that limited visibility, reporting accuracy and operational scalability.
The organization needed a centralized platform capable of supporting growth while strengthening financial controls and audit readiness.
The Solution
A Centralized Financial Management Platform Built for Growth
How We Delivered It
A Structured Implementation Designed Around the Business
Business Process Assessment
Reviewing existing financial processes and operational requirements.
Solution Design
Defining how Sage 200 Evolution should support the organization's financial operations.
Setup & Configuration
Configuring the platform to align with the agreed requirements.
System Testing & Validation
Testing the solution and validating that it met the organization's needs.
User Training & Knowledge Transfer
Preparing users to confidently transition from manual processes to the new ERP environment.
Go-Live Support & Post-Advisory
Supporting deployment and providing ongoing guidance after implementation.
This phased approach ensured minimal disruption while enabling users to confidently transition from manual processes to an integrated ERP environment.
The Impact
Stronger Financial Control, Visibility and Scalability
Eliminated Spreadsheet Dependency
The organization moved away from spreadsheet-dependent financial processes.
Improved Reporting & Visibility
Financial information became more reliable and easier to access.
Centralized Financial Data
Financial information was managed within a more structured, centralized environment.
Greater Operational Efficiency
Finance processes became more efficient and better coordinated.
Over Nine Years of Audit Transparency
Ideas House has maintained over nine years of sustained audit transparency.
A Scalable Financial Platform
The organization established a financial management foundation capable of supporting continued business growth.
of sustained audit transparency
Client Perspective
A Long-Term Technology Partnership
What We Delivered
Services Supporting the Engagement
Finance & ERP Transformation
Helping strengthen financial operations through a more integrated ERP environment.
Sage 200 Evolution
Implementing and configuring Sage 200 to support organization requirements.
ERP Consulting
Providing advisory support to align the solution with business and reporting needs.
User Training & Adoption
Preparing users to confidently work within the new system.
Managed Support Services
Providing continued support and advisory after implementation.
Is Your Business Outgrowing Spreadsheets or Disconnected Financial Systems?
Speak with Excellium about your financial processes, reporting requirements and ERP needs, and let us help you identify the right approach for your organization.