Bottom-Line Results for People Corporation

1. Sage 300 ERP
Corporate Benefit Provider
C L I E N T S U C C E S S STO RY
Client
People Corporation
BurCom Consulting Delivers
Bottom-Line Results for People
Corporation
Planning to drive efficiency, encourage
Industry
Corporate Benefit
Provider
collaboration, and better tie its
budgeting activities to actual results.
Spreadsheets prove inadequate
Location
Winnipeg, Manitoba
The company has relied on the
financial and accounting modules of
Sage 300 ERP for many years, adding
the Sage Budgeting and Planning
No. of Employees
100
System
Sage 300 ERP
Sage Budgeting and
Planning
component recently as it sought to
improve its overall budgeting and
P
eople Corporation is in the people
planning process.
business. Based in Winnipeg,
Manitoba, the company is
“We were juggling more than 25 separate
a provider of group benefits, group
budgets using spreadsheets, recalls Clint
”
retirement, and human resource services.
Kehler, senior financial analyst for People
A publicly traded company, People
Corporation. “Spreadsheets worked well
Corporation has enjoyed significant
enough when we were smaller, but as we
growth through acquisitions, moving it
grew, it became clear we needed more a
from a regional firm to one with a national
more powerful tool. We had to bring our
presence. In 2013, the company made the
GL data over manually, and much of our
PROFIT 500 listing of Canada’s Fastest-
work had to be duplicated each year and
Growing Companies.
for each entity.
”
With multiple entities and departments
With many people involved over an
to track, budgeting and planning become
expanded period of time, the company
of crucial importance. People Corporation
was experiencing problems with version
relies on Sage 300 ERP (formerly Sage
control. It was sometimes difficult to
ERP Accpac) and Sage Budgeting and
identify which version of the budget was
CHALLENGE
SOLUTION
RESULTS
As People Corporation grew
into a national entity, its
system of budgeting and
planning using spreadsheets
proved inadequate.
BurCom Consulting
implemented Sage 300
ERP with Sage Budgeting
and Planning - providing a
comprehensive, purpose-built
solution to budgeting and
planning.
Real-time visibility into
the budget process aids
management in better
decision making. Version
control and user security
ensure the right individuals
are working on the current
version of the correct budget.

2. the current version, and tracking who was
Sage Budgeting and Planning provides
working on what iteration was always
a single database for the collection,
difficult.
organization, manipulation, and
management of the company’s budget
“In addition, our management team
data.
wanted real-time visibility in the budget
cycle and spreadsheets just couldn’t
About BurCom Consulting Ltd.
BurCom Consulting, founded in
1992, is an award-winning Sage
Authorized Partner with over 20
years experience in ERP CRM and
,
HRMS engagements.
BurCom Consulting is focused
on engagements that drive
productivity, maximize efficiency
and deliver measurable results.
Our people are highly skilled IT,
accounting and management
consulting professionals. We
support our customers’ success
through:
• nnovative technology and the
I
expertise to make it work for you.
• ractical accountancy and a
P
talent for using it to add value.
• ocused consultancy and a
F
passion for helping you realize
your goals.
BurCom Consulting is a leader in
Sage 300 ERP in North America.
It is a Canadian regional firm with
offices in Edmonton, Calgary and
Winnipeg.
BurCom Consulting Ltd.
2508 Ellwood Drive SW
Edmonton, Alberta, Canada
T6X 0A9
780.414.0364
888.746.5296
www.burcomconsulting.com
Management now has real-time access
provide that, Kehler adds.
”
to the data needed to better guide the
company. Plan Sheets, with a familiar
Ready for a purpose-built solution
spreadsheet look and feel, are sent to
Kehler spoke with the company’s trusted
the division and department managers
business partner, BurCom Consulting,
to facilitate their input into the budget
who recommended the Sage Budgeting
process.
and Planning solution. “BurCom
Consulting showed us how it could
Robust security settings enable People
improve and shorten our budget cycle,
”
Corporation to limit the ability to view
he says. “It integrates automatically
or edit information to authorized users,
with our general ledger data and is
and email notifications ensure the time-
highly flexible and configurable to fit our
sensitive process keeps moving.
processes.
”
Smart and cost effective
Improved budget process
Sage 300 ERP with Sage Budgeting and
The support for what-if analysis is of
Planning is proving to be a smart and cost
particular benefit to People Corporation.
effective way for People Corporation to
“We can instantly see what impact a 10
manage its complex budget process.
percent increase or decrease in revenues
will have, says Kehler. Other uses for the
”
“BurCom Consulting has been a great
what-if scenarios are reorganization and
partner in this initiative, concludes Kehler.
”
consolidation considerations.
“They have helped us turn a tedious
process into an efficient and painless one.
More accurate forecasting is also
proving to be enormously beneficial to
the organization. “Forecasting helps us
to identify trends and patterns in the
business, which makes our planning and
decision making more fact-based and
useful, add Kehler.
”
Built in security and version
control
In an organization where budgeting and
planning functions are distributed across
departments and locations, security and
F
helps
“ toorecastingtrends us
identify
and
patterns in the business,
which makes our
planning and decision
making more fact-based
and accurate.”
version control of the budgets become
vital.
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