Case Study: Safety Management Group achieves system consolidation and major efficiency gains with Acumatica

Safety Management Group Deploys Acumatica to Support Rapid Growth

Safety Management Group (SMG) is an Indianapolis-based safety consulting firm with about 225 employees and a nationwide field services team. Rapid growth exposed the limits of seven disconnected systems—manual, error-prone time and expense tracking, lengthy payroll processing, and unreliable reporting made month-end closes and accurate project insight nearly impossible for the CFO and accounting staff.

SMG replaced its legacy stack with Acumatica (project accounting, field service, CRM) through partner SomersetCloud ERP, consolidating data into a single cloud platform with a mobile app and third‑party integrations like Paylocity. The move delivered project-level dashboards, faster payroll (from ~40 to 10 hours) and a 10-hour/week reduction for payroll supervisors, freed up roughly one week per month for the CFO, eliminated manual reconciliations, enabled instant remote work during the pandemic, and saved more than $50,000 in per‑user licensing in year one—positioning SMG for continued growth.

Safety Management Group

Rebecca Ogle

Chief Financial Officer