Case Study: a national accounting firm achieves ERP readiness and process improvement with Point B

Putting Process First for ERP Success

A national accounting firm faced the challenge of needing to replace its aging ERP system due to discontinued support and operational stresses from growth. To maintain its commitment to client service, cost control, and employee morale, the firm engaged vendor Point B to lead a business process redesign and prepare for a new system selection.

Point B implemented a process-led approach, conducting workshops to document current and future state processes, identify pain points, and establish new roles and a framework for improvement. This strategy created clarity around the need for change and prepared the organization for a successful ERP selection. The results included giving the client new insight into eliminating waste, exciting participants about spending more time on clients, and positioning the firm for immediate process improvements and continued growth.