Case Study: Shumate gains real-time job cost visibility with WennSoft Signature

Shumate - Customer Case Study

Shumate Mechanical, an HVAC company in the southeastern US, faced a significant challenge after decades of growth, having outgrown its outdated DOS-based accounting software and reliance on spreadsheets for job costing and KPIs. This system lacked real-time financial visibility, hindering the company's ability to manage projects and make informed decisions efficiently. To address this, Shumate turned to vendor WennSoft for their KEY2ACT Signature solution built on Microsoft Dynamics GP.

The vendor, WennSoft, implemented the Signature platform, specifically its Job Cost and Service Management modules. This provided Shumate with accurate, real-time financial data, eliminating double data entry and giving the company crucial visibility into job costs, backlog, and profitability. This was instrumental in navigating an economic downturn. The solution fostered company-wide alignment, improved data accuracy from field technicians, and supported Shumate's core value of delivering top-tier customer service.

Shumate

Eve Harrell

IT Systems Administrator