Accounting Technicians Ireland Customer Success Story

7/31/2019 Accounting Technicians Ireland Customer Success Story

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Not for Profit_ Professional Services

Quick Facts

Implementation Highlights

Why SAP Business One

Benefits

Company

Challenges and Opportunities

Objectives

“The Intelligent Integrationmodule largely covered what we wanted and was thereready to go and we've been

able to work with IIS to expand on other areas we need. ”

Oliver O'Kelly, IT Director,Accounting Technicians Ireland

Headquarters: Dublin, IrelandEmployees: 20Customers: 10,000+

Services: Education, ProfessionalAccreditation, Representation of Professionals

Paper based organisation2,000+ registrations every yearLack of integration between CRM andFinancialsEmployee to customer ratio

Integration of CRM and FinancialsRobust underlying technologyCore financial systemsComprehensive functionalityEasily accessible complete reporting

Very smooth implementationRegistration processing now instant vs.weeks and months

Intelligent IntegrationComprehensive FunctionalityConfigurabilitySystem that would grow with them

Integration of CRM with FinancialsEfficient registration processingPaper based to online organisationFocus attention on other tasks ratherthan adminEnhanced customer service withfaster response times andinstantaneous communication andprocessingComplete and insightful reporting

Beabetterbusiness.com

Accounting Technicians IrelandFrom paper based to 24‐7 with SAPBusiness One & Intelligent Integration

IIS Customer Success Story



Ireland’s leading professional body for Accounting Technicians nowrepresents over 10,000 people working or studying in the profession.Founded in 1983, the not for profit organisation pride themselves onproviding an internationally recognised business qualification,educating students to the highest standards and on promoting thehighest educational, technical and ethical standards to it's members.

Accounting Technicians Ireland exists for the development, guidanceand representation of its members as specialists par excellence in thearena of accounting, business and finance.

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Accounting Technicians Ireland,formally IATI, was founded in 1983 andhas since established itself as theleading professional body forAccounting Technicians in Ireland,representing over 10,000 peopleworking and studying in the

profession.

By 2010 the not for profit organisationwas beginning to feel the strain of interacting with customers via paperforms and recognised that futuregrowth was dependent onimplementing a more robusttechnology.

They wanted to provide a morestreamlined service to their members,students and partners and required acomplete solution that would providecomprehensive functionality as well asintegration between their financialsand CRM system.

They were losing time to admin,processing documents manuallyresulting in a severe time lag in termsof registration to confirmation.

There was no integration between thefront end system and the back end.

Application forms were received inpaper form and manually inputted tothe system, a process which took weeksand sometimes months to complete.Student and member records, accountand exam history were all in paperform.

SAP BUSINESS ONE STOOD OUT FROMTHE CROWD

Having gone out to tender theorganisation shortlisted a number of solutions, one of which was SAPBusiness One.

What stood out to Oliver O'Kelly, the ITDirector, was the comprehensivefunctionality that could be configured

to meet their needs over time that SAPB1 offered as well as the out of the boxIntegration enhancement availablefrom IIS.

"Intelligent Essentials Integration waskey to our decision. A lot of other

financial systems didn't have the level of integration available to us... Integrationwas out of the box with IIS and that waslargely our reason for going with SAPBusiness One ."

Oliver O'Kelly, IT Director, AccountingTechnicians Ireland

FROM PAPER BASED TO 24‐7

SAP Business One and IntelligentIntegration have provided a substantialnumber of benefits to the organisationsince the implementation andintegration in 2010.

"It's completely streamlined administration and financial processing.Prior to SAP Business One we had a

paper mountain to process and now interactions are all online," says Oliver.

Students and members can now applyfor courses online, receive instantconfirmation, view and purchase coursematerials, update their own personalrecords, and view exam history.

The application process which tookweeks and sometimes months is nowcompleted within days. Applicationsfeed directly in to SAP Business Oneusing Intelligent Integration,automatically they are queued andsubsequently reviewed by one memberof staff.

"In 2010 it took 3‐4 days for a full audit to be completed and for the paper trail to be followed. In 2011 it was completed within 3 hours".

Oliver O'Kelly, IT Director, AccountingTechnicians Ireland

"The key benefit for us has been the fact that we have gone from being a paper based organisation to a 24‐7 organisation. People can now focus onroles other than just handling paper, "

says Oliver.



Communication is now instantaneous aspeople can register online, book their

exams etc...and receive immediateconfirmation rather than having to call upand request updates.

The organisation can now quickly pullreports at the end of the month. Theyhave confidence in their accounts and caneasily feed information back to the boarddepicting exactly what has been received.

SMOOTH IMPLEMENTATIONEXPERIENCE

Having deployed many different softwaresolutions and also having worked withSAP in a larger orgnisation, Oliver says theimplementation of SAP Business One withIIS was the smoothest he's everexperienced.

A key factor in the success of theimplementation has been the

involvement of the IIS team and theongoing support received from thededicated team.

"The IIS guys are always at the end of the phone. Often they have the answer immediately and if they don't they get back to you very quickly ," says Oliver.

THE RIGHT DECISION

Over the last couple of yearsAccounting Technicians Ireland hasundergone a complete transformation.Processes that took weeks and monthsto complete are now accomplishedinstantaneously.

"I would have always had the view that SAP was a large scale solution for big organisations....but we're a small organisation, we have 20 people,10,000 active customers and a lot

going on...We definitely selected theright solution ," says Oliver.

Accounting Technicians Ireland haveplans for further integration usingIntelligent Integration as well asexpanding their use of the broadranging functionality and additionalmodules that are part of the standardSAP Business One solution.

Email: [email protected] Call: IRL: +353 (0) 12860200 UK: +44 (0) 8456025804NL: +31 (0) 268 200 261

Beabetterbusiness.c om

“The Intelligent Integration module largely covered what we wanted and was there ready togo and we've been able to work with IIS toexpand on other areas we need. ”

Oliver O'Kelly, IT Director, Accounting TechniciansIreland

Documents

Accounting Technicians Ireland Customer Success Story