Case Studies

Microsoft Dynamics™ CRM
Microsoft Dynamics™ ERP
Microsoft® Sharepoint
Deltek
Infrastructure
IT Vision
Rapid Assessment^SM
Strategy and Advisory

Microsoft Dynamics™ CRM

Not-for-profit organization wins Customer Excellence Award for their usage of Microsoft Dynamics™ CRM
Microsoft recognized non-profit organization with its Excellence in Innovation Awards for its usage of customer relationship management solutions that help businesses work more effectively.

With Outlook Integration, Microsoft Dynamics™ CRM Improves Efficiency by Standardizing Access to Data
A private real estate investor was looking for a solution to two non-integrated systems, and found it in a common Microsoft platform that integrates data between multiple departments.

Microsoft Dynamics™ CRM Implementation Enhances Productivity and Proactive Case Management
A not-for-profit membership organization was seeking a solution to replace their grant software system and other various systems they used to manage donations and member and donor data.

Fabricator’s Processes Revolutionized by Significantly Reducing Manual Workload and Increasing Efficiency
Compass Wire Cloth Corporation eliminates 80 percent of their manual workload and fills orders faster with a Microsoft Dynamics™ CRM implementation.

County Department Increases Automation and Productivity with Microsoft Dynamics™ CRM Workflows
Burlington County replaces an existing system to track IT support calls and manage projects from 29 county departments.

Childcare Franchise Improves Ability to Identify Trends and React Faster to Problems
Goddard Systems eliminates manual record keeping and inconsistent information among departments and customers with Microsoft Dynamics™ CRM.

Large Private Equity Group Improves Processes and Lowers Operating Costs
Independence Capital Partners leverages Microsoft Dynamics and SharePoint to create one platform for seamless collaboration across business units.

Process Plant Wholesaler Achieves 50 Percent Growth Rate with Microsoft Dynamics™ CRM
International Process Plants implements a centralized system throughout the United States, United Kingdom and Europe with real-time, seamless integration using the company website to manage inventory and capture leads.

Microsoft Dynamics™ CRM Delivers Customer Service Efficiencies and the Ability to Manage Larger Clients Without Increasing Staff
An employee benefit consulting firm trades in their proprietary system for greater access to information and total cost of ownership savings.

Microsoft Dynamics CRM Implementation Results in Greater Efficiency and Cost Savings
The County Commissioners Association of Pennsylvania was seeking a solution to consolidate membership data from several non-integrated databases. Implementing Microsoft Dynamics CRM helped improve efficiency and consistency of data while providing a significant annual savings.

Microsoft Dynamics ERP

Private, not-for-profit health care organization implements Microsoft Dynamics™ GP solution to enhance existing Epic EMR system
Upper Midwest Private Health Care Corporation improve efficiencies and address resource challenges with implementation of comprehensive Microsoft Dynamics™ GP solution.

Microsoft Dynamics™ GP implementation improves production at sheet metal fabricator
Zahner was looking for a software solution that would help them control costs and stay abreast of potential changes, while also ensuring delivery schedules are coordinated with the needs of large construction projects.

Integration of Microsoft Dynamics™ GP with Microsoft Dynamics CRM streamlines operations for business communications provider
North American Communications Resources was seeking a single system its salespeople could use for prospecting, quoting, managing activities and entering sales orders, and that could also integrate with its accounting system.

Microsoft Dynamics GP Replaces Financial System for Large Metropolitan Municipality
City's new bureau chief selects Microsoft Dynamics™ GP as part of a “best of breed” solution to solve reporting challenges and paperless accounts payable process

Defense Contractor Improves Reporting, Efficiency While Ensuring Contract Compliance
CALIBRE, a technology and management services company, required an accounting system which met DoD requirements, but also provided the ease and flexibility to modify and manage its growing business.

Microsoft Dynamics™ GP Implementation Helps Brandywine Senior Living Achieve Over $60,000 in Annual Savings
The major provider of senior living services in the Mid-Atlantic region was in search of a more efficient accounting solution after experiencing several issues related to manual re-keying of information, difficult extraction of information and a lack of technical support.

McGladrey Provides Industry-Specific Answers With the Flexibility to Grow with Contemporary Staffing Solutions
The regional staffing company wanted a comprehensive back-office solution that was specific to their unique needs and was scalable enough to account for expected growth of two to three-times current capacity.

Real Answers to the Complex Financial System Challenges of the Iconic The Breakers Resort
The legendary The Breakers resort in Palm Beach, Fla. was in need of an integrated financial system to reduce manual entry and increase general ledger detail.

Microsoft® Sharepoint

Industrial Supplies Firm Uses Enterprise Content Management to Organize Orders, Invoices
S.J. Smith Co implements KnowledgeLake Capture and Windows SharePoint Services from Microsoft to streamline the way orders and invoices are stored and accessed by the company.

Deltek

Small Government Contracting firm leverages the "out of the box" functionality with Deltek Costpoint® to keep cost low
HMS TECHNOLOGIES did not want to complicate their system with a lot of customization and relied on McGladrey's consultative approach and detailed understanding of the Deltek product to deliver an integrated solution based on a creative use of the application.

McGladrey’s Deltek Diagnostics Review Services Helps Organization With Enhanced System Utilization and Operations Improvements
Before meeting with McGladrey, this $100 million organization considered investing in a new software solution after struggling with the configuration and efficiency of its existing Deltek Costpoint® financial reporting system.

Infrastructure

Bank board goes paperless; experiences enhanced communication and cost and labor savings
Emerging technologies and a mobile platform enable the board of directors to view meeting packets electronically while increasing security and decreasing expenses and paper usage.

Multi-specialty medical group experiences an information technology extreme makeover
A multi-specialty medical group overhauls information technology infrastructure and enterprise resource planning solutions to achieve exceptional health care service.

IT Vision

IT Vision helps bank achieve IT consistency and increased service quality for customers
C US Bank increased customer and employee satisfaction by providing consistent service, improved flexibility and better business alignment by leveraging McGladrey’s IT Vision solution.

IT Vision improves financial institution's network stability, efficiency and regulatory exam results
McGladrey's IT Vision managed services solution provided Goppert Financial with a more dependable and efficient network and ultimately increased productivity and security.

Rapid Assessment

Restaurateurs gain insight, confidence and visibility while
achieving growth
Rapid Assessment identifies streamlined and automated financial reporting solutions, resulting in robust, accessible and credible data to support growth in an uncertain economy.

Strategy and Advisory

Technology assessment improves school district efficiency and learning environment
Mason County School District implements technology solutions to enhance the performance of educational programs within continued budgetary constraints.

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