Finance and Operations Success Stories
ERP Process Automation and Optimization
"Our accounting processes have improved thanks to Turnkey being adept to proactively recommend improvements. Our IT department just doesn't have the accounting experience necessary to support our team this way." - Controller, Missouri Baptist University
- Redesigned and automated key accounting functions to improve efficiency and accuracy, while reducing data entry.
- Saved significant time in payroll by automating employee time entry and eliminated pay stub printing.
- Simpler Year-End Close processes - streamlined and automated year-end close processes with accurate and structured data
Full ERP Implementation
"Turnkey Technologies is a great partner. They have helped us better define our business processes to accommodate our recent growth. The free user group meetings are a huge benefit!" - Director of Technology, Volpi Foods, Inc.
- Defined and automated business processes as company rapidly grew into a 175+ employee, global organization.
- Streamlined the purchasing and management of non-durable food items with sensitive delivery timeframes.
- Replaced Excel spreadsheet reporting with decision-focused SmartList Builder to compare information between departments and production lines
Full ERP Implementation
"With Microsoft Dynamics GP and expert guidance from Turnkey Technologies, we've transformed a two-week project to a project accomplished in one business day." - Finance Manager, Benjamin F. Edwards & Co.
- 90% time savings in analytical reporting processes. Replaced single line item lookup with aggregated and comprehensive report building.
- Automated tedious accounting tasks such as bank reconciling, check clearing, fixed asset reporting and other accounting processes when company grew from 5 branches to 50.
- Improved the accuracy and timeliness of P&L statements for every branch of the company. Enabled accurate forecasting for future branch openings.
Full ERP Migration and Implementation
"Everything we've done with Turnkey and GP has been great. The project was on time, and the implementation was terrific. Frankly, we have a great relationship with Turnkey. We've gotten to know a lot of people over there personally." - President, Oaktree Products, Inc.
- Increase in sales thanks to e-commerce website integration, with more than 10% of sales volume now being fulfilled over the web.
- Improved customer service by giving customers a portal to access relevant information such as orders and invoices.
- Simplified the B2B buying process and purchase approvals for customers with an automated sales tool, Coupa Punchout.
- Accurate order tracking with integration to StarShip and the ability to track orders directly from the sales order.
Full ERP Implementation
"From an executive perspective, Microsoft Dynamics GP provides a central location to store data and allows me to easily access information and drill down into data for better forecasting." - VP of Finance, Medical Transportation Management
- Complete financial control over the business with endless ways to slice and dice data to uncover meaningful insights.
- Automated Accounts Payable processes with payment scheduling, account control, easy reconciliation, real-time statistical history and check printing.
- Improved contract management and vendor management helps the company manage payment terms and new services.
Arms manufacturer gets consolidated reporting with Dynamics GP
Customer Engagement Success Stories
CRM and Marketing Automation Implementation
"Turnkey's team is very responsive and patient. Through a project, we get many stop and go's from management, and having flexibility from Turnkey helped us in getting initial information and waiting for the green light to start moving." - CRM Administrator, ABC Laboratories
- Upgraded to Dynamics CRM with multiple staged configurations
- 85-page reports reduced to four dashboards
- Integration with legacy systems
- Successful user adoption
CRM Implementation and Adoption
"Turnkey stands out because in addition to giving us what we need right now, they anticipate what we'll need in the future. By fully understanding our requirements, they are able to devise a long-term strategy for us to maximize the benefits of this technology." - VP of Operations, Shapiro Metals
- Enhanced lead entry and tracking process
- Improved sales management and planning
- Customized fields specific to Shapiro's requirements
Dynamics for Field Service Implementation
"The Turnkey team understands every aspect of EMSAR; what we do, where we are, where we want to be, and how to overcome potential challenges. Their solution and commitment to supporting us has made a huge, positive difference in how we provide our services." - VP of Operations, EMSAR
- Improved field service accuracy, efficiency and speed to market.
- Provided training and knowledge necessary to efficiently perform day-to-day tasks.
- Empowered EMSAR to utilize and become self-sufficient with the solution
Customer Self-Service Portal
"The solution has allowed us to focus on providing superior value to our customers by enabling us to spend more time improving our product and our service. Turnkey's expertise and creativity developed a leading-edge system that customers have embraced, improving their effectiveness as well as ours." - CFO, DNA Genetics
- Improved end-user experience and customer satisfaction with sales process
- Reduced costs through self-service features, reduced data-entry, and less reliance on call centers
- Easy configurability, enabing DNA Genetics to manage the solution with minimal assistance
Custom Quote Process
"Turnkey's technical and functional skills with Dynamics CRM are a great asset. To be able to build our documents and integrate them seamlessly with CRM has made the quoting process more accessible and user-friendly. These improvements are a true testament to the quality of their people." - IT Director, Santinelli International
- Improved user efficiency throughout custom quoting process
- Accessible customer information with CRM-ERP integration
- Professional and flexible quote documents
Full CRM Implementation
"The team likes the overall interface a lot better. They find it easier to navigate. Turnkey's training really helped the sales team transition to Dynamics CRM." - CRM Administrator, JS Logistics, Inc.
- Seamless upgrade to latest version of Dynamics CRM.
- Fast and easy implementation with minimal downtime and quick adoption.
CRM Data Migration
"Turnkey took the time to understand the details of our business. With training and mentoring, I am able to configure our Dynamics CRM to serve specific business needs. We have had success with our CRM investment thanks to our partnership with Turnkey Technologies!" - Operations Manager, Domaine
- Resolved prior data migration errors from another vendor
- Automated key processes that resulted in accurate billing
- Formalized sales processes and provided reliable Key Performance Indicators (KPIs).
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