Case Study — RLS Logistics

COMPANY OVERVIEW

RLS Logistics — a premier family-owned logistics company

Headquartered in New Jersey, RLS Logistics is a premier family-owned third-party logistics company specializing in temperature-controlled logistics. With over 50 years of industry experience, RLS Logistics has emerged as a trusted partner for customers relying on the company’s skilled management of complex temperature-controlled supply chains.

CHALLENGES

Detour: A Year of Struggles for RLS

Despite initially selecting Sage Intacct as their accounting solution, RLS took a detour to a different accounting ERP solution. However, the implementation of this solution proved to be a challenging venture for RLS Logistics. The vision of a seamless transition collided with the harsh reality of a cumbersome and complex integration process, along with a system that was difficult to navigate and lacked proper organization. Even a year into the transition, RLS continued to grapple with day-to-day issues that persisted from the initial stages, leaving their team disappointed and discouraged.

The RLS team encountered challenges on multiple fronts, ranging from overall functionality issues of the product itself to complicated user permissions and a lack of intuitive design. The accounting ERP solution was found to be notably inefficient, providing a user interface that was challenging to navigate. The system’s improper layout worsened their frustration, making daily operations unnecessarily complicated. The product’s functionality fell short of expectations, contributing to an ongoing sense of dissatisfaction. Inefficiencies introduced by the ERP solutions functionality impacted productivity, with team members struggling to execute tasks that, under a more user-friendly system, would have taken significantly less time. Additionally, integration capabilities fell short of expectations, particularly with critical systems like ADP, despite promises made during the decision-making phase. Faced with these challenges, RLS Logistics recognized the need for a strategic shift.

OUTCOMES

Strategic Reevaluation: RLS’s Return to Sage Intacct with CBIZ CompuData

Recognizing the need for change, RLS embarked on a journey back to Sage Intacct after acknowledging it as the superior software solution, bringing CBIZ CompuData into the picture as a trusted partner in this transition. CBIZ CompuData played a pivotal role in guiding RLS through a reevaluation of Sage Intacct, strategically addressing and eliminating the challenges that they encountered during their previous BC implementation. The primary objective for CBIZ CompuData was to facilitate a smooth and effortless transition to Sage Intacct, minimizing the efforts required from the RLS team.

Leveraging over 30 years of expertise as a Sage partner, CBIZ CompuData’s team of Sage Consultants played a crucial role in ensuring the seamless reintegration with Intacct. The transition was executed with minimal downtime, offering a sense of familiarity that enabled the RLS team to swiftly resume their tasks. The focus was on providing a hassle-free experience for RLS, drawing on CBIZ CompuData’s extensive experience in Sage solutions to navigate the intricacies of the software transition. CBIZ CompuData’s expertise ensured not only the successful migration to Sage Intacct but also the optimization of its functionalities to meet the specific needs of RLS Logistics.

RESULTS

A Seamless Integration: How RLS Achieved Results with Sage Intacct and CBIZ CompuData Support

After being reintroduced to Sage Intacct, RLS Logistics experienced numerous benefits and positive changes in their overall business operations. This positive shift not only stemmed from the capabilities of the software but also from the exceptional support provided by CBIZ CompuData throughout the implementation process. The CBIZ CompuData team, from implementation to ongoing support, was commended for their responsiveness, availability, and dedication to exceeding expectations.

Here’s a closer look at the benefits RLS has experienced:

• Enhanced Productivity: One of the most significant improvements noted by RLS Logistics was the boost in productivity for their team. The functionality of Sage Intacct streamlined processes, eliminating the need for time-consuming tasks. The team no longer wasted time on simple processes, leading to an increase in overall efficiency
• Intuitive Design and User-Friendly Interface: RLS Logistics emphasized that Intacct’s functionality is unmatched and perfectly laid out. The platform’s layout, intuitive design, and user-friendly interface stood out to the RLS team.
• Simplified Permissions: The RLS teamappreciated the straightforward and clear design of the user permissions functionality in Sage Intacct. Unlike the cumbersome process experienced with their prior ERP solution, Intacct provided a clear and straightforward interface for setting rules and permissions. This significantly empowered the controller at RLS Logistics, offering peace of mind in knowing that users only have access to what is necessary for their roles.
• Superior Integration Capabilities: Intacct’s open API infrastructure allowed RLS to seamlessly integrate with the solutions essential for running their business. This was particularly beneficial for RLS’s adoption of Ramp for credit card and expense management, described as an easy, quick, and seamless integration process contributing to a positive user experience.
• Effortless Management of Business Units: Sage Intacct enabled RLS to seamlessly manage their multiple business units. Navigating between different units and streamlining tasks showcased the software’s efficiency. Despite slight variations in the layout compared to their previous system, the adaptability of Sage Intacct made it easy for the team to efficiently navigate and manage business units.