Roux Business Systems

Project

Microsoft Gold Certified Partner Roux Business Systems, LLC utilized the Wizard X4 Productivity Suite™ to implement a Microsoft Dynamics™ SL ERP solution for Situs Companies, a professional services firm.

Challenge

Microsoft Partner Roux Business Systems needed to go wheels-up on Microsoft Dynamics SL installation for Situs Companies while simultaneously handling two other major implementations.

“Wizard X4 Productivity Suite™ optimizes our ability to provide higher value services such as requirements analysis, architecture, design and advanced configuration while ensuring that routine configuration, data entry and data conversion challenges are met. That’s where we can be most effective and efficient for our clients,” notes Roux Principal David Siegel.

“Since we weren’t bogged down in routine processes, we were able to be in several places at the same time. Ultimately, that leads to happier clients (because we’re dedicating our best resources and making their lives easier at the same time), and the ability to expand our scope of business without having to hire additional talent. This model makes us much more cost-competitive, while enabling us to maintain the high quality that leads to ensuing engagements and regular referrals.”

Solution

Wizard X4 helped meet installation performance requirements — all while keeping costs well-grounded.

“Situs was looking for a collaborative approach,” adds Siegel. “iConsultant® proved to be the perfect ‘flight simulator.’ It allowed Situs in-house specialists to make a lot of decisions about setup and initial configuration of the systems on their own. There’s one interface, instead of going back and forth between help screens. This streamlined the process, encouraged the highly collaborative setup — and enabled us to fulfill commitments for three clients simultaneously.”

Results for Client

On-time. Cost-effective. Minimal turbulence.

Ramped up quickly with 5 concurrent users plus 150 Business Portal users.
Helped address logical structuring of account classes and categories to meet Dynamics SL database requirements.
Guided the user through the proper sequence for entering critical setup and configuration information.
Saved a great deal of manual entry time using Wizard X4’s ConvertMSTR™ component — which enabled uploading of large data files.
Allowed configuration of Dynamics SL modules with ease.

Benefits to Partners

Smoother flight. Perfect landing. The sky’s the limit for future engagements.

Enables smaller consulting organizations to leverage resources in multiple projects simultaneously.
Enables Microsoft Partner to work with smaller clients, for whom even moderately complex implementations would otherwise be cost-prohibitive.
Enables smaller consulting organizations to compete with larger organizations by offering optimized resources and processes.
Promotes collaborative interaction between Microsoft Partner and client.
Adds value to the Microsoft Partner’s services.
Wizard Productivity Systems’ comprehensive support backs up consultant’s systems, policies and procedures.

About Roux Business Systems, LLC

Roux Business Systems, LLC is a New Orleans-based professional consulting firm specializing in integrated financial and project accounting solutions for small to medium sized, project-centric clients. Roux principals David Siegel and Matt Hunt stay hands-on with every client installation.

About Situs Companies

Situs Companies is a Houston-based professional services company offering integrated real estate/business consulting, mortgage loan origination/servicing, property management/leasing and commercial property and investment sales services. The company purchased Microsoft Dynamics SL GL, AP, AR, Cash Manager, Currency Manager, Multi-Company, Project Controller, Allocator, Flex Billings, T&E, Communicator, Employee Utilization, Business Portal with Project Viewer, and Project Analyzer modules.

Client Quotes

“Overall, the support was very good. I feel that both companies [Roux and Wizard Productivity Systems] took ownership in the project and were always available to answer questions and give support.”

Deina Arteaga
Assistant Controller, Situs Companies

“Wizard’s support was terrific. Where there were problems and bugs along the way, the Wizard team jumped on everything and responded magnificently.”

David Siegel
Principal, Roux Business Systems, LLC

About Wizard X4 Productivity Suite™

Wizard X4 Productivity Suite™ automates Microsoft Dynamics setup with a user-friendly, intuitive Q&A approach. The X4 Suite features four integrated components: iConsultant® provides an intuitive Q&A approach to configure the system; ConvertMSTR™ accelerates analysis, mapping and importing of data from any legacy system; Config-TRKR® provides an audit trail, documenting the initial settings and subsequent changes to system control records; experienced X4 consultants advise about design and implementation issues.