Success Stories

Read a selection of success stories outlining the business challenges, solution and benefits experienced by CAL Business Solutions clients using Microsoft Dynamics GP and Acumatica.  Looking for something specific? Click here for a quick list of all case studies.

Frederick Block, Brick & Stone

Location: Virginia
Industry: Building Supply Distribution
Old System: Legacy
New System: Acumatica

Highlights:

  • Unlimited user pricing model
  • Remote access to secure cloud based system
  • Complex industry specific functionality added by CAL
  • Unlimited ways to view information

Read Full Case Study: Building Supply Distribution Company Selects Acumatica as Right System to Handle Growth

Lifeway Mobility

Lifeway Mobility

Location:  National
Industry:  Distribution/Field Service
Old System:  QuickBooks
New System:  Acumatica

Highlights:

  • Shortens time to set up new offices
  • Enables increased focus on customer service
  • Gives quick access to data to take advantage of trends
  • Zero infrastructure costs

Read Full Case Study: Acumatica Helps Company Rapidly Accelerate Growth With One Connected System in the Cloud

Fidelux

Fidelux

Location: Hartford, Connecticut
Industry: Manufacturing
Old System: QuickBooks
New System: Acumatica

Highlights:

  • Saved money with rapid implementation.
  • Intuitive system allowed for lower support costs.
  • Flexible inventory module able to be adapted to business needs.
  • Data presented quickly and easily in a user-friendly system.

Read Full Case Study: Lighting Manufacturer Saves Money with Rapid Implementation of Flexible Acumatica Cloud ERP System

CAL Business Solutions

Location: Harwinton, CT
Industry: Professional Services
Old System: Microsoft Dynamics GP
New System: Acumatica

Highlights:

  • Single connected system means better communication and less data entry.
  • Automated renewal process saves 20+ hours a month.
  • Credit card processing saves thousands of dollars in fees.

Read Full Case Study: Moving from Microsoft Dynamics GP to Acumatica: A Journey To a Single Version of the Truth

The Russell Sage Foundation

Russell Sage Foundation

Location: New York, NY
Industry: Non‐Profit
New System: Microsoft Dynamics GP

Highlights:

  • Accomplished complex integration to connect separate systems
  • Eliminated duplicate data entry
  • Utilized Analytical Accounting for more flexible tracking and reporting

Read Full Case Study:  Nonprofit Foundation Transforms Processes with Grant Management Integration to Microsoft Dynamics GP

VNA Community Healthcare & Hospice
Location: Guilford, CT
Industry: Non‐Profit Healthcare Services
Old System: Navision
New System: Microsoft Dynamics GP
Highlights:

  • Automated complex payroll process
  • Fixed payment error resulting in substantial ongoing savings
  • Simplified financial reporting
  • Increased user adoption with user-friendly system
Read Full Case Study:  VNA Community Healthcare & Hospice-Nonprofit Healthcare Facility Eliminates Data Entry and Overpayments by Automating Payroll in Microsoft Dynamics GP

Church Homes, Inc.
Location: Hartford, CT
Industry: Non‐Profit Healthcare Services
Old System: Proprietary AS400 System
New System: Microsoft Dynamics GP
Highlights:

  • Data no longer locked in the financial system.
  • Reports are always available and up to date.
  • Payroll processing time cut in half.
  • Automated filing and GL entry imports save time.
Read Full Case Study: Church Homes, Inc.-Nonprofit Healthcare Facility Unlocks Financial Data with Microsoft Dynamics GP Reporting

Crown Maple
Location: Dutchess County, NY
Industry: Manufacturing/Distribution
Old System: QuickBooks
New System: Microsoft Dynamics GP + SalesPad
Watch Video
Highlights:

  • Manage tremendous growth
  • Track inventory levels and status
  • Cut time needed to create reports
  • View sales stats on mobile devices
  • Prove ROI on consulting services
Read Full Case Study: Maple Syrup Manufacturer/Distributor Goes From Bark To Bottle With Microsoft Dynamics GP and SalesPad

Innovative Medical Products
Location: Plainville, Connecticut
Industry: Manufacturing & Distribution, Medical Devices
Old System: MYOB
New System: Microsoft Dynamics GP + SalesPad
Watch Video
Highlights:

  • Increased Order Processing by 150%
  • Workflow Streamlines the Order Process
  • Increased Order Accuracy to 98.5%
  • Online SSRS Portal Saves 3 Days and 500 Sheets of Paper Monthly
Read Full Case Study: Medical Device Manufacturer & Distributor Increases Order Accuracy and Processing Speed with Microsoft Dynamics GP® and SalesPad® DataCollection

Thor
Location: Shelton, Connecticut
Industry: Manufacturing & Distribution, Specialty Chemicals
Old System: Microsoft Dynamics SL
New System: Microsoft Dynamics GP + SalesPad
Watch Video
Highlights:

  • Smoothly handled 30% increase in transaction volume
  • Saved $150k a year by not adding staff
  • Increased speed and efficiency of order entry
  • Gained visibility to inventory across locations and in transit
  • Integrated with Microsoft Dynamics® CRM
Read Full Case Study: Specialty Chemical Manufacturer and Distributor Easily Handles 30% Growth Thanks to Microsoft Dynamics® GP with SalesPad.

Amax Incorporated
Location: East Greenwich, RI
Industry: Distribution, Office Supplies
Old System: Custom Main Frame
New System: Microsoft Dynamics GP + SalesPad
Watch Video
Highlights:

  • Rapid implementation plan due to strong project management and low learning curve
  • 360-Degree visibility from SalesPad unifies all departments for increase efficiency
  • Hosted “Cloud” deployment allows reliable global access
  • Access to realtime data means results in better customer service and competitive advantage
  • A deep view into inventory shows the true cost of inventory and allows a 99% fill rate
 Amax Incorporated

Amax Incorporated
Read Full Case Study: How a Multimillion-Dollar Distribution Company Implemented Microsoft Dynamics GP in Just 12 Weeks with Zero Interruption to Customers
Read Microsoft Case Study: Amax Incorporated Distributor Optimizes Finances With Easy to Implement ERP Solution

Beekley Medical
Location: Bristol, CT
Industry: Manufacturing & Distribution, Medical Devices
Old System: Microsoft Dynamics GP
New System: Microsoft Dynamics GP+ SalesPad
Watch Video
Highlights:

  • Simplified Dynamics GP upgrades
  • Reduced-order entry time by 50%
  • Cut 6 days a month in manual processes
  • Moved to same-day shipping
  • Implemented lot tracking
 Beekley Medical
Read Full Case Study: Manufacturing Company Goes on Lean Journey with Microsoft Dynamics GP® to Streamline Processes and Focus on Customers

Modern Tire and Auto Service Center
Location: Rocky Hill, Connecticut
Industry: Retail
Old System: Peachtree
New System: Microsoft Dynamics GP
Watch Video
Highlights:

  • Information pulled daily from POS system into Dynamics GP
  • Stable system that rarely needs support
  • Restored confidence in software providers
Read Full Case Study:  Tire Dealership & Service Center Connects Retail POS Software With Microsoft Dynamics GP for Complete System

HealthyCT
Location: Wallingford, Connecticut
Industry: Nonprofit Insurance
Old System: QuickBooks
New System: Microsoft Dynamics GP
Highlights:

  • Flexible system executed vision
  • Compliant with government requirements
  • Smooth data migration from QuickBooks
  • On-time and on budget

Read Full Case Study: Connecticut Nonprofit Insurance Startup Moves Smoothly From QuickBooks to Microsoft Dynamics GP

Custom Bottle
Location: Naugatuck, Connecticut
Industry: Manufacturing & Distribution, Packaging
Old System: Microsoft Dynamics SL
New System: Microsoft Dynamics GP + SalesPad
 Custom Bottle Inc.
Highlights:

  • Full investment credit from Microsoft for Dynamics SL to GP transition.
  • Single screen access to customer and sales data including inventory available across 10 warehouses.
  • Fantastic support by the local CAL team.

Read the full case study: Custom Bottle Increases Sales to Existing Customers Using Microsoft Dynamics GP + SalesPad

Fusion Trade

Fusion Trade

Location: Andover, Massachusetts
Industry: Wholesale Distribution
Old System: Daly Commerce
New System: Microsoft Dynamics GP

Highlights:

  • Easy to learn for a team resistant to change
  • Smooth integration between financials and internal system
  • Simplified monthly reconciliation process
  • Confidence in vendor and support

Read Full Case Study:High Tech Distributor Eliminates Disconnect with Microsoft Dynamics GP Integration to Custom Inventory Trading System

Genex Turbine
Location: Manchester, Connecticut
Industry: Distribution, Turbines
Old System: QuickBooks
New System: Microsoft Dynamics GP + SalesPad
 Genex Turbine Technologies
Highlights:

  • New system is easy to use
  • Able to generate quotes 10x faster
  • Gives team insight into each step in the sales process

Read the full case study: Genex Turbine Technologies Generates Quotes 10x Faster Using Microsoft Dynamics GP + SalesPad

Kloter Farms
Location: Ellington, Connecticut
Industry: Distribution, Furniture
Old System: DOS based
New System: Microsoft Dynamics GP
 Kloter Farms
Highlights:

  • Able to connect several disparate systems including Goldmine front office
  • Automated time consuming manual processes leading to faster delivery times
  • Better management reporting

Read the full case study: Retail Distribution Company Uses Microsoft Dynamics GP to Manage Growth, Increase Sales and Simplify Maintenance

Moran USA
Location: North Haven, Connecticut
Industry: Distribution, Beverages
Old System: Microsoft Dynamics GP
New System: Microsoft Dynamics GP
 Moran USA
Highlights:

  • Right-sized an overly complicated Dynamics GP system
  • Lowered annual maintenance costs
  • Communicated with industry experience
  • Patiently provided user training

Read Full Case Study: Connecticut Distribution Company Determines That the Right ERP Partner is as Important as the Right ERP Software

BroadcastMed (formerly ORLive)
Location: Farmington, Connecticut
Industry: Professional Services
Old System: Data2000
New System: Microsoft Dynamics GP + Olympic Project Cost
Highlights:

  • Track project profitability
  • Automate custom revenue recognition reporting
  • Simplify contract billing
  • Manipulate data with easy integration to Excel

Read Full Case Study: Internet Broadcasting Company Uses Microsoft Dynamics GP + Olympic Project Cost to Increase Profitability of Projects

PCNet Inc
Location: Trumbull, Connecticut
Industry: Professional Services, IT
Old System: Microsoft Dynamics GP
New System: Microsoft Dynamics GP + SalesPad
Highlights:

  • Dynamics GP as core financial engine
  • Flexible personalization with industry-specific tools
  • Improved quoting time by over 50%
  • Simple document management and reporting

Read Full Case Study: Technology Firm Uses Microsoft Dynamics® GP as Financial Engine to Drive Industry Specific Software

Pridestaff Inc.
Location: California
Industry: Staffing
Old System: Microsoft Dynamics GP
New System: MicrosoftDynamics GP + Integration
 PrideStaff
Highlights:

  • Integrated system eliminates tedious double entry.
  • Expedites invoicing and slashes payment time.
  • Empowers local offices with advanced reporting.

Read the full case study: Staffing Company Eliminates Double Entry and Expedites Invoicing Using Microsoft Dynamics GP and Integration

The Greater Bristol Visiting Nurse Association, Inc.
Location: Bristol, Connecticut
Industry: Healthcare, Non-Profit
Old System: Lewis Patron
New System: Microsoft Dynamics GP
 Greater Bristol VNA
Highlights:

  • Provides robust financial management features lacking in industry-specific software.
  • Users are able to learn new software quickly because of the familiar Windows interface.
  • High-quality financial reports give a complete view of an agency’s financial health.

Read Full Case Study: CAL Business Solutions Helps Non-Profit Healthcare Agency Improve Efficiency and Financial Reporting

Warner Specialty Products
Location: Cheshire, Connecticut
Industry: Distribution, Industrial Equipment
Old System: Macola ERP
New System: Microsoft Dynamics GP + SalesPad
 Warner Speciatly Group
Highlights:

  • Able to process orders 50% faster.
  • Quick access to information increases customer satisfaction.
  • More functionality for a lower software cost than a traditional GP system.

Read Full Case Study: Warner Specialty Products Reduces Order Processing Time by 50% Using Microsoft Dynamics GP + SalesPad

Women’s Health USA
Location: Avon, Connecticut
Industry: Professional Services
Old System: Lawson
New System: Microsoft Dynamics GP
 Women's Health USA
Highlights:

  • Intuitive, user-friendly software is easy to learn
  • Easy access to information saves time
  • Complicated requirements handled by skilled partner
  • Smooth Dynamics GP upgrade

Read Full Case Study: Women’s Health USA Finds the Right Microsoft Dynamics GP Software Partner to Handle Complex Project Requirements

Cavallo Success Stories

Crown Maple
Location: Dutchess County, NY
Industry: Manufacturing/Distribution
Old System: QuickBooks
New System: Microsoft Dynamics GP + Cavallo
Watch Video
Highlights:

  • Manage tremendous growth
  • Track inventory levels and status
  • Cut time needed to create reports
  • View sales stats on mobile devices
  • Prove ROI on consulting services
Read Full Case Study: Maple Syrup Manufacturer/Distributor Goes From Bark To Bottle With Microsoft Dynamics GP and Cavallo

Innovative Medical Products
Location: Plainville, Connecticut
Industry: Manufacturing & Distribution, Medical Devices
Old System: MYOB
New System: Microsoft Dynamics GP + Cavallo
Watch Video
Highlights:

  • Increased Order Processing by 150%
  • Workflow Streamlines the Order Process
  • Increased Order Accuracy to 98.5%
  • Online SSRS Portal Saves 3 Days and 500 Sheets of Paper Monthly
Read Full Case Study: Medical Device Manufacturer & Distributor Increases Order Accuracy and Processing Speed with Microsoft Dynamics GP and Cavallo  DataCollection

Thor
Location: Shelton, Connecticut
Industry: Manufacturing & Distribution, Specialty Chemicals
Old System: Microsoft Dynamics SL
New System: Microsoft Dynamics GP + Cavallo
Watch Video
Highlights:

  • Smoothly handled 30% increase in transaction volume
  • Saved $150k a year by not adding staff
  • Increased speed and efficiency of order entry
  • Gained visibility to inventory across locations and in transit
  • Integrated with Microsoft Dynamics® CRM
Read Full Case Study: Specialty Chemical Manufacturer and Distributor Easily Handles 30% Growth Thanks to Microsoft Dynamics® GP with Cavallo

Amax Incorporated
Location: East Greenwich, RI
Industry: Distribution, Office Supplies
Old System: Custom Main Frame
New System: Microsoft Dynamics GP + Cavallo
Watch Video
Highlights:

  • Rapid implementation plan due to strong project management and low learning curve
  • 360-Degree visibility from Cavallo unifies all departments for increase efficiency
  • Hosted “Cloud” deployment allows reliable global access
  • Access to real-time data means results in better customer service and competitive advantage
  • A deep view into inventory shows the true cost of inventory and allows a 99% fill rate
 Amax Incorporated

Amax Incorporated
Read Full Case Study: How a Multimillion-Dollar Distribution Company Implemented Microsoft Dynamics GP in Just 12 Weeks with Zero Interruption to Customers
Read Microsoft Case Study: Amax Incorporated Distributor Optimizes Finances With Easy to Implement ERP Solution

Beekley Medical
Location: Bristol, CT
Industry: Manufacturing & Distribution, Medical Devices
Old System: Microsoft Dynamics GP
New System: Microsoft Dynamics GP+ Cavallo
Watch Video
Highlights:

  • Simplified Dynamics GP upgrades
  • Reduced-order entry time by 50%
  • Cut 6 days a month in manual processes
  • Moved to same-day shipping
  • Implemented lot tracking
 Beekley Medical
Read Full Case Study: Manufacturing Company Goes on Lean Journey with Microsoft Dynamics GP® to Streamline Processes and Focus on Customers

Custom Bottle
Location: Naugatuck, Connecticut
Industry: Manufacturing & Distribution, Packaging
Old System: Microsoft Dynamics SL
New System: Microsoft Dynamics GP + Cavallo
 Custom Bottle Inc.
Highlights:

  • Full investment credit from Microsoft for Dynamics SL to GP transition.
  • Single screen access to customer and sales data including inventory available across 10 warehouses.
  • Fantastic support by the local CAL team.

Read the full case study: Custom Bottle Increases Sales to Existing Customers Using Microsoft Dynamics GP + Cavallo

Genex Turbine
Location: Manchester, Connecticut
Industry: Distribution, Turbines
Old System: QuickBooks
New System: Microsoft Dynamics GP + Cavallo
 Genex Turbine Technologies
Highlights:

  • New system is easy to use
  • Able to generate quotes 10x faster
  • Gives team insight into each step in the sales process

Read the full case study: Genex Turbine Technologies Generates Quotes 10x Faster Using Microsoft Dynamics GP + Cavallo

PCNet Inc
Location: Trumbull, Connecticut
Industry: Professional Services, IT
Old System: Microsoft Dynamics GP
New System: Microsoft Dynamics GP + Cavallo
Highlights:

  • Dynamics GP as core financial engine
  • Flexible personalization with industry-specific tools
  • Improved quoting time by over 50%
  • Simple document management and reporting

Read Full Case Study: Technology Firm Uses Microsoft Dynamics® GP as Financial Engine to Drive Industry Specific Software

Warner Specialty Products
Location: Cheshire, Connecticut
Industry: Distribution, Industrial Equipment
Old System: Macola ERP
New System: Microsoft Dynamics GP + Cavallo
 Warner Speciatly Group
Highlights:

  • Able to process orders 50% faster.
  • Quick access to information increases customer satisfaction.
  • More functionality for a lower software cost than a traditional GP system.

Read Full Case Study: Warner Specialty Products Reduces Order Processing Time by 50% Using Microsoft Dynamics GP + Cavallo

Video Case Studies

Client Testimonials