Business Application Software Consulting

Types of Software Applications

ERP Consulting – Enterprise Resource Planning

“The Armanino team always responded to my questions within a day, and I learned so much from them — not just about Sage Intacct but also about Excel. Our consultant called himself ‘the solution maker,’ and he was brilliant.”
- Michelle Bondar, Controller, iStream Financial Services

“Before Business Central, we had four different charts of accounts that we had to map each time. With everyone on one chart, consolidations will be much easier going forward… Armanino helped us create reports for our private equity firm as well as our department heads to give them better insight across their areas of financial responsibility.”

- Brian Kornet, SVP of Accounting, MRO

CRM Consulting – Customer Relationship Management

CRM solutions help you improve customer acquisition, retention and satisfaction by managing customer data and relationships across the entire sales cycle, including contact info, communications, sales tracking, marketing campaigns, customer support and reporting analytics.

“It was immediately evident that Armanino understood our business and our process far better than the other companies we interviewed. CRM is totally their wheelhouse.”

- Michael Hansen, VP of Operations, Earl & Brown

HR – Human Resources Software Consulting

HR software helps you manage employee records, recruiting, benefits, equity compensation, payroll, performance, training and reporting. Get a full picture of employee data, workforce management and program compliance for tax, benefits, data privacy and labor regulations.

Business Intelligence & Analytics Consulting

Business intelligence (BI) solutions help you gather and analyze information from your ERP, CRM and HR systems and spreadsheets and present performance data and forecasts via simplified dashboards and visualizations.

“[With Power BI] we can finally get our hands on the critical information we need to better manage our business. Now we have scorecards that let us appropriately measure, evaluate and make adjustments within the business.”

- Max Schwartz, CFO, Malarkey Roofing Products

Financial Planning and Analysis (FP&A) Software Consulting

FP&A solutions consolidate data from multiple sources for financial planning, budgeting, forecasting and analysis, helping you simulate different business situations, assess financial impact and plan for risk mitigation and cash flow management.

“Our request of Armanino was short, but not simple – help us execute on a financial transformation vision for which we have no roadmap or processes currently in place. The Armanino team jumped in as thought partners, problem solvers, architects and business analysts to do just that.”

- Keith Enright, (former) Director of Finance, Baldwin Risk Partners, LLC

Financial Process Automation | Record-to-Report (R2R) Process Consulting

Financial process automation tools help you standardize and streamline routine tasks for financial close management and help you improve data availability, accuracy and timeliness for business decision-making, reporting and compliance.

Workiva

Software Strategy Services

Find out where to start and what to prioritize. Get enterprise application software and system assessments, analysis, selection guidance and strategic planning.

Technology assessment
Multi-system digital transformation assessment
On-premises to cloud roadmap assessment
Software AI & automation assessment
Health check assessment (optimization or reimplementation)

GET A FREE STRATEGY CONSULTATION

Software Implementation Services

Meet your project timeline and business goals. Get expert guidance for each step of your implementation/reimplementation, from requirements gathering, planning and design to process automation, testing, deployment and training.

Implementation & upgrades
Data migration
Custom development & apps
Legacy to cloud migration
Automation

See types of application software for specific implementation services.

Software Integration Services

Seamlessly connect your tools and data. Get customized and packaged system, app and data software integrations or consolidation for enterprise applications (Sage Intacct ERP + Salesforce CRM, Dynamics 365 ERP + Workday Adaptive Planning FP&A, etc.)

See types of application software for specific integration services.

Software Training & Managed Services

Maximize software value post-implementation, boost team skills and eliminate one-off IT support, maintenance and consulting fees.

Application managed services
Enterprise software training (Armanino Academy)

Go-live and follow-up support is provided with implementation services.

Construction Firm Doubles Project Capacity With Workday/Procore Integration & Interim Support
(2024, Workday and Procore Construction integration services, eliminating redundant data entry and streamlining accounting tasks challenge, construction industry)
Sage Intacct Unlocks HCM Software Firm’s Efficiency and Agility
(2024, ERP implementation and IT managed services, eliminating manual tasks and replacing legacy Microsoft GP challenge, tech industry)
Baldwin Risk Partners Propels $600M Growth With FP&A Software Customization
(2024; Workday Adaptive Planning implementation and integration, CFO advisory and strategic finance outsourcing services; modernizing FP&A to accommodate rapid growth challenge; insurance industry)
Contract Lifecycle Management Leader Brings Sophistication to Its Finances Using Sage Intacct
(2023, ERP implementation and IT managed services, transitioning from QuickBooks to Sage Intacct challenge, tech industry)
Biotech Startup Chooses Sage Intacct to Bring Controls to Its Finance Function
(2023, ERP implementation and configuration services, transitioning from QuickBooks to Sage Intacct challenge, life sciences industry)
How a Cannabis Company Built an Accounting Framework to Support Future Growth
(2023, ERP implementation services, cleaning up financial data and implementing a scalable accounting system challenge, cannabis industry)

Payment Processing Company Automates Reporting by Deploying Sage Intacct (2023, ERP implementation services, automating manual reporting and improving limited access to customer data challenge, financial services industry)
Verisma Supports New Acquisition Strategy and Achieves More Flexible Reporting With Sage Intacct (2022, ERP implementation services, transitioning from QuickBooks to Sage Intacct challenge, healthcare industry)
PE-Backed Health Tech MRO Powers Its Growth Strategy With Business Central (2022, Microsoft D365 BC and Solver implementation and integration services, modernizing ERP to support multiple entities and currencies and streamline processes challenge, healthcare industry)
Sandstone Care Gets Faster, More Accurate Financial Data Through Sage Intacct’s Healthcare Financial Management Software (2022, ERP implementation services, transitioning from QuickBooks to Sage Intacct and simplifying workflows and automating manual processes challenge, healthcare industry)
Chemical Manufacturer Improves Data Accuracy, Reporting Via Systems Integrations & Application Managed Services (2022, ERP + CRM + FP&A + BI systems integration and IT managed services, consolidating siloed systems and maximizing efficiency challenge, manufacturing industry)
Healthcare Company Enhances Modeling in Workday Adaptive Planning to Boost Forecasting & Scalability (2022, ERP implementation and Workday Adaptive Planning reimplementation services, modernizing FP&A to accommodate growth challenge, healthcare industry)

Costco Travel Flies High With New Cloud-Based Financial System (2022, ERP implementation and IT managed services, transitioning from Microsoft GP to D365 Finance & Supply Chain challenge, retail industry)
Hotel Portfolio & Management Firm Improves USALI Reporting & Consolidations With Armanino And Sage Intacct (2021; ERP implementation and customization services; USALI compliance, deploying Sage Intacct to support growth and uniform system of accounts challenge; hospitality industry)
CPM Software Provider Aims at International Scalability With Modernized Back Office (2021; RPA and strategy and transformation services; future-state planning, data governance, automation and standardizing processes challenge; tech industry)
Armanino Helps Westbrook Deliver the Future of Content (2021; business management, Sage Intacct and Salesforce implementation and IT managed services; day-to-day accounting and finance and supporting rapid growth challenge; entertainment industry)
Nonprofit Organization Plans In Volatile Times (2021, Workday Adaptive Planning implementation services, eliminating spreadsheets and supporting remote workforce flexibility challenge, nonprofit industry)
Blackfoot Communications Leaps From Regulated Past to Cloud-Enabled Future (2021, ERP implementation and consulting services, D365 F&O implementation and transitioning from on-premise to cloud challenge, telecommunications industry)

Macon-Bibb County Industrial Authority Improves Reporting Tools & Processes (2021, ERP consulting and implementation services, transitioning to Sage Intacct to streamline audit process and improve reporting challenge, industrial development industry)
Family Equality Maximizes Its Impact With Real-Time Financial Insights (2021, ERP implementation and consulting services, migrating from QuickBooks to Sage Intacct to support growth and redeploying Salesforce to streamline donor management challenge, nonprofit industry)