A scalable, all-in-one ERP platform

Case Study

MGIS

By now, we should all know that running your business on a system that hasn’t been upgraded is never a good idea.

But sometimes those years just fly by, and before you know it, you’re 10 years late on that software update.

When this happened to MGIS, they took a good, hard look at what their goals and software needs. They realized their current accounting system was essentially functioning as a glorified checkbook, so they started looking at cloud solutions.


We wanted a cloud-based system that we could pull financial information out of, that was powerful, that was interactive and that would interact with our other systems. And that’s why we decided on NetSuite.

Upgrading to Cloud ERP


I don't hesitate in recommending Eide Bailly. They're kind of our go to.

- Matt Frost | CFO, MGIS

Making the move from a 20-year-old system to a cloud-based ERP is no small feat. MGIS knew they’d need a team to help, so they called in Eide Bailly. The results were more than they could have imagined.


It was end-to-end service, and it went really smoothly. I’ve done four other implementations of accounting software, and this was by far the smoothest, the easiest. And it worked! We had our goal set for March 2016 to switch over to NetSuite, and we did it. And that was mainly attributable to the product, number one, and number two, to the Eide Bailly team’s great service.

MGIS now leverages both NetSuite ERP and CRM solutions in their business. Growing in the medical malpractice and disability insurance industry, they feel confident with a solution that is easy to scale and maintain while keeping their data secure.

And, if they ever have questions, our team is there to help.


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LOCATION:

  • Salt Lake City, Utah

SOLUTIONS:

  • NetSuite ERP
  • NetSuite CRM
  • Expensify Integration

RESULTS:

  • Streamlined financials and reporting
  • Improved service operations and case mangement
  • One platform for accounting, HR, customer service, and marketing
  • Secure, reliable data management
  • Scalable solution to accommodate continued growth