Customer Stories

Sachse Case Study - Team & Vista

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SOLUTION Andrea Wright, Sachse's Director of Train- ing, was charged with finding a replace- ment ERP solution that would allow Operations and Accounting to self-serve accurate and real-time information in a stable environment, as well as the ability to create User Defined fields. After care- ful evaluation of available ERP software, Vista by Viewpoint was chosen to replace Sage Timberline. Viewpoint Team replaced Sachse's proprietary project management software because "Viewpoint was seen as customizable, flexible and easy-to-use" said Wright. What separated Viewpoint from other options was their out-of-the- box project management capabilities, integrated with Vista and online/mobile collaboration features. A methodical plan to ensure smooth implementation included Viewpoint work- flows supplemented by instruction manu- als. A formal strategy included classroom training for all users and cross-functional product champions who were able to answer questions and provide ongoing guidance to users. Asked about Sachse's relationship with Viewpoint post imple- mentation, Wright said, "We've met with Viewpoint's product managers to talk through roadmap ideas and share ours. It's a collaborative relationship". Viewpoint was seen as customizable, flexible and easy-to-use." – Andrea Wright, Director of Training We went from talking about stopping margin erosion to seeing exactly where jobs are losing money." – Andrea Wright, Director of Training

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