Case Study: JTP staff use Access Financials to increase productivity and performance
As JTP's staff and financial turnover doubled, Kevin and his team required a more sophisticated, cloud-based financial system that could serve their accounting needs, and give them access from anywhere, anytime.
"It was the best experience I ever had; I can’t thank the Access team enough. The whole thing was pretty smooth." - Kevin Lin, Finance Director at JTP
The challenge
- Required a finance system with enhanced reporting functionality that would save time and reduce errors
- Dimensions had served JTP well over the years but it was time to move to a more modern cloud platform
- Wanted a finance system with more up-to-date functionality and automated tasks
The approach
- Transitioned to Access Financials to speed up internal processes within the Finance department focussing on reporting, data entry and no longer needing to print
The results
- Reduction in preparing management reports from 1⁄2 day to 1 hour (max)
- Minimum chance of errors as everything is now automated
- Ability to work from home and off server securely anytime
- Working overtime is a thing of the past
Choosing Access
When it came to migrating JTP’s accounting software to the cloud, Kevin wanted to ensure there was no loss of historical data and no impact on his company's day-to-day operations.
"We tried out 3 other financial products, but one of the main reasons we went with Access Financials was that we were able to keep our historical data and just bring it over, which was very easy for you guys to do. To move to another supplier would have been a lot of hassle and they could not host more than 2 years of data. We also knew that Access Financials would meet our business needs."
Moving from Dimensions to Financials was hassle-free for Kevin and his team and offered him a safer and easier move. He didn’t have concerns about data formatting, permissions or functionality by migrating to updated Access technology.
We didn’t have to do any actual work ourselves, our IT team provided a link and permissions to grab the data, and that was it... super easy. After that, we had various training with the concierge services which was super helpful and the best experience we ever had.
Amazing functionality
Kevin and his team are extremely pleased with their journey to the cloud and their migration to Access Financials: "The main benefit we have seen is that it’s sped up our internal processes by miles."
Kevin previously used ODBC reporting and was the only person on the team who could use this reporting functionality. Exporting raw data, formatting it and not having the option to import it into Dimensions was not only frustrating but extremely time-consuming.
"Everyone relied on me to run the reports, now others can self-serve their reporting needs. – that was a super, super plus. The import functionality is absolutely superb. A lot of invoices are received in spreadsheet templates. Now we just make sure they match the import grid, and it's just a few seconds of work."
It isn’t only Kevin who is happy with the improvements Access Financials has brought about, his team has seen extensive time-saving benefits since migrating.
The management report used to take us 1⁄2 a day to prepare, now it's literally an hour max. We don’t do any overtime anymore - that’s a good thing! It’s not only about the speed, we don’t do as much manual work anymore, everything is automated so there’s very minimum
chance was going to have errors, so less time going back checking formulas, etc – that benefit I can’t quantify!
Further to this, Kevin’s team has a newfound love for the duplicating page functionality within Access Financials: "The other major benefit was being able to duplicate your page in Financials, as many times as you want. It means I can complete other tasks or look up something on another screen whilst being in the middle of a transaction, I find this really useful."
Concierge services
One of the areas JTP have been most impressed with was Access’ concierge services. They have benefited from 4 weeks of guidance and support and have been able to lean on their dedicated specialist for training that has been catered to their business.
It was the best experience I ever had; I cannot thank The Access team enough. The whole thing was pretty smooth. We transitioned during a lockdown and all working from home. Everything was done over Teams calls which went really well considering the circumstances.
To Kevin, the support provided by Access for his implementation and training has been invaluable and has allowed his team to adopt their new cloud-based software quickly.
"The Access Team had great knowledge of everything and answered all of our questions. They knew the product and knew exactly what we needed. You can't ask for more than that!"
Conclusion
Ultimately, our cloud-based solution creates a premium, unparalleled experience for Kevin and the entire JTP team: "Financials is absolutely one of the best products I’ve seen so far. The product is very well-designed and user-friendly, and all of my team members are enjoying the functionality and the time it saves them."
Access Financials provides the the functionality and support they need to conduct daily financial operations, anytime, anywhere:
- Easy to implement and use, quick to adopt
- Keeping historic data safe for as long as necessary
- Helping optimise internal processes
- Improving reporting and dashboards
- Always on the latest version
- Everything is automated and streamlined, reducing the risk of errors