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Case Study

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dynamics gp success story clarke corp

Clarke Living Case Study

Reading Time: 1 minute
  • February 22, 2023
  • Case Study | CRM | Dynamics 365
With a canvas app Sikich created and embedded in Microsoft Dynamics 365 Sales, New England’s leading provider of high-end kitchen appliances makes it easier…
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hand-putting-money-into-piggy-for-saving-money-wealth

Case Study: Addressing the Need for Student Loan and Debt Guidance with Tailored Education Programs for 401(k) Plan Participants

Reading Time: 3 minutes
  • February 20, 2023
  • Case Study | Wealth Management
Case Study: RETIREMENT PLAN SERVICES INTRODUCTION Did you know only 27% of organizations provide formal financial education or guidance to participants on student loans…
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Dynamics 365 CRM for financial services

Enterprise Bank Powers Services to Foster Prosperous Communities with Microsoft Dynamics 365 CRM and Sikich

Reading Time: 9 minutes
  • June 21, 2022
  • Case Study | Cloud | CRM | Dynamics 365 | Power BI | SharePoint | Technology
Enterprise Bank decided it was time to replace an older customer relationship management (CRM) system for financial institutions. Because it needed a more powerful…
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bringing cloud inventory management to Raymond Corporation

Sikich Microsoft POY nominations 2021 – Microsoft Dynamics 365 Business Central with Raymond Corporation

Reading Time: 6 minutes
  • November 11, 2021
  • Azure | Case Study | Dynamics 365 Business Central | Life Science | Power BI | Technology
Cloud-powered mobility comes to inventory management Sikich delivers solutions and services to mid-market and larger clients in our target industries, including manufacturing, distribution, construction,…
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Hand-selects-a-hologram-of-an-employee

Case Study – Process Improvement and System Optimization Post-Go Live

Reading Time: 5 minutes
  • March 19, 2021
  • Case Study | HCM Case Studies | Human Resources
Client Background: A financial services organization employed approximately 1,000 staff members at the onset of our assessment. Additionally, they were about nine months into…
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Business Person Working on a computer

Vista Wealth Management Salesforce Case Study

Reading Time: 7 minutes
  • February 19, 2021
  • Case Study | Salesforce | Technology
Vista Wealth Management Salesforce Case Study A successful CRM migration delivers unified technology environment and extra business value Vista Wealth Management runs it business…
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Keystone Insurers Salesforce Case Study

Reading Time: 4 minutes
  • November 6, 2020
  • Case Study | Salesforce | Technology
Keystone Insurers Salesforce Case Study An insurance company wanted to make enhancements to their Salesforce environment. They called on Sikich because of our expertise….
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Google Chrome profiles

HR Technology Strategy, Selection and Implementation Case Study

Reading Time: 3 minutes
  • October 22, 2020
  • Case Study | HCM Case Studies | Human Resources
Client Challenge A regional healthcare provider with 12,000 employees working in four hospitals, as well as 208 clinical settings and administrative offices, needed an…
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Stratos Wealth Partners Salesforce success story

Salesforce Success Story: Stratos Wealth Partners Case Study

Reading Time: 3 minutes
  • May 27, 2020
  • Case Study | Salesforce | Technology
We recently implemented Salesforce Financial Services Cloud (FSC) for Stratos Wealth Partners and rolled it out to its affiliated advisors across the country. Now…
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Rapid Company Growth Creates Need for Payroll Process Improvement

Reading Time: 2 minutes
  • May 14, 2020
  • Case Study | HCM Case Studies | Human Resources
We were contacted by a company in the internet technology industry with 5,000 worldwide employees and an annual revenue of $2 billion when they…
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Interim Payroll Management Resources and System Implementation

Reading Time: 3 minutes
  • May 11, 2020
  • Case Study | HCM Case Studies | Human Resources
CLIENT CHALLENGE We were contacted by a higher education institution with 4,000+ employees to assess and provide solutions for the payroll management challenges they…
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Providing Support Through Payroll Crisis Management

Reading Time: 3 minutes
  • May 8, 2020
  • Case Study | HCM Case Studies | Human Resources
When a business in the construction industry reached out and informed us of their challenges involving the payroll, tax and human resources functions, we…
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Supporting the Assessment and Redesign of Payroll Processes

Reading Time: 3 minutes
  • May 8, 2020
  • Case Study | HCM Case Studies | Human Resources
When a higher education institution with 4,000 employees began to detect small indicators of a potentially larger problem, we were contacted to step in…
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upgrading to Salesforce lightning

Stratos Wealth Partners Salesforce Case Study

Reading Time: 11 minutes
  • April 7, 2020
  • Case Study | Salesforce | Technology
Stratos Wealth Partners Case Study With Salesforce and Sikich, Stratos was able to streamline operations and empowers client advisors. Stratos Wealth Partners engaged with…
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windows on building for technology offices that use windows servers

Arcus Hunting – Strategic IT, vCIO Case Study

Reading Time: 7 minutes
  • March 3, 2020
  • Case Study | Information Technology | Technology
ARCUS HUNTING Case Study Strategic IT Initiatives were realized with the help of Sikich’s professional staff, cost advantage and technical relationship. Arcus Hunting is…
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ADV-HR-HCM-Vendor

Selecting the Correct HCM Vendor

Reading Time: 2 minutes
  • December 24, 2019
  • Case Study | HCM Case Studies | Human Resources
An agricultural cooperative and marketing organization was seeking a consulting firm with experience and expertise in HCM strategic planning and vendor evaluation…
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ADV-HR-Leadership-Planning-2

Leadership Succession Planning for a Mid-Sized Client

Reading Time: 2 minutes
  • December 24, 2019
  • Case Study | HCM Case Studies | Human Resources
Sikich was asked by a second-generation, family-owned agricultural business to help prepare the organization for the transition of a key employee, who had led…
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ADV-HR-Talent-Acquisition-1.20

Talent Assessment & Talent Acquisition for a Mid-sized Client

Reading Time: 2 minutes
  • December 24, 2019
  • Case Study | HCM Case Studies | Human Resources
Sikich was engaged by a small medical practice to assess their Human Resources function because the organization was experiencing high turnover, frequent employee relations…
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ADV-HR-Mgmt.-Training-1.20

Management Training for a Municipality

Reading Time: 2 minutes
  • December 24, 2019
  • Case Study | HCM Case Studies | Human Resources
Sikich was asked by a municipality to help fill the management training gap on Family and Medical Leave, Americans with Disabilities, and Workers’ Compensation….
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ADV-HR-Reorg-Assessment-1

Assisting in the Assessment and Reorganization of a Payroll Department

Reading Time: 3 minutes
  • December 24, 2019
  • Case Study | HCM Case Studies | Human Resources
We were asked by a leading global Content Delivery Network (CDN), cybersecurity, and cloud service provider to assess their policies and practices as they…
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