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Auga Logo - Sage Financials Case Study - Sage Live

Industry: Technology/ Software
Location: Hampshire
Project Type:  Sage Financials (Sage Live) Implementation

Company Overview

Auga are an award-winning Software Development business specialising in engagement technologies. Their state of the art online platform transforms the learning experiences and meeting outcomes of customers.
The Challenges Faced by Auga

Their existing finance system lacked efficient integration, leading to operational inefficiencies.
A significant amount of time was devoted to manual data manipulation in Excel.
With a vision for growth, Auga needed a robust platform that could scale with their expanding business needs.
Transformative Outcomes:

The adoption of Sage Financials was a game-changer for Auga, fundamentally transforming their financial management processes. This strategic shift enabled seamless integration with the Salesforce Platform, significantly enhancing the efficiency of their sales process. Sales teams now have the capability to effortlessly convert successful opportunities into invoices directly within Sage Financials. This integration also brought about the automation of revenue recognition schedules, aligning revenue accurately with sales contracts and removing the need for manual intervention. Furthermore, the consolidation of reporting processes into a unified system has streamlined Auga's financial operations. This holistic upgrade not only meets their current operational demands but is also scalable to accommodate their future growth ambitions, thus fortifying Auga's position in the technology sector.
"ITAS were instrumental to our Sage Financials implementation. Our assigned lead consultant that was with us from the initial scoping session to our Go Live date (and beyond) took time to understand our business requirements and her technical knowledge of the Financials system meant everything was configured accordingly to satisfy all our daily processes. The ITAS team also have knowledge of the Salesforce platform which is very helpful when working with our internal Salesforce Administrator to ensure all the processes, custom fields and workflows had been set up as required to ensure the two systems were integrated correctly. During the implementation, we discovered some functionality that we required that Financials didn’t yet support but the ITAS team came up with workarounds for us and ITAS’s direct and close relationship with the Sage product team is hugely advantageous and has resulted in a couple of the things we required already been deployed in one of the recent product updates. We are continuing to work with the ITAS support team to ensure our reporting requirements are all covered and our processes are becoming even more streamlined. This past month, which is month 3 of using Sage Financials, we closed our financial books on day 6. Not bad doing, I would say!"

Why choose itas as your Sage Partner?

At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.

  • We really know our stuff
  • We take the hassle away with effective project management
  • We help you get up and running quickly with training that delivers results
  • We are good people to work with that genuinely care about your business
  • We are just a phone call away with no automated queues
  • We are big enough to deliver, but small enough to care
  • We will ensure a smooth transition from your old platform to your new

The change to any new platform is a journey, and we will be on that journey with you, every step of the way.