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Background Business Challenge <break strength="strong"/> Horizon Contracting provides landscape construction and maintenance services in addition to a variety of other types of mechanical field services. They were looking for validation in determining the appropriate systems to use for their Hydrovac division. They were using QuickBooks Online and a few peripheral systems which they had migrated to a year prior, an initiative that was led by some former staff members. Leadership was seeing a variety of inefficient workflows as well as other data management problems that staff had to deal with. They were not seeing the same issues with the rest of the company and wanted to ensure that their intent to bring this data back into the same systems as all other divisions was the right option. Critical Pain Points • Too much time spent on inefficient billing processes • A lot of time dedicated to consolidating data across multiple systems to produce accurate financial statements • Errors in transactional data from QBO’s payroll and tax management modules Desired Outcomes • Eliminate the duplication of systems • Improve the accuracy of financial data management • Improve the efficiency of AP and AR processes Evaluation Planning I spent two months conducting a study to determine if Horizon’s workflows were highly inefficient and ought to be migrated back to the company’s ERP. I found that the following tools were being used • QuickBooks Online • RapidWorks • TSheets • Plooto • Approval Max Interviewees expressed the existence of many problems with this alternate tech stack and their related workflows.