“Paragon Software not only handled the implementation of Microsoft Dynamics GP, but spearheaded the planning of a two phase process and prepared our infrastructure to transfer our in-house invoicing system which was very complex. It was planned as a gradual process because we wanted to be extremely comprehensive. Paragon’s team was with us the whole way.”

– Neil Murphy, CFO at Enservio

Enservio is the market leader in contents inventory creation, valuation and replacement, providing software and services to property insurance carriers and their policy holders nationwide. Founded in 2004, the company is headquartered near Boston, Massachusetts with offices and professional staff across the United States.

When a business or residence experiences a property loss, all of the contents may need to be replaced or restored. An inventory of lost or damaged items must be prepared and an accurate replacement value determined for each item. It’s a daunting task which historically, no one has done well-until Enservio. The company delivers accuracy, efficiency, speed and customer service across the entire contents value chain. In order for that to happen, they must operate with extreme accuracy, efficiency and speed – internally.

Since the beginning, Enservio was using Microsoft Small Business Financials as its accounting system as well as an in-house system for invoicing which served them well in the early years. As the company entered rapid growth, the small, simplified financial system was no longer meeting their needs for general ledger, account payable and accounts receivable functions. The in-house invoice functionality was in particular cumbersome. They needed something more robust to take them to the next level. Financial and accounting software experts, Paragon Software Solutions, were brought on as consultants to help them achieve optimum efficiency with financial planning processes and ultimately, system upgrades.

The combination of Paragon Software Solutions and the migration to Microsoft Dynamics GP got them to the next level.

Financials, Invoicing Made Easy

Paragon helped to plan out the implementation process that would be divided into two phases. First, a simple upgrade of the base financials would take place – general ledger, account payable and accounts receivable from Small Business Financials to Microsoft Dynamics GP. Phase two was more complicated and involved Enservio’s invoicing, including check processing, which was completely an in-house system. It was a very complex system, had to be removed, matured and functionality moved to Dynamics GP. Before that happened, however, considerable infrastructure work needed to take place in order for the information to be transferred and received.

“Paragon Software not only handled the implementation of GP, but spearheaded the planning of the two phase process and prepared our infrastructure to transfer our in-house invoicing system to GP which was very complex,” commented Neil Murphy, CFO at Enservio. “It was planned as a gradual process because we wanted to be extremely comprehensive and ensure accuracy. The process took about a year and Paragon’s team was with us the whole way.”