Case Studies

TransX

Company:TransX
Location:Winnipeg, Manitoba
Industry:Transportation
Implementation:2007

Background

TransX Ltd ("TransX") is the premier provider of integrated transportation solutions to North America's business community. TransX's head office is based in Winnipeg, Manitoba, with branch offices in 10 locations in Canada and the U.S. TransX needed a new accounting system that could handle the complexities of their business, streamline processes and workflows, and integrate to their back-office transportation system.

Business Issues to be Solved

  • Provide an easy-to-use report-writer, in order for staff to easily create reports from the system.
  • Allow non-financial metrics to be stored in the ledger, to provide key performance indicators when combined with financial data.
  • Provide a fixed assets module, so that depreciation could be generated and posted to the ledger automatically. This was important since TransX has several thousand assets including tractors and trailers.
  • Provide integration tools to interface SunSystems to the back-office transportation system.
  • Automate the bank reconciliation process.
  • Provide a system that could grow with the business and handle the large transaction volumes.
  • Provide multi-currency functionality.

Selection Process

After reviewing a number of accounting packages, TransX chose SunSystems as the accounting solution. SunSystems was selected for its integration tool sets, since integration capabilities was the differentiator.

Implementation Process

Paul Fernandez led the design workshop that mapped out the business processes and designed the new chart of accounts and analysis dimensions. David Jackson, Assistant Controller, said that he learned more about TransX's business during this design workshop than he had learnt in the previous 8 years. Andrew Lane configured the system according to the design.

Results

Business processes have been streamlined, allowing the accounting department to keep up with the growth in the business without adding significant additional staff. Reporting capabilities have been hugely improved, allowing the staff to produce financial statements in less time and produce new analyses that was not possible with the old system.