United States

Technology Consulting for Sustainable Growth


By implementing the right technology solution for a growing company's needs, we provided a consolidated, automated system that increased efficiency and allowed for real-time financial reporting.

The client: A private equity-owned performance marketing company experiencing rapid growth through mergers and acquisitions.

The issue: The portfolio company acquired and merged with three firms in related businesses, each of which was using its own QuickBooks database, along with proprietary operational systems and Excel spreadsheets. This cobbled-together accounting system, typical for high-growth companies, made efficient oversight and reporting impossible.

The solution: After carefully considering the marketing company's current and future needs, RSM recommended Microsoft Dynamics® GP to serve as the primary business management system.

Our technology professionals conducted interviews and reviewed business systems, processes and workflows to configure the system to best support the organization. We mapped the company's business processes to Microsoft Dynamics GP's functionality and demonstrated how the system's features and additional functionality would improve efficiency.

The software integrated data from all of the systems to provide a strong platform for company-wide business analysis, as well as more efficient daily transactional processing.

The new technology allowed for real-time access to financial reporting on a consolidated basis and by company, with the flexibility to analyze data using a variety of criteria. It also provided automated integration with other applications (such as payroll) as well as automated electronic payments and invoices. Since mergers and acquisitions played a significant role in the company's growth strategy, we made sure the system allowed for management of multiple companies with intercompany transfer capabilities.

Private Equity Subscriptions

Subscribe to Quarterly Industry Spotlights

(* = Required fields)

Contact our professionals

Contact us by phone 800.274.3978 or
submit your questions, comments or proposal requests.

Events / Webcasts


Healthcare and Life Sciences Private Equity and Finance Conference

  • February 20, 2019


Timely insights on SBIC trends

  • January 23, 2019


Health care M&A webcast: Latest trends and best practices

  • December 04, 2018


Tax benefits of investing in qualified opportunity zones

  • November 29, 2018