Jacobus Consulting transitioned to FinancialForce ERP from multiple disjointed applications, streamlining operations and enhancing responsiveness to customer needs. The cloud-based system automates manual processes, reduces financial close time and invoicing significantly, and enables better strategic decision-making with real-time data access. Overall, the integration brought operational efficiencies and allowed staff to focus on customer interactions, supporting business growth.

1. We’re now able to be more responsive to our customers because we
have real-time data in front of us. We’re able to provide them with whatever
they need that wasn’t available to us before. Now we can run an entire
group of statements for customers to show them where they’re at in
the billing process.”
Featured Product ­
FinancialForce ERP
Systems Replaced
Microsoft Excel
Company Size
Medium
Industry
Healthcare &
Pharmaceuticals; IT Services
Other Products In Use
FinancialForce Accounting;
FinancialForce Spend Management;
FinancialForce PSA
Location
Rancho Santa Margarita, California,
United States
Jacobus Consulting
Jacobus Consulting is a leading healthcare consulting
firm that partners with providers to continually improve
patient care and quality, optimize operations, and financial
performance. Their depth and breadth of expertise positions
Jacobus to solve the most complex challenges in healthcare.
Before FinancialForce ERP, they were using multiple
apps running on separate databases with different user
interfaces and security models. Processes were disjointed,
teams worked in silos and there was no centralization of
business critical data. Now they have a single platform
ERP. That means one reporting engine, a single database to
update, One UI/One log-in, easy sharing of information, and
ultimately better business decisions.
SUCCESS STORY
Jacobus Consulting
Alan Hall | Senior VP

2. Business Issues
• Outgrown the shoestring IT processes that supported its business
• Reliance on Microsoft Excel and QuickBooks to manage billing and
financials was extremely labor intensive
• A mountain of manual processes was holding the business back and
limiting growth
• Manual tools hampered ability to identify what was going on in the
business, as well as the market
• Talented people were focused on tedious, laborious tasks – limiting
time on higher value activities
• On-premise considered old-school way – needed a single cloud solution
to gain a 360 degree view of the customer. Bolt on modules
not accepted
Benefits & Results
• Rewards of switching to cloud-based ERP reinforced the decision of
choosing cloud over on-premise was the right one
• No need to integrate “the pieces” of an ERP solution – the value of a
single cloud unifies the applications organically
• Unified platform reduces cost of implementation and cost of ownership
– better value compared to other options available
• A full-fledged cloud ERP system automates many of the manual
processes that were bogging people down
• Connecting the back office to the front office all on the Salesforce1
Platform, enables data to flow freely between the company’s CRM and
various back office processes
• Less worry about the day-day business frees up time for executives to
provide thought leadership and focus on strategic matters and the big
picture of running the business
• Timely insight into the business improves strategic planning – no more
waiting three months to get information that drives business decisions
• Agile decision making is now possible with a real-time snapshot of
what’s going on in the business - and the industry – available anytime,
anywhere
• Team able to break down the silos that existed between operations,
HR, finance and sales team - information flows seamlessly on a cloud
ERP platform
• Greater responsiveness to customers now achieved. Can provide
information regarding billing immediately – with all customer financial
data shifted from the back office to out front
It’s one continuous picture
that allows you real-
time access to whatever
information you might need.”
Alan Hall | Senior VP
SUCCESS STORY • Jacobus Consulting

3. Benefits & Results
• Streamlined processes and new operational efficiencies have positioned
the organization well for growth
• Staff is now freed up to focus on customer interactions instead of
back-office tasks, enabling the company to sign extended customer
contracts – growing the top line
• The monthly financial period close – once a major challenge – has been
slashed in half from two weeks to one week
• Invoicing processes reduced from 4 days to a day and a half – an 87%
improvement
• Adding the HR and Supply Chain solutions to the ERP mix has also
increased overall productivity, increased accuracy, and increased
compliance from staff with the recording of time, expenses and
HR issues
SUCCESS STORY • Jacobus Consulting
FinancialForce is a complete
ERP. It provides a holistic
picture from Sales to Finance
to Supply Chain and HR.”
Alan Hall | Senior VP
Copyright © FinancialForce, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and
FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. FFFY1013US
To find out more about FinancialForce solutions, please contact us at:
www.FinancialForce.com | info@financialforce.com | 866-743-2220 | @FinancialForce